Terms of Service

1. Acceptance of Terms

By creating an account or using CaseMix, you agree to these Terms and our Privacy Policy. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

If you do not agree to these Terms, you may not access or use the Service.

2. Description of Service

CaseMix provides a scheduling and practice management platform designed for therapists, coaches, and similar service professionals. The Service includes:

• Online booking and scheduling tools
• Client management and communication features
• Payment processing integration through Stripe
• Session notes and client memory features
• AI-assisted tools for practice management
• Calendar integrations

We reserve the right to modify, suspend, or discontinue any aspect of the Service at any time with reasonable notice.

3. Account Registration and Security

3.1 Account Creation

To use certain features of the Service, you must create an account. You agree to:

• Provide accurate, current, and complete information during registration.
• Maintain and promptly update your account information.
• Keep your password secure and confidential.
• Accept responsibility for all activities under your account.
• Notify us immediately of any unauthorized access or security breach.

3.2 Account Requirements

You must be at least 18 years old to create an account. By creating an account, you represent that you meet this requirement and have the legal capacity to enter into these Terms.

4. Acceptable Use

4.1 Permitted Use

You may use the Service only for lawful purposes and in accordance with these Terms. CaseMix is intended for professional service providers managing legitimate business operations.

4.2 Prohibited Conduct

You agree not to:

• Violate any applicable laws, regulations, or third-party rights.
• Use the Service for any fraudulent, deceptive, or illegal purpose.
• Impersonate any person or entity or misrepresent your affiliation.
• Interfere with or disrupt the Service or servers connected to the Service.
• Attempt to gain unauthorized access to any part of the Service.
• Use automated systems (bots, scrapers, etc.) without our express permission.
• Transmit malware, viruses, or other harmful code.
• Harass, abuse, or harm other users or their clients.
• Use the Service to send spam or unsolicited communications.
• Reverse engineer, decompile, or attempt to extract source code from the Service.
• Sublicense, resell, or redistribute the Service without authorization.

5. Your Content and Data

5.1 Ownership

You retain ownership of all content you submit to the Service, including client information, session notes, and business data (“Your Content”). We do not claim ownership of Your Content.

5.2 License to CaseMix

By submitting content to the Service, you grant CaseMix a limited, non-exclusive, worldwide license to use, store, process, and display Your Content solely as necessary to provide and improve the Service. This includes:

• Processing data to provide scheduling and booking features.
• Using AI systems to generate summaries, insights, and intelligent features.
• Creating anonymized, aggregated data for analytics and service improvement.

5.3 Your Responsibilities

You are solely responsible for:

• The accuracy and legality of Your Content.
• Obtaining necessary consents from your clients to store their information.
• Complying with professional and legal obligations regarding client data.
• Maintaining appropriate backups of Your Content.
• Ensuring Your Content does not infringe third-party rights.

6. Payment Terms

6.1 Subscription Fees

Access to certain features may require a paid subscription. By subscribing, you agree to pay all applicable fees as described at the time of purchase. Fees are non-refundable except as expressly stated in these Terms or required by law.

6.2 Payment Processing

Payments are processed through Stripe. You agree to Stripe's terms of service when connecting your payment account. CaseMix is not responsible for errors or issues arising from Stripe's services.

6.3 Client Payments

When your clients make payments through the Service, funds are processed by Stripe and deposited directly to your connected Stripe account, less applicable fees. You are responsible for all tax obligations related to payments you receive.

6.4 Refunds and Cancellations

You are responsible for establishing and communicating your own refund and cancellation policies to your clients. CaseMix is not a party to transactions between you and your clients and is not responsible for refunds or disputes.

7. Intellectual Property

7.1 CaseMix IP

The Service, including its design, features, code, and content (excluding Your Content), is owned by CaseMix and protected by copyright, trademark, and other intellectual property laws. You may not copy, modify, distribute, or create derivative works without our express permission.

7.2 Feedback

If you provide feedback, suggestions, or ideas about the Service, you grant CaseMix a perpetual, irrevocable, royalty-free license to use such feedback for any purpose without obligation to you.

8. Third-Party Services

The Service integrates with third-party services including Stripe, Google Calendar, and AI providers. Your use of these integrations is subject to the respective third-party terms. CaseMix is not responsible for:

• The availability or performance of third-party services.
• Content, privacy practices, or policies of third parties.
• Transactions or interactions you have with third parties.

9. AI-Powered Features

CaseMix uses artificial intelligence to provide certain features, including session note summaries and client insights. You acknowledge that:

• AI-generated content is provided for informational purposes and should be reviewed before use.
• AI outputs may not be accurate or appropriate for all situations.
• You are responsible for verifying and appropriately using AI-generated content.
• AI features do not constitute professional advice of any kind.
• Your data may be processed by AI systems to provide these features, subject to our Privacy Policy.

10. Professional Responsibility

CaseMix is a tool to support your professional practice, not a substitute for professional judgment. You acknowledge and agree that:

• You are solely responsible for the services you provide to your clients.
• CaseMix does not provide medical, legal, financial, or therapeutic advice.
• You must comply with all applicable professional licensing requirements and ethical standards.
• You are responsible for maintaining appropriate professional liability insurance.
• Your use of CaseMix does not create any professional relationship between CaseMix and your clients.

11. Disclaimers

12. Limitation of Liability

13. Indemnification

You agree to indemnify, defend, and hold harmless CaseMix and its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising from:

• Your use of the Service.
• Your Content or data you submit to the Service.
• Your violation of these Terms.
• Your violation of any third-party rights.
• Your professional services provided to clients.
• Disputes between you and your clients.

14. Termination

14.1 Termination by You

You may terminate your account at any time by contacting us or using the account deletion feature in the Service. Upon termination, your right to use the Service will cease immediately.

14.2 Termination by CaseMix

We may suspend or terminate your account at any time for any reason, including if we reasonably believe you have violated these Terms. We will endeavor to provide notice when practicable.

14.3 Effect of Termination

Upon termination, you may request a copy of Your Content within 30 days. After this period, we may delete Your Content. Provisions that by their nature should survive termination will survive, including intellectual property rights, disclaimers, limitations of liability, and indemnification obligations.

15. Dispute Resolution

15.1 Informal Resolution

Before initiating formal proceedings, you agree to contact us at legal@casemix.io to attempt to resolve any dispute informally. We will attempt to resolve the dispute within 30 days.

15.2 Arbitration

If informal resolution fails, any dispute arising from these Terms or the Service shall be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The arbitration shall be conducted in English and held in San Francisco, California, or remotely at the arbitrator's discretion.

15.3 Class Action Waiver

You agree to resolve disputes with CaseMix on an individual basis and waive any right to participate in a class action lawsuit or class-wide arbitration.

15.4 Exceptions

Either party may seek injunctive relief in any court of competent jurisdiction for claims involving intellectual property infringement or unauthorized access to the Service.

16. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law principles. To the extent litigation is permitted, you consent to the exclusive jurisdiction of state and federal courts located in San Francisco, California.

17. Changes to Terms

We may modify these Terms at any time. We will notify you of material changes by posting the updated Terms on our website and updating the “Last updated” date. Your continued use of the Service after changes become effective constitutes acceptance of the revised Terms.

If you disagree with the changes, you must stop using the Service and terminate your account.

18. General Provisions

18.1 Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and CaseMix regarding the Service and supersede all prior agreements.

18.2 Severability

If any provision of these Terms is held invalid or unenforceable, the remaining provisions shall continue in full force and effect.

18.3 Waiver

Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

18.4 Assignment

You may not assign or transfer these Terms without our prior written consent. CaseMix may assign these Terms without restriction.

18.5 Force Majeure

CaseMix shall not be liable for any delay or failure to perform resulting from causes outside our reasonable control, including natural disasters, acts of government, pandemics, or internet service disruptions.

19. Contact Information

For questions about these Terms, please contact us: