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 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 uses Claude AI, provided by Anthropic, to extract transaction data from your documents. Document content you process is transmitted to Anthropic for extraction. Under Anthropic's commercial API terms, Anthropic does not use content submitted through the API to train its models and deletes API inputs and outputs within 30 days, subject to limited exceptions described in our Privacy Policy. We do not control Anthropic's services and make no warranty regarding the accuracy or completeness of AI extraction results. By using the Service, you agree to comply with Anthropic's usage policies. Always review extracted data before relying on it.
The Service is offered on a subscription basis under the plans described on our pricing page. Each plan includes a fixed monthly allowance of extraction pages, metered as follows:
In practice, this means a typical multi-page statement consumes far fewer extraction pages than its total page count, since most pages are classified at a fraction of the cost and only pages with actual transaction data are billed at the full rate. There are no overages — processing is hard-capped at your plan's monthly allowance. If you reach your allowance before the end of a billing cycle, processing will be unavailable until the cycle renews. To increase your allowance, you must upgrade to a higher plan or contact us at hello@court-ledger.com. Unused pages do not roll over.
A free 30-day trial is available and does not require a credit card. After the trial, a valid payment method is required to continue. 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.
All rights in the Court Ledger software, website, and related materials are owned by Court Ledger or its licensors. These Terms do not transfer any ownership rights to you. If you provide feedback or suggestions, we may use them to improve the Service without obligation to you.
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 FEES YOU PAID IN THE THREE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. 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.
You agree to indemnify and hold harmless Court Ledger and its officers, employees, 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.
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 a reasonable period after termination you may export account data within your control; thereafter we may delete it, subject to the retention described in our Privacy Policy.
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 Anthropic 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 hello@court-ledger.com.
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. Continued use of the Service after the effective date constitutes acceptance of the revised Terms.
Questions about these Terms? Email us at hello@court-ledger.com.