Please read these terms carefully before using Court Ledger. By creating an account or using the software, you agree to be bound by these terms.
These Terms of Use ("Terms") govern your access to and use of the Court Ledger software and the court-ledger.com website (collectively, the "Service"), provided by Court Ledger ("we," "us," or "our"). By accessing or using the Service, you agree to these Terms and to our Privacy Policy, which is incorporated by reference. If you do not agree, do not use the Service. If you accept these Terms on behalf of a firm or organization, you represent that you are authorized to bind that entity.
Court Ledger is a sole proprietorship owned and operated by Anden Beers ("Court Ledger," "we," "us," or "our"). Court Ledger is software that assists California attorneys and paralegals in preparing court accountings for trust, conservatorship, and probate matters. The Service automates extraction of transaction data from brokerage PDFs and generates formatted schedules intended for use in California Probate Court proceedings. The Service is a drafting aid only; it does not file documents with any court and does not provide legal services.
Subject to these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, non-sublicensable license to install and use Court Ledger for your firm's internal business purposes during your active subscription period. You may not:
You are responsible for:
Court Ledger is a software tool, not a lawyer, and does not provide legal advice. Nothing in the Service constitutes legal advice or creates an attorney–client relationship. All output - including extracted transactions, schedule totals, and formatted accountings - must be independently reviewed and verified by a licensed attorney before being filed or relied upon. You remain solely responsible for the accuracy, completeness, and propriety of any court filing prepared with the assistance of the Service.
The Service processes your documents on our servers to extract transaction data. A document is written to a transient, per-run working area so its pages can be rendered and read, and that working area, including every uploaded document and the generated workbook, is permanently deleted as soon as the run finishes, whether it succeeded or failed. This occurs regardless of your data retention setting.
By default, extracted data and output files are also deleted within an hour of your first download, and no run log is written. If you enable data retention in your account settings, extracted data and output files will be stored so you can access prior accountings within the application; enabling it requires an explicit confirmation, and you may disable it or request deletion of retained data at any time.
Security measures. We maintain safeguards appropriate to the confidential nature of the material processed, including: encryption of all traffic in transit (TLS 1.2 or higher) and of the database and its backups at rest (AES-256); server-side enforcement of account isolation on every request for a run, log, or output file; storage of passwords only as bcrypt hashes; escalating lockout on repeated failed sign-in attempts and rate limiting on account creation; size limits and streamed handling of uploads; and exclusion of internal system detail from error messages shown in the application. Payment card data is handled entirely by Stripe, is PCI DSS Level 1 processed, and never reaches our servers. These measures are described more fully in Section 9 of our Privacy Policy.
AI processing. Extraction is performed using Amazon Bedrock. Under AWS's terms for Bedrock, your document content is not retained on Amazon's systems after a request completes, and we additionally keep Bedrock's optional request logging disabled, a condition our software verifies before it will start. Document content is not used to train any AI model, by us or by our providers.
Confidential material. You are responsible for determining whether use of the Service is consistent with your own professional-responsibility, confidentiality, and privilege obligations. Producing an accounting necessarily requires the Service and its AI provider to read the documents you submit; we do not represent that document content is processed without ever being transmitted to or handled by our infrastructure or that of our AI provider. We do represent that such handling is limited to the duration of processing, that Court Ledger personnel do not review document content in the ordinary course of business, and that content is not retained afterward except as you have expressly enabled. A data processing agreement is available on request.
We do not hold SOC 2 or ISO 27001 certification. No method of transmission or storage is completely secure. For full details on how your data is handled, see our Privacy Policy. Always review extracted data before relying on it in any court filing.
The Service is offered on a subscription basis under the plans described on our pricing page. Each plan includes a fixed monthly allowance of billable pages, metered as follows:
Each plan's monthly allowance covers a fixed number of billable (extraction) pages. If you exceed your allowance in a billing cycle, additional pages are charged at the per-page overage rate specified for your plan. Unused pages do not roll over. To reduce your overage rate or increase your base allowance, upgrade to a higher plan or contact us at [email protected].
A valid payment method is required to use the Service. Fees are billed in advance each billing cycle. Subscriptions automatically renew at the end of each billing cycle unless you cancel before the renewal date; by subscribing, you authorize recurring charges to your payment method until you cancel. You may cancel at any time from your account or by emailing us; cancellation takes effect at the end of the current billing period, and fees already paid are non-refundable except where required by law. Fees are exclusive of taxes, which you are responsible for. If a payment fails, we may suspend access until payment is resolved. We may change pricing on at least 30 days' written notice, effective at your next renewal.
What we own. All rights in the Court Ledger software, website, prompts, templates, and related materials are owned by Court Ledger or its licensors. These Terms do not transfer any ownership rights in the software to you.
What you own. You own the documents you submit ("Customer Content") and you own the accountings, schedules, workbooks, and other files the Service produces from them ("Output"). We claim no ownership interest in either. The Output is your work product, to use, modify, file with a court, distribute, or destroy as you see fit, and nothing in these Terms restricts what you do with it. You grant us only the limited licence needed to run the Service: to store, render, transmit, and process your Customer Content for the purpose of producing your Output, and for no other purpose. That licence ends when the processing ends.
We do not use Customer Content or Output to train AI models, to build datasets, or to develop or improve the Service, other than by fixing a specific problem you have asked us to look into.
If you provide feedback or suggestions about the Service itself, we may use them to improve it without obligation to you. That applies to your comments about the software, not to your documents or your Output.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE ERROR-FREE OR UNINTERRUPTED, OR THAT AI EXTRACTION RESULTS WILL BE ACCURATE OR COMPLETE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, COURT LEDGER'S TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF THESE TERMS OR YOUR USE OF THE SERVICE SHALL NOT EXCEED THE GREATER OF (A) THE FEES YOU PAID IN THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE THOUSAND US DOLLARS ($1,000). THIS CAP DOES NOT APPLY TO OUR BREACH OF OUR CONFIDENTIALITY OR DATA SECURITY OBLIGATIONS, OR TO OUR INDEMNITY OBLIGATIONS IN SECTION 11, FOR WHICH OUR TOTAL LIABILITY SHALL NOT EXCEED THE GREATER OF (A) THREE TIMES THE FEES YOU PAID IN THAT TWELVE-MONTH PERIOD, OR (B) TEN THOUSAND US DOLLARS ($10,000). IN NO EVENT SHALL WE BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING ANY LIABILITY ARISING FROM ERRORS IN COURT FILINGS OR RELIANCE ON SOFTWARE OUTPUT. Nothing in these Terms excludes or limits any liability that cannot be excluded or limited under applicable law, including liability for fraud, willful misconduct, or gross negligence.
By you. You agree to indemnify and hold harmless Court Ledger and its personnel and agents from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from your use of the Service, your violation of these Terms or applicable law, or any filing or legal proceeding in which Service output was used.
By us. We will indemnify and hold you harmless from any third-party claim that the Service as provided by us infringes that party's copyright, trademark, trade secret, or US patent, and from any third-party claim arising out of our own gross negligence, willful misconduct, or breach of our confidentiality and data security obligations under these Terms and our Privacy Policy. This does not cover claims arising from your Customer Content, from your use of the Service in violation of these Terms, or from output you filed without the independent review Section 5 requires.
Each party will notify the other promptly of a claim it is asking the other to cover, allow that party to control the defence, and cooperate reasonably in it. Neither party may settle a claim in a way that admits liability for the other without that party's consent.
These Terms apply while you use the Service. We may suspend or terminate your access for violation of these Terms, non-payment, or where reasonably necessary to protect the Service or comply with law, with reasonable notice where practicable. You may stop using the Service at any time. Upon termination, your license ends immediately. For 30 days after termination you may export account data within your control, and we will keep it available for that purpose. After that we delete it, subject to the retention and backup practices described in our Privacy Policy. If you ask us before the 30 days are up, we will extend the window rather than let a deadline destroy your records.
We are not liable for any delay or failure to perform caused by events beyond our reasonable control, including acts of God, outages or failures of third-party providers (including Amazon Web Services or hosting providers), network failures, labor disputes, or governmental actions.
You may not assign or transfer these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets, or to an affiliate. These Terms bind and benefit the parties and their permitted successors and assigns.
If any provision of these Terms is held unenforceable, that provision will be limited or severed to the minimum extent necessary, and the remaining provisions will remain in full force and effect.
These Terms and the Privacy Policy are the entire agreement between you and Court Ledger regarding the Service and supersede any prior agreements. Our failure to enforce any provision is not a waiver of our right to do so later.
Sections that by their nature should survive termination - including License restrictions, No legal advice, Intellectual property, Disclaimer of warranties, Limitation of liability, Indemnification, Governing law, and this section - survive termination of these Terms.
We may provide notices to you by email or through the Service. You may contact us at [email protected].
These Terms are governed by the laws of the State of California, without regard to its conflict-of-law principles. Any dispute arising under these Terms shall be resolved in the state or federal courts located in Los Angeles County, California, and you consent to personal jurisdiction in those courts.
We may update these Terms from time to time. We will notify you of material changes by email or in-app notice at least 14 days before they take effect. A change is material if it increases your fees, reduces the Service materially, expands your obligations or our rights over your Customer Content or Output, weakens our confidentiality, security, or data-handling commitments, or limits your remedies. Correcting a typo, clarifying existing wording, or adding a section that only benefits you is not. Continued use of the Service after the effective date constitutes acceptance of the revised Terms.
Questions about these Terms? Email us at [email protected].