TRIALWORKS SOFTWARE PURCHASE INFORMATION
TrialWorks software is easily activated over the phone. We provide you with a code specific to your firm and activation date, which you enter into the TrialWorks Registration Window. Data already entered into an installed demo version will remain after the program has been activated.
1. REFUND POLICY
ALL SALES OF OUR SOFTWARE PRODUCTS & SERVICES ARE FINAL AND ARE NOT RETURNABLE FOR REFUNDS.
2. INITIAL PAYMENT OPTIONS:
Payment for TrialWorks is due upon acceptance of the TrialWorks Estimate. All licenses, maintenance, training dates, data conversion and custom programming fees must be paid prior to activation of TrialWorks licenses and training.
2.1 CREDIT CARD
Activation codes for TrialWorks will be given at the time of sale after the purchaser’s credit card is received and approved. Please supply the following information: card number, name on card, card billing address, and expiration date and security code. A receipt will be provided by e-mail.
To pay by check and to receive an activation code immediately, we will process payment by ACH account information. Complete the bottom portion of your invoice, make a copy of your check and fax or scan and email it back to TrialWorks. You will also need to provide TrialWorks with a credit card number to guarantee the check. A receipt will be provided by e-mail.
Should the funds not clear due to “insufficient funds” or “invalid account,” please note that a returned transaction will cause a returned item fee of $30.00 to the customer.
Please contact the Sales Department to discuss leasing options. TrialWorks has arrangements with several national companies that provide lease financing.
Licensing of TrialWorks is made through the implicit terms contained in Attachment A to this Software Purchase Information Sheet.
What is it?
Online TrialWorks Training is available by full-time TrialWorks Case Management Specialists. Training is provided by professionals that understand the legal aspects of software and computers in a law practice. The recommended amount of training depends on the firm size and computer experience.
What happens if I need extra time for training?
TrialWorks strives to accurately calculate your need for training. However, circumstances arise when additional time may be necessary. We are amenable to offering additional training when scheduling parameters permit. Please discuss your options with the Trainer.
How will your trainers be prepared for my training?
We will provide you with a Firm Survey and Technology Survey to complete prior to training. Your responses are important as they help us prepare for your training session. We need to know all about your computers, network, computer speed, modems, and who has completed the TrialWorks installation. Additionally, let us know the hours of training and training location, if different from your office. The Firm Survey will assist us in understanding the selective needs for each member of your firm, including computer knowledge and work responsibilities. Knowing the individual computer experience and knowledge will also assist with the presentation and curriculum for training.
SOFTWARE LICENSE AGREEMENT
YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE USING THE ENCLOSED TRIALWORKS SOFTWARE. THIS SOFTWARE LICENSE AGREEMENT (THE “AGREEMENT”) IS A LEGAL AGREEMENT BETWEEN YOU (EITHER AN INDIVIDUAL OR A SINGLE ENTITY) (“LICENSEE” OR “YOU”) AND TRIALWORKS LLC (“TRIALWORKS”). BY USING THE SOFTWARE, YOU ARE AGREEING TO BE BOUND BY THESE TERMS AND CONDITIONS WITH REGARD TO THE TRIALWORKS SOFTWARE (THE “SOFTWARE”) ENCLOSED HEREIN. THIS AGREEMENT IS ENFORCEABLE AGAINST YOU AND ANY LEGAL ENTITY THAT OBTAINED THE SOFTWARE AND ON WHOSE BEHALF IT IS USED: FOR EXAMPLE, IF APPLICABLE, YOUR EMPLOYER. IF YOU DO NOT AGREE TO THESE TERMS AND CONDITIONS, YOU SHOULD NOT UTILIZE AND/OR PROMPTLY UNINSTALL THE SOFTWARE.
1. OWNERSHIP: The Software is licensed, not sold. You acknowledge that the Software is the property of TrialWorks and/or its licensors. As Licensee, you own the media upon which the Software is recorded or fixed, but title to the Software (including each copy of the Software) and all related intellectual property rights embodied in or represented by the Software is and will remain with TrialWorks and/or its licensors at all times. All rights and licenses not expressly granted are reserved to TrialWorks, and there shall be no licenses or rights implied under this Agreement, based on any course of conduct, or otherwise.
2. LICENSE GRANT: Subject to the terms and conditions of this Agreement, TrialWorks, under its Intellectual Property Rights, hereby grants to Licensee:
2.1 To the extent your Order Form identifies the license purchased as a term license: a non-exclusive, non-transferable, non-assignable license during the Term to access, execute, display, perform, and otherwise use the Software, in machine-readable object code, solely for the number of authorized users set forth on your Order Form (if applicable) on a single computer system, or, in the case of a multi-user or networked system which permits access to the Software by more than one user at the same time, at a single network station for each user license purchased (additional licenses must be purchased for each added network user, while purchased licenses may be reassigned to new users as long as there is only one user per license).
2.2 To the extent your Order Form identifies the license purchased as a month-to-month subscription: provided that you have paid the Monthly Fee, a limited, non-exclusive, non-transferable license during the then-current month to access, execute, display, perform, and otherwise use the Software, in machine-readable object code, solely for the number of authorized users set forth on your Order Form (if applicable).
2.3 In the case of either Section 2.1 or 2.2, Licensee shall be entitled to make one (1) copy of the Software, including any client-side components of the Software (if applicable), in machine readable form solely for archival or backup purposes provided you include TrialWorks’ copyright notice and any proprietary legends.
2.4 During the term of your license and/or subscription and for so long as you are current in your payment of Maintenance Fees: a limited, non-exclusive, non-transferable license to access, execute, display, perform, and otherwise use the Web Features, in machine-readable object code, solely within the scope of the license granted in Section 2.1 or 2.2, as applicable based upon your Order Form. As used herein, “Web Features” means additional functionality complementary to the Software and available online, including search functionality, intake module, client portal, mobile or browser-based applications, and such other features or functionality as TrialWorks may make available from time-to-time.
3. RESTRICTIONS: During the term of your license and/or subscription, you agree to comply with the following restrictions and limitations, and you agree not to permit others to violate them:
3.1 You shall: (i) adopt and enforce such internal policies, procedures and monitoring mechanisms as are reasonably necessary to ensure that the Software is used only in accordance with the terms of this Agreement and (ii) take all steps necessary to ensure that no person or entity will have unauthorized access to the Software.
4. THIRD PARTY SOFTWARE: If we resell any third party software to you under your Order Form, such third party software is provided with the rights set forth in the applicable third party license terms, and is provided by TrialWorks “AS IS” with no warranties. Such third party license terms do not apply to the proprietary Software owned by TrialWorks.
5. PAYMENT AND TAXES: You agree to pay all applicable fees and other charges for Software, as provided in your Order Form. Unless prepaid, all fees and charges are payable in U.S. dollars and are due net thirty (30) days from the date of invoice. TrialWorks shall be entitled to charge a late fee of 1.5% per month or the maximum rate allowable by law, whichever is greater, on any balance remaining unpaid for more than thirty (30) days. Prices are exclusive of all applicable taxes. You agree to pay all taxes (including but not limited to sales, use, excise, and value-added taxes), tariffs, duties, customs fees or similar charges imposed or levied on all Software licensed hereunder, with the exception of taxes on TrialWorks’ net income.
6. TERM AND TERMINATION:
6.1 To the extent your Order Form identifies the license purchased as a term license: This Agreement is effective as of the date you accept this Agreement and shall continue in force until January 1, 2025, unless terminated earlier. Your right to access and use the Web Features shall terminate on the last day of the then-current month if you fail to pay the Maintenance Fee for the following period.
6.2 To the extent your Order Form identifies the license purchased as a month-to-month subscription: This Agreement is effective for so long as you continue to pay the Monthly Fee. Your right to access and use the Software and Web Features shall terminate on the last day of the then-current month if you fail to pay the Monthly Fee for the following month.
6.3 You may terminate this Agreement at any time by destroying the Software together with all copies or modifications in any form. TrialWorks will have the right to terminate this Agreement immediately if you fail to comply with any term or condition of this Agreement.
7. MAINTENANCE AND SUPPORT: Subject to the terms of this Agreement and for so long as Licensee is current in its payment of Maintenance Fees, TrialWorks will provide certain maintenance and support services to Licensee, as further provided herein. Support for the Software may be accessed via email, phone or other contact information provided on the TrialWorks website (if applicable). TrialWorks will use commercially reasonable efforts to respond to support requests submitted Monday through Friday, during the hours of 8:00 am ET through 8:00 pm ET, and Saturday during the hours of 8:00 am ET through 1:00 pm ET. For so long as Licensee is current in its payment of Maintenance Fees, maintenance and support will include TrialWorks’ provision of such updates and upgrades (including error corrections and bug fixes) as TrialWorks develops in its ordinary course of business. Any technical information you provide TrialWorks in connection with support services it provides you may be used by TrialWorks for its business purposes, including product and service development. Support hours may be adjusted in response to changes in call volume or distribution.
8. ADDITIONAL SERVICES: For the avoidance of doubt, the Licensee acknowledges that this Agreement does not include data conversion, document coding, report writing, hosting or any services other than those expressly set out in this Agreement. To the extent your Order Form includes any such services, those services are provided subject to TrialWorks’ standard Terms of Service.
9. LIMITED WARRANTY; DISCLAIMERS:
9.1 TrialWorks warrants only that the media upon which the Software is furnished will be free from defects in material or workmanship under normal use and service for a period of (30) days from the date of delivery to you. Notwithstanding the foregoing, TrialWorks will not be responsible for (i) any breach of warranty not reported during the warranty period; (ii) any malfunctioning of Software that you, an end user, or a third party has modified, misused, or damaged; (iii) any malfunctioning of Software and/or Web Features caused by hardware or network configuration, or (iv) any malfunctioning of Software and/or Web Features caused by third party software or services.
9.2 TRIALWORKS DOES NOT AND CANNOT WARRANT THE PERFORMANCE OR RESULTS YOU MAY OBTAIN BY USING THE SOFTWARE, WEB FEATURES, OR DOCUMENTATION. THE FOREGOING STATES THE SOLE AND EXCLUSIVE REMEDY TRIALWORKS WILL PROVIDE FOR BREACH OF WARRANTY. EXCEPT FOR THE FOREGOING LIMITED WARRANTY, TRIALWORKS MAKES NO WARRANTIES, EXPRESS OR IMPLIED, AS TO INFRINGEMENT OF THIRD PARTY RIGHTS, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. IN PARTICULAR, TRIALWORKS DOES NOT REPRESENT THAT THE SOFTWARE OR WEB FEATURES ARE ERROR FREE, WILL OPERATE IN AN UNINTERRUPTED MANNER, ARE COMPLETELY SECURE, OR WILL INTEROPERATE WITH THIRD PARTY SOFTWARE OR SERVICES. UNLESS YOU HAVE SUBSCRIBED TO A SERVICES OFFERING THAT GUARANTEES A PARTICULAR LEVEL OF SERVICE AND/OR A FIXED TERM OF SERVICE, ALL SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS AND ARE SUBJECT TO CHANGE OR TERMINATION AT ANY TIME AND FOR ANY REASON WITHOUT NOTICE. Some states do not allow the exclusion of implied warranties or limitations on how long an implied warranty may last, so the above limitations may not apply to you. This warranty gives you specific legal rights and you may also have other rights which vary from state to state.
9.3 No Legal Advice. TrialWorks is not a law firm, and neither TrialWorks nor the Software provides legal advice. No attorney-client relationship is created by this Agreement or by the provision or use of the Software. The Software is provided for assistance in case management only, and is not a substitute for professional legal advice, interpretation or judgment.
9.4 Limitation of Remedies: TrialWorks’ entire liability and your exclusive remedy shall be (a) the replacement of any media not meeting TrialWorks’ limited warranty which is returned to TrialWorks; or (b) if TrialWorks is unable to deliver replacement media which is free of defects in materials of workmanship, you may terminate this Agreement by returning the Software and your money will be refunded.
10. LIMITATION OF LIABILITY:
10.1 TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER TRIALWORKS NOR ANY OF ITS OWNERS, DIRECTORS, OFFICERS, EMPLOYEES, OR LICENSORS (EACH, A “RELEASED PARTY”), WILL HAVE ANY LIABILITY TO YOU OR ANY END USERS FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES (INCLUDING, WITHOUT LIMITATION, ANY LOSS OF DATA, LOSS OF USE, LOST PROFITS, BUSINESS OR REVENUE, LOSS OF GOODWILL OR OTHER ECONOMIC ADVANTAGE, OR LOSS OF PRIVACY) ARISING OUT OF OR RELATED TO THIS AGREEMENT, OR THE TRIALWORKS SOFTWARE, EVEN IF TRIALWORKS OR A RELEASED PARTY HAS BEEN ADVISED OF, OR KNEW OR SHOULD HAVE KNOWN OF, THE POSSIBILITY OF SUCH DAMAGES.
10.2 WITHOUT LIMITING THE SCOPE OR EFFECT OF SECTIONS 10.1 ABOVE, IN NO EVENT WILL TRIALWORKS’ AND THE RELEASED PARTIES’ TOTAL LIABILITY WITH RESPECT TO ALL CLAIMS ARISING OUT OF OR RELATED TO THIS AGREEMENT, THE SOFTWARE OR WEB FEATURES (INCLUDING CLAIMS OF NEGLIGENCE AND STRICT LIABILITY) EXCEED THE LOWER OF (i) THE AGGREGATE DIRECT DAMAGES ACTUALLY INCURRED BY YOU AND YOUR END USERS, OR (ii) US $5OO.
10.3 Some states do not allow the exclusion or limitation of special, incidental, or consequential damages, so the above limitation or exclusion may not apply to you.
11. GENERAL: You acknowledge that you have read this Agreement, understand it, and that by installing the software you agree to be bound by its terms and conditions. You further agree that it is the complete and exclusive statement of the agreement between TrialWorks and you which supersedes any proposal or prior agreement, oral or written, and any other communication between TrialWorks and you relating to the subject matter of this Agreement. This Agreement shall be governed by the laws of the State of Florida. Any dispute hereunder will be submitted to arbitration in accordance with the Commercial Rules of Arbitration of the American Arbitration Association, in Miami, Florida. No delay or omission by either party to exercise any right or power arising upon the other party’s nonperformance or breach will impair that right or power or be construed as a waiver of it. Any waiver must be in writing and signed by the waiving party. A waiver on one occasion will not be construed as a waiver of any subsequent event of nonperformance or breach. If any provision of this Agreement is declared to be unenforceable for any reason, the remainder of this Agreement will continue in full force and effect, and the unenforceable provision will be deemed modified to the extent necessary to comply with the applicable requirements of law, while retaining to the maximum extent permitted by law its intended effect, scope and economic effect.