Terms & Conditions

Effective date and scope

Effective Date: August 17, 2026

Last Updated: August 17, 2026

Welcome to legahelps.com (the "Site"). These Terms & Conditions ("Terms") govern your access to and use of our platform and related services (collectively, the "Services") provided by LegaHelps, a service of IOT Operations ("we," "us," "our," or the "Company").

Our platform serves two distinct user groups: (1) individuals seeking legal assistance ("Prospects"), who use our lead management and AI intake features; and (2) law firms and legal professionals ("Subscribers"), who use our case management features. Please read these Terms carefully. By accessing our Site or using our Services, you agree to be bound by these Terms. If you do not agree to these Terms, you must not access or use our Site or Services.

1. Definitions

"Prospect" means an individual who uses our lead management features to seek legal assistance.

"Subscriber" means a law firm, legal professional, or legal service provider that enters into a subscription agreement with us to use our case management features.

"Legal Team" means any legal professional, law firm, attorney, or legal service provider who may receive Prospect information through our lead management features.

"End User" means a client, prospective client, or other individual about whom a Subscriber submits information into our case management features.

"Lead Data" means any information, documents, or materials provided by a Prospect through our lead management features.

"Case Data" means all data, information, documents, and materials submitted by or on behalf of a Subscriber into our case management features, including End User information.

"Lega" means our AI-powered intake and case management assistant.

"Site" means our website at legahelps.com and any related subdomains.

"Subprocessors" means third-party service providers engaged by us to assist in delivering the Services.

"Subscription Term" means the period during which a Subscriber is authorized to use the case management features under a subscription agreement.

2.1 Prospects

To use our lead management features, you must be at least 13 years of age. If you are between 13 and 18 years of age, you may use our Services only with the involvement and consent of a parent or guardian. By using these features, you represent and warrant that you meet this age requirement and have the legal capacity to enter into these Terms (or that your parent or guardian has consented on your behalf).

2.2 Subscribers

To use our case management features, you must be a licensed legal professional, law firm, or legal service provider. By registering, you represent and warrant that you meet this eligibility requirement and have the authority to bind your organization to these Terms. You may authorize employees, contractors, and agents ("Authorized Users") to access and use the case management features on your behalf. You are responsible for all acts and omissions of your Authorized Users.

2.3 Account Security

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use.

3. Attorney Advertising and Joint Advertising Notice

LegaHelps is not a lawyer referral service. We do not recommend, endorse, or select specific attorneys for Prospects. We provide a technology platform to facilitate connections between Prospects and Legal Teams.

In certain jurisdictions, including California, our Services may constitute attorney advertising or joint advertising. Where applicable:

If you are a Prospect in California, please be aware that Cal. Bus. & Prof. Code §§ 6155(g) and 6157.2(b) may apply to certain aspects of our Services. If you have questions about attorney advertising or joint advertising, please contact us or consult with an independent legal professional.

• We may have joint advertising or co-counsel arrangements with participating law firms
• Participating law firms may compensate us for leads generated through our platform
• The selection of a lawyer is an important decision and should not be based solely on advertising
• No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers

4.1 AI-Guided Legal Intake

Our lead management features provide an AI-guided intake platform designed to help Prospects organize information about their legal matters and connect with appropriate Legal Teams. Lega, our AI assistant, engages in conversational intake to collect relevant details, which are then organized and made available for Legal Team review.

4.2 Sharing with Legal Teams

By using our lead management features, you expressly consent to our sharing of your Lead Data, including details about your legal matter, with Legal Teams who may be able to assist you. We do not guarantee that any Legal Team will review your Lead Data, respond to your submission, or agree to represent you. The decision to review or accept a matter rests solely with the Legal Team. We act as a technology platform facilitating the intake process, not as a legal referral service or broker.

4.3 No Attorney-Client Relationship

YOUR USE OF THE LEAD MANAGEMENT FEATURES, INCLUDING ANY INTERACTION WITH LEGA, DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP BETWEEN YOU AND LEGAHELPS, IOT OPERATIONS, OR ANY LEGAL TEAM. AN ATTORNEY-CLIENT RELATIONSHIP IS ONLY FORMED THROUGH A DIRECT WRITTEN ENGAGEMENT AGREEMENT BETWEEN YOU AND A SPECIFIC LEGAL PROFESSIONAL OR LAW FIRM.

4.4 Not Legal Advice

LEGA IS AN AI-POWERED INTAKE ASSISTANT, NOT A LICENSED ATTORNEY. NOTHING PROVIDED THROUGH OUR LEAD MANAGEMENT FEATURES — INCLUDING ANY RESPONSES, SUGGESTIONS, ORGANIZED INFORMATION, OR OUTPUT FROM LEGA — CONSTITUTES LEGAL ADVICE, LEGAL OPINION, OR LEGAL REPRESENTATION. YOU SHOULD NOT RELY ON ANY INFORMATION PROVIDED THROUGH OUR LEAD MANAGEMENT FEATURES AS A SUBSTITUTE FOR PROFESSIONAL LEGAL ADVICE FROM A QUALIFIED ATTORNEY LICENSED IN YOUR JURISDICTION.

4.5 No Attorney-Client Privilege

INFORMATION YOU SHARE THROUGH OUR LEAD MANAGEMENT FEATURES MAY NOT BE PROTECTED BY ATTORNEY-CLIENT PRIVILEGE, WORK-PRODUCT DOCTRINE, OR SIMILAR LEGAL PROTECTIONS. BY USING THESE FEATURES, YOU ACKNOWLEDGE AND ACCEPT THAT YOUR LEAD DATA MAY BE PROCESSED BY OUR SYSTEMS, SHARED WITH LEGAL TEAMS, AND SUBJECT TO DISCLOSURE AS REQUIRED BY LAW. DO NOT SHARE INFORMATION THAT YOU WOULD NOT WANT DISCLOSED TO THIRD PARTIES.

4.6 Independent Legal Teams

Legal Teams who receive your Lead Data are independent third parties. We do not control, supervise, or endorse their actions, advice, or handling of your information. Any engagement, agreement, or relationship you form with a Legal Team is solely between you and that Legal Team.

4.7 AI Output Limitations

You acknowledge that Lega's responses and organized outputs are generated by artificial intelligence and may be incomplete, inaccurate, or require human review. You agree to review all AI-generated outputs carefully before relying upon them. We do not guarantee the accuracy, completeness, or suitability of any AI-generated output for your specific legal matter.

5. Compensation Estimates and Results Disclaimer

If our Services display any compensation estimates, case value ranges, settlement scores, or similar illustrations (collectively, "Compensation Estimates"), you acknowledge and agree that:

• Compensation Estimates are non-binding, illustrative marketing estimates only
• Compensation Estimates are generated by artificial intelligence and algorithms, not by licensed attorneys reviewing your specific matter
• Compensation Estimates have not been reviewed or approved by any participating law firm before display
• Actual results in any legal matter depend on numerous factors, including the specific facts, applicable law, jurisdiction, judge, jury, opposing party, and other variables
• Past results obtained by Legal Teams or shown in testimonials, case studies, or examples are not typical and do not predict future success
• Compensation Estimates are not guarantees of any outcome, settlement amount, or verdict
• You should not make any legal or financial decisions based solely on Compensation Estimates

6.1 Subscription and Account

To use our case management features, you must register for a subscription and provide accurate, complete, and current information. The specific scope, features, timeline, and fees for your subscription will be set forth in a subscription agreement, order form, or Statement of Work executed by both parties.

6.2 Case Management Platform

Our case management features provide cloud-based software designed to help Subscribers organize leads, manage cases, track matters, store documents, and streamline legal practice operations. These features may include AI-powered workflow automation, data organization, and reporting capabilities.

6.3 AI-Powered Features

Certain case management features utilize artificial intelligence and machine learning technologies. These AI features are designed to assist with workflow automation, data summarization, and case organization. You acknowledge that AI-generated outputs are provided for assistance only and require human review and professional judgment before being relied upon for legal decisions.

6.4 Service Availability

We use commercially reasonable efforts to make the case management features available in accordance with our service level commitments (if any). However, we do not guarantee uninterrupted, error-free, or completely secure access. Scheduled maintenance, updates, and unforeseen technical issues may result in temporary unavailability.

6.5 Modifications

We reserve the right to modify, enhance, or discontinue features of the case management platform at any time. We will use commercially reasonable efforts to provide advance notice of material changes that materially reduce functionality.

7.1 Prospect Responsibilities

If you are a Prospect, you agree to:

• Provide accurate, complete, and truthful information when using the lead management features
• Not submit false, fraudulent, or misleading Lead Data
• Not use the lead management features for any unlawful purpose
• Not share access codes or credentials with third parties
• Not use automated means to access or interact with the lead management features
• Not use our Services or any output to develop competing products or services

7.2 Subscriber Responsibilities

If you are a Subscriber, you agree to:

• Provide accurate, complete, and lawful information when using the case management features
• Ensure the accuracy, quality, integrity, and legality of all Case Data you submit
• Obtain all necessary consents, authorizations, and permissions from End Users before submitting their information
• Comply with all applicable privacy laws and professional obligations regarding End User data
• Ensure that your use of our case management features complies with state bar rules, ethics opinions, and professional conduct standards
• Ensure that Authorized Users comply with these Terms
• Not use the case management features for any unlawful purpose or in violation of any applicable law or professional rule
• Not use our Services or any output to develop competing products or services

8.1 Prospect Data

As between you and us, you retain all right, title, and interest in your Lead Data. By submitting Lead Data, you grant us a non-exclusive, royalty-free, worldwide license to use, reproduce, modify, and distribute your Lead Data solely for the purpose of providing the lead management features, organizing your intake, and sharing it with Legal Teams. You represent and warrant that you have the right to provide such information and that it does not violate the rights of any third party.

8.2 Subscriber Case Data

As between you and us, you retain all right, title, and interest in your Case Data. We do not claim ownership of your Case Data. You grant us a limited, non-exclusive license to use, reproduce, modify, and distribute Case Data solely for the purpose of providing the case management features to you and fulfilling our obligations under these Terms. We will not access, review, or use your Case Data for any purpose other than providing the Services, except as required by law or as necessary to provide technical support at your request.

8.3 Our Use of Data

We do not use your Lead Data or Case Data to train generalized third-party AI models. We may use de-identified, anonymized, or aggregated data derived from our Services solely for the purpose of improving our platform and AI features.

8.4 Privacy Policy

Your use of our Services is also governed by our Privacy Policy, which is incorporated into these Terms by reference.

8.5 Data Processing Agreement

Where we process personal data on behalf of Subscribers, we will enter into a Data Processing Agreement (DPA) or include data processing terms in your subscription agreement. A standard DPA is available upon request.

9.1 Confidentiality

We agree to maintain the confidentiality of your Lead Data and Case Data in accordance with our Privacy Policy, applicable law, and these Terms. We will not disclose your data to third parties except as described in our Privacy Policy or as required by law.

9.2 Attorney-Client Privilege — Case Management

We understand that Subscriber Case Data may include information subject to attorney-client privilege, work-product doctrine, or similar legal protections. We will not waive or assert any claim of privilege over your Case Data. We will implement reasonable measures to protect the confidentiality of privileged information stored in our case management features.

However, Subscribers acknowledge that the transmission and storage of information through cloud-based services involves inherent risks, and we cannot guarantee that information will never be subject to disclosure. Subscribers are responsible for assessing whether our case management features meet their ethical and professional obligations regarding privilege and confidentiality.

9.3 Legal Requests

If we receive a subpoena, court order, search warrant, or other legal request seeking disclosure of your data, we will attempt to notify you promptly unless prohibited by law or court order, so that you may seek appropriate protective relief. We will not voluntarily disclose Case Data to law enforcement or government authorities except as required by law.

10.1 Our Intellectual Property

All content on the Site, including text, graphics, logos, images, software, the Lega AI system, platform code, methodologies, and the overall design and layout (collectively, "Site Content"), is the property of LegaHelps, IOT Operations, or its licensors and is protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property laws.

You are granted a limited, non-exclusive, non-transferable, revocable license to access and use the Site and Services solely for your personal or internal business purposes. You may not copy, modify, distribute, reproduce, republish, download, display, or transmit any part of the Site Content without our prior written consent.

10.2 Feedback

If you provide feedback, suggestions, or ideas about our Services, you grant us a perpetual, irrevocable, royalty-free, worldwide license to use such feedback for any purpose without compensation to you.

11. Subprocessors

We may engage third-party service providers ("Subprocessors") to assist in delivering our Services. A current list of our Subprocessors is available upon request. We remain responsible for the performance of any Subprocessors we engage. Subprocessors are contractually obligated to protect your information and use it only for the purposes for which we disclose it to them.

12.1 Fees

Fees for the case management features will be set forth in your subscription agreement, order form, or invoice. Unless otherwise specified, all fees are quoted in US Dollars (USD). Lead management features for Prospects are currently provided at no charge.

12.2 Invoicing and Payment

Unless otherwise agreed in writing:

• Invoices will be issued according to the schedule set forth in your subscription agreement
• Payment is due within thirty (30) days of the invoice date
• All payments shall be made by wire transfer, credit card, check, or other method agreed upon by the parties
• You are responsible for all applicable taxes, duties, and governmental charges (excluding taxes based on our net income)

12.3 Late Payments

Late payments may incur interest at the lesser of one and one-half percent (1.5%) per month or the maximum rate permitted by applicable law. We reserve the right to suspend Services if payment is more than thirty (30) days overdue, upon written notice.

13.1 Our Warranties

We warrant that:

• We will provide the Services in a professional manner consistent with industry standards
• We have the right and authority to enter into these Terms and perform our obligations hereunder
• The Services will materially conform to the functionality described in the applicable documentation

13.2 Disclaimer of Warranties

EXCEPT AS EXPRESSLY SET FORTH IN SECTION 13.1, OUR SITE AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING OUT OF COURSE OF DEALING, USAGE, OR TRADE PRACTICE.

We do not warrant that:

We make no representations or warranties regarding the qualifications, competence, or suitability of any Legal Team. It is your responsibility to conduct your own due diligence before engaging any legal professional.

• The Site or Services will be uninterrupted, timely, secure, or error-free
• AI-generated outputs will be accurate, complete, or suitable for any particular legal matter
• Any errors in the Site or Services will be corrected
• The Site is free of viruses or other harmful components
• Any Legal Team will review, respond to, or accept a Prospect's matter
• The Services will meet your specific legal, ethical, or professional requirements

14.1 Exclusion of Consequential Damages

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL LEGAHELPS, IOT OPERATIONS, THEIR DIRECTORS, OFFICERS, EMPLOYEES, AFFILIATES, AGENTS, CONTRACTORS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR IN CONNECTION WITH THESE TERMS, THE SITE, OR THE SERVICES, WHETHER BASED ON CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR ANY OTHER LEGAL THEORY, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

14.2 Cap on Liability

Our total cumulative liability arising out of or relating to these Terms, the Site, or the Services shall not exceed:

• For Prospects: One Hundred US Dollars ($100).
• For Subscribers: The total amount paid by you to us in the twelve (12) months preceding the event giving rise to liability, or One Thousand US Dollars ($1,000), whichever is greater.

14.3 Essential Purpose

THE LIMITATIONS OF LIABILITY SET FORTH IN THIS SECTION 14 SHALL APPLY REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR OTHERWISE, AND SHALL SURVIVE ANY TERMINATION OF THESE TERMS.

14.4 Exceptions

The limitations in Sections 14.1 and 14.2 shall not apply to:

• Our gross negligence or willful misconduct
• Our breach of confidentiality obligations regarding Case Data
• Our infringement or misappropriation of your intellectual property rights
• Any liability that cannot be excluded or limited under applicable law

15. Indemnification

You agree to indemnify, defend, and hold harmless LegaHelps, IOT Operations, and their officers, directors, employees, agents, affiliates, successors, and assigns from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to:

We reserve the right to assume the exclusive defense and control of any matter subject to indemnification by you, in which event you agree to cooperate with us in asserting any available defenses.

• Your use of the Site or Services
• Your violation of these Terms
• Your violation of any third-party right, including intellectual property or privacy rights
• Your negligence or willful misconduct
• Any Lead Data or Case Data you submit
• Any claim by an End User arising from your use of the case management features
• Any dispute between you and a Legal Team
• Your failure to comply with applicable legal or professional obligations

16.1 Term

These Terms shall commence on the date you first access the Site or use our Services. For Subscribers, the Subscription Term will be specified in your subscription agreement and will automatically renew for successive periods unless either party provides notice of non-renewal in accordance with the subscription agreement.

16.2 Termination by Us

We may suspend or terminate your access to the Site or Services at any time, for any reason or no reason, including but not limited to violation of these Terms, without prior notice or liability.

16.3 Termination by You

You may discontinue use of the Services at any time. Subscribers may terminate their subscription in accordance with the terms of their subscription agreement. If you wish to delete your account or information, please contact us at neelima@iotoperations.com.

16.4 Effect of Termination

Upon termination:

• All licenses granted by us to you shall immediately terminate
• Prospect Lead Data may be retained as necessary to fulfill the purposes for which it was collected or as required by law
• Subscriber Case Data will be securely deleted or returned within ninety (90) days unless otherwise required by law, court order, or as necessary to resolve disputes
• Subscribers are responsible for exporting their Case Data prior to account closure if they wish to retain it
• Sections that by their nature should survive termination shall survive, including but not limited to Sections 3 (Attorney Advertising), 4 (Lead Management), 8 (Data Ownership), 9 (Confidentiality), 10 (Intellectual Property), 13 (Warranties and Disclaimers), 14 (Limitation of Liability), 15 (Indemnification), and 18 (Governing Law)

17. Data Export and Deletion

Subscribers may export their Case Data from the case management features at any time using the export features provided. Upon termination or expiration of a subscription, we will securely delete Subscriber Case Data within ninety (90) days unless otherwise required by law, court order, or as necessary to resolve disputes. We are not responsible for any loss of data after account closure.

18.1 Governing Law

These Terms and any dispute arising out of or relating to these Terms, the Site, or the Services shall be governed by and construed in accordance with the laws of the State of California, United States, without regard to its conflict of law principles.

18.2 Dispute Resolution

The parties agree to first attempt to resolve any dispute informally through good-faith negotiation. If the dispute cannot be resolved through negotiation within thirty (30) days, either party may escalate the matter.

18.3 Arbitration

Any dispute, controversy, or claim arising out of or relating to these Terms shall be finally resolved by binding arbitration administered by the American Arbitration Association (AAA) in accordance with its Commercial Arbitration Rules. The arbitration shall be conducted in Orange County, California, USA. The arbitrator's award shall be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.

18.4 Class Action Waiver

TO THE FULLEST EXTENT PERMITTED BY LAW, YOU AGREE THAT ANY PROCEEDINGS, WHETHER IN ARBITRATION OR COURT, WILL BE CONDUCTED ONLY ON AN INDIVIDUAL BASIS AND NOT IN A CLASS, CONSOLIDATED, OR REPRESENTATIVE ACTION. YOU WAIVE ANY RIGHT TO PARTICIPATE IN CLASS ACTIONS.

18.5 Injunctive Relief

Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to prevent irreparable harm pending the resolution of a dispute.

19.1 Entire Agreement

These Terms, together with our Privacy Policy, any Data Processing Agreement, and any applicable subscription agreement or order form between you and us, constitute the entire agreement between you and LegaHelps regarding the subject matter hereof and supersede all prior or contemporaneous agreements, understandings, negotiations, and discussions, whether oral or written.

19.2 Amendments

We reserve the right to modify or update these Terms at any time. Material changes will be posted on this page with a revised "Effective Date." Your continued use of the Site or Services after any changes constitutes your acceptance of the revised Terms. It is your responsibility to review these Terms periodically.

19.3 Severability

If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it valid and enforceable, or if modification is not possible, severed from these Terms. The remaining provisions shall remain in full force and effect.

19.4 Waiver

No waiver of any provision of these Terms shall be effective unless in writing and signed by the party against whom the waiver is sought to be enforced. No failure or delay by either party in exercising any right, power, or remedy under these Terms shall operate as a waiver thereof.

19.5 Assignment

You may not assign or transfer these Terms or any rights or obligations hereunder without our prior written consent. We may assign these Terms without restriction. Any attempted assignment in violation of this Section shall be void.

19.6 Force Majeure

Neither party shall be liable for any failure or delay in performance under these Terms due to causes beyond its reasonable control, including but not limited to acts of God, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, accidents, strikes, shortages of transportation, facilities, fuel, energy, labor, or materials, or failures of telecommunications or internet service providers.

19.7 Independent Contractors

The parties are independent contractors. Nothing in these Terms shall be construed to create a partnership, joint venture, agency, or employment relationship between the parties.

19.8 Notices

All notices required or permitted under these Terms shall be in writing and delivered by personal delivery, certified mail, overnight courier, or email (with confirmation of receipt). Notices to us shall be sent to:

LegaHelps (IOT Operations)

6 Centerpointe Drive, Suite 700

La Palma, California 90623

Email: neelima@iotoperations.com

19.9 Headings

The headings in these Terms are for convenience only and shall not affect their interpretation.

19.10 Electronic Signatures

These Terms and any subscription agreement may be executed by electronic signature, which shall be deemed as valid as an original signature for all purposes.

20. Contact Information

If you have any questions about these Terms, please contact us:

LegaHelps (a service of IOT Operations)

6 Centerpointe Drive, Suite 700

La Palma, California 90623

United States

Email: neelima@iotoperations.com

Phone: 657-777-3324

These Terms & Conditions were prepared for LegaHelps and are effective as of the date stated above.