Legal
DocketBuddy Terms of Service
Effective: July 13, 2026
Version: 2026-07-13
These terms govern docketbuddy.org, DocketBuddy public tools, the attorney workspace, client portals, and related services operated by Buddy Financial LLC, doing business as DocketBuddy. Creating an account or actively accepting these terms forms an agreement with Buddy Financial.
1. Who may use DocketBuddy
Public educational tools may be used by adults for lawful purposes. The attorney workspace is for lawyers in good standing in at least one United States jurisdiction and people a lawyer authorizes to work for the lawyer or firm. The supervising lawyer remains responsible for staff access and work.
Users must provide accurate account information, keep it current, and have authority to submit data about a client or another person. An account may not be shared outside the authorized firm team.
2. Software, not legal advice
DocketBuddy provides educational, practice-management, workflow, research, and drafting software. Buddy Financial is not a law firm and does not provide legal advice. Use of DocketBuddy does not create an attorney-client relationship with Buddy Financial.
AI-assisted drafts, calculations, summaries, deadlines, case status, court data, and agency data can be incomplete, delayed, or wrong. A qualified user must review original sources, verify every output, and approve it before filing, sending, relying on, or giving it to a client. Lawyers remain responsible for competence, confidentiality, supervision, deadlines, legal strategy, and professional conduct.
3. Accounts and security
Users must protect account credentials, use available security controls, and promptly report suspected unauthorized access. We may temporarily restrict an account to investigate a security threat, protect users, comply with law, or address a serious breach of these terms. We will give notice when practical.
4. User and client information
Users and their firms keep their rights in information and work product they submit. For law-firm client and matter data, the firm directs the processing and Buddy Financial acts as its service provider or processor. We process that information only to provide, secure, support, and lawfully operate the selected service, as described in the DocketBuddy Privacy Policy.
The user or firm must have authority to provide information about clients and other people, give any required notice, obtain any required permission, and configure access consistent with professional and privacy duties. We do not claim ownership of user or client data.
5. Acceptable use
Users may not:
- Use DocketBuddy unlawfully, deceptively, or to harm another person.
- Access another account, firm, or client record without authorization.
- Defeat security controls, probe for vulnerabilities, introduce malicious code, or disrupt the service.
- Resell, copy, scrape, or reverse engineer the service except where law expressly permits it.
- Use a connected court, government, or third-party source contrary to its applicable rules.
- Use automated output without the review required by section 2.
6. Subscriptions, payments, and trust funds
Paid features, billing period, price, trial terms, and renewal details are shown before purchase. A subscription renews for the selected period until cancelled. Cancellation stops future renewal and normally leaves paid access available through the current period. Fees already paid are not refundable unless law requires a refund or we agree otherwise. We will give advance notice of a price change.
Payment providers, not DocketBuddy, process full payment-card and bank-account credentials. Trust-ledger tools are record-keeping aids and do not hold money. The firm remains responsible for reconciliation, required records, disbursement, and return of client funds. A positive client trust balance must be resolved and required records exported before account deletion.
7. Connected services and outside information
A user may choose to connect payment, calendar, signature, accounting, court, agency, communications, or practice-management providers. Those providers have their own terms. We are not responsible for an outside service's availability, acts, or data accuracy. Users must verify source information and may disconnect optional integrations in account settings.
8. Ownership and license
Buddy Financial and its licensors own the service, software, design, and DocketBuddy content, excluding user data. We grant each authorized user a limited, revocable, non-exclusive, non-transferable license to use DocketBuddy for its intended purpose while the account is allowed access. Feedback may be used to improve DocketBuddy, but it does not give us rights in client or matter information.
9. Account closure, export, and deletion
A user may cancel a subscription without deleting the account. A user may also request permanent account deletion from Settings, Security, Delete account or by emailinghello@docketbuddy.org. The user should first export records the user or firm must keep and resolve client trust balances.
A deletion request disables the account immediately. It may be cancelled through support for seven days. Permanent deletion runs within the next 24 hours and is completed within eight days of the request. Narrow records may be retained only when required by law or for the limited reasons in the Privacy Policy.
We may end access for a serious or repeated breach, unlawful use, security threat, or nonpayment. When practical, we will give notice and a reasonable export opportunity. Sections that logically continue after closure, including ownership, disclaimers, liability, and disputes, remain effective.
10. Service promises and disclaimers
We work to keep DocketBuddy secure and available, but software and outside data sources can fail. To the fullest extent law allows, the service and its output are provided “as is” and “as available.” We disclaim implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not promise uninterrupted operation or that an output is accurate, complete, current, or suitable for a matter. Rights that cannot legally be disclaimed remain in effect.
11. Limits on liability
To the fullest extent law allows, Buddy Financial and its providers are not liable for indirect, special, incidental, consequential, exemplary, or punitive damages, or lost profits, lost business, lost data, or professional-liability losses arising from DocketBuddy. Our total liability for claims related to the service will not exceed the amount the claimant paid us during the 12 months before the event. These limits do not apply where law prohibits them.
12. Responsibility for claims
To the extent law permits, a business or professional user will defend and reimburse Buddy Financial for a third-party claim caused by that user's unlawful use, professional services, submitted data, infringement of another person's rights, or material breach of these terms. This does not cover a claim caused by Buddy Financial's own breach, gross negligence, or intentional misconduct.
13. Material changes and active consent
Before a material change to these terms or the Privacy Policy applies to a registered user, we show a plain-language summary. The user must open the notice, check an acceptance box, and select Accept and continue. We record the accepted versions and time. Continued use alone is not acceptance of a material change. A user who does not accept may stop using DocketBuddy and request export or deletion. Minor corrections may be posted without a new acceptance request.
14. Governing law and disputes
Georgia law governs these terms, without its conflict-of-law rules. Any lawsuit related to these terms or DocketBuddy must be filed in a state or federal court with jurisdiction in Georgia. Each party consents to those courts. A claim may still be brought in small-claims court when its rules allow. Nothing in this section limits a privacy right or remedy that applicable law makes non-waivable.
15. Contact
Buddy Financial LLC, d/b/a DocketBuddy
1445 Woodmont Ln NW #613
Atlanta, GA 30318
hello@docketbuddy.org