Legal

Terms of Service

Last updated: June 29, 2026

These Terms of Service ("Terms") govern your access to and use of the CaseLift website and platform (the "Service"), provided by CaseLift ("CaseLift," "we," "us"). By creating an account, signing an order, or using the Service, you agree to these Terms on behalf of your practice ("Customer," "you").

1. The Service

CaseLift provides software that records patient consultations, transcribes and analyzes them, surfaces insights, and automates patient follow-up for dental and specialty practices. Features may change over time as we improve the Service.

2. Accounts & eligibility

You must be a licensed dental or healthcare practice (or authorized staff thereof) and at least 18 years old to use the Service. You are responsible for the accuracy of your account information, for all activity under your accounts, and for keeping credentials confidential. Notify us promptly of any unauthorized use.

3. Customer responsibilities

Consent to record. You are solely responsible for obtaining all consents and authorizations required by law to record consultations and to use patient information with the Service, including any consent required under federal and state recording, wiretapping, and privacy laws. You represent that you have obtained such consents before recording.

You are solely responsible for obtaining all consents required by applicable law, including the Telephone Consumer Protection Act (TCPA), prior to sending any marketing or promotional communications to patients through the Service.
You are the "Covered Entity" for patient data and are responsible for your own compliance with HIPAA and applicable law.
You will use the Service only for lawful purposes and in accordance with these Terms, our Business Associate Agreement, and our acceptable-use expectations.
You are responsible for the accuracy of the data you submit and for how you act on the Service's outputs.

4. AI-generated output

The Service uses automated and AI systems to transcribe and analyze consultations and to draft communications. These outputs may contain errors and are provided to assist, not replace, your professional judgment. The Service does not provide medical, clinical, legal, or financial advice. You are responsible for reviewing outputs before relying on or acting on them.

5. Fees & billing

Subscription fees, billing frequency, and any promotional terms are set out on our website or in your order (for example, $997/month unless otherwise agreed). Fees are billed in advance and are non-refundable except as expressly stated in your order or required by law. You authorize us and our payment processor to charge your payment method on a recurring basis. We may change pricing on renewal with prior notice. You are responsible for applicable taxes.

6. Term, cancellation & termination

Subscriptions continue until cancelled. You may cancel as described in the Service or your order; cancellation takes effect at the end of the current billing period unless otherwise stated. We may suspend or terminate access for non-payment, violation of these Terms, or risk to the Service or others. Upon termination, PHI is handled as set out in the Business Associate Agreement.

7. Intellectual property

We and our licensors own all rights in the Service, including its software, models, and content. We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription. You retain ownership of the data you submit ("Customer Data") and grant us a license to host, process, and use it to provide and improve the Service and to create de-identified and aggregated data, consistent with our Privacy Policy and Business Associate Agreement.

8. Confidentiality

Each party will protect the other's non-public business information disclosed in connection with the Service and use it only as needed to perform under these Terms. This section does not limit the protections that apply to PHI under the Business Associate Agreement.

9. Third-party services

The Service integrates with third-party providers (for hosting, messaging, payments, and AI). Your use of those integrations may be subject to the providers' terms. We are not responsible for third-party services we do not control.

10. Disclaimers

EXCEPT AS EXPRESSLY STATED, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT OUTPUTS WILL BE ACCURATE OR COMPLETE.

11. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS OR REVENUE. EXCEPT FOR YOUR PAYMENT OBLIGATIONS AND EITHER PARTY'S INDEMNIFICATION OBLIGATIONS, EACH PARTY'S TOTAL LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL NOT EXCEED THE FEES YOU PAID TO US IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

12. Indemnification

You will defend and indemnify CaseLift against third-party claims arising from your breach of these Terms, your violation of law (including failure to obtain required consents), or your Customer Data, except to the extent caused by our breach of the Business Associate Agreement.

13. Governing law & disputes

These Terms are governed by the laws of the State of Washington, without regard to conflict-of-laws rules. The parties submit to the exclusive jurisdiction of the state and federal courts located in Spokane County, Washington, except that either party may seek injunctive relief in any court of competent jurisdiction.

14. Changes to these Terms

We may update these Terms from time to time. We will post the revised version here with a new "Last updated" date and, where appropriate, notify you through the Service. Continued use after changes take effect constitutes acceptance.

15. Contact us

Questions about these Terms? Email hello@caselift.io.