1. Acceptance of Terms

By accessing or using the Bowline Practice Management Platform (“The Platform”), you agree to be bound by these Terms of Service. Bowline solves the complexity of legal operations by providing a specialized engine for estate planning; however, your use of this engine constitutes a binding legal agreement between your firm (“The Subscriber”) and Bowline Systems (“The Provider”).

2. Professional Responsibility & No Legal Advice

Solving Technical Friction, Not Providing Legal Counsel. Bowline is a software-as-a-service (SaaS) provider. While our workflows are “hard-coded” for the estate planning lifecycle, The Platform does not constitute legal advice. The Subscriber maintains absolute professional responsibility for the accuracy, compliance, and legal sufficiency of all documents, trusts, and filings generated or managed within The Platform.

3. Subscriber Accounts & Security

To maintain an unbreakable practice, The Subscriber is responsible for:

• Credential Integrity: Maintaining the confidentiality of all user logins.

• Unauthorized Access: Notifying Bowline immediately of any security breaches.

• Account Authority: Ensuring all users added to the firm’s ecosystem are authorized to access sensitive fiduciary data.

4. Data Ownership & Sovereignty

Your Firm’s Data is Your Highest Asset.

• Subscriber Data: You retain 100% ownership of all client files, fiduciary details, and firm data uploaded to The Platform.

• License to Host: You grant Bowline a limited, non-exclusive license to host and process this data solely for the purpose of providing The Platform’s services.

• Data Portability: Upon termination, The Subscriber has the right to export their data in a standard format, ensuring no “Administrative Drag” during a firm transition.

5. Prohibited Use

The Platform is engineered for professional estate planning and fiduciary management. You agree not to:

• Reverse Engineer: Attempt to decompile or copy the “Hard-Coded” logic of the Bowline OS.

• System Abuse: Use the platform to distribute spam, malware, or any content that violates Maine or Federal law.

• Resale: Attempt to resell the Bowline infrastructure as a standalone service without explicit written partnership agreements.

6. Fees & Subscription Cycles

Solving Practice Bloat with Transparent ROI.

• Billing: Subscriptions are billed on a recurring basis as outlined on our [Pricing Page].

• Cancellations: You may cancel your subscription at any time. Fees already paid for the current billing cycle are non-refundable.

• Price Adjustments: Bowline reserves the right to adjust pricing with a minimum 30-day notice to all Subscribers.

7. Limitation of Liability

To the maximum extent permitted by Maine law, Bowline Systems shall not be liable for any indirect, incidental, or consequential damages resulting from the use or inability to use The Platform. Our total liability is limited to the amount paid by The Subscriber during the 12 months preceding the claim.

8. Governing Law

These terms are governed by and construed in accordance with the laws of the State of Maine, USA, without regard to its conflict of law principles.

9. Contact Our Operations Team

Solving the Complexity of Legal Infrastructure. Questions regarding these terms should be directed to our compliance team:

• Email: hello@bowlinesystems.com