Legal Service Terms

Scope of Services

MHSB provides professional services related to the implementation, configuration, customization, and ongoing support of Lawmatics CRM and related legal technology platforms for law firms and legal organizations. Our services may include, but are not limited to:

• Lawmatics CRM setup, migration, and configuration.
• Custom workflow design and automation building.
• Data migration and integration with third-party systems.
• Training sessions and documentation for firm staff.
• Ongoing maintenance, optimization, and support under a service agreement.
• Strategic consulting on client intake, marketing automation, and operational efficiency.

The specific scope of services for each engagement is defined in the applicable Statement of Work (SOW), service agreement, or order form executed between MHSB and the client. Services not explicitly included in the SOW are outside the scope of the engagement and may require a separate agreement.

Service Delivery

MHSB delivers services remotely unless otherwise agreed in writing. Our team works collaboratively with your firm to ensure a smooth implementation process. Service delivery typically follows these phases:

• Discovery: We assess your firm's current processes, technology stack, and goals to develop a tailored implementation plan.
• Configuration: We build and configure your Lawmatics environment, including custom fields, pipelines, automations, forms, and integrations.
• Testing: We conduct thorough testing of all configured elements and workflows prior to launch.
• Training: We provide hands-on training sessions tailored to your team's roles and responsibilities within the platform.
• Launch and Support: We assist with go-live activities and provide post-launch support as defined in your service agreement.

MHSB will use commercially reasonable efforts to meet any timelines outlined in the SOW. However, delivery timelines are estimates and may be adjusted based on project complexity, client responsiveness, and the availability of required information or access.

Client Responsibilities

Successful service delivery depends on active collaboration. As a client, you agree to:

• Designate a primary point of contact with decision-making authority for the engagement.
• Provide timely access to systems, accounts, data, and credentials necessary for MHSB to perform services.
• Review and provide feedback on deliverables within the timeframes specified in the SOW.
• Ensure that your team attends scheduled training sessions and meetings.
• Communicate changes in project requirements, priorities, or timelines promptly.
• Maintain valid licenses and subscriptions for third-party platforms, including Lawmatics, that are required for service delivery.

Delays caused by a client's failure to meet these responsibilities may result in adjusted timelines, additional fees, or both, as outlined in the applicable SOW.

Intellectual Property

All pre-existing intellectual property remains the property of its respective owner. MHSB retains ownership of its proprietary tools, methodologies, templates, frameworks, and general know-how developed independently of any client engagement.

Upon full payment for services rendered, the client receives a non-exclusive, non-transferable license to use any custom configurations, workflows, and automations built specifically for the client within their Lawmatics environment. This license is limited to the client's internal business use.

MHSB may use anonymized and aggregated insights from engagements to improve its services, develop best practices, and create general-purpose resources, provided that no confidential client information is disclosed.

Warranties and Limitations

MHSB warrants that services will be performed in a professional and workmanlike manner consistent with generally accepted industry standards. If a deliverable does not materially conform to the specifications in the SOW, MHSB will, at its option, re-perform the applicable services or provide a reasonable remedy at no additional cost, provided the client notifies MHSB in writing within thirty (30) days of delivery.

MHSB does not warrant that third-party platforms, including Lawmatics, will operate without interruption or error. MHSB is not responsible for changes, outages, or limitations imposed by third-party platform providers.

To the maximum extent permitted by applicable law, MHSB disclaims all other warranties, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. In no event shall MHSB's total liability under these terms exceed the total fees paid by the client for the specific services giving rise to the claim during the twelve (12) months preceding the event. MHSB shall not be liable for indirect, incidental, consequential, special, or punitive damages, including lost profits or data, regardless of the theory of liability.

Service Levels

For clients with active support agreements, MHSB provides the following service level commitments:

• Response Times: MHSB will acknowledge support requests within one (1) business day of receipt. Priority and resolution timelines vary based on the severity of the issue and the terms of the applicable support plan.
• Availability: Support services are available during standard business hours, Monday through Friday, 9:00 AM to 5:00 PM Eastern Time, excluding federal holidays.
• Communication: Clients may submit support requests via email at info@mhsbsolutions.com or through any designated support channel specified in the service agreement.
• Escalation: If a support request is not resolved within the expected timeframe, clients may request escalation to a senior team member by contacting us directly.

Service level commitments do not apply to issues caused by client modifications to configurations built by MHSB, third-party platform outages, or factors outside MHSB's reasonable control.

Termination

Either party may terminate a service engagement as follows:

• For Convenience: Either party may terminate a service agreement by providing thirty (30) days' written notice to the other party. The client is responsible for payment of all services performed through the effective date of termination.
• For Cause: Either party may terminate immediately if the other party materially breaches these terms or the applicable SOW and fails to cure such breach within fifteen (15) days of receiving written notice.
• Effect of Termination: Upon termination, MHSB will provide the client with any completed deliverables and reasonable assistance in transitioning services, subject to payment of outstanding fees. Any prepaid fees for services not yet rendered will be refunded on a pro-rata basis.

Sections relating to intellectual property, warranties and limitations, confidentiality, and dispute resolution survive termination of any service agreement.

Dispute Resolution

The parties agree to resolve disputes arising under these terms in good faith. In the event of a disagreement, the parties will first attempt to resolve the matter through informal negotiation. If informal negotiation does not resolve the dispute within thirty (30) days, either party may pursue mediation administered by a mutually agreed-upon mediator.

If mediation is unsuccessful, the dispute shall be resolved through binding arbitration conducted in Greenville, South Carolina, in accordance with the rules of the American Arbitration Association. The arbitrator's decision shall be final and enforceable in any court of competent jurisdiction.

These terms are governed by the laws of the State of South Carolina, without regard to its conflict of laws provisions. Nothing in this section prevents either party from seeking injunctive or equitable relief in a court of competent jurisdiction to protect its intellectual property or confidential information.

Contact Us

If you have questions about these Legal Service Terms, contact us at info@mhsbsolutions.com or call (864) 448-6974. You can also reach us through our contact page.