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Terms of service

The agreement between your organisation and Case Ledger Tech.

What Proxy provides, what your organisation is responsible for, how it is paid for, how it can be suspended, and how the agreement ends. Your order form incorporates these terms at the version stated on it.

Version
1.0
Effective
Not yet in force
Operator
Case Ledger Tech Ltd

Draft

These documents are not in force.

35 facts have still to be supplied, and they are highlighted in the text where they belong. Nothing here binds anybody until those are filled in and a solicitor has reviewed the result. The outstanding list is on the legal index.

In short.

This summary is not the agreement and has no legal effect. It is here so that somebody deciding whether to read the rest can decide.

  • Proxy is provided as a service. Your data stays yours, and we do not train on it.
  • Work is metered per operation and paid for in credits, at the rates on your order form.
  • Either party can end the agreement. You get a window to export before anything is deleted.
  • Liability is capped, and the cap is on your order form. Some liability cannot be capped.

1 These terms

1.1 (link to this clause)

These terms of service are between Case Ledger Tech Ltd, a company registered in England and Wales under number 17009166, whose registered office is at registered office address and which trades as Proxy ("Case Ledger Tech", "we", "us"), and the organisation named on the Order Form ("the Customer", "you").

1.2 (link to this clause)

Proxy is a trading style rather than a separate company. Where these terms, the Service, an invoice or the website say Proxy, the contracting party is Case Ledger Tech Ltd.

1.3 (link to this clause)

They apply to your use of Proxy, a set of modular business services provided over an API and a web interface (the "Service"), together with the Acceptable Use Policy and the Data Processing Terms, each of which forms part of this agreement.

1.4 (link to this clause)

Where these documents conflict, the following order applies, highest first:

  1. the Order Form, for anything it expressly varies;
  2. the Data Processing Terms, for anything concerning personal data;
  3. these terms of service;
  4. the Acceptable Use Policy.

1.5 (link to this clause)

These terms carry a version and an effective date. Your Order Form incorporates the version current when it was signed, and that version continues to apply to you until it is changed under clause 14. Superseded versions remain available on request.

1.6 (link to this clause)

There is no click-through acceptance and no free tier. Access begins when an Order Form is signed and your organisation is provisioned.

2 Interpretation

2.1 (link to this clause)

In this agreement:

Customer Data
means everything you or your Users send to the Service or generate through it, including documents, extracted values, signature records, messages and the metadata attached to them.
Credits
means the prepaid unit of account described in clause 6, against which metered Operations are charged.
Integration
means a set of credentials issued within your organisation, holding scopes, through which the Service is called.
Operation
means a single metered unit of work performed by a Service, identified by its operation key and measured in the billing unit published for that key.
Order Form
means the document signed by both parties setting out the Services enabled, the rates, the term, the region and any variation to these terms.
Services
means the individual Proxy services enabled on your Order Form, each with its own responsibility, its own API scopes and its own meter.
User
means an individual you authorise to access the Service, whether through the web interface or through an Integration.

2.2 (link to this clause)

A reference to writing includes email. A reference to a statute includes it as amended or re-enacted. Headings do not affect interpretation, and "including" does not limit what precedes it.

3 The Service

3.1 (link to this clause)

We grant you a non-exclusive, non-transferable right, for the term of this agreement, to access and use the Services on your Order Form for your own business purposes and those of your customers, subject to this agreement.

3.2 (link to this clause)

The Service is provided as a service. No software is licensed to you, no source code is provided, and nothing in this agreement transfers any right in the platform, its interfaces or its documentation.

3.3 (link to this clause)

We may change how the Service works. We will not make a change that materially reduces a published API contract during your term without at least API deprecation notice period written notice. The API is versioned in its path so that this is possible.

3.4 (link to this clause)

A Service described in the documentation as preview, beta, or not yet published, is provided without warranty or service commitment, may change without notice, and may be withdrawn.

3.5 (link to this clause)

We provide support as set out on your Order Form. Where the Order Form is silent, support is through the form at poweredbyproxy.co.uk/access#request during UK business hours, with no committed response time.

3.6 (link to this clause)

These terms contain no availability commitment. Any uptime commitment is the one stated on your Order Form, and there is none if it states none.

4 Your account, Users and credentials

4.1 (link to this clause)

You are responsible for everything done through your organisation, whether by a User, by an Integration, or by anybody who obtains your credentials. Every mutation records a named actor, and that record is evidence of who acted; you are responsible for the accuracy of the identities you provision.

4.2 (link to this clause)

You must:

  1. keep secret keys secret, and never place one in a browser, a mobile application or a public repository;
  2. use publishable keys and client sessions, rather than secret keys, for anything running on a device you do not control;
  3. give each Integration only the scopes it needs, and remove access when a User leaves;
  4. tell us without undue delay through the form at poweredbyproxy.co.uk/access#request, saying that it is a security report, if you believe a credential has been disclosed.

4.3 (link to this clause)

We may rotate or revoke a credential immediately where we reasonably believe it has been compromised, and we will tell you when we do.

4.4 (link to this clause)

You must not circumvent, or attempt to circumvent, scopes, entitlement checks, rate limits, or the isolation between organisations. The Acceptable Use Policy sets out what is and is not permitted.

5 Customer Data

5.1 (link to this clause)

Customer Data is and remains yours. We claim no ownership of it, and we do not use it to train models for anybody else.

5.2 (link to this clause)

You grant us a licence to host, copy, transmit, process and display Customer Data to the extent needed to provide the Service to you, to keep it secure, and to meet a legal obligation. That licence ends when the data is deleted.

5.3 (link to this clause)

You are responsible for the Customer Data: that you are entitled to send it, that you have a lawful basis for the processing you instruct, that it is accurate enough for the use you put it to, and that sending it to us breaches no duty you owe to anybody else.

5.4 (link to this clause)

Where Customer Data contains personal data, the Data Processing Terms apply and you are the controller. Your use of the Service is your instruction to process it.

5.5 (link to this clause)

Retention is yours to set. Storage class and retention are explicit per object. Deletion stays reversible for the window published for that storage class, and after that window it is not reversible by either party.

5.6 (link to this clause)

Extraction, classification and similar outputs are produced by automated processing and are not certified as accurate. Where an output feeds a decision affecting a person, you are responsible for the review that decision requires.

6 Credits, rates and payment

6.1 (link to this clause)

Metered Operations are charged against Credits. Credits are purchased in advance at the price on your Order Form and are consumed as Operations are performed.

6.2 (link to this clause)

Each metered Operation writes a usage record carrying the operation key, the quantity, the billing unit and the cost. Operations priced at zero are recorded in full rather than omitted. Usage is readable through the API and the web interface at no charge.

6.3 (link to this clause)

Rates are those on your Order Form. A rate shown on our website is indicative, is labelled as such, and forms no part of this agreement. We may change rates on rate change notice period written notice, effective at your next renewal; a rate change never applies retrospectively to Credits already purchased.

6.4 (link to this clause)

Credits expire credit expiry period after purchase and are not refundable except under clause 12.4, clause 10.4, or where the law requires it.

6.5 (link to this clause)

Invoices are payable within payment terms of the invoice date, in billing currency, without set-off or deduction. All sums are exclusive of VAT, which is added at the prevailing rate.

6.6 (link to this clause)

If an invoice is overdue we may charge interest under the Late Payment of Commercial Debts (Interest) Act 1998, and we may suspend under clause 9 after giving you overdue payment notice period written notice.

6.7 (link to this clause)

If you dispute an invoice in good faith, tell us within invoice dispute window of receiving it, with enough detail to identify the Operations in question. You must pay the undisputed part on time. We will resolve the dispute against the usage records, which are the evidence of what was charged and why.

7 Confidentiality

7.1 (link to this clause)

Each party will keep the other's confidential information confidential, use it only for this agreement, and disclose it only to those of its personnel and advisers who need it and are under equivalent obligations.

7.2 (link to this clause)

This does not apply to information that is public through no breach of this clause, was already lawfully held, is independently developed, or must be disclosed by law or by a regulator. In that last case the disclosing party will tell the other first, where it is lawful to do so.

7.3 (link to this clause)

These obligations continue for confidentiality survival period after this agreement ends, and indefinitely for anything that is a trade secret or personal data.

8 Intellectual property

8.1 (link to this clause)

We own the Service and everything in it other than Customer Data, including every improvement to it, whoever suggested the improvement.

8.2 (link to this clause)

If you give us feedback or suggestions, you grant us a perpetual, irrevocable, royalty-free licence to use them, with no obligation to you. We will not identify you as the source without your consent.

8.3 (link to this clause)

You may not copy, adapt, reverse engineer, or build a competing service from the Service, except to the extent that restriction is void under section 296A of the Copyright, Designs and Patents Act 1988.

8.4 (link to this clause)

Neither party may use the other's name, logo or marks publicly without written consent. We do not publish customer names, and a reference call is arranged with permission or not at all.

9 Suspension

9.1 (link to this clause)

We may suspend all or part of your access where:

  1. an invoice is overdue and the notice under clause 6.6 has expired;
  2. we reasonably believe the Service is being used in breach of the Acceptable Use Policy;
  3. we reasonably believe continued access presents a security risk to the Service, to you, or to another organisation;
  4. we are required to suspend by law or by a regulator.

9.2 (link to this clause)

We will give as much notice as the circumstances allow, suspend no more than is needed to address the cause, tell you what the cause is, and restore access promptly once it is resolved.

9.3 (link to this clause)

Suspension does not suspend your payment obligations, unless the suspension was our fault.

9.4 (link to this clause)

Suspension is not termination. During a suspension your data is retained and is not deleted.

10 Term, termination and what happens next

10.1 (link to this clause)

This agreement runs for the initial term on your Order Form and renews for successive periods of the same length, unless either party gives written notice of non-renewal at least non-renewal notice period before the end of the current term.

10.2 (link to this clause)

Either party may terminate immediately on written notice if the other commits a material breach that cannot be remedied, or can be remedied and is not remedied within 30 days of written notice describing it, or becomes insolvent within the meaning of the Insolvency Act 1986.

10.3 (link to this clause)

You may terminate for convenience on termination for convenience notice period written notice. Prepaid Credits are not refunded on a termination for convenience.

10.4 (link to this clause)

If we terminate for convenience, or you terminate for our material breach, we will refund the unused portion of prepaid Credits on a pro rata basis.

10.5 (link to this clause)

On termination your access ends, Customer Data remains available for export for post-termination export window, and after that window it is deleted in accordance with the Data Processing Terms. Ask before the window closes rather than after it.

10.6 (link to this clause)

Clauses 5.1, 7, 8, 11, 12, 13 and 15 survive termination, together with anything else which by its nature should.

11 Warranties

11.1 (link to this clause)

Each party warrants that it has authority to enter into this agreement, and that it will comply with the law applying to it in performing this agreement, including applicable anti-bribery and sanctions law.

11.2 (link to this clause)

We warrant that we will provide the Service with reasonable skill and care, and that we will not knowingly introduce malicious code into it.

11.3 (link to this clause)

Except as expressly stated, the Service is provided as it is. All warranties, conditions and terms implied by statute or common law are excluded to the fullest extent the law permits.

11.4 (link to this clause)

In particular, we do not warrant that the Service will be uninterrupted or error free, that automated extraction or classification will be accurate for your documents, or that an electronic signature record will be held valid in any particular forum. What a signature record establishes is what it contains: the signer reference, the capture method, the timestamps, the status history and the validation result.

12 Indemnities

12.1 (link to this clause)

You will indemnify us against losses, damages and reasonable costs arising from a third party claim that Customer Data, or your use of the Service, infringes that third party's rights, breaches the Acceptable Use Policy, or breaches data protection law in a way that is not our responsibility under the Data Processing Terms.

12.2 (link to this clause)

We will indemnify you against losses, damages and reasonable costs arising from a third party claim that the Service, as provided by us, infringes that third party's intellectual property rights in the United Kingdom, provided you tell us promptly, let us conduct the defence, and do not admit liability.

12.3 (link to this clause)

Clause 12.2 does not apply where the claim arises from Customer Data, from use of the Service in breach of this agreement, or from a modification we did not make.

12.4 (link to this clause)

If a claim under clause 12.2 is made or is likely, we may at our option obtain the right for you to continue, modify the Service so that it does not infringe, or terminate the affected Service and refund prepaid Credits for it on a pro rata basis.

13 Liability

13.1 (link to this clause)

Nothing in this agreement limits or excludes either party's liability for:

  1. death or personal injury caused by negligence;
  2. fraud or fraudulent misrepresentation;
  3. any liability that cannot lawfully be limited, including under section 2(1) of the Unfair Contract Terms Act 1977;
  4. your obligation to pay sums properly due.

13.2 (link to this clause)

Subject to clause 13.1, neither party is liable for:

  1. loss of profit, revenue, business, contracts or anticipated savings;
  2. loss of goodwill or reputation;
  3. loss or corruption of data, to the extent it could have been avoided by the injured party keeping its own copy;
  4. indirect or consequential loss of any kind.

13.3 (link to this clause)

Subject to clause 13.1, each party's total liability arising out of this agreement, whether in contract, in tort including negligence, or otherwise, is limited in aggregate to liability cap.

13.4 (link to this clause)

The limits in clauses 13.2 and 13.3 apply to the Data Processing Terms as they apply to this agreement, except where applying them would be contrary to data protection law.

13.5 (link to this clause)

Neither party is liable for a failure caused by something beyond its reasonable control, provided it tells the other and takes reasonable steps to mitigate. If such a failure continues for more than force majeure termination period, either party may terminate on written notice.

14 Changes to these terms

14.1 (link to this clause)

We may issue a new version of these terms. We will publish it at this address with a new version number and effective date, and give you at least terms change notice period written notice before it applies to you.

14.2 (link to this clause)

A new version applies to you at your next renewal. If it materially reduces your rights and you tell us before it takes effect, you may terminate at the end of your current term without penalty, and we will refund the unused portion of prepaid Credits.

14.3 (link to this clause)

A change we are required to make by law or by a regulator may take effect sooner, and we will say so when we give notice.

15 General

15.1 (link to this clause)

Neither party may assign this agreement without the other's consent, not to be unreasonably withheld, except to a successor to substantially the whole of its business. We may subcontract and we remain responsible for our subcontractors; subprocessors of personal data are dealt with in the Data Processing Terms.

15.2 (link to this clause)

Notices must be in writing. Notices to us go through the form at poweredbyproxy.co.uk/access#request and to our registered office. Notices to you go to the contacts on your Order Form. A notice to us takes effect when the form confirms on screen that it has been recorded; a notice to you takes effect when sent, unless the sender receives a delivery failure.

15.3 (link to this clause)

These terms, the Order Form, the Data Processing Terms and the Acceptable Use Policy are the whole agreement between the parties and replace anything said or written before. Neither party relies on any statement not set out in them, but this does not limit liability for fraudulent misrepresentation.

15.4 (link to this clause)

The parties are independent contractors. Nothing here creates a partnership, a joint venture, or an employment relationship.

15.5 (link to this clause)

A person who is not a party has no right under the Contracts (Rights of Third Parties) Act 1999 to enforce any part of this agreement.

15.6 (link to this clause)

A failure to enforce a term is not a waiver of it. If a term is held unenforceable it is modified to the least extent necessary, or severed, and the rest continues.

15.7 (link to this clause)

This agreement, and any dispute arising out of it including a non-contractual one, are governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction.

The other documents.

All four form one agreement. This one does not stand on its own, and neither do the others.

Privacy notice
This notice covers the people Case Ledger Tech deals with directly: visitors to this site, people who ask for access, people who sign in to Proxy, and billing contacts. Personal data inside a customer's documents is covered by the data processing terms instead.
Data processing terms
These terms form part of the agreement and govern the personal data inside the documents your organisation sends to Proxy. You are the controller. We are your processor, and we act on your instructions.
Acceptable use
This policy forms part of the agreement and applies to everybody who uses Proxy through your organisation. It matters more here than on most platforms, because Sign and Communications act in your name towards people who are not your customers.