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Terms of Service

Last updated: July 14, 2026

1. Acceptance of Terms

By accessing or using TriBalance (“the Service”), operated by TriBalance LLC (“we,” “us,” or “our”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, you may not access or use the Service.

You represent that you are at least 18 years of age and have the legal capacity to enter into a binding agreement. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

2. Description of Service

TriBalance is a software tool that assists with trust account reconciliation for law firms. The Service processes transaction data uploaded by users, performs three-way reconciliation (bank, journal, and client ledgers), identifies potential exceptions, and generates reports for attorney review.

The Service is a bookkeeping and reconciliation tool. It is NOT:

The Service prepares data. You — the licensed attorney — review, exercise professional judgment, and certify the accuracy and completeness of all outputs. Nothing in the Service constitutes or creates an attorney-client relationship between you and TriBalance or its operators.

3. User Responsibilities and Acknowledgments

You acknowledge and agree that:

  1. You are solely responsible for the accuracy, completeness, and legality of all data you upload to the Service.
  2. You are solely responsible for reviewing all reconciliation outputs, exception reports, and generated documents before relying on them or submitting them to any third party (including state bar authorities, courts, or clients).
  3. You are solely responsible for making all legal and professional judgments regarding the classification, treatment, and reporting of trust account transactions.
  4. The Service may identify potential exceptions or anomalies; it is your responsibility to investigate and resolve each flagged item using your professional judgment.
  5. You maintain sole responsibility for compliance with all applicable rules of professional conduct, state bar trust accounting requirements, and applicable laws and regulations.
  6. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

4. Unauthorized Practice of Law

TriBalance does not engage in the practice of law. The Service performs mechanical and computational tasks: parsing transaction data, computing balances, identifying numerical discrepancies, and formatting reports. These are bookkeeping and data-processing functions, not legal services.

At no point does TriBalance:

The attorney-user retains all responsibility for legal interpretation, professional judgment, and compliance. The Service is a tool the attorney uses — the attorney, not the tool, is the professional of record.

5. Payment Terms

Subscription fees are billed in advance on a monthly or annual basis, depending on the plan selected. All fees are non-refundable except as required by applicable law. We reserve the right to change our pricing with thirty (30) days' notice. Price changes will not affect your current subscription term.

You may cancel your subscription at any time. Cancellation takes effect at the end of your current billing period. You will retain access to the Service through the end of the paid period. No partial refunds are provided for mid-cycle cancellations.

6. Data Ownership, Access, and Retention

You own your data. All trust account records, transaction data, reconciliation reports, and related documents you upload or generate through the Service (“Your Data”) remain your sole property. We claim no ownership interest in Your Data.

We will retain Your Data for the duration of your subscription and for a commercially reasonable period after cancellation or termination to allow you to export your records. Upon written request, we will permanently delete Your Data within thirty (30) days, subject to any retention obligations required by applicable law.

You may export Your Data at any time through the Service's standard export features. It is your responsibility to maintain independent backups of critical records.

7. Acceptable Use

You agree not to:

  1. Use the Service for any unlawful purpose or in violation of any applicable law or regulation
  2. Upload data that contains malicious code, viruses, or other harmful components
  3. Attempt to gain unauthorized access to the Service, other user accounts, or the underlying systems
  4. Reverse engineer, decompile, or disassemble any portion of the Service
  5. Use the Service to process or store data that you do not have the legal right to process or store
  6. Resell, sublicense, or commercially exploit the Service without our express written consent

8. Intellectual Property

The Service and all related software, algorithms, designs, text, graphics, and code are owned by TriBalance LLC and protected by United States and international copyright, trademark, and intellectual property laws. Your use of the Service grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your internal business purposes in accordance with these Terms.

Any feedback, suggestions, or ideas you provide regarding the Service may be used by us without restriction or compensation to you.

9. Third-Party Services and Integrations

The Service may integrate with or reference third-party products, services, or platforms (including but not limited to Clio, MyCase, PracticePanther, QuickBooks, and banking institutions). We do not control, endorse, or assume responsibility for any third-party services. Your use of any third-party service is governed by that service's own terms and policies.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:

  1. The Service is provided “as is” and “as available,” without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, accuracy, reliability, or non-infringement.
  2. We do not warrant that the Service will be uninterrupted, error-free, or free of harmful components, or that any errors or defects will be corrected.
  3. In no event shall TriBalance LLC, its officers, directors, employees, agents, or affiliates be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including but not limited to loss of profits, loss of data, loss of business, professional discipline, bar complaints, malpractice claims, or regulatory penalties, arising out of or relating to your use of or inability to use the Service, regardless of the theory of liability (contract, tort, negligence, strict liability, or otherwise), even if we have been advised of the possibility of such damages.
  4. Our total aggregate liability for any claims arising out of or relating to these Terms or the Service shall not exceed the total fees paid by you to TriBalance LLC during the twelve (12) months immediately preceding the event giving rise to the claim.
  5. Some jurisdictions do not allow the exclusion or limitation of certain warranties or liabilities. In such jurisdictions, our liability is limited to the maximum extent permitted by law.

11. Indemnification

You agree to indemnify, defend, and hold harmless TriBalance LLC and its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to:

  1. Your use of the Service
  2. Your violation of these Terms
  3. Your violation of any applicable law, regulation, or rule of professional conduct
  4. The accuracy, completeness, or legality of any data you upload to the Service
  5. Any professional judgment, decision, or action you take (or fail to take) in connection with the Service's outputs
  6. Any claim that Your Data infringes the rights of a third party

12. Disclaimer of Professional Relationship

Use of the Service does not create any professional relationship between you and TriBalance LLC, including but not limited to an attorney-client relationship, a CPA-client relationship, or a fiduciary relationship. TriBalance is a software provider, not a professional services firm.

13. No Compliance Guarantee

The Service is designed to assist with trust account reconciliation but does not guarantee compliance with any state's rules of professional conduct, trust accounting requirements, or any other legal or regulatory obligation. Compliance is exclusively your responsibility as the licensed attorney of record. The Service may not reflect the most current regulatory developments in your jurisdiction. You should consult with ethics counsel regarding your specific compliance obligations.

14. Termination

We may suspend or terminate your access to the Service at any time, with or without cause, with or without notice, effective immediately. Upon termination, your right to use the Service will immediately cease. Provisions of these Terms that by their nature should survive termination shall survive, including but not limited to ownership provisions, warranty disclaimers, indemnification, and limitations of liability.

15. Changes to Terms

We reserve the right to modify these Terms at any time. If we make material changes, we will notify you by email (to the address associated with your account) or by posting a notice on the Service at least thirty (30) days before the changes take effect. Your continued use of the Service after the effective date of any changes constitutes your acceptance of the modified Terms.

16. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law principles.

Any dispute, controversy, or claim arising out of or relating to these Terms or the Service shall be resolved by binding arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules. The arbitration shall be conducted in Wilmington, Delaware, by a single arbitrator. Judgment on the award may be entered in any court having jurisdiction.

You agree to resolve any dispute on an individual basis. You waive any right to participate in a class action, class-wide arbitration, or any other representative proceeding.

17. General Provisions

These Terms constitute the entire agreement between you and TriBalance LLC regarding the Service and supersede all prior agreements and understandings. If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect. Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

18. Contact

Questions about these Terms should be directed to:

TriBalance LLC
Email: legal@trybalance.io
Address: [Registered agent address in Delaware]