Terms of Service

2.1 Desktop Software

RediDraft™ desktop software is a document assembly application designed for legal professionals, primarily estate planning attorneys. The software operates locally on your computer and enables the creation, management, and automation of legal documents.

2.2 Web Application

The RediDraft™ web application provides online access to certain features including account management, license administration, library sharing (where applicable), and collaborative features for authorized users within your organization.

2.3 API Services

Our API services enable integration between the desktop software and web services, facilitating features such as license validation, updates, library synchronization, and other authorized data exchanges.

3.1 Account Creation

To use certain Services, you must create an account. You agree to:

• Provide accurate, current, and complete information
• Maintain and promptly update your account information
• Maintain the security of your account credentials
• Accept responsibility for all activities under your account
• Notify us immediately of any unauthorized use

3.2 Account Restrictions

You may not:

• Share account credentials with unauthorized parties
• Create accounts using false or misleading information
• Create multiple accounts without our permission
• Transfer your account without written consent

4.1 License Grant

Subject to your compliance with these Terms and payment of applicable fees, RediDraft™ grants you a limited, non-exclusive, non-transferable, revocable license to:

• Install and use the Desktop Software on the number of devices specified in your license
• Access and use the Web Application and API Services as authorized
• Create and modify documents using the Services for your own business purposes, including preparing documents for your clients
• Use provided Form Volumes, sample content, and documentation in connection with authorized use

4.2 License Restrictions

You may not:

• Reverse engineer, decompile, or disassemble the Software
• Modify, adapt, or create derivative works
• Remove or alter proprietary notices or labels
• Rent, lease, lend, sell, redistribute, or sublicense the Software
• Use the Software for illegal purposes or in violation of applicable laws
• Exceed the scope of your licensed usage (users, devices, or features)
• Use the Services to develop competing products

4.3 License Types

We offer three license types. Each has specific terms regarding authorized users, permitted installations or deployments, available features, and support level:

• Single User Desktop: an annual license for one individual using the desktop application on their own workstation
• Small Team: an annual per-seat license for teams of up to five named users on a hosted deployment: the SaaS Web edition of RediDraft One, or RediDraft Classic connected to RediDraft Cloud
• Site License: an annual license that includes ten named seats (the minimum) plus any additional seats you purchase, usable with any supported deployment: Classic, Private Web, or SaaS Web

Your specific license terms, fees, and seat counts are detailed in your purchase agreement. All updates, including major-version upgrades, are included while your license is active; adopting a new major version is never required.

4.4 Single User Desktop License Terms

If you have purchased a Single User Desktop license:

• The Single User Desktop license is an annual term license; the fee includes the software, all updates (including major-version upgrades), and support
• The first-year fee may differ from the annual renewal fee, as stated at the time of purchase
• Support includes training, technical assistance, bug fixes, and software updates
• License validity is verified locally on your machine; no account or internet connection is required
• If your license expires, the software will continue to function fully and without restriction; the software runs on your own machine, and it remains yours to use
• While your license is expired, you will not receive updates or technical assistance
• Renewing at the then-current rate within twelve (12) months of expiration restores updates and support; the renewal is applied retroactively from your expiration date, so your renewal anniversary does not change and a lapse does not extend the next renewal date
• If a license remains expired for more than twelve (12) months, reinstatement requires the purchase of a new first-year license at the then-current first-year rate; renewal pricing no longer applies

4.5 Small Team License Terms

If you have purchased Small Team seats:

• Each seat is an annual term license for one named user of a hosted deployment (the SaaS Web edition of RediDraft One, or RediDraft Classic connected to RediDraft Cloud); seats may be reassigned to new individuals as your staff changes
• The first-year fee per seat may differ from the annual renewal fee, as stated at the time of purchase
• Small Team licensing covers up to five seats; teams of six or more require a Site License
• Small Team licensing is available on hosted deployments only; self-hosting any deployment requires a Site License
• Hosting, backups, updates (including major-version upgrades), and support are included
• You may export your libraries and Form Volumes at any time during your license term; your content is always yours
• If your license expires, access to your hosted libraries and Form Volumes is suspended; contact support to arrange export
• Suspended accounts are subject to deletion after 90 days; once an account is deleted, its libraries and Form Volumes cannot be recovered, and support cannot export them for you
• Renewing at the then-current rate within the 90-day suspension window restores full access; after deletion, returning requires a new account and a new first-year purchase, and your previous content cannot be restored

4.6 Site License Terms and Restrictions

If you have purchased a Site License, the following terms and additional restrictions apply:

• The Site License is an annual term license; the fee includes the software, your named seats, all updates (including major-version upgrades), and priority support
• The first-year fee may differ from the annual renewal fee, as stated at the time of purchase
• The license covers the number of named user seats you have purchased; the minimum license includes 10 named seats, and named seats may be reassigned to new individuals as your staff changes
• Additional named user seats may be added at any time at the then-current per-seat pricing
• One Site License fee applies regardless of deployment: you may run Classic, Private Web, or SaaS Web, and you may change deployment, including between hosted and self-hosted in either direction, at any time during your license term by arrangement with us; deployment changes require an active license, are performed with our assistance rather than self-service, and are provided at no additional charge
• A Site License operates one deployment at a time: all seats must use the same deployment, and mixed environments, with some users self-hosted while others use hosted services, are not supported
• The Private Web deployment is a single-tenant installation on a server within your firm or in a cloud account your firm owns; an optional managed-server service is available for an additional monthly fee, the server and account remain yours, and the service may be added or canceled at any time
• The managed-server service requires an active Site License; if your license lapses, the managed-server service ends, although the software continues to function on your server as described below
• The software must be used solely for your organization's own business purposes, which expressly include preparing documents and deliverables for your clients
• You may not provide third parties with access to the software itself, and you may not operate it as a document-assembly service bureau on behalf of other organizations
• You may not resell, redistribute, or offer the software as a service (SaaS) to others
• You may not use the software to compete with RediDraft™ or create competing products
• You may not white-label or rebrand the software for commercial purposes
• For self-hosted deployments (Classic connected to your own server, and Private Web): if your license expires, the software will continue to function fully and without restriction on your own infrastructure; what ends is updates and technical assistance
• For Classic connected to RediDraft Cloud: if your license expires, your account loses access to its cloud-hosted libraries and Form Volumes, and document assembly is not possible until you renew; suspended accounts are subject to deletion after 90 days, and once an account is deleted, its libraries and Form Volumes cannot be recovered, and support cannot export them for you
• For the SaaS Web deployment: you may export your libraries and Form Volumes at any time during your license term; if your license expires, access to the hosted service is suspended, and you may contact support to arrange export
• For the SaaS Web deployment: suspended accounts are subject to deletion after 90 days; once an account is deleted, its libraries and Form Volumes cannot be recovered, and support cannot export them for you
• Renewing at the then-current rate within twelve (12) months of expiration restores updates and support; the renewal is applied retroactively from your expiration date, so your renewal anniversary does not change and a lapse does not extend the next renewal date; for the SaaS Web deployment and for Classic connected to RediDraft Cloud, renewal restores access to your hosted libraries and must occur within the 90-day suspension window, as after deletion your previous content cannot be restored
• If a Site License remains expired for more than twelve (12) months, reinstatement requires the purchase of a new first-year license at the then-current first-year rate; renewal pricing no longer applies

Violation of these restrictions will result in immediate termination of your license without refund.

5.1 RediDraft™ Property

All rights, title, and interest in and to the Services, including all software, designs, text, graphics, logos, and content, are and remain the exclusive property of RediDraft™ and its licensors. These Terms do not grant you any rights to use RediDraft™ trademarks or other brand features.

5.2 User Content

You retain all rights to documents and content you create using the Services ("User Content"). By using the Services, you grant RediDraft™ a limited license to:

• Process and display User Content as necessary to provide the Services
• Create backups and archives as part of service operations
• Access User Content when providing support (with your permission)

5.3 Feedback

Any feedback, suggestions, or improvements you provide regarding the Services may be used by RediDraft™ without restriction or compensation.

6.1 Fees and Billing

• License fees are billed annually and due in advance unless otherwise specified
• The optional Private Web managed-server service is billed monthly, may be added or canceled at any time, and requires an active license
• The first-year fee for a license may differ from the annual renewal fee; both are stated at the time of purchase
• Annual license renewals are billed in advance of each license term at the then-current renewal rate
• Additional seats added during a license term are billed at the then-current per-seat rate
• All fees are non-refundable except as required by law or as explicitly stated
• We reserve the right to change prices with 30 days' notice

6.2 Taxes

You are responsible for all applicable taxes, except for taxes based on RediDraft™'s net income. Prices do not include such taxes unless explicitly stated.

6.3 Late Payment

Late payments may result in:

• Service suspension or termination
• Interest charges at 1.5% per month or the maximum allowed by law
• Collection costs and attorney fees

8.1 Data Processing

Your use of the Services is subject to our Privacy Policy, which is incorporated by reference into these Terms. By using the Services, you consent to our data practices as described in the Privacy Policy.

8.2 Data Security

While we implement reasonable security measures, you acknowledge that no method of transmission or storage is 100% secure. You are responsible for maintaining the security of your account and any data stored locally using the Desktop Software.

8.3 Client Data Responsibility

For Desktop Software users: You are solely responsible for all client data and documents created or stored using the software. RediDraft™ does not access, monitor, or back up locally stored data unless explicitly authorized for support purposes.

10.1 Software Updates

We may provide updates, patches, and new versions of the Software. Some updates may be mandatory for continued use of the hosted Services; software running on your own machines or servers continues to function as described in Section 4 whether or not updates are installed. You agree to install critical security updates promptly where they apply.

10.2 Service Modifications

We reserve the right to modify, suspend, or discontinue any aspect of the Services at any time. We will provide reasonable notice for material changes that negatively impact your use.

14.1 Termination by You

You may terminate your account at any time by contacting us. Termination does not entitle you to any refunds unless required by law.

14.2 Termination by RediDraft

We may suspend or terminate your access immediately if:

• You violate these Terms
• You fail to pay fees when due
• We suspect fraudulent, abusive, or illegal activity
• Required by law or court order
• We discontinue the Services (with notice when practicable)

14.3 Effect of Termination

Upon termination:

• Your license to use the Services immediately ends
• You must cease all use of the Services
• You must destroy all copies of the Software in your possession
• Expiration or non-renewal of an annual license is not a termination under this section: lapse is governed by Section 4, and software running on your own machines or servers continues to function as described there
• For hosted accounts (SaaS Web, and Classic libraries stored in RediDraft Cloud): your account is suspended and subject to deletion after 90 days; once deleted, its libraries and Form Volumes cannot be recovered or exported, so arrange any export with support before then
• Provisions that should survive termination will remain in effect

15.1 Informal Resolution

Before filing any legal action, you agree to try to resolve disputes informally by contacting us at legal@redidraft.com. We will attempt to resolve disputes informally for at least thirty (30) days.

15.2 Binding Arbitration

If informal resolution fails, disputes will be resolved through binding arbitration under the rules of the American Arbitration Association, except you may assert claims in small claims court if eligible.

15.3 Class Action Waiver

YOU AGREE TO RESOLVE DISPUTES WITH REDIDRAFT ONLY IN YOUR INDIVIDUAL CAPACITY AND NOT AS PART OF ANY CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION.

18.1 Entire Agreement

These Terms, together with the Privacy Policy and any applicable purchase agreements, constitute the entire agreement between you and RediDraft™ regarding the Services.

18.2 Severability

If any provision of these Terms is found unenforceable, the remaining provisions will continue in full force and effect.

18.3 No Waiver

Our failure to enforce any right or provision is not a waiver of that right or provision.

18.4 Assignment

You may not assign or transfer these Terms without our written consent. We may assign our rights and obligations without restriction.

18.5 Force Majeure

Neither party shall be liable for delays or failures due to causes beyond their reasonable control, including acts of God, natural disasters, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, accidents, pandemics, strikes, or shortages of transportation, facilities, fuel, energy, labor, or materials.