Terms of Service & Engagement Agreement

Version 1.0 — Effective June 2025

Important: By using LegalClarity, you agree that each consultation is a limited-scope engagement only. No ongoing lawyer-client relationship is established with LegalClarity or with the licensed professional unless a separate written retainer is executed after your session.

1. Nature of the Service

LegalClarity is an administrative scheduling and case-preparation technology platform. It connects individuals and organizations with licensed lawyers for an initial consultation, handles intake, matching, and appointment scheduling, and prepares an AI-assisted case summary for the professional ahead of the session. LegalClarity itself is not a law firm, does not provide legal advice, and does not practice law.

Each participating professional independently decides, at their own discretion, whether to offer their initial consultation free of charge. LegalClarity does not set, require, collect, hold, or have any involvement with any fee for the legal consultation itself — LegalClarity's only charge to you is a flat platform/booking fee for the scheduling and case-preparation service described above, set out in Section 5.

Each consultation is a limited-scope legal consultation as defined under Law Society of Ontario guidelines (or the equivalent limited-scope consultation framework in your jurisdiction). The scope is limited to the single session you have booked. No ongoing retainer or continuing duty is created.

As part of session preparation, the information you provide at intake may be processed by a third-party AI service to generate a summary brief for your assigned professional, as described in our Privacy Policy. This AI-generated brief is an administrative aid only and is never a substitute for your provider's own professional judgment.

LegalClarity takes no responsibility for the content, quality, or outcome of any consultation. That responsibility rests solely between you and the professional you are matched with — see Section 7 for the full limitation of liability.

2. Licensed Professionals

All lawyers on the platform are licensed members in good standing with the Law Society of Ontario (LSO). All paralegals are licensed members in good standing with the Law Society of Ontario. LegalClarity verifies licence status at onboarding and conducts periodic re-verification, but does not guarantee continuous good standing between verification dates.

3. No Lawyer-Client Relationship with LegalClarity

No lawyer-client relationship is formed between you and LegalClarity Inc. at any time. Confidentiality of communications is a matter between you and your assigned licensed professional, not with LegalClarity. LegalClarity stores intake information and session notes solely for platform operational purposes.

LegalClarity is a technology platform only. It does not review, supervise, or take responsibility for the legal advice given by any licensed professional on the platform, and is not liable for that advice, its accuracy, or any outcome resulting from it. Each licensed professional is solely and independently responsible for the advice they give and their own professional conduct, and carries their own professional obligations (including any applicable insurance) independent of LegalClarity.

Likewise, a licensed professional is not responsible for LegalClarity's operation of the platform, including client intake, matching, billing, or verification of a client's information, and is not liable for a client's conduct or the accuracy of information a client provides.

4. No Recording of Sessions

LegalClarity does not record, transcribe, or retain any audio or video of your session. The platform does not offer or provide a call recording feature. Sessions are conducted through third-party video software (Whereby); LegalClarity has no visibility into and does not store the content of the call itself.

Any notes taken by your licensed professional after the session are their own summary, prepared from memory and their professional judgment — not a transcript or recording of what was said. Keeping your own notes or records of the conversation, if you would like them, is your responsibility. Both you and your assigned professional are asked to acknowledge this policy before each session.

5. Payments and Refunds

The consultation itself is provided free of charge, at each participating professional's own discretion. LegalClarity charges only a flat platform/booking fee for the scheduling and case-preparation service — no legal fee ever passes through LegalClarity or its payment processor.

6. Post-Session Referrals and Provider Compensation

Note: the provider-compensation mechanics below were written for the prior paid-consultation model, where a portion of the session fee was paid out to the provider. Under the current free-consultation model, the platform/booking fee described in Section 5 is retained entirely by LegalClarity for the scheduling and case-preparation service — no portion of it is paid to the provider for the initial consultation itself. This section is being kept as-is pending a decision on how (or whether) provider compensation for a resulting retainer should work going forward; treat the "session fee" and "payout" language below as describing that separate, provider-side compensation only, not the client-facing platform fee.

For clients: After your session, you may be asked whether you'd like to continue working with your assigned provider on an ongoing retainer basis. This is entirely optional. If both you and the provider agree to proceed, you will each receive the other's contact details so you can establish a direct attorney-client (or paralegal-client) relationship and arrange your own retainer agreement. LegalClarity facilitates this introduction only — it is not a party to, and assumes no responsibility for, any resulting retainer agreement, its terms, or the work performed under it.

For licensed professionals (providers): Your session fee share works as follows:

You are never obligated to accept a continuation request from a client, and may decline for any reason, including conflict of interest or capacity, without affecting your payout for the original session.

Note: a click-through confirmation used in this flow (sent by email) records intent to proceed and is not a substitute for properly executing your own retainer agreement, including any signature requirements that apply to it.

Provider responsibility and indemnification. If you are a licensed professional providing services through the platform, you are solely and independently responsible for your own professional conduct, advice, and representation of any client — including in any engagement that continues outside the platform after a session. LegalClarity is not responsible for, and assumes no liability for, any dispute, claim, fee disagreement, malpractice allegation, or other matter arising between you and a client, whether it relates to a session conducted through the platform or any independent engagement that follows it. You agree to indemnify and hold LegalClarity harmless from any claim, loss, or expense (including reasonable legal fees) arising out of your professional conduct, your advice, or your dealings with a client, whether during a platform session or in any engagement that follows.

6.1 Professional Compliance

You are solely responsible for ensuring your use of the platform complies with the rules of professional conduct, licensing requirements, and any other obligations of your governing law society, bar association, or regulatory body, including rules relating to advertising, referral fees, retainer agreements, and client confidentiality. LegalClarity makes no representation that use of the platform satisfies these obligations in your specific jurisdiction or practice area, and you should confirm this independently before providing services through the platform.

7. Limitation of Liability; Platform Provided "As Is"

The LegalClarity platform, and access to licensed professionals through it, is provided on an "as is" and "as available" basis, for use at your own discretion and risk. LegalClarity makes no warranty, express or implied, that the platform will be uninterrupted, error-free, or that any particular outcome will result from a session.

LegalClarity is not liable for: the quality, accuracy, completeness, or outcome of legal advice provided by any licensed professional; any action taken or not taken by you in reliance on advice received during a session; a professional's or your own failure to attend, late attendance, or inability to complete a scheduled session for any reason; technical failures of third-party services used to deliver sessions (including Whereby, Cal.com, or Stripe); or any indirect, incidental, or consequential damages arising from your use of the platform.

LegalClarity's total liability to you for any claim arising out of or related to these Terms or your use of the platform, however it arises, is limited to the amount you paid for the specific session giving rise to the claim.

You agree to use the platform at your own risk and, to the extent permitted by law, to hold LegalClarity harmless from claims arising from your use of the platform, your interactions with a licensed professional, or your own attendance or non-attendance at a scheduled session.

8. Governing Law

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein. Any dispute shall be resolved in the courts of Ontario.

9. Contact

LegalClarity Inc. — legalclarityco@gmail.com