Terms of Service

1.What the Platform is, and is not

The Platform is document automation and practice workflow software for estate planning attorneys licensed in Georgia. Midly is a software company. Midly is not a law firm, does not practice law, and does not provide legal advice. No attorney-client relationship is formed between Midly and any user of the Platform.

All legal documents produced through the Platform, including drafts assisted by artificial intelligence, are working drafts for a licensed attorney. The attorney of record is solely responsible for reviewing, revising, approving, executing, and delivering every document, and for the legal services provided to their clients.

2.Who may register

Attorney accounts are available only to active members of the State Bar of Georgia in good standing. By registering you represent that you are such a member, and you consent to our confirming your standing against the State Bar of Georgia member directory. We may decline, suspend, or lock an account whose bar standing we cannot verify, and we notify you if that happens.

3.Client portal users

Clients and their invited family members access the Platform only through an invitation from their attorney. Portal users have an attorney-client or other relationship with the inviting attorney, not with Midly. Documents, summaries, and records visible in a client portal are provided by and remain the responsibility of that attorney.

4.Trials, subscriptions, and billing

• New attorney accounts begin with a free trial. No payment method is collected and nothing is charged during the trial.
• If the trial ends without a subscription, the workspace is paused, not deleted. Workspace contents, including client data, are retained for at least 30 days after the trial ends; subscribing within that period restores the workspace as it was. After the 30-day retention period, we may permanently delete the workspace and its contents.
• Subscriptions are billed through Stripe on the plan and interval you select. Plan pricing, included seats, and additional seat pricing are stated at checkout.
• You may cancel at any time. Cancellation stops future billing; you retain access through the period already paid. Upon cancellation we make an export of your client records and submissions available on request.
• After a subscription ends, whether by cancellation or non-renewal, your workspace and client data are retained for at least 30 days. During that period you may resubscribe to restore full access or request an export. After the 30-day retention period, we may permanently delete the workspace and its contents.

5.Electronic signatures

The Platform provides electronic signing for engagement agreements and related documents under the Electronic Signatures in Global and National Commerce Act (15 U.S.C. § 7001) and the Georgia Uniform Electronic Transactions Act (O.C.G.A. § 10-12-1 et seq.). Signers are shown a consent disclosure before signing, and executed documents include a certificate recording the signing events.

6.Paid legal reviews

Attorneys may optionally enable paid document reviews for their portal clients. The review fee is paid by the client, the attorney receives their portion by direct payout through Stripe Connect, and Midly retains a flat marketplace fee that does not vary with the outcome of the review. The review itself is legal work performed by the attorney under the attorney’s own professional obligations.

7.Your content and responsibilities

• You retain all rights in the client information, documents, and other content you or your clients submit. You grant Midly the limited license needed to operate the Platform on your behalf.
• You are responsible for the accuracy of information you enter, for safeguarding your login credentials, and for the acts of team members you invite to your workspace.
• You will not use the Platform to violate law or professional conduct rules, to infringe others’ rights, to probe or disrupt the service, or to submit content you lack the right to submit.

8.Confidentiality and data

Client information submitted to the Platform is processed only to provide the service, as described in our Privacy Policy. We do not sell client information and we do not use client information to train artificial intelligence models.

9.Intellectual property

The Platform, including its software, templates, and branding, is owned by Midly and its licensors. These Terms grant you a limited, non-exclusive, non-transferable right to use the Platform for your practice during your subscription. Document templates become part of your work product once completed for a client; the underlying template system remains Midly’s.

10.Disclaimers

The Platform is provided “as is” and “as available.” To the fullest extent permitted by law, Midly disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. Midly does not warrant that any document generated by the Platform is suitable for execution without attorney review, and disclaims responsibility for legal outcomes arising from documents an attorney approves and delivers.

11.Limitation of liability

To the fullest extent permitted by law, Midly’s aggregate liability arising out of or relating to the Platform is limited to the amounts you paid to Midly in the twelve months before the event giving rise to the claim, and Midly is not liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenues, or data.

12.Indemnification

You will indemnify and hold Midly harmless from claims arising out of your legal services, your content, or your breach of these Terms, except to the extent caused by Midly’s own breach.

13.Termination

You may stop using the Platform at any time. We may suspend or terminate access for material breach of these Terms, for failed bar verification, or where required by law, with notice where practicable. Sections that by their nature survive termination survive it.

14.Governing law

These Terms are governed by the laws of the State of Georgia, without regard to conflict of law rules. Any dispute will be resolved in the state or federal courts located in Georgia, and each party consents to their jurisdiction.

15.Changes and contact

We may update these Terms; material changes will be announced on the Platform or by email, and continued use after the effective date constitutes acceptance. Questions about these Terms: feedback@legacydochq.com.