CaseMovers Terms of Service

Last updated: August 2026

By Accessing or Using the Services, or by Otherwise Signifying Your Acceptance of These Terms of Service by Any Means Including as Further Described Below, You Agree to These Terms of Service on Behalf of Yourself, on Behalf of the Practice or Other Entity Listed in the Account Creation, Sign Up or Similar Form ("Registration Form"), and if a Practice Is So Identified, on Behalf of the Providers for Such Practice.

If You are an individual accessing or using the Services on behalf of, or for the benefit of, any person or entity with which You are associated and identified in the Account (an "Organization"), then You are agreeing to this Agreement on behalf of Yourself and such Organization, and You represent and warrant that You have the legal authority to bind such Organization to this Agreement. References to "You" and "Your" in this Agreement refer to both any such Organization and to the individual accessing or using the Services on behalf of the Organization (including the Account Owner).

IF YOU DO NOT AGREE TO THESE TERMS OF SERVICE OR DO NOT HAVE THE AUTHORITY AS PROVIDED HEREIN, YOU MAY NOT AND SHALL NOT ACCESS OR USE THE SERVICES (AS DEFINED IN THESE TERMS OF SERVICE).

These Terms of Service (referred to herein as "Agreement" or "Terms of Service") are a binding contract between You and CaseMovers, LLC (referred to herein as "CaseMovers" or "Us", "Our", or "We"). This Agreement shall govern Your and the other Team Members' use of the Services, and Your and the other Team Members' rights and obligations with respect to User Data placed in the Services, as well as Your creation of an account through which You and the other Team Members will access the Services (hereinafter, an "Account").

NOTICE OF ARBITRATION AGREEMENT AND CLASS ACTION WAIVER: THIS AGREEMENT INCLUDES A BINDING ARBITRATION CLAUSE (UNLESS YOU OPT OUT) AND A CLASS ACTION WAIVER, SET FORTH BELOW, WHICH AFFECT YOUR RIGHTS ABOUT RESOLVING ANY DISPUTE WITH US. PLEASE READ THESE REQUIREMENTS CAREFULLY.

1. Definitions

"Account Owner" means the individual opening an Account on behalf of themselves or the Organization, and any subsequent transferee of the Account Owner role.

"Client" means a customer of the Organization including a patient of the Organization's healthcare provider.

"Client Portal" means the website and application-based Service in which Clients can manage their appointments, process payments, securely message, or perform and manage other tasks and information related to their relationship with the Organization.

"Content" means template and template libraries, information, data, content, and other materials provided through the Services.

"HIPAA" means the Health Insurance Portability and Accountability Act of 1996, the Health Information Technology for Economic and Clinical Health Act and their implementing regulations as amended from time to time.

"Personal Information" is information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with an individual or a household.

"Protected Health Information" or "PHI" means protected health information as defined by HIPAA's Privacy Rule found at 45 C.F.R. §160.103.

"Services" means CaseMovers' technology and software platforms, Websites and any affiliated sub-domains, mobile applications, software, and servers.

"Team Member" means You and Your employees, agents, and service providers who have been added to the Account and assigned a role by You to perform services on Your behalf.

"User Data" means any data or images that You or Your Clients upload, stream or submit to or through the Services, or generated or collected on Your behalf from the Services or third parties, including but not limited to Protected Health Information.

"Force Majeure" means any event or circumstance beyond a party's reasonable control that prevents or delays performance of its obligations under this Agreement.

2. Verification for CaseMovers

By accepting this Agreement in connection with an Account, the person acknowledging agreement represents that they are at least 18 years of age. You further agree that as a condition to accessing the Services, You will submit to Account and Account Owner verification as required by CaseMovers, and provide only true and accurate identification documentation and location information.

3. Establishing an Account

You must ensure that You provide accurate, current, and complete information about You and Team Members ("Registration Data") as prompted by the Registration Form. You may only establish and access an Account from the Territory (Canada and the United States and its territories).

4. Accessing Your Account

You and other Team Members may access Your Account from the Territory. The Services provided by CaseMovers are United States-based. We make no warranty or representation that any aspect of the Services is appropriate for use outside of the United States.

5. Responsibility for Use of Account

You are responsible for all obligations and activities conducted through Your Account, including obligations and activities of other Users. You agree to be jointly and severally responsible for compliance with this Agreement.

6. Selection and Use of Account Password

You are responsible for maintaining the confidentiality of Your password. You are responsible for any damages, claims, losses or other harm resulting from disclosure of Your password. You and each person using Your Account must have separate email addresses and passwords.

7. Fees and Billing

CaseMovers provides the Services for the fees and other charges set forth in this agreement. All prices listed exclude all sales taxes, fees, use taxes, charges, duties, levies and similar governmental charges. You will not be entitled to any refund on termination or expiration of the Agreement.

8. Modification of Service

CaseMovers reserves the right, upon providing notice to You, to add, modify, discontinue or eliminate aspect(s), features or functionality of the Services from time to time for any reason including for purposes of compliance with applicable laws and regulations.

9. User Data

9.1 Ownership in User Data

You affirm, represent, and warrant that You own or have all necessary Intellectual Property Rights, licenses, consents, and permissions to use and authorize CaseMovers to use, retain, copy, and process the User Data in connection with the Services.

9.2 License to User Data

By uploading or submitting any User Data to or through the Services, You hereby grant CaseMovers (and its affiliates) a non-exclusive, worldwide, royalty-free, fully paid-up, perpetual, irrevocable, sublicensable, and transferable license to use, reproduce, distribute, prepare derivative works of, perform and display such User Data for the purposes of providing you the Services and further developing, improving, and marketing CaseMovers' products and services.

9.4 Your Responsibilities to User Data

You acknowledge that You are responsible for all User Data You and other Users input into the Services. You understand and agree that You are bound by various laws and regulations, including but not limited to HIPAA, which require that You preserve the availability, accuracy, integrity, and confidentiality of PHI and personally identifiable information.

9.8 Ownership of Derivative Works; Client Data Portability

You (the Organization) retain all right, title and interest in and to all raw User Data that You or Your Users upload, submit or generate through the Services. Upon request or upon termination of this Agreement, CaseMovers will make available to You, in a commonly used machine-readable format (e.g., CSV, JSON, HL7 or FHIR), all of Your raw Client Data.

10. Data Privacy

In providing You the Services, CaseMovers will not sell any Personal Information contained in User Data. CaseMovers will not retain, use or disclose the Personal Information You provide to Us about Your Clients except for the specific purposes permitted under this Agreement. It is Your responsibility to comply with all applicable privacy and data protection laws and to ensure that You have provided all required notices and obtained all necessary consents from Users.

11. Third Party Materials, Service Providers

The Services may incorporate, contain links to, or otherwise allow connections to, third-party websites, servers, and online products, services or environments. You agree that CaseMovers is not responsible or liable for Third Party Materials, including the accuracy, validity, timeliness, completeness, reliability, integrity, quality, legality, usefulness, or safety of Third Party Materials.

12. Interruption of Service

You are responsible for obtaining, maintaining, and paying for all hardware, software and all telecommunications and other services needed to use the Services. CaseMovers may on occasion need to interrupt or suspend the Services, with or without prior notice, to protect the integrity or functionality of the Services or for maintenance purposes.

13. Intellectual Property Ownership and Limited License

You acknowledge and agree that CaseMovers and its licensors retain all of their respective Intellectual Property Rights in and to the Services. CaseMovers hereby grants You a non-exclusive, non-transferable, non-sublicensable, limited, and revocable license to access and use the Services in the Territory, expressly conditioned upon You and Your Account remaining active, in good standing, and in full compliance with this Agreement.

14. Content

With respect to any Content that You elect to procure in connection with the Services, CaseMovers hereby grants You a limited, non-exclusive, non-transferable license to permit You and Your other Team Members to use Content made accessible to You, solely for use as part of the Services.

15. Service-Specific Terms

YOU ACKNOWLEDGE AND AGREE THAT CASEMOVERS IS SOLELY PROVIDING THE TECHNOLOGY PLATFORM AND IS NOT PROVIDING MEDICAL ADVICE OR HEALTHCARE SERVICES.

15.4 Measurement Based Care

CaseMovers offers Case tracking service that enables You to track patient bills and procedures through a variety of methods. The service does not constitute a medical device, clinical decision support system, or other diagnostic tool. You and Your permitted Team Members are solely responsible for clinical decision-making, diagnosis, and treatment of Your Clients.

15.7 Monday.com Subscription & Data Ownership

You acknowledge and agree that in order to use the Monday.com integration, You will procure and maintain in good standing a separate, paid subscription to the Monday.com platform. All data, items, sub-items, column values, automations, reports and other content that You create, upload or store in Your Monday.com account(s) in connection with the Integration shall remain Your sole property.

16. Releases

Except to the extent caused by CaseMovers' gross negligence or willful misconduct, You agree not to hold CaseMovers liable for any User Data, the actions or inactions of You or other Users of the Services or of other third parties.

17. Disclaimer of Express and Implied Warranties

CASEMOVERS PROVIDES THE SERVICES, THIRD PARTY MATERIALS (INCLUDING CONTENT), AND YOUR ACCOUNT, STRICTLY ON AN "AS IS" BASIS, AND HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES OR CONDITIONS OF ANY KIND, WRITTEN OR ORAL, EXPRESS, IMPLIED OR STATUTORY, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTY OF TITLE, NONINFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

18. Limitation of Liability

To the fullest extent permitted under applicable law, in no event shall CaseMovers or any of its directors, officers, employees, equity owners, managers, subsidiaries, agents or licensors be liable to You or to any third party for any special, incidental, indirect, consequential, reliance, punitive or exemplary damages. In no event will CaseMovers' cumulative liability to You exceed one hundred fifty dollars (U.S. $150.00).

19. Indemnification

At CaseMovers' request, You agree to defend, indemnify and/or hold harmless CaseMovers, its officers, directors, shareholders, parents, employees, subsidiaries, and agents from all damages, liabilities, claims, losses, and expenses, including without limitation attorneys' fees and costs, arising from any breach or alleged breach of this Agreement by You or other Users.

21. Suspension and Termination

The Account Owner may terminate this Agreement by closing the Account at any time for any reason. We may suspend without notice, or terminate with notice, this Agreement or the access of any Team Member to the Services, if We determine in Our discretion that such action is desirable for any reason, or advisable to comply with applicable legal requirements.

22. Termination of Account or Agreement

Upon termination or expiration of this Agreement, all licenses granted by CaseMovers to use the Services will automatically terminate, and all User Data in Your Account will be accessible to You no more than sixty-four (64) days after termination or expiration of this Agreement. The Account Owner is responsible for exporting all Account data and ensuring the secure preservation of PHI.

23. Dispute Resolution

In the event of a dispute between You and CaseMovers, other than with respect to claims for injunctive relief and disputes that qualify for small claims court, the dispute will be resolved by final and binding arbitration before a neutral arbitrator instead of in a court by a judge or jury. The arbitration will be administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules.

You agree that this Agreement and the relationship between You and CaseMovers shall be governed by the Federal Arbitration Act and the laws of the State of California without regard to conflict of law principles.

Class Action Waiver

YOU AGREE THAT ANY PROCEEDINGS TO ARBITRATE, LITIGATE OR OTHERWISE RESOLVE A DISPUTE IN ANY FORUM ARISING OUT OF OR RELATING TO THIS AGREEMENT WILL BE CONDUCTED SOLELY ON AN INDIVIDUAL BASIS. CLASS ARBITRATIONS, CLASS ACTIONS, PRIVATE ATTORNEY GENERAL ACTIONS, CONSOLIDATION OF YOUR DISPUTE WITH OTHER ARBITRATIONS, OR ANY OTHER PROCEEDING IN WHICH EITHER PARTY ACTS OR PROPOSES TO ACT IN A REPRESENTATIVE CAPACITY OR AS A PRIVATE ATTORNEY GENERAL ARE NOT PERMITTED AND ARE WAIVED BY YOU.

25. Assignment of Agreement and Account

You may not assign this Agreement or Your Account without Our prior written consent. We may assign this Agreement, in whole or in part, and all related rights, licenses, benefits and obligations, without restriction, including the right to sublicense any rights and licenses under this Agreement without Your consent.

27. Notices

CaseMovers may provide notice to You through the Website or other portions of the Services, by electronic mail at the electronic mail address associated with Your Account, and/or by written mail communication to You at the address associated with Your Account.

29. Consent to Electronic Communications

We provide Users information by email or posting through the Services. The emails and other communications You will receive from Us include those relating to billing, Account verification, platform and Services training, survey or interview requests, marketing and promotions, and administrative announcements.

Contact Information

For any questions regarding these Terms of Service, please contact:

CaseMovers, LLC
Email: alex@casemovers.com