Terms of Service

Last updated: September 2023

For customers using Claudius Legal Intelligence’s products and services.

Note: Claudius Legal Intelligence serves only the U.S. market, and it makes a good faith effort not to engage any person or entity beyond the U.S. market.

Note regarding practice of law: Claudius Legal Intelligence, Inc. (which includes www.claudius.ai and nested sites, such as scholar.claudius.ai) is not a law firm and does not practice law. Its products are not a substitute for the advice or services of an attorney. It does not offer legal advice, and the information it may provide to you does not constitute legal advice. More specifically, Claudius Legal Intelligence, Inc., does not prepare pleadings or other documents incident to an action or special proceeding, nor does it manage actions or proceedings on behalf of a client, neither before a judge in court nor out of court. It does not give advice or render any service requiring the use of legal skill or knowledge.

Claudius Legal Intelligence, Inc., provides a platform for legal information and self-help. This platform gives visitors a general understanding of the law and includes an automated software solution for individuals who choose to prepare their own legal documents. The information provided by Claudius Legal Intelligence, Inc., along with the content on our websites related to legal matters is provided for your private use and does not constitute legal advice. Claudius Legal Intelligence, Inc., does not review any information you provide to us for legal accuracy or sufficiency, draw legal conclusions, provide legal advice, opinions or recommendations about your legal rights, remedies, defenses, options, selection of forms, or strategies, or apply the law to the facts of your situation. If you need legal advice for a specific problem, you should consult with a licensed attorney. As Claudius Legal Intelligence, Inc., is not a law firm, please note that communications between you and Claudius Legal Intelligence, Inc., may not be protected under the attorney-client privilege doctrine.

Although Claudius Legal Intelligence, Inc. can and may connect you with independent lawyers, Claudius Legal Intelligence, Inc., is not responsible for the advice they give and makes no warranty pertaining to their services.

The following “User License Agreement” governs your use of the software and services provided by Claudius Legal Intelligence Inc. (“Claudius LI”), which includes but is not limited to software and services accessed through www.claudius.ai and nested sites, such as scholar.claudius.ai. This is a legal agreement between you and Claudius LI and incorporates the Privacy Policy and the attached Exhibits. By registering your use of the Service (as defined below), you are accepting to be bound to the terms of this User License Agreement.

1. Definitions

(a) “Administrator” shall mean a Subscriber (as defined in Section 1(i)) with authority to designate additional Authorized Users and/or Administrators and commit the Subscriber to additional services from Claudius LI.

(b) “Agreement” shall mean this entire User License Agreement and incorporates by reference the Privacy Policy located at www.claudius.ai and the attached Exhibits.

Exhibit A – Claudius LI Support Services

Exhibit B – Claudius LI Data Protection Addendum for GDPR Compliance

Exhibit C – Claudius LI Authorized Subprocessors

(c) “Authorized User” shall mean an individual Subscriber (mentioned above) or the partners, members, employees, temporary employees, and independent contractors of an organization with a subscription to the Service who have been added to the account as users. A subscription to the Service does not necessarily entail payment to Claudius, as many Subscribers and Authorized Users will be using the platform free of charge. It merely means that the entity has signed up for the Service.

(d) “Confidential Information” shall mean the Content (as defined in Section 1(e)) and any information, technical data, or know-how considered proprietary or confidential by either party to this Agreement including, but not limited to, either party’s research, services, inventions, processes, specifications, designs, drawings, diagrams, concepts, marketing, techniques, documentation, source code, customer information, personally identifiable information, pricing information, procedures, menu concepts, business and marketing plans or strategies, financial information, and business opportunities disclosed by either party before or after the Effective Date of this Agreement, either directly or indirectly in any form whatsoever, including in writing, orally, machine-readable form or through access to either party’s premises.

(e) “Content” shall mean information you upload or post to the Service and information provided by you to Claudius LI in connection with the Service, including that which is discussed in Section 9, and including, without limitation, information about your Authorized Users or Registered Clients, as defined in Section 1(g).

(f) “Primary Subscriber” shall mean the Subscriber who initiated the Services offered by Claudius LI and is assumed by Claudius LI to have the sole authority to administer the subscription.

(g) “Registered Client” means an individual who has been invited to use the client-facing features of the Service in a limited capacity as a client of an Authorized User.

(h) “Service” shall mean any software or services provided by Claudius LI.

(i) “Subscriber” shall refer to the purchaser of the Services provided by Claudius LI and shall also include any present or former agent, representative, independent contractor, employee, servant, attorney and any entity or person who had authority to act on your behalf.

(j) “Security Emergency” shall mean a violation by Subscriber of this Agreement that (a) could disrupt Claudius LI’s provision of the Service, the business of other subscribers to the Service, or the network or servers used to provide the Service; or (b) provides unauthorized third party access to the Service.

2. Limited License and Use of the Service

2.1 Subscriber is granted a non-exclusive, non-transferable, limited license to access and use the Service.

2.2 Authorized Users agree not to reproduce, duplicate, copy, sell, resell or exploit access to the Service, use of the Service, or any portion of the Service, including, but not limited to the HTML, Cascading Style Sheet (“CSS”) or any visual design elements without the express written permission from Claudius LI.

2.3 Authorized Users agree not to modify, reverse engineer, adapt, or otherwise tamper with the Service or modify another website so as to falsely imply that it is associated with the Service, Claudius LI, or any other software or service provided by Claudius LI.

2.4 Authorized Users agree that they will not knowingly use the Service in any manner which may infringe copyright or intellectual property rights or in any manner which is unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene or in violation of the terms of this Agreement.

2.5 Claudius LI affirms that any intellectual property supplied by the company has not been created by and is not owned by another third-party without that third-parties written authorization.

2.6 Authorized Users agree that they will not knowingly use the Service to upload, post, host, or transmit unsolicited bulk email “Spam”, short message service “SMS” messages, viruses, self-replicating computer programs “Worms” or any code of a destructive or malicious nature.

2.7 Except for the non-exclusive license granted pursuant to this Agreement, Subscriber acknowledges and agrees that all ownership, license, intellectual property and other rights and interests in and to the Service shall remain solely with Claudius LI.

2.8 Authorized Users who configure the Service to share or make available certain Content to the public, are deemed to acknowledge and agree that everyone will have access to the Content (“Public Content”). It is the responsibility of the Authorized User to determine if the Service being shared is appropriate for each Registered User. Claudius LI reserves the right, at any time, in its sole discretion, to take any action deemed necessary with respect to Public Content that violates the terms of this Agreement, including, but not limited to, removal of such Public Content.

2.9 Claudius LI reserves the right at any time, and from time to time, to modify or discontinue, temporarily or permanently, any feature associated with the Service, with or without notice, except that Claudius LI shall provide Subscriber with 30-days notice of any modification that materially reduces the functionality of the Service. Continued use of the Service following any modification constitutes Subscriber’s acceptance of the modification.

2.10 Claudius LI reserves the right to temporarily suspend access to the Service for operational purposes, including, but not limited to, maintenance, repairs or installation of upgrades, and will endeavor to provide no less than 12 hours notice prior to any such suspension. Such notice shall be provided to you in advance by way of email or another notification method deemed appropriate by Claudius LI. Further, Claudius LI shall endeavor to confine planned operational suspensions with a best effort to minimize disruption to the Subscriber, but reserves the ability to temporarily suspend operations without notice at any time to complete necessary repairs. In the event of a temporary suspension, Claudius LI will use the same notification methods listed in this section to provide updates as to the nature and duration of any temporary suspension.

2.11 Claudius LI stores all Content on redundant storage servers. If a Subscriber wishes, he or she may email Claudius LI at in order to request that, at a regular interval, all Content associated with the subscription be replicated to a third party storage service (“Escrow Agent”). The replicated Content (“Escrowed Data”) will then be held under the terms of a separate agreement exclusively between the Subscriber and the Escrow Agent (“Escrow Agreement”). The Subscriber may also elect to replicate all Content associated with the subscription on its own storage device.

2.12 Subscriber grants to Claudius LI a non-exclusive, royalty-free right during Subscriber’s use of the Service, to use the Confidential Information for the sole purpose of performing Claudius LI’ obligations under the Agreement in accordance with the terms of the Agreement. Such rights shall include permission for Claudius LI to generate and publish aggregate, anonymized reports on system usage, anonymized Content trends and type, and Service updates and improvements, including purposes of improving the Service for other clients.

3. Access to the Service

3.1 Subscriber is only permitted to access and use the Service if he/she is an Authorized User or a Registered Client. Authorized Users are required to provide their full legal name, a valid email address, and any other information reasonably requested by the Service.

3.2 Each Authorized User will be provided with a unique identifier to access and use the Service (“Username”). The Username shall only be used by the Authorized User to whom it is assigned, and shall not be shared with, or used by any other person, including other Authorized Users.

3.3 The initial Administrator shall be the Primary Subscriber with authority to administer the subscription and designate additional Authorized Users and/or Administrators. Each subscription may designate multiple Authorized Users as Administrator. Any Administrator shall be deemed to have the authority to manage the subscription and any Authorized Users. The Administrator will deactivate an active Username if the Administrator wishes to terminate access to the Service for any Authorized User.

3.4 Administrators are responsible for all use of the Service by Authorized Users on the list of active Authorized Users associated with their subscription to the Service.

3.5 As between Claudius LI and the Subscriber, any Content uploaded or posted to the Service remains the property of the Subscriber. Upon Cancellation or Termination of Service as discussed in Section 11 below, Claudius LI shall only be responsible for the return of Content directly to the Administrator or a designated Authorized User in the event that the Administrator is unable to be reached.

3.6 All access to and use of the Service via mechanical, programmatic, robotic, scripted, or any other automated means not provided as part of the Service is strictly prohibited.

3.7 Authorized Users are permitted to access and use the Service using an Application Program Interface (“API”) subject to the following conditions:

(a) any use of the Service using an API, including use of an API through a third-party product that accesses and uses the Service, is governed by these Terms of Service;

(b) Claudius LI shall not be liable for any direct, indirect, incidental, special, consequential, or exemplary damages, including but not limited to, damages for loss of profits, goodwill, use, data, or other intangible losses (even if Claudius LI has been advised of the possibility of such damages), resulting from any use of an API or third-party products that access and use the Service via an API;

(c) Excessive use of the Service using an API may result in temporary or permanent suspension of access to the Service via an API. Claudius LI, in its sole discretion, will determine excessive use of the Service via an API, and will make a reasonable attempt to warn the Authorized User prior to suspension; and

(d) Claudius LI reserves the right at any time to modify or discontinue, temporarily or permanently, access and use of the Service via an API, with or without notice.

4. Confidentiality

4.1 Each party agrees to treat all Confidential Information as confidential and not to use or disclose such Confidential Information except as necessary to perform its obligations under this Agreement.

4.2 Claudius LI and any third party vendors and hosting partners it utilizes to provide the Service shall hold Content in strict confidence and shall not use or disclose Content except (a) as required to perform their obligations under this Agreement; (b) in compliance with Section 7 of this Agreement, (c) pursuant to Section 9 of this Agreement, or (d) as otherwise authorized by you.

5. Security and Access

5.1 Claudius LI is responsible for providing a secure method of accessing its Service. Claudius LI will provide mechanisms that protect passwords entered for purposes of gaining access to the Service.

5.2 Subscriber will be responsible for protecting the security of usernames and passwords, or any other codes associated with the Service, and for the accuracy and adequacy of personal information provided to the Service.

5.3 Subscriber will implement policies and procedures to prevent unauthorized use of usernames and passwords, and will promptly notify Claudius LI upon suspicion that a username and password has been lost, stolen, compromised, or misused.

5.4 At all times, Claudius LI, and any third party vendors and hosting partners it utilizes to provide the Service, will:

(a) use information security best practices for transmitting and storing your Content, adhering to industry standards;

(b) employ information security best practices with respect to network security techniques, including, but not limited to, firewalls, intrusion detection, and authentication protocols, vulnerability and patch management;

(c) ensure its host facilities maintain industry standards for security and privacy; and

(d) within thirty (30) days of a request by Subscriber, provide Subscriber with a (SOC2 or SOC3) audit report or industry standard successor report or a comparable description of its security measures in respect of the data center facilities used to host the Service and the Content. In order to obtain such a report, Subscriber must enter into an agreement with the third party provider of the report.

5.5 Claudius LI shall report to Subscriber, with all relevant details (except those which could prejudice the security of data uploaded by other customers), any event that Claudius LI reasonably believes represents unauthorized access to, disclosure of, use of, or damage to Content (a “Security Breach”). Claudius LI shall make such report within 72 hours after learning of the Security Breach.

5.6 In the event of a Security Breach, Claudius LI shall (a) cooperate with Subscriber to identify the cause of the breach and to identify any affected Content; (b) assist and cooperate with Subscriber in investigating and preventing the recurrence of the Security Breach; (c) assist and cooperate with Subscriber in any litigation or investigation against third parties that Subscriber undertake to protect the security and integrity of Content; and (d) use commercially reasonable endeavors to mitigate any harmful effect of the Security Breach.

6. EU Data Protection

6.1 Claudius Legal Intelligence serves only the U.S. market, and it makes a good faith effort not to engage any person or entity beyond the U.S. market. That said, the parties agree to comply with the provisions of the Data Processing Addendum set out in Exhibit B.

7. Legal Compliance

7.1 Claudius LI maintains that its primary duty is to protect the Content to the extent the law allows. Claudius LI reserves the right to provide the Confidential Information to third parties as required and permitted by law (such as in response to a subpoena or court order), and to cooperate with law enforcement authorities in the investigation of any criminal or civil matter.

If Claudius LI is required by law to make any disclosure of the Confidential Information that is prohibited or otherwise constrained by this Agreement, then Claudius LI will provide Subscriber with prompt written notice (to the extent permitted by law) prior to such disclosure so that the Subscriber may seek a protective order or other appropriate relief. Subject to the foregoing sentence, Claudius LI may furnish that portion (and only that portion) of the Confidential Information that it is legally compelled or otherwise legally required to disclose.

7.2 Claudius LI will only accept legal requests for production of Content or other Confidential Information through the procedures listed in our Legal Service document.

8. Managed Backup and Archiving

8.1 Claudius LI’s managed backup services may be designed to facilitate restoration of Content to the server or device from which the Content originated in the event the primary data is lost or corrupted.

9. Additional Information and Data Provided to Claudius LI

9.1 As part of Claudius LI’s Service, Administrators, Authorized Users, Subscribers, and/or Registered Clients may choose to provide Claudius LI with information and data pertaining to legal scholarship, cases, matters, and attendant subjects, such as manuscripts and appendices and related data. Claudius LI may use such information and data to improve the Service. Such information and data will be retained in accordance with the Privacy Policy, Security Protocol, and these Terms of Service.

10. Payments, Refunds, and Subscription Changes

10.1 Subscribers with paid subscriptions will provide Claudius LI with a valid credit card for payment of the applicable subscription fees. All subscription fees are exclusive of all federal,state, provincial, municipal, or other taxes which Subscribers agree to pay based on where the Subscriber is located. Invoices will include (i) subscription fees and (ii) all applicable sales taxes, as amended from time to time, for the jurisdiction in which the Subscriber is located. In the event of updated tax rates, Claudius LI will apply the new tax rate without notice to the Subscriber. In addition to any fees, the Subscriber may still incur charges incidental to using the Service, for example, charges for Internet access, data roaming, and other data transmission charges.

10.2 Subscribers with monthly paying subscriptions will be charged upon the expiration of any applicable free trial period. Subscriptions cancelled prior to the expiration of any trial period, will not be charged. Monthly Subscribers will thereafter be charged in advance each 30 days. Annual Subscribers will thereafter be charged annually on the anniversary date of the initial subscription charge. All charges are final and non-refundable, including payments made by Annual Subscribers, setup fees, and other professional services charges. Subscribers who purchased setup or professional services, such as in-person training, customized forms and documents, or migration services, must initiate those services within sixty (60) days (Service Window) following their purchase. Absent a separate invoice, the date of purchase for setup or professional services will be deemed to be the initial date of entry of a valid credit card for payment as required in §10.1. Failure of the Subscriber to initiate purchased setup or professional services within Service Window will result in those services no longer being available and no refund will be issued.

10.3 No refunds or credits will be issued for partial periods of service, upgrade/downgrade refunds, or refunds for periods unused with an active subscription, including, but not limited to, instances involving the removal of a Subscriber.

10.4 There are no charges for cancelling a subscription and paying subscriptions cancelled prior to the end of their current billing cycle will not be charged again in the following cycle.

10.5 The amount charged on the next billing cycle will be automatically updated to reflect any changes to the subscription, including upgrades or downgrades, and including the addition or removal of discounts included for the purchase of suite services. Adding Authorized User subscriptions or subscription upgrades will trigger prorated charges in the current billing cycle. Subscriber authorizes Claudius LI to apply updated charge amounts. Subscription changes, including downgrades, may result in loss of access to Content, features, or an increase or reduction in the amount of available capacity for Content provided by the Service.

10.6 All prices are subject to change upon notice. Such notice may be provided by an email message to the Administrator, or in the form of an announcement on the Service.

10.7 Subscriber is responsible for paying all taxes associated with the subscription to the Service. If Claudius LI has the legal obligation to pay or collect taxes for which Subscriber is responsible under this section, the appropriate amount shall be charged to and paid by Subscriber, unless Subscriber provides Claudius LI with a valid tax exemption certificate authorized by the appropriate taxing authority.

10.8 Any and all payments by or on account of the compensation payable under this Agreement shall be made free and clear of and without deduction or withholding for any taxes. If theSubscriber is required to deduct or withhold any taxes from such payments, then the sum payable shall be increased as necessary so that, after making all required deductions or withholdings, Claudius LI receives an amount equal to the sum it would have received had no such deduction or withholding been made.

11. Cancellation and Termination

11.1 Administrators are solely responsible for canceling subscriptions. An Administrator may cancel their subscription at any time by contacting Claudius AI by email. For security reasons, cancellations shall only be performed by an Administrator. The Administrator may be directed to speak with Claudius LI staff to complete the cancellation.

11.2 Claudius LI in its sole discretion has the right to suspend or discontinue providing the Service to any Subscriber without notice for actions that are (a) in material violation of this Agreement and (b) create a Security Emergency.

11.3 If (i) Authorized Users use the Service to materially violate this Agreement in a way that does not create a Security Emergency; (ii) Claudius LI provides Subscriber with commercially reasonable notice of this violation; (iii) Claudius LI uses commercially reasonable efforts to discuss and resolve the violation with Subscriber; and (iv) despite the foregoing, the violation is not resolved to Claudius LI’s reasonable satisfaction within thirty (30) days of such notice, then Claudius LI reserves the right to suspend access to the Service.

11.4 Upon cancellation or termination of a subscription, Content is made available to the Administrator or a designated Authorized User. Following a period of no less than ninety (90) days from the cancellation or termination of a subscription, all Content associated with such subscription may, at Subscriber’s election, be irrevocably deleted from the Service. All Escrowed Data, if any, may continue to remain available for a period of six months upon cancellation or termination of a subscription in accordance with the terms of the Escrow Agreement.

12. Limitation of Liability

12.1 Except in the case of a violation by Claudius LI of its obligations under Section 4 above (“Confidentiality”), Section 5 above (“Security and Access”), and Section 8 above (“Managed Backup and Archiving”), and except as provided in Section 14.2 below (“Indemnification”), Claudius LI shall not be liable for and Subscriber waives the right to claim any loss, injury, claim, liability or damage of any kind resulting in any way from the Services provided to Subscriber by Claudius LI.


12.3 Subscriber will solely be responsible for any damage and/or loss of Content contained in Subscriber’s technology which occurs as a result of Subscriber’s electronic equipment and/or Subscriber’s computer system.

13. Disclaimer of Warranties


13.2 Claudius LI makes no warranty that its services when provided to Subscriber in digital or electronic format will be compatible with Subscriber computer and/or other equipment, or that these Services will be secure or error free. Nor does Claudius LI make any warranty as to any results that may be obtained from the use of the Service. Nothing in this Section 13.2 shall modify Claudius LI’s obligations under Section 4 above (“Confidentiality”) or Section 5 above (“Security and Access”) or Claudius LI’s obligation to indemnify you as required by Section 14.2(b) of this Agreement (“Indemnification”).

13.3 Claudius LI hereby disclaims all warranties of any kind related to Subscriber’s hardware or software beyond the warranties provided by the manufacturer of Subscriber’s hardware or software.

14. Indemnification

14.1 Subscriber hereby agrees to indemnify and hold harmless Claudius LI from and against any claim, action, proceeding, loss, liability, judgment, obligation, penalty, damage, cost or expense, including attorneys’ fees, which arise from or relate to the following:

a. Authorized Users’ breach of any obligation stated in this Agreement, and

b. Authorized Users’ negligent acts or omissions.

Claudius LI will provide prompt notice to Subscriber of any indemnifiable event or loss. Subscriber will undertake, at Subscriber’s own cost, the defense of any claim, suit or proceeding with counsel reasonably acceptable to Claudius LI. Claudius LI reserves the right to participate in the defense of the claim, suit, or proceeding, at Claudius LI’ expense, with counsel of Claudius LI’s choosing.

14.2 Claudius LI shall defend, indemnify and hold Subscriber harmless against any loss, damage or costs (including reasonable attorneys’ fees) in connection with claims, demands, suits, or proceedings (“Claims”) made or brought against Subscriber by a third party:

a. alleging that the Service, or use of the Service as contemplated hereunder, infringes a copyright, a U.S. patent issued as of the date of final execution of this Agreement, or a trademark of a third party or involves the misappropriation of any trade secret of a third party; provided, however, that Subscriber:

(a) promptly gives written notice of the Claim to Claudius LI (provided, however, that the failure to so notify shall not relieve Claudius LI of its indemnification obligations unless Claudius LI can show that it was materially prejudiced by such delay and then only to the extent of such prejudice);

(b) gives Claudius LI sole control of the defense and settlement of the Claim (provided that Claudius LI may not settle any Claim unless it unconditionally releases Subscriber of all liability);

and (c) provides to Claudius LI, at Claudius LI’s cost, all reasonable assistance.

Claudius LI shall not be required to indemnify Subscriber in the event of: modification of the Service by Subscriber in conflict with Subscriber’s obligations or as a result of any prohibited activity as set forth herein to the extent that the infringement or misappropriation would not have occurred but for such modification; use of the Service in combination with any other product or service not provided by Claudius LI to the extent that the infringement or misappropriation would not have occurred but for such use; or use of the Service in a manner not otherwise contemplated by this Agreement to the extent that the infringement or misappropriation would not have occurred but for such use; or

b. arising out of or related to a violation by Claudius LI of its obligations under Section 4 above (“Confidentiality”) or Section 5 above (“Security and Access”).

15. Miscellaneous Provisions

15.1 Technical support and training may be available to Authorized Users with active subscriptions; related inquiries can be made by email, as defined in Exhibit A.

15.2 Subscriber acknowledges and agrees that Claudius LI may use third party vendors and hosting partners to provide the necessary hardware, software, networking, storage, and related technology required to run the Service.

15.3 Claudius LI may provide the ability to integrate the Service with third party products and services that Subscriber may use at Subscriber’s option and risk. Access to and use of any third party products and services are subject to the separate terms and conditions required by the providers of the third party products and services. Subscriber agrees that Claudius LI has no liability arising from Subscriber’s use of any integrations or arising from the third party products and services. Claudius LI can modify or cancel the integrations at any time without notice.

15.4 Subscriber acknowledges the risk that information and the Content stored and transmitted electronically through the Service may be intercepted by third parties. Subscriber agrees to accept that risk and will not hold Claudius LI liable for any loss, damage, or injury resulting from the interception of information. The Content is stored securely and encrypted. Only Claudius LI, with strict business reasons, may access and transfer the Content and only to provide Subscriber with the Service. Claudius LI will make reasonable efforts to provide notice to Subscriber prior to such access and transfer. Claudius LI’s actions will comply with its obligations under Sections 4 and 5 of this Agreement.

15.5 The failure of either party to enforce any provision hereof shall not constitute or be construed as a waiver of such provision or of the right to enforce it at a later time.

15.6 This Agreement constitutes the entire agreement between Authorized Users and Claudius LI and governs Authorized Users use of the Service, superseding any prior agreements between Authorized Users and Claudius LI (including, but not limited to, any prior versions of this agreement).

15.7 Claudius LI reserves the right to amend this Agreement. In the event of material changes to the Agreement, Claudius LI will notify Subscribers by email or by other reasonable means of these changes prior to their enactment. Continued use of the Service by the Subscriber after reasonable notice will be considered acceptance of any new terms.

15.8 Neither party may assign any of its rights or obligations hereunder, whether by operation of law or otherwise, without the prior written consent of the other party (which consent shall not be unreasonably withheld). Notwithstanding the foregoing, either party may assign this Agreement in its entirety without consent of the other party in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets provided the assignee has agreed to be bound by all of the terms of this Agreement. Any attempt by a party to assign its rights or obligations under this Agreement in breach of this Section shall be void and of no effect.

15.9 Governing Law and Venue.

This Agreement and your relationship with Claudius LI shall be governed exclusively by, and will be enforced, construed, and interpreted exclusively in accordance with, the laws applicable in the state of Delaware, in the United States, and shall be considered to have been made and accepted in Delaware, USA, without regard to its conflict of law provisions. All disputes under this Agreement will be resolved by the courts of Delaware, and Subscribers consent to the jurisdiction of and venue in such courts and waive any objection as to inconvenient forum.

Exhibit A

Claudius LI Support Services

Commencing on the date the Service to the Subscriber commences (the “Subscription Term”), Claudius LI will provide Support Services in accordance with the Support Services Terms as defined herein. In the event of any conflict between the Agreement and the Support Services Terms, the Support Services Terms will prevail. The Support Services incorporate the definitions set forth in Section 1 of the Claudius LI Terms of Service.

1. Exhibit Definitions

“Subscriber Core Group” means Subscriber’s employees who have been trained on the Service and who are familiar with Subscriber’s business practices.

“Subscriber User Community” means all users who input, extract or view data in the Service, including all Registered Clients.

“Downtime” means any period, greater than ten minutes, within the Scheduled Available Time during which the Subscriber is unable to access or use the Service because of an Error (as defined below), excluding (i) any such period that occurs during any Scheduled Downtime and/or Recurring Downtime (as defined below), or (ii) document preview, search, FTP, sync, or other related functions of the Service.

“Error(s)” means the material failure of the Service to conform to its published functional specifications.

“Procedural Issues” means those issues that are to be addressed by Subscriber through adjustment of a specific business process to accomplish work in the Service.

“Recurring Downtime” refers to short periods, not yet specified but which will occur, during which the company performs upgrades and/or maintenance to the Service.

“Request” means a modification to the Service outside of the scope of the functional specifications.

“Scheduled Available Time” means 24 hours a day, 7 days a week.

“Scheduled Downtime” means the time period explicitly identified by Claudius LI in which it intends to perform any planned upgrades and/or maintenance on the Service or related systems and any overrun beyond the planned completion time.

“Uptime Percentage” means the total number of minutes of Scheduled Available Time for a calendar month minus the number of minutes of Downtime suffered in such calendar month, divided by the total number of minutes of Scheduled Available Time in such calendar month. Uptime Percentage will be calculated by Claudius LI solely using records and tools available to Claudius LI.

“User Administration Support” means issues that impact the usability of the Service and are addressable through the adjustment of Registered Client’s access privileges, processes, or procedures.

2. Scope of Service Level Commitments

Claudius LI’s obligations do not extend to Errors or other issues caused by:

1. any modification of the Service made by any person other than Claudius LI;

2. any third party hardware or software used by Subscriber or any Registered Clients except as otherwise provided in the then current Documentation;

3. the improper operation of the Service by Subscriber or Registered Clients;

4. the accidental or deliberate damage to, or intrusion or interference with the Service;

5. the use of the Service other than in accordance with any user Documentation or the reasonable instructions of Claudius LI;

6. ongoing test or training instances of the Service provided to Subscriber; or

7. services, circumstances, or events beyond the reasonable control of Claudius LI, including, without limitation, any force majeure events, the performance and/or availability of local ISPs employed by Subscriber, or any network beyond the demarcation or control of Claudius LI.

3. Scheduled Downtime

Claudius LI will use commercially reasonable efforts to provide at least 12 hours’ prior notice before undertaking any Scheduled Downtime. Commencing on the effective date of the applicable Subscription Term, Claudius LI will endeavor will maximize Uptime Percentage, but it makes no assurances as to a specific percentage. The Subscriber is not entitled to a remedy for any failure by Claudius LI to meet any performance obligations pertaining to the Service, including, without limitation, any support obligations except as provided in the User License Agreement.

Claudius LI reserves the right to temporarily suspend Subscriber’s or a Registered Client’s access to Claudius as set out in the User License Agreement.

4. Support Services

Claudius LI will provide support services to assist Subscriber in resolving Errors (“Support Services”). Support Services do not include (a) physical installation or removal of the API and any Documentation; (b) visits to Subscriber’s site; (c) any electrical, mechanical or other work with hardware, accessories or other devices associated with the use of the Service; (d) any work with any third party equipment, software or services; (e) any professional services (“Professional Services”) associated with the Service, including, without limitation, any custom development, or data modeling.

Claudius LI will provide email support as specified at www.claudius.ai.

Exhibit B

Claudius LI Data Protection Addendum for GDPR Compliance

Note: As stated in the Terms of Service, Claudius LI serves only the U.S. market, and it makes a good faith effort not to engage any person or entity beyond the U.S. market. Thus, this exhibit is provided merely for the sake of comprehensiveness, not because it is Claudius LI’s intent to have any contact with persons or entities outside the U.S. market.

To the extent that Claudius LI Processes any Subscriber Personal Data (each as defined below) and (i) the Subscriber Personal Data relates to individuals located in the European Economic Area; or (ii) Subscriber is established in the EEA, the provisions of this Data Processing Addendum (“DPA”) shall apply to the processing of such Subscriber Personal Data. In the event of any conflict between the remainder of the Agreement and the DPA, the DPA will prevail.

1. Definitions

1.1. The following capitalized terms used in this DPA shall be defined as follows:

(a) “Controller” has the meaning given in the GDPR.

(b) “Data Protection Laws” means the EU General Data Protection Regulation 2016/679 (“GDPR“), any applicable national implementing legislation in each case as amended, replaced or superseded from time to time, and all applicable legislation protecting the fundamental rights and freedoms of persons and their right to privacy with regard to the Processing of Subscriber Personal Data.

(c) “Data Subject” has the meaning given in the GDPR.

(d) “European Economic Area” or “EEA” means the Member States of the European Union together with Iceland, Norway, and Liechtenstein.

(e) “Processing” has the meaning given in the GDPR, and “Process” will be interpreted accordingly.

(f) “Processor” has the meaning given in the GDPR.

(g) “Security Incident” means any confirmed accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, any Subscriber Personal Data.

(h) “Standard Contractual Clauses” means the Standard Contractual Clauses (processors) approved by European Commission Decision C(2010)593 or any subsequent version thereof released by the European Commission (which will automatically apply).

(i) “Subprocessor” means any Processor engaged by Claudius LI who agrees to receive from Claudius LI Subscriber Personal Data.

(j) “Subscriber Personal Data” means the “personal data” (as defined in the GDPR) described in the Appendix and any other personal data contained in the Content or that Claudius LI processes on Subscriber’s behalf in connection with the provision of the Service.

(k) “Supervisory Authority” has the meaning given in the GDPR.

2. Data Processing

2.1. The Parties acknowledge and agree that for the purpose of the Data Protection Laws, the Subscriber is the Controller and Claudius LI is the Processor.

2.2 Instructions for Data Processing.

Claudius LI will only Process Subscriber Personal Data in accordance with Subscriber’s written instructions. The parties acknowledge and agree that the Agreement (subject to any changes to the Service agreed between the parties) and this DPA shall be Subscriber’s complete and final instructions to Claudius LI in relation to the processing of Subscriber Personal Data.

2.3. Processing outside the scope of this DPA or the Agreement will require prior written agreement between Subscriber and Claudius LI on additional instructions for Processing.

2.4. Required consents.

Where required by applicable Data Protection Laws, Subscriber will ensure that it has obtained/will obtain all necessary consents and complies with all applicable requirements under Data Protection Laws for the Processing of Subscriber Personal Data by Claudius LI in accordance with the Agreement.

3. Transfer of Personal Data

3.1. Authorized Subprocessors.

Subscriber agrees that Claudius LI may use Subprocessors listed to Process Subscriber Personal Data. The current list of Subprocessors may be accessed here: Exhibit C.

3.2. Subscriber agrees that Claudius LI may use subcontractors to fulfil its contractual obligations under the Agreement. Claudius LI shall notify Subscriber from time to time of the identity of any Subprocessors engaged. If Subscriber (acting reasonably) objects to a new Subprocessor on grounds related to the protection of Subscriber Personal Data only, then without prejudice to any right to terminate the Agreement, Subscriber may request that Claudius LI move the Subscriber Personal Data to another Subprocessor and Claudius LI shall, within a reasonable time following receipt of such request, use reasonable endeavors to ensure that the original Subprocessor does not Process any of the Subscriber Personal Data. If it is not reasonably possible to use another Subprocessor, and Subscriber continues to object for a legitimate reason, either party may terminate the Agreement on thirty (30) days written notice. If Subscriber does not object within thirty (30) days of receipt of the notice, Subscriber is deemed to have accepted the new Subprocessor.

3.3. Save as set out in clauses 3.1 and 3.2, Claudius LI shall not permit, allow or otherwise facilitate Subprocessors to Process Subscriber Personal Data without Subscriber’s consent and unless Claudius LI:

(a) enters into a written agreement with the Subprocessor which imposes equivalent obligations on the Subprocessor with regard to their Processing of Subscriber Personal Data, as are imposed on Claudius LI under this DPA; and

(b) shall at all times remain responsible for compliance with its obligations under the DPA and will be liable to Subscriber for the acts and omissions of any Subprocessor as if they were Claudius LI’s acts and omissions.

3.4. International Transfers of Subscriber Personal Data. Claudius LI commits to Processing Subscriber Personal Data within the EEA. To the extent that the Processing of Subscriber Personal Data by Claudius LI involves the export of such Subscriber Personal Data to a third party in a country or territory outside the EEA, such export shall be:

(a) to a country or territory ensuring an adequate level of protection for the rights and freedoms of Data Subjects as determined by the European Commission;

(b) to a third party that is a member of a compliance scheme recognized as offering adequate protection for the rights and freedoms of Data Subjects as determined by the European Commission; or

(c) governed by the Standard Contractual Clauses between the Subscriber as exporter and such third party as importer. For this purpose, the Subscriber appoints Claudius LI as its agent with the authority to complete and enter into the Standard Contractual Clauses as agent for the Subscriber on its behalf.

4. Data Security, Audits, and Security Notifications

4.1 Claudius LI Security Obligations.

Claudius LI will implement and maintain appropriate technical and organizational security measures to ensure a level of security appropriate to the risk, including as appropriate, the measures referred to in Article 32(1) of the GDPR.

4.2 Upon Subscriber’s reasonable request, Claudius LI will make available all information reasonably necessary to demonstrate compliance with this DPA.

4.3 Security Incident Notification.

If Claudius LI becomes aware of a Security Incident, Claudius LI will (a) notify Subscriber of the Security Incident within 72 hours, (b) investigate the Security Incident and provide Subscriber (and any law enforcement or regulatory official) with reasonable assistance as required to investigate the Security Incident.

4.4 Claudius LI Employees and Personnel.

Claudius LI will treat the Subscriber Personal Data as confidential, and shall ensure that any employees or other personnel have agreed in writing to protect the confidentiality and security of Subscriber Personal Data.

4.5 Audits.

Claudius LI will, upon Subscriber’s reasonable request and at Subscriber’s expense, allow for and contribute to audits, including inspections, conducted by Subscriber (or a third party auditor on Subscriber’s behalf and mandated by Subscriber) provided (i) such audits or inspections are not conducted more than once per year (unless requested by a Supervisory Authority); (ii) are conducted only during business hours; (iii) are conducted in a manner that causes minimal disruption to Claudius LI’s operations and business; and (iv) Following completion of the audit, upon request, Subscriber will promptly provide Claudius LI with a complete copy of the results of that audit.

5. Access Requests and Data Subject Rights

5.1 Data Subject Rights.

Where applicable, and taking into account the nature of the Processing, Claudius LI will use reasonable endeavors to assist Subscriber by implementing appropriate technical and organizational measures, insofar as this is possible, for the fulfilment of Subscriber’s obligation to respond to requests for exercising Data Subject rights laid down in the Data Protection Laws.

6. Data Protection Impact Assessment and Prior Consultation

6.1 To the extent required under applicable Data Protection Laws, Claudius LI will provide Subscriber with reasonably requested information regarding its Service to enable Subscriber to carry out data protection impact assessments or prior consultations with any Supervisory Authority, in each case solely in relation to Processing of Subscriber Personal Data and taking into account the nature of the Processing and information available to Claudius LI.

7. Termination

7.1 Deletion or return of data.

Subject to 7.2 and 7.3 below, Claudius LI will, at Subscriber’s election and within 90 (ninety) days of the date of termination of the Agreement:

(a) make available for retrieval all Subscriber Personal Data Processed by Claudius LI (and delete all other copies of Subscriber Personal Data Processed by Claudius LI following such retrieval); or

(b) delete the Subscriber Personal Data Processed by Claudius LI.

7.2 Claudius LI and its Subprocessors may retain Subscriber Personal Data to the extent required by applicable laws and only to the extent and for such period as required by applicable laws and always provided that Claudius LI ensures the confidentiality of all such Subscriber Personal Data and shall ensure that such Subscriber Personal Data is only Processed as necessary for the purpose(s) specified in the applicable laws requiring its storage and for no other purpose.


Details of the Processing of Subscriber Personal Data

This Appendix includes certain details of the processing of Subscriber Personal Data as required by Article 28(3) of the GDPR.

1. Subject matter and duration of the Processing of Subscriber Personal Data

The subject matter and duration of the Processing of the Subscriber Personal Data are set out in the Agreement and this DPA.

2. The nature and purpose of the Processing of Subscriber Personal Data

The Subscriber Personal Data will be subject to the following basic processing activities: transmitting, collecting, storing and analyzing data in order to provide the Service to the Subscriber, and any other activities related to the provision of the Service or specified in the Agreement.

3. The types of Subscriber Personal Data to be processed

The Subscriber Personal Data concern the following categories of data: names; email addresses; personal and professional information; and any other personal data provided by the Subscriber in connection with its use of the Service.

4. The categories of data subject to whom the Subscriber Personal Data relates

Any categories of individuals whose data the Subscriber extracts, transfers, and/or loads onto the Service, which may include but is not limited to: registered Clients; and past, present, and prospective clients, business relationship contacts, and outside counsel contacts of the Subscriber.

5. The obligations and rights of the Subscriber

The obligations and rights of the Subscriber are as set out in this DPA


Exhibit C

As disclosed in §3.1 of Claudius LI’s Data Protection Addendum for GDPR Compliance, Claudius LI uses the authorized subprocessors listed below to process personal information.

All processing is done in accordance with Claudius LI’s Terms of Service and Privacy Policy.

Subprocessor Purpose Controller of Personal Information
Amazon Web Services Hosting provider Shared, both Subscriber and Claudius LI
Google Cloud service provider; analytics' mobile and web application development platform developed (Firebase); Shared both Subscriber and Claudius LI
Slack Collaboration and communication Claudius LI
Mail Chimp Marketing;customer retention; customer relationship management Shared, both Subscriber and Claudius LI
HubSpot CRM Marketing; customer retention; customer relationship management Shared, both Subscriber and Claudius LI
Stripe Online payment provider Shared, both Subscriber and Claudius LI
Mixpanel Customer relationship management; user analysis Claudius LI