Last updated: January 15, 2026. These terms govern your use of the Citelock platform and associated services.
These Terms of Service ("Terms") are a legally binding agreement between Citelock, Inc. ("Citelock," "we," "us," or "our"), a Delaware corporation, and you or the organization you represent ("Customer," "you," or "your"). By accessing or using the Citelock platform, APIs, documentation, and related services (collectively, the "Services"), you agree to be bound by these Terms.
If you are entering into these Terms on behalf of an organization, you represent that you have the authority to bind that organization. If you do not have such authority, or if you do not agree to these Terms, you may not use the Services.
Your use of the Services constitutes acceptance of these Terms. Enterprise customers may enter into a separate Master Subscription Agreement ("MSA"), which will govern in the event of any conflict with these Terms. Where an MSA exists, these Terms apply to matters not addressed by the MSA.
You must be at least 18 years of age and legally capable of entering into binding contracts to use the Services. The Services are designed for use by businesses and legal professionals; they are not intended for personal, family, or household use.
You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You must notify us immediately at [email protected] if you suspect unauthorized access.
Administrator responsibilities. Customers that deploy Citelock across an organization are responsible for provisioning user accounts with appropriate role-based access controls, training users on acceptable use, and ensuring that your use of the Services complies with applicable law, including eDiscovery and data privacy regulations relevant to your jurisdiction.
Accurate information. You agree to provide accurate, current, and complete registration and billing information. Citelock is not responsible for service failures caused by inaccurate account information you provide.
You may use the Services only for lawful legal hold and eDiscovery management purposes within your organization. You agree not to:
Citelock reserves the right to suspend or terminate accounts that violate these restrictions, with or without notice, depending on the severity of the violation.
Citelock's IP. All software, algorithms, documentation, designs, trademarks, and other materials comprising the Services are owned by or licensed to Citelock. These Terms grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Services during your subscription term, solely for your internal legal operations.
Your IP. You retain all rights in the Customer Data you input into the Services. Nothing in these Terms transfers ownership of your data to Citelock. You grant Citelock a limited license to process your Customer Data solely to provide and improve the Services.
Feedback. If you provide suggestions, ideas, or feedback about the Services, you grant Citelock a perpetual, royalty-free license to use that feedback without restriction or compensation to you.
Citelock acts as a data processor with respect to Customer Data, which includes all legal hold notices, matter records, custodian information, acknowledgments, and other content you submit to the Services. We process Customer Data only in accordance with your instructions and our Privacy Policy and Data Processing Agreement.
You represent and warrant that you have all rights, consents, and authorizations necessary to submit Customer Data to the Services and to authorize Citelock to process it on your behalf. You bear sole responsibility for the accuracy, legality, and integrity of your Customer Data.
Subscription fees are billed in advance on a monthly or annual basis depending on your plan. All fees are non-refundable except as expressly stated in your order form or MSA, or as required by applicable law.
If payment fails, Citelock will notify you and may suspend access to the Services until the outstanding balance is paid. Accounts that remain delinquent for more than 30 days may be terminated, with Customer Data deleted in accordance with our retention policy. We will provide at least 14 days advance notice before deleting data due to non-payment.
Citelock may adjust pricing with 60 days advance written notice. Price changes take effect at the next renewal date.
To the maximum extent permitted by applicable law, Citelock's total cumulative liability to you arising out of or related to these Terms or the Services — whether based on contract, tort, statute, or any other legal theory — will not exceed the greater of (a) the fees paid by you to Citelock in the twelve months preceding the claim, or (b) one hundred U.S. dollars ($100).
Exclusion of consequential damages. Neither party will be liable to the other for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, loss of data, business interruption, or goodwill, even if advised of the possibility of such damages. This exclusion does not apply to indemnification obligations, gross negligence, willful misconduct, or breaches of confidentiality.
Some jurisdictions do not permit the exclusion or limitation of certain damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.
You agree to indemnify, defend, and hold harmless Citelock and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses — including reasonable legal fees — arising out of or relating to: (a) your use of the Services in violation of these Terms; (b) your Customer Data, including any claims that it infringes the rights of a third party; (c) your violation of applicable law; or (d) your negligence or willful misconduct.
Citelock will indemnify you against third-party claims alleging that the Services, as provided by Citelock and used in accordance with these Terms, infringe a patent, copyright, trademark, or trade secret. Citelock's indemnification obligation does not apply to claims arising from your modifications to the Services or your combination of the Services with third-party software not provided by us.
Termination by you. You may terminate your subscription at any time by contacting [email protected]. Termination takes effect at the end of the current billing period. Prepaid fees are non-refundable.
Termination by Citelock. Citelock may terminate or suspend your access with 30 days written notice for convenience, or immediately upon material breach of these Terms, including non-payment, violation of the acceptable use policy, or conduct that poses a security risk to other customers or the platform.
Effect of termination. Upon termination, your right to access the Services ceases. Citelock will retain your Customer Data for 90 days post-termination, during which you may request an export. After 90 days, Customer Data is deleted from production systems. Audit logs subject to legal retention requirements may be retained longer.
These Terms are governed by the laws of the State of Delaware, without regard to conflict-of-law principles. Any dispute arising under these Terms will be subject to the exclusive jurisdiction of the state and federal courts located in Wilmington, Delaware, and both parties consent to personal jurisdiction in those courts.
Informal resolution. Before initiating formal proceedings, you agree to contact Citelock at [email protected] to attempt to resolve the dispute informally. Parties will negotiate in good faith for 30 days before pursuing litigation.
Class action waiver. To the extent permitted by law, you waive any right to bring or participate in any class action lawsuit or class-wide arbitration against Citelock.
Citelock may update these Terms from time to time. We will notify you of material changes by email or via an in-app notification at least 30 days before the changes take effect. Your continued use of the Services after the effective date constitutes acceptance of the revised Terms.
If you do not agree to the revised Terms, you may terminate your subscription before the effective date and receive a pro-rated refund for any prepaid period beyond the termination date.
For questions about these Terms, contact us at [email protected] or write to Citelock, Inc., Attn: Legal, 500 W 2nd Street, Suite 1900, Austin, TX 78701.