Terms of service

These terms are an agreement between you and American Brokerage Group, Inc., the company that makes and operates Per Stirpes (“we”). They apply when you visit perstirpes.co and when you use our platform — the application at app.perstirpes.co and the firm-branded consoles and client portals we host. By using the site or the platform, you agree to these terms; if you do not agree, do not use them.

If your firm has a signed subscription agreement with us, that agreement controls wherever the two conflict.

Per Stirpes is practice software for estate planning law firms: client intake, matter workflow, document preparation, scheduling, electronic signature routing, and billing in one place. Law firms subscribe to it, their staff run their practice in it, and their clients use the portal their firm gives them.

Per Stirpes provides software. We are not a law firm, we do not practice law, and we do not provide legal advice. Using the platform creates no attorney-client relationship with us.

Every legal service delivered through the platform — every intake reviewed, document drafted, plan signed — is the work and the responsibility of the law firm providing it, performed under its supervising attorneys and professional obligations. If you are a firm’s client, your engagement is with your firm; questions about your legal matter go to your firm, not to us.

You must be an adult to hold an account, the information on it must be accurate, and the credentials are yours to protect — you are responsible for what happens under your sign-in until you tell us it has been compromised. A firm’s administrators control who on its team has access and what its clients can see; we act on those instructions.

If a firm invites you to its client portal, your access comes from the firm and can be changed or withdrawn by it. The documents, requests, and invoices you see there come from your engagement with the firm. Information you submit through the portal is handled as described in our privacy policy — it belongs to your engagement with the firm.

Firms and their clients own what they put into the platform. You give us the limited license we need to host, process, transmit, back up, and display that content — solely to run the service, and only for as long as we provide it. We access content to operate the platform, to support you when you ask, and where the law requires. We do not mine it, sell it, or use it for advertising.

Use the platform lawfully. In particular, do not:

• break, probe, or work around security or the boundaries between firms’ data;
• access someone else’s account or data, or misrepresent who you are;
• upload malware or anything designed to damage the service;
• scrape, harvest, or bulk-extract data that is not yours;
• use the platform to send spam or unlawful communications;
• resell the service, or operate it for a firm that has not subscribed.

We may suspend access that threatens the service or other customers — with notice where practical.

Subscription fees are set by the firm’s agreement with us and billed through Stripe, our payment processor. When a client pays a firm’s invoice through the platform, the payment is processed on the firm’s own Stripe account and settles to the firm — the firm, not Per Stirpes, is the merchant. Card details go to Stripe, never to our servers. Fees are exclusive of taxes; where we must collect tax, we add it.

Parts of the platform are built on services we do not control — Stripe for payments, SignNow for signatures, Google and Microsoft for calendars and storage a firm chooses to connect, and the others listed in our privacy policy. Your use of those features is also subject to those providers’ terms, and we are not responsible for their services.

The platform — its software, design, and the Per Stirpes name and marks — belongs to us and our licensors. These terms give you the right to use the service, not a license to the software itself. If you send us feedback, we may use it without obligation. Document templates a firm uploads remain the firm’s, and documents produced for a client belong where the firm’s engagement puts them.

Firms can end their subscription as their agreement provides; portal users can stop using the portal at any time. We can suspend or terminate access for material breach of these terms — where practical, after notice and a chance to fix it.

When a firm’s subscription ends, we give the firm a reasonable opportunity to retrieve its data, then delete it in the ordinary course, subject to our agreement with the firm and any legal holds. Sections that by their nature should survive termination — content ownership, disclaimers, liability limits — survive.

The platform is provided “as is” and “as available.” To the fullest extent the law allows, we disclaim all warranties, express or implied — including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the platform will be uninterrupted, error-free, or secure, or that any document produced through it is legally sufficient — that judgment belongs to the supervising attorney.

To the fullest extent the law allows: we are not liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data; and our total liability for all claims arising out of the service or these terms is capped at the amount the firm paid us in the twelve months before the claim — or one hundred US dollars if you use the service without paying us.

Some jurisdictions do not allow certain of these limits; where that is the case, they apply to the fullest extent permitted.

This section applies to subscribing firms, not to portal users. The firm will defend us against third-party claims arising from its content, its violation of these terms, or the legal services it provides, and will pay resulting damages — provided we give prompt notice and reasonable cooperation.

We may update these terms as the platform evolves. When we do, we will change the date at the top and, for material changes, give firms direct notice before the new terms take effect. Continuing to use the platform after that means the updated terms apply.

Questions about these terms go to support@perstirpes.co, or reach us through the contact form. Our privacy policy is here.