Terms of Service

01The agreement

These Terms of Service (the “Terms”) are a contract between Datalogian LLC, which operates Prepped BK (“we”, “us”) and the law firm that subscribes to Prepped BK (the “Firm”, “you”). They cover the Prepped BK web application, client upload links, and related support (together, the “Service”).

The person who accepts these Terms confirms that they have authority to bind the Firm. Our Data Processing Agreement (the “DPA”) is part of these Terms. If the two conflict on how Client data is handled, the DPA controls. Any order form or pricing page you accept is also part of these Terms.

02Who can use the Service

The Service is for bankruptcy law firms only. Access is by invitation. We verify each attorney’s bar admission before approving an account, and we may decline or revoke access at our discretion, including if a bar number cannot be verified or a license is no longer in good standing.

The Firm may let its attorneys and staff (“Users”) use the Service for the Firm’s own legal work. The Firm is responsible for its Users and for everything done under its account.

The Firm’s clients (“Clients”) use the Service only through a secure upload link the Firm sends them. Clients do not have accounts and are not parties to these Terms. Their use is at the Firm’s direction, and our Privacy Policy explains how their information is handled.

03Accounts and sign-in security

• Each User needs their own account. Do not share sign-in credentials.
• Two-factor authentication is required for every User. Case data is not available until it is set up.
• Keep account details accurate, and remove Users promptly when they leave the Firm.
• Tell us right away at support@preppedbk.com if you believe an account or upload link has been used without permission.

04No legal advice

The Service uses AI to read documents, check arithmetic, flag gaps and organize data. AI can misread a page, and a source document can be wrong. Treat every result as a draft for attorney review, not as a finding of fact. Using the Service does not create an attorney and client relationship between us and anyone, and we are not responsible for the legal judgments the Firm makes. This includes the optional paralegal review described below.

05Optional paralegal review

The Firm may order a paralegal review of a case. A trained paralegal employed by Datalogian LLC then reviews that case and sends written notes to the Firm through the Service, for example about missing or unclear documents, inconsistencies, and questions the Firm may want to ask the Client.

• Only that case. The reviewer can see the case’s uploaded documents, the reading results and flags, and the Client’s answers. The reviewer cannot see the Firm’s other cases or any other firm’s data, and cannot change anything in the case.
• Limited in time. Access ends when the notes are delivered, when the Firm cancels before a reviewer picks the request up, or 7 days after the request, whichever comes first.
• Logged. Every view and download by the reviewer is recorded in the Firm’s audit log under the reviewer’s name and shown on the case.
• Confidential. Reviewers are bound by written confidentiality obligations and use Customer Data only to perform the review, as the DPA describes.
• No contact with the Client. The reviewer does not contact the Client. Any follow-up with the Client is up to the Firm.

06Your responsibilities

The Firm is responsible for:

• Having the right to collect and upload each Client’s information, and giving Clients any notice or getting any consent the law or the Firm’s ethics rules require.
• Supervising its Users and its use of the Service as its professional duties require, including the duty of confidentiality and the duty to supervise nonlawyer assistance.
• Reviewing the Service’s output before relying on it.
• Its own compliance with laws that apply to its practice and to the Client data it controls.

07Pricing and billing

Prepped BK is priced per case. There is no monthly or annual fee, and no charge for adding Users. In these Terms and the DPA, the Firm’s “subscription” means its Prepped BK account, from its first case until the account is closed.

• Per-case prices. A Full case is $129.99 ($159.00 for a joint case filed by a married couple) and includes document reading, the checks and the client questionnaire. A Questionnaire only case is $39.99 and includes the client questionnaire and document collection, without document reading or checks. The prices in effect are shown in the Service.
• When a case is billed. A case is billed once, when its Client upload link is first sent. Sending a new link later does not bill it again. Its type and price are fixed from then on.
• First case free. The first case each Firm sends is free, whichever type.
• Paralegal review. $50.00 per review, billed when the review notes are delivered. A review cancelled before a reviewer picks it up, or not delivered within its 7 days, is not billed.
• Monthly invoice. We bill monthly, in arrears, for the cases opened (their first upload link sent) and the reviews delivered in that billing period, and charge the payment method on file.
• Closing billing. You can stop at any time from your account or by emailing support@preppedbk.com. Cases opened and reviews delivered before then are billed on the final invoice.
• Refunds. Fees for cases whose upload link was sent and for delivered reviews are not refunded, except where the law requires otherwise or these Terms say so.
• Price changes. We will give at least 30 days’ notice of a price change. New prices apply only to cases opened, and reviews ordered, after the notice period ends.
• Taxes. Prices do not include sales, use or similar taxes. You pay any that apply, other than taxes on our income.
• Late payment. If a payment fails and is not fixed within 10 days of our notice, we may suspend the Service until it is paid. Suspension does not delete your data.

Payments are processed by Stripe. We do not store full card numbers.

08Acceptable use

You and your Users will not:

• Upload information you are not authorized to collect, or use the Service for anything unlawful.
• Use the Service for anyone other than the Firm and its own Clients.
• Use client emails or reminders for marketing, or send messages to anyone who is not a Client in an open matter.
• Upload malware, or try to get around security, firm isolation, rate limits or two-factor sign-in.
• Probe, scan or test the Service’s security without our written permission. Report suspected vulnerabilities to support@preppedbk.com instead.
• Copy, scrape, reverse engineer or resell the Service, or use it to build a competing product.
• Let anyone outside the Firm use a User account.

We may suspend access that we reasonably believe breaks this section or threatens the security of the Service or other firms’ data. When we can, we will tell you first and give you a chance to fix it.

09Your data

The Firm owns the data it and its Clients put into the Service (“Customer Data”). The Firm is the controller of Customer Data, and we process it only on the Firm’s behalf, as described in the DPA.

• We use Customer Data only to provide, secure and support the Service for the Firm.
• We do not sell Customer Data, and we do not use it to train AI models.
• We may use technical usage information about the Service (for example, page load times or error counts) that does not include the contents of Customer Data, to run and improve the Service.

10Confidentiality

We treat Customer Data and anything else the Firm shares with us that is marked or reasonably understood as confidential as the Firm’s confidential information. We protect it with at least reasonable care and share it only with people and subprocessors who need it to provide the Service and who are bound by confidentiality duties at least as protective as these.

If a subpoena, court order or other legal demand asks for Customer Data, we will send the requester to the Firm where we can, and we will notify the Firm before responding (unless the law forbids it) so the Firm can assert privilege or seek protection.

11Third-party services

The Service relies on the providers listed in our DPA, and it can export data for use in your own bankruptcy filing software. We are not responsible for third-party software the Firm chooses to use with the exports.

12Our software and feedback

We own the Service, including its software, design and documentation. These Terms give the Firm a limited, non-transferable right to use the Service during its subscription. If you send us suggestions, we may use them without obligation to you.

13Term, termination and your data after

These Terms last as long as the Firm has a subscription. Either side may end them for a material breach that is not fixed within 30 days of written notice. We may also end the Service for all customers with at least 60 days’ notice, and if we do, we will refund prepaid fees for the unused period.

After the subscription ends

• Export. You can export your case data at any time while subscribed. For 30 days after the subscription ends, you can ask us at support@preppedbk.com for an export.
• Deletion. We delete Customer Data from our active systems within 30 days after the subscription ends.
• Backups. Copies in backups age out and are gone within a further 30 days. Until then they stay encrypted and are not used for anything.

During the subscription, uploaded files are deleted automatically on the retention schedule the Firm sets. Sections that by their nature should survive termination (such as fees owed, confidentiality, limitation of liability and governing law) survive.

14Disclaimers

15Limitation of liability

These limits do not apply to the Firm’s obligation to pay fees, to either side’s indemnity obligations, or to liability that the law does not allow to be limited.

16Indemnity

We will defend the Firm against third-party claims that the Service, as we provide it, infringes that party’s intellectual property rights, and pay resulting damages and costs finally awarded or agreed in settlement.

The Firm will defend us against third-party claims arising from Customer Data the Firm had no right to upload, from the Firm’s legal work or filings, or from the Firm’s breach of the Acceptable use section, and pay resulting damages and costs finally awarded or agreed in settlement.

The side asking for defense must give prompt notice, let the other side control the defense and settlement (no settlement may admit fault for the protected side without its consent), and cooperate reasonably.

17Governing law

These Terms are governed by the laws of the State of Florida, without regard to its conflict of laws rules. Any dispute will be brought only in the state or federal courts located in Florida, and each side consents to their jurisdiction.

18Changes to these Terms

We may update these Terms. For changes that materially reduce the Firm’s rights, we will email the Firm’s account owner at least 30 days before they take effect. If you do not agree, you can cancel before the change takes effect. Continuing to use the Service after that date means you accept the updated Terms.

19General terms

• Whole agreement. These Terms, the DPA and any order form are the whole agreement on this subject and replace earlier discussions.
• Assignment. Neither side may assign these Terms without the other’s consent, except to a successor in a merger or sale of substantially all of its business that agrees to be bound by them.
• Events outside our control. Neither side is liable for delays caused by events beyond its reasonable control. This does not excuse payment obligations.
• Notices. We send notices to the Firm’s account owner by email. You send notices to support@preppedbk.com.
• Relationship. We are independent contractors. Nothing here creates a partnership, agency or employment relationship.
• Severability and waiver. If a provision is unenforceable, the rest stays in effect. Not enforcing a provision is not a waiver of it.

20Contact

Questions about these Terms: support@preppedbk.com.