Terms of Service

If you accept these terms for an organization, you confirm that you have the authority to bind it.

The agreement also includes our Privacy Policy and any order form we agree with you. If an order form conflicts with these terms, the order form governs.

Canadian Formatters provides software for collecting information from your clients, including through intake forms, and for preparing legal documents. We may change, add or remove features from time to time.

• It is a tool, not legal advice. We are not a law firm. Nothing in the service is legal advice, and using it creates no lawyer-client relationship with us.
• You remain responsible for your work. Your professional obligations stay with you. Before you rely on, file or serve a document, review it and confirm that it is the right form and the current version.

• The service is for law firms, legal professionals and legal clinics, and the people they allow to use it. We may verify your eligibility, including your professional licence, and may refuse, suspend or cancel an account we cannot verify.
• You decide who in your organization uses the service. Each user needs their own login.
• Keep sign-in details secure, and remove access promptly when someone leaves your organization.
• You are responsible for what your users do in the service.

• You own your content. You give us only the limited rights we need to host, store and process it to provide the service to you.
• We act on your instructions. We process your clients’ information only to provide the service to you. We keep it confidential, protect it with reasonable safeguards, and tell you without undue delay about a breach of our safeguards that affects it.
• You must have the right to use it. You are responsible for having the authority to collect your clients’ information and put it into the service, including any notice or consent the law requires.
• Intake forms. Send an intake form only to the person it is meant for. You decide whether information a client submits is added to your files.
• Our access. We access your clients’ information only at your request or where the law requires it.

You agree not to:

• use the service for anything unlawful, or to prepare documents you know are false or misleading,
• access, or try to access, another organization’s account or information,
• probe, disrupt or overload the service, or try to get around its security, or
• scrape the service, or resell access to it, without our written agreement.

We may set reasonable limits on use to protect the service. A usage limit never deletes information you have already stored.

• Fees, billing periods, any free trial and plan limits are as presented when you subscribe, or as set out in your order form. Taxes are extra.
• Subscriptions renew automatically until cancelled. You can cancel at any time, and cancellation takes effect at the end of the current billing period.
• Fees are non-refundable, except where the law requires otherwise.
• If payment stops, we may restrict the service until it resumes. You can still export your information.
• We may change our fees. We will tell you before a change applies to you.

We work to keep the service available, but we do not guarantee that it will be uninterrupted or error-free. Support is available by email at intake@canadianformatters.com.

Each of us will keep the other’s non-public information confidential and use it only for this agreement. Information that is public, already known, or independently developed is not confidential. Either of us may disclose information when the law requires it.

The software, its design and its content belong to us, except your content and official court forms, which we do not claim to own. If you send us suggestions, we may use them without any obligation to you.

• You may stop using the service and close your account at any time.
• We may suspend or end your access if you do not pay, if you breach these terms, or if your use puts the service or other customers at risk. Where we reasonably can, we tell you first.
• Export first. When your account closes, your information is deleted as our Privacy Policy describes. Once it is deleted, it cannot be recovered.

If we discontinue the service, we will give you reasonable notice and the opportunity to export your information.

The service is provided "as is" and "as available". We do not promise that a court will accept a document you prepare with it, or that the service suits a particular matter. Section 2 applies throughout.

To the extent the law allows:

• neither of us is liable for indirect, incidental, special or consequential losses, including lost profits or lost data, and
• our total liability for all claims about the service is limited to the fees you paid us in the 12 months before the claim arose.

We are not liable for the outcome of any legal proceeding.

You will compensate us for claims by third parties arising from information you put into the service without the right to do so, or from your breach of section 5.

We may update these terms. If we make a material change, we will tell you before it applies to you, for example with a notice in the service. Continuing to use the service after that means you accept the updated terms.

• Ontario law, and the federal laws of Canada that apply in Ontario, govern these terms. The courts of Ontario resolve any dispute.
• Neither of us may transfer this agreement without the other’s consent. We may transfer it to a buyer of our business if we tell you first.
• Neither of us is responsible for a delay caused by events outside our reasonable control.
• If part of these terms cannot be enforced, the rest still applies.
• These terms, with the documents in section 1, are the whole agreement about the service.

intake@canadianformatters.com. See also our Privacy Policy.