Terms of Service for the Backdocket platform
Effective Date: The date Customer accepts this Agreement by creating an account or otherwise accessing or using the Services.
Last Updated: September 16, 2026
This Subscription Agreement (“Agreement“) is entered into between Depeltier Technologies, LLC, d/b/a Backdocket.com (“Company,” “we,” “us“), and the firm or individual that creates an account for, or accesses or uses, the Backdocket platform (“Customer,” “Firm,” “you“). By creating an account or otherwise accessing or using the Services, Customer agrees to be bound by this Agreement. No signature is required.
3.1 Month-to-Month. The Subscription runs on a month-to-month basis. There is no fixed initial term and no long-term commitment. The Subscription automatically renews for successive one-month periods unless cancelled as described in Section 9.
3.2 No Contract Lock-In. Company does not offer, and this Agreement does not create, a fixed-term contract with an early-termination penalty. Customer may cancel at any time per Section 9.
4.1 Pricing. Fees are billed per Authorized User per month at Company’s then-current published rate (currently $59.99 per user, per month, flat — all features included, no add-on fees, except for separately priced optional modules if any are added in the future).
4.2 Billing. Fees are charged at the start of each monthly billing period via Company’s payment processor, Braintree (a PayPal service), based on the number of active Authorized User accounts at the moment of billing. Users added or removed during a billing period are reflected on the next period’s charge; there is no mid-period proration or credit. Customer authorizes Company to charge the payment method on file each billing cycle.
4.3 Price Changes. Company may change pricing for an existing Subscription only with at least six (6) months’ advance written notice. Continued use after a price change takes effect constitutes acceptance of the new pricing.
4.4 Failed or Missed Payment. Company does not charge late fees or interest. If the charge for a new billing period is not successfully collected, Customer has a seven (7) day grace period to bring the account current, during which access continues, Company sends payment reminders to the account administrator, and the charge is retried. If payment is not received by the end of the grace period, the Subscription ends, all Authorized Users are locked out of the Services, and reminders and charge attempts stop. Customer may re-subscribe at any time; if it does so within the retention period in Section 9.4, its Customer Data is restored intact. In extenuating circumstances, Company may, at its discretion, extend the grace period.
4.5 Taxes. Fees are exclusive of applicable taxes, which are Customer’s responsibility except for taxes on Company’s net income.
5.1 Ownership. As between the parties, Customer owns and retains all right, title, and interest in Customer Data. Company claims no ownership interest in Customer Data.
5.2 License to Company. Customer grants Company a limited license to access, host, process, and display Customer Data solely to provide, secure, and support the Services.
5.3 Data Handling. Company’s collection, use, sharing, and retention of Customer Data and Account Data are governed by the Backdocket Privacy Policy, which is incorporated into this Agreement by reference.
6.1 Company Property. The Services, and all intellectual property rights in them, are and remain the exclusive property of Company. This includes the platform, its software, data model, schemas, user interface, workflows, templates, automations, field structures, reports, integrations, and documentation.
6.2 Configurations and Structures. Any process, structure, workflow, field configuration, automation, or organizational scheme created or expressed within the Services — including anything built through the Services’ metadata, settings, or tooling, whether created by Company or by Customer — is part of the Services and belongs exclusively to Company. Customer acquires no ownership of, or right to, any such process or structure. This does not affect Customer’s ownership of Customer Data under Section 5: the text and content Customer authors in its own templates, forms, and correspondence remain Customer Data; only the underlying schema, structure, and mechanism are Company’s.
6.3 Limited Right to Use. Company grants Customer a limited, non-exclusive, non-transferable right to access and use the Services during the Subscription, solely for Customer’s internal business purposes and subject to this Agreement. No other rights are granted.
6.4 Feedback. If Customer provides suggestions or feedback about the Services, Company may use them freely without obligation to Customer.
Customer is responsible for:
Customer will not, and will not permit Authorized Users to: (a) use the Services in violation of applicable law or the rights of any third party; (b) upload malicious code or attempt to gain unauthorized access to the Services, other customers’ data, or Company’s systems; (c) share login credentials or allow access by anyone other than Authorized Users; (d) reverse engineer, copy, or resell the Services; or (e) use the Services to send unsolicited communications in violation of applicable law.
9.1 Termination for Convenience. Customer may cancel this Agreement and its Subscription at any time and for any reason, effective at the end of the then-current monthly billing cycle. There is no cancellation fee and no penalty for cancelling. Company may end a Subscription without cause only on at least six (6) months’ written notice to the account administrator — the same notice period that applies to price changes under Section 4.3.
9.2 How to Cancel. Customer may cancel through the account administrator’s in-app account settings, or by written notice to support@backdocket.com.
9.3 Termination for Cause. Either party may terminate immediately if the other party materially breaches this Agreement and fails to cure within thirty (30) days of written notice. Non-payment is handled under Section 4.4. Company may terminate access immediately for a violation of law or of Section 8 (Acceptable Use).
9.4 Effect of Termination; Data Retention. On cancellation under Section 9.1, Customer’s access to the Services ends at the close of the final billing period; on termination under Section 4.4 or 9.3, access ends when the Subscription ends. Company retains Customer Data for one (1) year after the Subscription ends — whether by cancellation or by non-payment under Section 4.4 — during which Customer may re-subscribe and have its data restored, and may obtain an export of its Customer Data on written request to support@backdocket.com. After that one-year period, Customer Data is deleted from Company’s production systems. Customer may request earlier deletion of its Customer Data at any time by written notice to support@backdocket.com; Company completes deletion within thirty (30) days and confirms it in writing on request. Deletion is irrevocable. Firms using BackVault retain their independently-synced on-premises data copy regardless of termination.
9.5 No Refunds. Except as required by law, fees already paid are non-refundable, including for partial billing periods.
10.1 Safeguards. Company maintains the technical and organizational safeguards described in the Privacy Policy, including firm-scoped multi-tenant data isolation, role-based and field-level access control, multi-factor authentication, encryption in transit and at rest, and an audit trail of Authorized User actions within the application. These practices may be updated over time but will not materially decrease the overall level of protection during Customer’s Subscription term.
10.2 Incident Notification. If Company discovers a security incident that resulted in unauthorized access to Customer Data, Company will notify Customer without unreasonable delay — in no event later than seventy-two (72) hours after Company confirms the incident, and in no event later than sixty (60) days after discovery — and will provide the information reasonably available to Company about the nature of the incident and the steps taken in response.
11.1 Ownership. The BackVault feature — including its synchronization process, schema, table structures, and delivery mechanism — is part of the Services and is owned by Company under Section 6. The Customer Data delivered into a BackVault replica remains Customer’s under Section 5.
11.2 Customer Infrastructure. A BackVault replica runs on infrastructure Customer owns and controls. Customer is solely responsible for the security, access control, backup, and integrity of that infrastructure and of the data once delivered to it. Company’s security obligations under this Agreement apply to Company’s production environment and do not extend to Customer’s BackVault infrastructure.
11.3 No Reverse Use. Company pushes data to the BackVault replica; Company does not read from it. Customer will not use the BackVault schema or process to build a competing product or to replicate the Services.
12.1 Company Subprocessors. Company uses Amazon Web Services (AWS) for hosting infrastructure and Braintree (a PayPal service) for payment processing. These are the only third parties that process Customer Data or billing data on Company’s behalf.
12.2 Customer-Connected Services. The Services allow Customer to connect third-party services that Customer separately licenses under its own accounts — including Microsoft Office 365, Google Workspace, QuickBooks, DocuSign, and Twilio (SMS) — using Customer’s own credentials. Company does not own, control, or pay for those accounts. Each such provider processes Customer Data under Customer’s direct agreement with that provider, not under this Agreement, and Customer is responsible for the fees, terms, and data-handling arrangements of those accounts.
12.3 AI Features — Bring Your Own License. Company does not sell or resell AI services. The Services’ AI features operate only when Customer connects its own licensed account and API key from an AI provider of its choosing (such as Anthropic, OpenAI, or Azure OpenAI). The AI provider — not Company — generates AI output and processes the data sent to it, under Customer’s direct agreement with that provider. Company makes no warranty regarding AI output, which may be inaccurate or incomplete. Customer is responsible for reviewing AI output before relying on it and for the professional decisions it makes using it. Company never uses Customer Data to train or fine-tune AI or machine-learning models.
13.1 Applicability. This Section applies where Customer is a Covered Entity or Business Associate under HIPAA and Customer Data includes Protected Health Information (“PHI“). In that case, this Section constitutes the written business associate agreement between the parties and takes effect automatically upon Customer’s acceptance of this Agreement. No separate signature or document is required. A Customer that nonetheless requires a standalone signed agreement may request one from legal@backdocket.com.
13.2 Permitted Uses and Disclosures. Company will use and disclose PHI only (a) to provide, secure, and support the Services for Customer, (b) as required by law, (c) for Company’s proper management and administration, provided any such disclosure is required by law or made under written assurances of confidentiality, or (d) to de-identify PHI in accordance with 45 CFR 164.514, after which the de-identified data may be used to improve the Services. Company will apply the minimum-necessary standard. To the extent Company carries out any of Customer’s obligations under Subpart E of 45 CFR Part 164, Company will comply with the requirements of Subpart E that apply to Customer in performing those obligations.
13.3 Safeguards. Company will implement administrative, physical, and technical safeguards that reasonably and appropriately protect the confidentiality, integrity, and availability of electronic PHI, consistent with the HIPAA Security Rule.
13.4 Reporting. Company will report to Customer any use or disclosure of PHI not permitted by this Section, any security incident involving electronic PHI, and any breach of unsecured PHI, without unreasonable delay — in no event later than seventy-two (72) hours after Company confirms the event, and in no event later than sixty (60) days after discovery, as required by the HIPAA Breach Notification Rule.
13.5 Subcontractors. Company will ensure that any subcontractor that creates, receives, maintains, or transmits PHI on Company’s behalf (currently, AWS for hosting) agrees to restrictions and conditions at least as protective as those in this Section.
13.6 Individual Rights. Because Customer controls its own data within the Services, Company supports individual access and amendment requests by making the Services available to Customer, and will provide reasonable additional assistance on request. Company does not disclose PHI to anyone other than its subcontractors and as permitted by Section 13.2; Company will document any disclosure of PHI that is subject to accounting under 45 CFR 164.528, retain that documentation for six (6) years, and provide it to Customer on request.
13.7 Government Access. Company will make its internal practices, books, and records relating to PHI available to the Secretary of Health and Human Services for purposes of determining compliance with HIPAA.
13.8 Termination and Return. Customer may terminate this Agreement if Company materially breaches this Section and fails to cure within thirty (30) days of written notice. On termination, Company will, at Customer’s election, return PHI to Customer by export or destroy it; absent an election, PHI is held under the retention terms in Section 9.4 and destroyed at the end of that period. Where return or destruction of PHI is infeasible, Company will extend the protections of this Section to that PHI and limit further uses and disclosures to the purposes that make return or destruction infeasible.
Each party will protect the other’s non-public information disclosed under this Agreement using at least the same degree of care it uses for its own confidential information, and not less than reasonable care, and will use such information only to perform its obligations under this Agreement.
15.1 Company will provide the Services in a professional manner consistent with general industry standards.
15.2 EXCEPT AS EXPRESSLY STATED IN THIS AGREEMENT, THE SERVICES ARE PROVIDED “AS IS,” AND COMPANY DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
15.3 Company uses commercially reasonable efforts to keep the Services available and will give advance notice of planned maintenance where practical. Company does not guarantee uninterrupted availability, and no service-level commitment applies unless the parties execute a separate written Service Level Agreement.
EXCEPT FOR A PARTY’S INDEMNIFICATION OBLIGATIONS OR EITHER PARTY’S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, NEITHER PARTY’S AGGREGATE LIABILITY ARISING OUT OF THIS AGREEMENT WILL EXCEED THE FEES PAID BY CUSTOMER TO COMPANY IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM. NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES.
Company will defend Customer against any third-party claim that the Services, as provided by Company, infringe that party’s U.S. intellectual property rights, and will indemnify Customer against damages finally awarded, provided Customer promptly notifies Company and gives Company control of the defense. Customer will defend and indemnify Company against any third-party claim arising from Customer Data, Customer’s use of the Services in violation of this Agreement, or Customer’s violation of applicable law.
Company may update this Agreement from time to time. Company will give Customer at least thirty (30) days’ notice of any material change by email to the account administrator or by in-app notice before the change takes effect. Changes will not shorten the six-month notice periods in Sections 4.3 and 9.1 or reduce Customer’s right to cancel at any time. Customer’s continued use of the Services after a change takes effect constitutes acceptance; if Customer does not agree, it may cancel under Section 9 before the change takes effect.
This Agreement is governed by the laws of the State of Louisiana, without regard to conflict-of-laws principles. Any dispute arising under this Agreement will be brought exclusively in the state or federal courts located in East Baton Rouge Parish, Louisiana, and the parties consent to personal jurisdiction there.
20.1 Assignment. Neither party may assign this Agreement without the other’s written consent, except in connection with a merger, acquisition, or sale of substantially all assets.
20.2 Notices. Legal notices to Company must be sent to legal@backdocket.com. Operational requests — cancellation, data export, and deletion — go to support@backdocket.com. Notices to Customer will be sent to the account administrator’s email on file.
20.3 Entire Agreement. This Agreement, together with the Privacy Policy, is the entire agreement between the parties regarding the Services and supersedes prior agreements on the subject.
20.4 Force Majeure. Neither party is liable for any failure or delay in performance (other than payment obligations) caused by events beyond its reasonable control, including natural disasters, acts of government, labor disputes, utility or telecommunications failures, or outages at a third-party hosting provider.
20.5 Survival. Sections 5, 6, 9.4, 11, 13, 14, 15.2, 16, 17, 19, and 20 survive termination of this Agreement.
20.6 Severability. If any provision is unenforceable, the remainder of the Agreement remains in effect.
20.7 No Waiver. Failure to enforce any provision is not a waiver of the right to enforce it later.
Depeltier Technologies, LLC d/b/a Backdocket.com — legal@backdocket.com
