CaseVector Policies & Service Terms

Welcome to CaseVector. We act as a dedicated growth partner for legal professionals and law firms. This page outlines our operational policies, service conditions, and mutual responsibilities. By engaging with our team, whether through our evaluation trial or an annual partnership, you agree to the practical realities and terms outlined below.

Important Legal Disclaimer: CaseVector is an independent marketing and business consulting agency. We are not a law firm, we do not provide legal advice, and we do not engage in legal representation. Our operations are strictly limited to business growth, marketing, and operational support.

1. Company Services

CaseVector operates as an independent contractor, offering scalable growth solutions to law firms. Our comprehensive service ecosystem includes:

• Lead qualification and appointment generation

• Digital advertising management

• Multi-platform authority management

• Reputation management

• Referral networking support

• CRM-related systems implementation

• Hiring and operational scaling support

2. The 90-Day Evaluation Trial

We offer selected law firms a 90-day free trial to evaluate our systems. We reserve the right to reject or decline onboarding for any firm at our discretion.

What is included:

The trial is designed to demonstrate value and is limited to two core focus areas:

1. Lead qualification and appointment generation.

2. Multi-platform authority management (spanning Google, LinkedIn, YouTube, Facebook, Instagram, and TikTok).

Trial Terms:

• No Cost: The trial requires no payment to CaseVector and involves no automatic renewal into a paid plan.

• Flexibility: The trial may be terminated by either you or CaseVector at any time, for any reason.

• Scope: Trial services operate with limited features compared to our fully integrated paid systems.

• Post-Trial Access: Participation in the free trial does not guarantee continued access to CaseVector’s systems or services once the 90-day period concludes.

3. Paid Annual Partnerships

Firms that complete a successful evaluation may be invited to upgrade to our full growth ecosystem.

• Pricing: Our standard annual partnership requires an upfront investment of $43,500 USD. In select circumstances, customized payment arrangements may be approved.

• Advertising Spend: Our partnership fee covers CaseVector’s services and systems. It does not include advertising spend, which is funded directly by the client to the respective advertising platforms.

4. Appointment Guarantees & KPIs

CaseVector guarantees qualified appointments based on mutually agreed-upon Key Performance Indicators (KPIs). These targets are established individually with each client before the start of a paid partnership, taking into account your specific practice area, budget, and local market conditions.

What Counts as an Appointment?

An appointment is only considered valid and "qualified" if it meets all of the following criteria:

• The prospect is legitimate and falls within the agreed-upon targeting scope.

• The prospect attends the scheduled call, meeting, or consultation.

• The attendance lasts for a minimum of 1 minute.

What Does Not Count?

• No-shows or cancellations

• Unqualified prospects

• Fake leads, spam, or duplicates

Disclaimer of Outcomes:

While we are experts at delivering qualified appointments, your firm controls the closing process. Therefore, CaseVector does not guarantee signed retainers, specific revenue targets, return on investment (ROI), or specific case outcomes.

5. Refund Policy

Accountability is a core value at CaseVector. We offer refunds exclusively on paid annual partnerships if we fail to deliver on our promises.

• Eligibility: A refund may only be requested if CaseVector fails to meet the mutually agreed-upon KPIs by the end of the designated evaluation period.

• Timeline: All refund requests must be submitted in writing within 30 days after the KPI deadline.

• Client Accountability: A refund may be denied if the failure to reach KPIs was partially or fully caused by client-side operational bottlenecks. This includes, but is not limited to:

• Slow lead response times

• Ignored leads or canceled appointments

• Internal intake failures or staffing problems

• Refusal to implement or use provided systems

• General operational interference with CaseVector campaigns

6. Data, Assets, & Ownership

Data security and operational ownership shift as you transition from a trial user to a paid partner.

During the Free Trial:

CaseVector retains full ownership and control of all systems, campaigns, CRM infrastructure, automations, advertising accounts, creative assets, and lead databases. If a free trial ends without conversion to a paid plan, your access to these platforms will be revoked, systems may be removed, and trial assets may be permanently deleted.

During a Paid Partnership:

Upon upgrading, the client gains full ownership of:

• The operational systems custom-built for the firm.

• All generated CRM data.

• Advertising accounts.

CaseVector's Intellectual Property:

Regardless of partnership status, CaseVector strictly retains ownership of our proprietary frameworks, methodologies, internal systems, and internal business processes.

7. Client Responsibilities

A successful partnership requires mutual effort. Clients are expected to handle the reality of running a legal practice, which includes:

• Ensuring all marketing and advertising complies with your jurisdiction's Bar rules and legal advertising regulations.

• Responding to leads promptly and professionally.

• Maintaining a reliable, professional client intake process.

• Providing CaseVector with accurate and up-to-date business information.

Compliance Liability: CaseVector is strictly a marketing and systems provider. We are not responsible for your attorney-client relationships, your firm's legal compliance, or the legal representation you provide to the public.

8. Communication & Operations

• Support Hours: CaseVector provides dedicated support during standard business hours, primarily via email. We do not offer or guarantee 24/7 on-demand support.

• Call Recording Policy: To ensure high standards of service, calls with our team may be recorded for quality assurance, internal training, operational review, and dispute resolution. Recordings are routinely deleted after 30 days.

9. Limitation of Liability

CaseVector works diligently to keep our systems running smoothly, but we cannot control third-party platforms. CaseVector is not liable for indirect damages, third-party platform bans (e.g., Google or Meta account restrictions), software outages, lost profits, reputational harm, or failures caused by external service providers.

In any event, CaseVector’s total liability to your firm, for any claim arising out of our services, shall be strictly limited to the total amounts paid directly to CaseVector by you.

10. Dispute Resolution & Governing Law

We prefer to resolve any disagreements through direct, professional conversation. However, should a formal dispute arise:

• Governing Law: These terms are governed by the laws of the State of New Mexico, USA.

• Arbitration: Any disputes arising from or relating to our services will be resolved exclusively through binding arbitration.

• Waivers: Where legally permitted, both parties agree to waive the right to participate in class-action lawsuits and waive the right to a jury trial