Frequently Asked Questions

You will be prompted to choose a plan. No charges are made until you confirm. All data from your trial carries over seamlessly.

Yes — a one-time implementation fee covers data migration, team training, and go-live support. The fee varies by plan tier.

Yes, upgrade or downgrade anytime from Settings > Billing. Founding rate locks in permanently once activated — you keep that rate even if pricing changes later.

Yes. No long-term contracts. Cancel from your billing settings at any time. Your data remains accessible for 30 days after cancellation.

All major credit cards via Stripe. Enterprise plans can be invoiced with NET-30 terms.

Yes. We use AES-256-GCM encryption at rest, TLS 1.3 in transit, role-based access control with mandatory MFA, and store data on SOC 2-compliant infrastructure (Neon PostgreSQL, Backblaze B2). All file storage is HIPAA-eligible.

We implement HIPAA-required safeguards: encryption at rest and in transit, access controls, audit logging, and BAAs with our infrastructure providers. File storage uses Backblaze B2 (SOC 2/HIPAA-eligible) and AI processing uses providers with BAA coverage.

Only users within your firm. Every database query is scoped to your firm ID — there is no cross-firm data access. We use 6 roles (Firm Admin, Attorney, Paralegal, Intake Staff, Sales Admin, Super Admin) with granular permission controls.

Yes. Multi-factor authentication is mandatory on all accounts. We support SMS OTP, authenticator apps (TOTP), and email fallback. Trusted devices can be remembered for 30 days.

We implement SOC 2-style controls including encryption, access controls, audit logging, and incident response procedures. A formal Type 2 audit is on our roadmap.

Our 15-factor scoring engine analyzes case data (injury type, treatment history, documentation quality, liability indicators, insurance coverage) to produce a viability score (0-100) and a 5-factor leverage rating (1-10). No case data is used to train AI models.

The AI provides data-driven scoring based on case characteristics and comparable outcomes. Scores are informational — attorneys always make the final decisions. The system improves as more settlement data is entered via the verdict/settlement database.

We use Google Gemini 2.5 Flash as our primary cloud AI (with BAA coverage), with fallbacks to OpenAI GPT-4o Mini and scripted analysis. All AI processing is stateless — your data is never stored by AI providers or used for training.

Yes. AI features enhance the workflow but are not required. Case management, document storage, treatment tracking, lien management, and all core features work independently of AI.

Yes. We have a full Clio OAuth integration that syncs matters, contacts, documents, calendar events, tasks, and time entries. Connect your Clio account and data flows automatically.

Yes. We support CSV import with auto-mapping for case data, a Smart Import feature that extracts case information from documents (medical records, police reports, etc.), and manual entry via our 4-step case creation wizard.

Stripe (billing), Twilio (voice/SMS), Google Calendar, DocuSign, Clio, Plaid (trust accounts), Gmail, Outlook, Zapier, Slack, Microsoft Teams, and more. See our integrations page for the full list.

Yes. You can export case data via CSV, download documents individually or in bulk, and use our API for programmatic access on Professional and Enterprise plans.

We support California and Florida with full state-specific SOL rules, county multipliers, and provider networks. Additional states are being added — contact us for your state's timeline.

Statute of limitations is auto-calculated from accident date and state rules, displayed as a countdown on every case. Automated alerts fire at 180, 90, 60, and 30 days. SOL calculations are always performed server-side for accuracy.

Yes. Each case has a secure client portal with a unique token link (no login required). Clients can view case status, documents, treatment timeline, court events, and send messages. Portal links expire after 90 days and can be regenerated.

Founding plan: up to 5 users. Professional: up to 25 users. Enterprise: unlimited. Contact support@notyourlawyer.ai for custom requirements.