Professional Terms of Service
Last updated: September 2026
1. Who these terms cover
These terms apply to attorneys, mediators, guardians ad litem, parenting coordinators, therapists, paralegals, court staff, and the firms or agencies they work for, when accessing CoParent Circle in a professional capacity. Parents and other family members are covered by our standard Terms of Service instead. If you use the service in both capacities, both documents apply to the corresponding account.
2. Free access
Professional access is free. There is no fee, trial period, or seat charge for viewing client cases, generating court-ready reports, exporting records, inviting clients, or adding team members up to the published seat limit. The only paid professional item is an optional featured directory listing, which buys visibility in our public directory and nothing else — a professional who pays nothing has the same access to client work. We may change or end free access, but we will give at least 60 days' notice before doing so and will never hold an existing client record behind a new charge.
3. Verification
Before a professional account can reach client data we verify your identity and standing — through a firm invitation, a verified firm email domain, bar or license registry lookup, or manual review. You agree that the information you submit is accurate and that you will tell us promptly if your license, bar standing, or employment changes. We may suspend access while we re-verify, and we will suspend it if we learn a license is inactive, suspended, or revoked.
4. Client consent controls access
You get access to a family's record only when a party to that record grants it, and only to the scopes they grant. Access is not ownership: the parent or party may narrow or revoke it at any time, and revocation takes effect immediately. Court-appointed roles may be granted access under a court order, in which case the terms of that order govern the scope. You must not use, request, or retain access you are not entitled to, and you must not access a record after your role in the matter ends.
5. Permitted use of a client's record
You may read, annotate, organize, report on, and export a client's record for the purpose of representing or serving that client or the child whose interests you represent. You may not use a client's record or content to market to the other parent, to build a data product, to train an AI model, or for any purpose unrelated to the matter. You may not share your credentials, and each individual who needs access must have their own seat.
6. Confidentiality and privilege
Your professional and ethical obligations — confidentiality, privilege, conflicts screening, file retention, and candor to the court — continue to apply in full when you work inside CoParent Circle. Our features do not relieve you of them. You are responsible for confirming that using a shared platform is consistent with your obligations in a given matter, including whether communicating through the platform with a self-represented opposing party is permitted where you practice. Notes you mark as private to you or your firm are stored with access limited to your firm's seats, but no software can substitute for your own privilege review before an export leaves your hands.
7. No attorney-client relationship with us
CoParent Circle is a software provider. We are not your client, not your co-counsel, and not a party to your matters. We do not give legal advice, do not supervise your work, and do not review your filings. Nothing in the product — including AI summaries, tone analysis, relevance flags, behavioral observations, or report templates — is legal advice or a substitute for your judgment. You are responsible for everything you file, serve, or say based on material you obtained here.
8. Reports, exports, and evidence
Court-ready reports and exports are generated from records held in the platform, with hashes, timestamps, and a chain of custody so their integrity can be checked. Records created inside the platform and outside material imported into it are labeled differently and carry different caveats; do not present imported outside material as if it carried the platform's own guarantee. We will honor a properly served subpoena or records request and can provide a custodian-of-records declaration where appropriate. Admissibility is always the court's decision, and we make no promise about the outcome of any evidentiary ruling.
9. Firms, teams, and seats
A firm owner or administrator may invite team members, set roles, and assign staff to cases. The firm is responsible for its members' use of the service, for removing members who leave, and for the accuracy of the roles it assigns. When a firm relationship ends, the firm's access to a client's record ends unless the client grants it separately to an individual professional.
10. Directory listings
If you appear in our public professional directory, you are responsible for the accuracy of your listing. You may claim, correct, or ask us to remove a listing at any time. A featured listing is an advertisement: it affects placement and presentation only, is not an endorsement or a rating by us, and never affects a client's access to you or yours to their record.
11. Data handling and retention
Client records belong to the family, not to you or to us. We keep them for the life of the account and honor deletion, legal-hold, and retention requests from the parties and from courts. Exports you download are yours to secure and retain under your own file-retention obligations; once a document leaves the platform, its handling is on you. We do not sell personal information and do not use client content to train third-party AI models.
12. Suspension and termination
You may stop using the professional side of the service at any time. We may suspend or end professional access for a verification failure, a lapsed license, a violation of these terms, misuse of a client's record, or a security concern. Where the reason allows it, we will tell you before access ends so you can complete an export.
13. Disclaimers and limitation of liability
The professional side of the service is provided 'as is' and 'as available'. Because professional access is provided at no charge, our aggregate liability to you arising out of or relating to it is limited to USD $100, and we are not liable for indirect, consequential, incidental, or punitive damages, including lost matters, sanctions, or adverse rulings. Nothing in this section limits liability that cannot be limited under applicable law.
14. Governing law and disputes
These terms are governed by the laws of the State of Delaware, USA, without regard to conflict of laws. Disputes will be resolved by binding arbitration in Wilmington, Delaware, except that either party may bring small-claims actions in their local court.
15. Changes
We may update these terms; material changes will be announced in-app and by email to firm administrators at least 30 days before they take effect.
16. Contact
legal@thecoparentcircle.com
These terms describe how we currently operate the professional side of the service. Nothing here creates an attorney-client relationship between you and CoParent Circle, and nothing here replaces your own professional judgment or the rules of your licensing authority.