Legal

Terms of Service

Last updated: July 30, 2026 · Version 1.2

These Terms of Service (the "Terms") are a binding agreement between CaseLift ("CaseLift," "we," "us") and the dental or specialty practice that accesses or uses the CaseLift platform (the "Service"). By creating an account, accepting these Terms, signing an order, or using the Service, you agree to be bound by these Terms on behalf of your practice ("Customer," "you," or "your practice"). If you do not agree, do not use the Service.

1. Definitions

Service means the CaseLift software platform and websites, including consultation recording, AI analysis, treatment coordinator coaching, automated patient follow-up, analytics, and related features.
User means an individual you authorize to access the Service under your account, such as a practice owner, treatment coordinator, or staff member.
Practice means the dental or specialty practice organization that holds the CaseLift account.
Customer Data means the data your practice submits to or generates through the Service, including Patient Data.
Patient Data means information relating to your patients that is created, received, or processed through the Service, including recordings, transcripts, and contact details.
De-identified Data means data that has been stripped of identifiers so that it no longer identifies any individual.
Subscription means your paid plan to access the Service.
Order means the order form, online checkout, or written plan selection that sets out the engines your practice has purchased and the fees for them.

2. The Service

CaseLift provides software that records patient consultations, transcribes and analyzes them, surfaces insights, and automates patient follow-up for dental and specialty practices. Features may change over time as we improve the Service.

3. Accounts and eligibility

You must be a licensed dental or healthcare practice (or authorized staff of one) and at least 18 years old to use the Service. You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account and your Users. You agree to provide accurate information, to keep it current, and to promptly notify CaseLift of any unauthorized use. You are responsible for ensuring that your Users comply with these Terms. CaseLift is not liable for losses caused by unauthorized use of your account that results from your failure to safeguard credentials.

4. License grant and restrictions

CaseLift grants your practice a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your practice's internal business purposes during your Subscription. You agree not to (a) resell, sublicense, rent, or share access to the Service outside your practice, (b) copy, modify, or create derivative works of the Service, (c) reverse engineer or attempt to extract source code, (d) circumvent usage limits or security controls, or (e) use the Service to build a competing product. CaseLift and its licensors own all rights in the Service, including its software, models, and content. CaseLift reserves all rights not expressly granted.

5. Acceptable use

You agree to use the Service only for lawful purposes and in compliance with all applicable laws and professional obligations. You agree not to (a) record any individual without obtaining the consents required by law, (b) upload unlawful, infringing, or harmful content, (c) interfere with or disrupt the Service or its infrastructure, (d) attempt to gain unauthorized access to any system or data, or (e) use the Service to send unlawful or unsolicited communications. CaseLift may suspend access for conduct that violates this section.

6. Customer responsibilities

Consent to record. You are solely responsible for obtaining all consents and authorizations required by law to record consultations and to use patient information with the Service, including any consent required under federal and state recording, wiretapping, and privacy laws. You represent that you have obtained such consents before recording.

You are solely responsible for obtaining all consents required by applicable law, including the Telephone Consumer Protection Act (TCPA), before sending any marketing or promotional communications to patients through the Service.
You are the "Covered Entity" for patient data and are responsible for your own compliance with HIPAA and applicable law.
You will use the Service only in accordance with these Terms and our Business Associate Agreement.
You are responsible for the accuracy of the data you submit and for how you act on the Service's outputs.

7. Patient data and HIPAA

The Service is used to process Patient Data, which may include protected health information. CaseLift's handling of protected health information is governed by a separate Business Associate Agreement between CaseLift and your practice, not by these Terms. If there is a conflict between these Terms and the Business Associate Agreement with respect to protected health information, the Business Associate Agreement controls.

8. AI-generated output

The Service uses artificial intelligence to transcribe and analyze consultations, to generate coaching suggestions for treatment coordinators, and to draft automated follow-up content. These outputs are aids to your team and may contain errors or omissions. They are not medical advice, clinical advice, legal advice, or financial advice. Your practice is solely responsible for reviewing all outputs and for all clinical, treatment, and patient communication decisions. CaseLift does not practice dentistry or medicine and does not guarantee any clinical or financial outcome.

9. Fees and billing

Subscription fees are set out on the CaseLift pricing page or in your Order, and depend on the engines your practice has selected. Fees are billed monthly in advance and renew automatically until cancelled. You authorize CaseLift and its payment processor to charge your payment method on each renewal date. Fees already paid are non-refundable, and CaseLift does not provide refunds or credits for partial months, downgrades, or periods of non-use, except as expressly stated in your Order or required by law. CaseLift may change pricing for a future renewal term with prior notice. You are responsible for applicable taxes.

10. Term, cancellation, and termination

Your Subscription continues until cancelled. To cancel, you must provide at least 30 days written notice to hello@caselift.io, and cancellation takes effect at the end of that 30 day notice period. CaseLift may suspend or terminate your access if you breach these Terms, fail to pay, or use the Service in a way that risks harm to the Service, to patients, or to others. Upon termination, your license to use the Service ends. Return or deletion of Patient Data after termination is handled as described in the Business Associate Agreement. Sections that by their nature should survive termination, including data ownership, confidentiality, disclaimers, limitation of liability, indemnification, and governing law, survive.

11. Data ownership

As between the parties, your practice owns its Customer Data. You grant CaseLift a limited, worldwide, royalty-free license to host, process, transmit, and display Customer Data solely as needed to operate, maintain, secure, and improve the Service and to provide support, consistent with our Privacy Policy and the Business Associate Agreement. CaseLift may create and use De-identified Data, including aggregated analytics and benchmarks, to operate and improve the Service and CaseLift's products. De-identified Data does not identify your practice or any patient and is not subject to the ownership rights above.

12. Confidentiality

Each party will protect the other's non-public business information disclosed in connection with the Service and use it only as needed to perform under these Terms. This section does not limit the protections that apply to protected health information under the Business Associate Agreement.

13. Third-party services

The Service integrates with third-party providers for hosting, messaging, payments, and AI. Your use of those integrations may be subject to the providers' terms. CaseLift is not responsible for third-party services it does not control.

14. Disclaimers

EXCEPT AS EXPRESSLY STATED, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. CASELIFT DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT OUTPUTS WILL BE ACCURATE OR COMPLETE.

15. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, OR GOODWILL. EXCEPT FOR YOUR PAYMENT OBLIGATIONS AND YOUR INDEMNIFICATION OBLIGATIONS, EACH PARTY'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE FEES YOUR PRACTICE PAID TO CASELIFT IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.

16. Indemnification

You agree to defend, indemnify, and hold harmless CaseLift and its officers, employees, and agents from and against any third-party claims, damages, liabilities, costs, and expenses, including reasonable attorneys fees, arising out of or related to (a) your use of the Service, (b) your violation of these Terms or applicable law, (c) your failure to obtain required patient consents, or (d) Customer Data your practice submits to the Service, except to the extent caused by CaseLift's own breach of these Terms or the Business Associate Agreement.

17. Changes to these Terms

CaseLift may update these Terms from time to time. When a change materially affects your rights or obligations, CaseLift will post the updated Terms with a new effective date and version number, and will notify you by email to the address on your account. The updated Terms become binding on your practice when a representative authorised to bind it accepts them in the CaseLift application, where the full updated text is presented for signature. Until then, the version your practice last accepted continues to govern.

Changes that do not materially affect your rights or obligations, and changes CaseLift must make to comply with law or with a regulator, take effect when posted.

If you do not agree to updated Terms, do not accept them. Stop using the Service and cancel as described above. CaseLift may suspend or terminate access for a practice that has not accepted the current Terms.

18. Governing law and disputes

These Terms are governed by the laws of the State of Washington, without regard to its conflict-of-laws rules. The parties submit to the exclusive jurisdiction of the state and federal courts located in Spokane County, Washington, except that either party may seek injunctive relief in any court of competent jurisdiction.

19. Contact us

Questions about these Terms? Email hello@caselift.io.