TERMS OF SERVICE FOR ONE-TIME ACCOUNTINGS

Balanced: California Fiduciary Accounting

Last Updated: October 8, 2026

BALANCED IS COMPUTER SOFTWARE. IT IS NOT A LAW FIRM, DOES NOT PROVIDE LEGAL ADVICE, AND IS NOT A SUBSTITUTE FOR THE ADVICE OF AN ATTORNEY.

The accounting it generates is a preliminary draft. You must always independently review and verify the entire accounting before using or relying on it for any purpose. We recommend having it reviewed by a licensed attorney or professional accounting firm.

1. ACCEPTANCE AND SCOPE

These Terms of Service for One-Time Accountings (“Terms”) govern each one-time accounting you order at balanced.law/accounting (the “Service”) from Balanced Legal Technology, LLC, a California limited liability company (“Balanced,” “we,” “us,” or “our”). “You” means the individual who places the order and any firm, fiduciary, or other person or entity on whose behalf the order is placed.

By checking the box on the order page, completing payment, or otherwise using the Service, you agree to be bound by these Terms. If you do not agree, do not place an order.

These Terms apply only to one-time accounting orders. A license to the Balanced desktop application is governed by the End User License Agreement and the general Terms of Service, not by these Terms. Your use of the balanced.law website generally is also subject to the general Terms of Service and the Privacy Policy. For a one-time accounting order, if anything in those documents conflicts with these Terms, these Terms control.

2. THE SERVICE

2.1 What You Receive

For each order, you submit PDF financial statements and, optionally, other PDF documents and a carry-forward file from a prior Balanced accounting. Balanced converts and organizes the data in the statements you submit into an editable, preliminary draft California fiduciary accounting Excel workbook (the “Workbook”) and a carry-forward file for a later accounting (together with the Workbook, the “Output”), and deliver the Output by email to the address you provide. Balanced converts and organizes your statement data exactly as the statements show it, using disclosed, standard accounting conventions you can change. Everything beyond that comes from your own instructions.

2.2 One Order, One Accounting

Each order covers one accounting, for one matter and one accounting period, prepared from the files you submitted with that order. Adding statements or documents after an order is submitted, preparing a different period, or preparing another matter requires a new order, unless we agree otherwise in writing in our sole discretion.

2.3 How the Output Is Generated

The Output is generated through automated processes, which may include artificial intelligence tools operated on our infrastructure, and automated checks of the conversion. We choose the methods, tools, and providers used to generate the Output, and may change them at any time without notice.

2.4 Not Legal, Accounting, or Fiduciary Services

Balanced is computer software. Balanced is not a law firm, accounting firm, or fiduciary; the Service is not legal, financial, tax, accounting, or fiduciary advice; and the Service and the Output are not a substitute for the advice of an attorney. The Workbook applies general accounting conventions and default rules that are disclosed in it and that you may change; Balanced does not make legal judgments or choices for you. You must always independently review and verify the entire Output before using or relying on it for any purpose, and we recommend having it reviewed by a licensed attorney or professional accounting firm. No attorney-client, accountant-client, fiduciary, or other professional relationship is created by your use of the Service, including where any person associated with Balanced is a licensed professional. Communications with Balanced are not privileged.

3. ELIGIBILITY AND AUTHORITY

By placing an order, you represent and warrant that you:

Are at least 18 years of age
Are located in the United States and are placing the order from the United States
Have the legal authority to enter into these Terms on behalf of yourself and any person or entity for whom you place the order
Have the legal right and authority to possess, use, and submit every statement, document, and file you submit, and have obtained every consent, authorization, and court approval that may be required to share that information with Balanced and its service providers for the purposes described in these Terms
Will use the Service and the Output in compliance with all applicable laws, court rules, professional rules, and ethical obligations

4. YOUR SUBMISSIONS

4.1 You Are Responsible for What You Submit

The Output can only be as complete and accurate as the files you submit (“Your Submissions”). You are solely responsible for submitting complete, legible statements for every account for the entire accounting period, including the prior-month statements; for providing an accurate accounting period, matter name, and email address; and for including any documents needed to describe transactions or your preparation preferences.

If Your Submissions are incomplete, missing statements or accounts, illegible, scanned at poor quality, altered, out of date, or inconsistent, the Output may be incomplete, inaccurate, or may not balance. We have no obligation to identify or request missing or deficient files, and we are not responsible for any consequence of incomplete or deficient submissions.

4.2 Unreadable Files

A file that cannot be read is left out of your order and is named to you on the order page. The remaining files are still processed. Leaving out an unreadable file does not entitle you to a refund.

4.3 Email Address

The Output is sent only to the email address you enter on the order page. You are responsible for entering it correctly. We are not responsible for delivery to a mistyped or incorrect address, or for anyone else’s access to the Output once it is sent to the address you provided.

5. PROCESSING AND DELIVERY TIMES

5.1 Typical Timing

One-time accountings are typically processed and delivered by email within four (4) hours after payment is completed.

5.2 No Guarantee of Processing or Delivery Time

WE DO NOT GUARANTEE ANY PROCESSING OR DELIVERY TIME. Actual times vary with the size and complexity of each individual accounting, including the number of statements, accounts, and transactions; the financial institutions and statement formats involved; the quality of Your Submissions; the time needed for automated checks; order volume; weekends and holidays; and the availability of our systems and those of our service providers. Any time stated on the website, on the order page, or in any communication is an estimate only and is not a promise or a term of your order. Time is not of the essence.

5.3 Deadlines Are Your Responsibility

You are solely responsible for ordering early enough to allow for processing, delivery, and your own complete review and verification of the Output before any court, filing, fiduciary, or other deadline. Do not rely on the Service to meet any deadline. Balanced is not liable for any delay in processing or delivery, or for any missed deadline, continuance, sanction, or other consequence of a delay.

5.4 Email Delivery

Delivery is complete when the Output is sent to the email address you provided. Email may be delayed, filtered as spam, blocked by attachment size or security settings, or lost by email providers outside our control. Please check your spam or junk folder. If you have not received your Output within two (2) business days after payment, contact support@balanced.law.

5.5 Orders We Cannot Complete

We may decline, suspend, or cancel any order at any time in our sole discretion, including if Your Submissions cannot be read or processed, if the statements are of a type or format the Service does not support, or if we suspect fraud, misuse, or a violation of these Terms. If we determine, in our sole discretion, that we cannot deliver a Workbook for a paid order at all, we may, at our sole option, prepare it again, ask you to resubmit, or issue a refund. That decision is ours alone, and it is the only remedy for an order we cannot complete.

6. PRICE, PAYMENT, AND NO REFUNDS

6.1 Price and Payment

The price of a one-time accounting is shown on the order page at the time of your order. All fees are stated and charged in United States Dollars (USD). Payment is due in full when you place the order and is processed by Stripe, our third-party payment processor. By submitting payment, you authorize Balanced (through Stripe) to charge your payment method for the order, plus any applicable taxes. You are responsible for any applicable sales, use, or similar taxes.

6.2 Discount Codes

Discount codes are issued in our sole discretion, apply only as stated when issued, may be single-use, have no cash value, cannot be combined unless we say otherwise, and may be revoked or refused at any time before use.

6.3 No Refunds: All Sales Are Final

ALL SALES ARE FINAL. WE DO NOT OFFER REFUNDS FOR ONE-TIME ACCOUNTINGS, including but not limited to refunds based on the time taken to process or deliver an order, the content, accuracy, completeness, or balance of the Output, errors, omissions, or misclassifications in the Output, the need to review or correct the Output, files that could not be read, incomplete or deficient submissions, a change in your needs or in the matter, or your decision not to use the Output. The only exception is a refund we choose to issue under Section 5.5, in our sole discretion.

6.4 Payment Disputes

Before disputing a charge with your bank or card issuer, you agree to contact support@balanced.law and give us a reasonable opportunity to resolve your concern. A charge for an order whose Output was delivered, or that we chose to prepare again under Section 5.5, is not a proper basis for a payment dispute.

7. THE OUTPUT IS A PRELIMINARY DRAFT: YOU MUST VERIFY IT

7.1 Preliminary Results Only; No Guarantee of Accuracy

THE OUTPUT IS A PRELIMINARY DRAFT ACCOUNTING THAT MUST BE INDEPENDENTLY REVIEWED, VERIFIED, AND CONFIRMED BY YOU BEFORE YOU RELY ON IT FOR ANY PURPOSE OR USE IT AS THE BASIS FOR ANY DECISION. We do not guarantee the accuracy, completeness, correctness, or legal sufficiency of any Output under any circumstances. The Output should be treated as an unverified starting point for your professional review, not a finished or reliable product.

BALANCED DOES NOT GUARANTEE, WARRANT, OR REPRESENT THAT:

THE OUTPUT WILL BALANCE. The accounting may not balance for any given set of statements, and an imbalanced result does not indicate a defect in the Service
THE OUTPUT WILL BE ACCURATE. Transaction amounts, dates, descriptions, classifications, schedule assignments, beginning and ending values, carry values, and all other data may contain errors, omissions, or misclassifications
ALL DATA WILL BE CAPTURED. Some or all transactions, balances, holdings, accounts, or other data in Your Submissions may be missed, regardless of format or quality
TRANSACTIONS WILL BE CORRECTLY CLASSIFIED. Transactions may be assigned to incorrect schedules, categorized improperly, or omitted entirely
THE OUTPUT WILL BE SUITABLE FOR ANY PURPOSE, including court filing, circulation to beneficiaries or other third parties, client reporting, regulatory compliance, tax preparation, or any other personal or business use, without your independent review, correction, and verification

7.2 Professional Responsibility and Sole Reliance

YOU ACKNOWLEDGE AND AGREE THAT:

The Service is a productivity aid and does not replace, supplement, or reduce your obligation to independently verify all accounting data before use
You bear sole, complete, and exclusive professional responsibility for any use of the Output, including verifying the accuracy of all data, transactions, amounts, and dates, the correctness of all classifications, the completeness of all schedules, and the legal sufficiency of any part of the Output
Your personal and direct oversight is required before any use of the Output. You must independently verify every transaction, amount, classification, beginning value, ending value, schedule total, and all other data in the Output against the original source statements before relying on it in any way
You must review, edit, correct, and modify the Output as necessary to ensure accuracy and compliance with applicable law, court rules, and professional standards; the Workbook is fully editable for this purpose
The Service uses automated extraction and preparation technology that is inherently imperfect and subject to errors arising from variations in statement formats, document quality, and the limitations of that technology, and results for any institution or format may vary, degrade, or fail at any time without warning

7.3 No Rounding Adjustments

The Output does not adjust any amount taken from the source statements to make an accounting balance. Any difference, including a rounding difference of one cent, is shown as an imbalance. You remain solely responsible for verifying every amount, total, and balance in the Output against the source statements.

7.4 Assumption of Risk

BY USING THE SERVICE, YOU VOLUNTARILY ASSUME ALL RISK ASSOCIATED WITH:

The accuracy or inaccuracy, completeness or incompleteness, of any and all Output
The correctness or incorrectness of transaction classifications and schedule assignments
The time taken to process and deliver the Output, and any failure or delay in delivery
The use of the Output as a basis for, or component of, any court filing, beneficiary distribution, client communication, tax return, regulatory submission, financial report, or any other document or work product
Any consequences of using, filing, distributing, relying on, or acting on an accounting prepared with the Service, including court sanctions, surcharges, penalties, malpractice claims, breach of fiduciary duty claims, negligence claims, client, beneficiary, or co-fiduciary disputes, regulatory actions, tax penalties, professional disciplinary proceedings, and any other claims or damages of any kind

7.5 Feedback and Error Reporting

We welcome reports of any errors, omissions, misclassifications, or other issues in the Output at support@balanced.law. Reporting an issue does not obligate us to correct or re-prepare the Output and does not entitle you to a refund.

8. YOUR DATA AND HOW IT IS HANDLED

8.1 Your Original PDF Documents Never Leave Your Computer

The Service’s privacy architecture begins on your own computer. Your PDF statements and documents are opened and read locally, in your web browser. Your original PDF documents are never uploaded, transmitted, copied, or provided to Balanced under any circumstances.

What is transmitted, and only after your payment is completed, is a machine-oriented text data artifact produced by that local reading process: the text and figures extracted from your documents. It is not a copy, image, scan, or visual reproduction of any document. The images, logos, letterhead, signatures, and visual appearance of your documents are discarded and never transmitted. This transformation from the original document to extracted text data is the primary privacy and confidentiality boundary of the Service.

8.2 Local Anonymization Before Transmission

Before any extracted text data leaves your computer, the Service applies an automated anonymization step, on your own computer, that identifies and redacts Social Security numbers. The anonymization step is designed to preserve the financial and descriptive information needed to prepare your accounting, including account information, dollar amounts, dates, transaction, payee, and description details, and holdings, which is transmitted and used for that purpose.

The extracted text data is transmitted over an encrypted (TLS) connection, together with the file names, the accounting period you entered, and your carry-forward file (if any). Separately, when you place an order, the email address, matter name, discount code (if any), and the number of files you are submitting are sent to us so that we can process your payment and deliver the Output. Loading the order page downloads reading software components from third-party content-delivery networks, and payment is handled in a Stripe payment form within the page.

8.2a Anonymization Limitations

A fiduciary accounting cannot be prepared without the account and transaction information in your statements, and that information may identify individuals, institutions, or accounts. While the Service employs commercially reasonable automated redaction, Balanced cannot guarantee that the anonymization step will detect and redact every Social Security number or other sensitive identifier in Your Submissions. By placing an order, you acknowledge and accept this inherent limitation of automated data processing, and you agree that Balanced is not liable for the inclusion of any identifying information in the extracted text data. You agree not to submit any document or information that is not needed to prepare the accounting.

8.3 How Your Data Is Used

We use Your Submissions and the Output to prepare, check, review, and deliver your accounting; to provide support; to maintain records of your order; and to test, maintain, and improve the Service, including by using Your Submissions and Output as part of a permanent regression test collection that verifies future versions of the Service against formats already processed. Your Submissions are processed on infrastructure we control, using service providers that host, store, and process data for us, including cloud hosting and storage providers, providers of artificial intelligence tools, code hosting providers, our email provider, and Stripe. Those providers process data for us to provide the Service, and not for their own purposes. A current list of our service providers is available on request.

8.4 No Sale; No AI Training by Balanced

We do not sell, rent, or trade Your Submissions or the Output, and we do not use them for marketing, advertising, or user profiling. Balanced does not train artificial intelligence models, machine learning models, large language models, or neural networks using Your Submissions or the Output. We do not share Your Submissions or the Output with any third party for its own purposes, except as required by law or court order, or to a successor entity in a merger, acquisition, sale of substantially all of our assets, or similar business transfer, which will be bound by the commitments in this Section 8.

8.5 Retention

Your Submissions and the Output are retained indefinitely for the purposes described in Section 8.3, including our records, support, re-delivery, and permanent regression testing. This retention is necessary for the Service to function and improve, and is not an ancillary collection practice: before any new version of the Service is used, it is tested against the statement formats it has already processed, so that an improvement made for one customer never breaks the accuracy of another customer’s accounting. The permanent regression test collection is therefore a load-bearing component of the Service itself, and this retention is a material term of these Terms. The matter name you enter is used to name and label your Output and is deleted from our order record after the Output is sent. Your email address and the other order details are retained as a record of your purchase.

8.6 License to Us

You grant Balanced a perpetual, irrevocable, worldwide, non-exclusive, royalty-free license to retain, copy, process, and use Your Submissions and the Output for the purposes described in this Section 8. This license is a material term of these Terms and survives completion of your order.

8.7 Confidentiality and Security

We treat Your Submissions and the Output with the same degree of care we use to protect our own confidential information of a similar kind, and not less than reasonable care. Access is limited to authorized personnel and service providers with a need to access it for the purposes in this Section 8. However, no method of transmission, storage, or processing is completely secure, and we do not guarantee that Your Submissions or the Output will never be accessed, disclosed, altered, or lost without authorization.

8.8 Your Responsibility for Permissible Use

You are solely responsible for determining whether your submission of any statement, document, or information to the Service, and the handling described in this Section 8, is permitted by applicable law, court orders, professional rules, fiduciary duties, and your obligations to your clients, beneficiaries, and others, and for obtaining any consent or authorization required. With respect to any personal information in Your Submissions, you determine the purposes of its submission and we process it on your behalf to provide the Service. Balanced does not provide legal advice on these questions.

9. OWNERSHIP AND INTELLECTUAL PROPERTY

Subject to these Terms and your payment, you may use, copy, edit, and distribute the Workbook for the matter for which it was ordered. Balanced retains all rights in the Service and in all templates, formats, methods, software, extraction and computation logic, and other intellectual property used to prepare the Output, including the “Balanced” name and checkmark logo. You may not use the Service or the Output to develop a competing product or service.

10. ACCEPTABLE USE

You agree NOT to:

Submit any file or information you do not have the legal right to submit, or that contains malicious code
Place orders using automated means, or use the Service in violation of any applicable law, regulation, or professional rule
Attempt to reverse engineer, extract, or reconstruct the Service’s software, methods, or logic, or to probe, interfere with, or overburden our systems
Misrepresent your identity, authority, or the purpose of your order
Use a discount code you were not given, or attempt to obtain the Service without paying for it

11. DISCLAIMER OF WARRANTIES

THE SERVICE AND THE OUTPUT ARE PROVIDED “AS IS,” “AS AVAILABLE,” AND “WITH ALL FAULTS,” WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. BALANCED EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO:

IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, RELIABILITY, COMPLETENESS, WORKMANLIKE PERFORMANCE, AND NON-INFRINGEMENT
ANY WARRANTY THAT THE OUTPUT WILL BE ACCURATE, COMPLETE, CORRECT, OR BALANCED
ANY WARRANTY THAT THE OUTPUT WILL BE SUITABLE FOR FILING WITH ANY COURT OR REGULATORY BODY, OR FOR ANY OTHER PURPOSE
ANY WARRANTY AS TO THE TIME OF PROCESSING OR DELIVERY, OR THAT THE OUTPUT WILL BE DELIVERED OR RECEIVED
ANY WARRANTY THAT THE SERVICE WILL BE ERROR-FREE, UNINTERRUPTED, SECURE, OR FREE OF HARMFUL COMPONENTS
ANY WARRANTY THAT THE SERVICE OR THE OUTPUT WILL MEET YOUR REQUIREMENTS OR EXPECTATIONS
ANY WARRANTY ARISING FROM COURSE OF DEALING, COURSE OF PERFORMANCE, OR TRADE USAGE

Any statement on the website or in any communication describing the Service, its typical results, or its typical timing is descriptive only and is not a warranty. Any use of or reliance on the Output is entirely at your own risk. To the extent any jurisdiction does not allow the exclusion of implied warranties, the above exclusions apply to the greatest extent permitted by applicable law.

12. LIMITATION OF LIABILITY

12.1 Cap on Damages

IN NO EVENT SHALL BALANCED’S TOTAL AGGREGATE LIABILITY TO YOU OR ANY THIRD PARTY ARISING OUT OF OR RELATING TO THESE TERMS, THE SERVICE, OR ANY OUTPUT, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY), INDEMNITY, OR OTHERWISE, EXCEED THE LESSER OF: (A) THE AMOUNT YOU ACTUALLY PAID TO BALANCED FOR THE ORDER GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED UNITED STATES DOLLARS ($100.00).

12.2 Exclusion of Consequential and Other Damages

IN NO EVENT SHALL BALANCED, OR ITS OFFICERS, DIRECTORS, MEMBERS, MANAGERS, EMPLOYEES, AGENTS, AFFILIATES, SUCCESSORS, OR ASSIGNS, BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES OF ANY KIND, REGARDLESS OF THE FORM OF ACTION OR THEORY OF LIABILITY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. This exclusion includes but is not limited to:

DAMAGES ARISING FROM INACCURATE, INCOMPLETE, OR INCORRECT OUTPUT, OR FROM RELIANCE ON THE OUTPUT WITHOUT YOUR INDEPENDENT VERIFICATION
DAMAGES ARISING FROM ANY DELAY IN PROCESSING OR DELIVERY, NON-DELIVERY, OR MISDELIVERY OF THE OUTPUT, INCLUDING MISSED FILING OR COURT DEADLINES AND CONTINUANCES
DAMAGES ARISING FROM THE FILING, DISTRIBUTION, OR USE OF AN ACCOUNTING PREPARED WITH THE SERVICE
COURT SANCTIONS, SURCHARGES, PENALTIES, FINES, OR ADVERSE JUDGMENTS ARISING FROM FILED ACCOUNTINGS OR REPORTS
MALPRACTICE CLAIMS, BREACH OF FIDUCIARY DUTY CLAIMS, OR PROFESSIONAL DISCIPLINARY PROCEEDINGS
LOST PROFITS, LOST REVENUE, LOST FEES, LOST BUSINESS OPPORTUNITIES, OR LOSS OF GOODWILL
DAMAGES TO CLIENT, BENEFICIARY, OR COURT RELATIONSHIPS, OR TO PROFESSIONAL REPUTATION
DAMAGES ARISING FROM UNAUTHORIZED ACCESS TO, DISCLOSURE OF, OR LOSS OF YOUR SUBMISSIONS OR THE OUTPUT, OR FROM ANY BREACH OR COMPROMISE OF OUR SYSTEMS OR THOSE OF OUR SERVICE PROVIDERS
COSTS OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, INCLUDING THE COST OF HAVING AN ACCOUNTING PREPARED OR CORRECTED BY OTHERS

12.3 Essential Basis of the Bargain

THE LIMITATIONS OF LIABILITY IN THIS SECTION 12 ARE FUNDAMENTAL ELEMENTS OF THE BASIS OF THE BARGAIN BETWEEN YOU AND BALANCED. Balanced would not provide the Service at its price without these limitations, and you acknowledge that the price reflects this allocation of risk. These limitations apply regardless of whether the damages arise from breach of contract, breach of warranty, negligence, strict liability, violation of statute or regulation, misrepresentation, or any other cause of action, to the maximum extent permitted by applicable law.

13. INDEMNIFICATION AND HOLD HARMLESS

YOU SHALL INDEMNIFY, DEFEND, AND HOLD HARMLESS BALANCED AND ITS OFFICERS, DIRECTORS, MEMBERS, MANAGERS, EMPLOYEES, AGENTS, AFFILIATES, SUCCESSORS, AND ASSIGNS FROM AND AGAINST ANY AND ALL CLAIMS, DEMANDS, ACTIONS, SUITS, PROCEEDINGS, LOSSES, DAMAGES, LIABILITIES, COSTS, AND EXPENSES (INCLUDING REASONABLE ATTORNEYS’ FEES AND COURT COSTS) ARISING OUT OF OR RELATING TO:

Your use of the Service or the Output, and any reliance on the Output by you, your clients, beneficiaries, or any third party
Any accounting, report, filing, distribution, communication, or document prepared using, derived from, or based on the Output, for any purpose
Any failure by you to independently verify, review, correct, or confirm the Output before use
Any claim that an accounting or document prepared with the Service was inaccurate, incomplete, late, deficient, or otherwise defective
Your Submissions, including any claim that you lacked the right or authority to submit them, or that their submission or handling as described in these Terms violated any law, court order, professional rule, fiduciary duty, confidentiality obligation, or third-party right
Any claim by any person or entity, including clients, beneficiaries, co-fiduciaries, co-trustees, opposing parties, courts, regulators, or taxing authorities, arising from or related to an accounting or document prepared with the Service
Your violation of these Terms or of any applicable law, professional rule, ethical obligation, or fiduciary duty

These obligations apply regardless of whether the underlying claim arises from Balanced’s negligence (but not its gross negligence or willful misconduct), and survive completion of your order.

14. GOVERNING LAW AND DISPUTE RESOLUTION

14.1 Governing Law

These Terms are governed by and construed in accordance with the laws of the State of California, without regard to its conflict-of-law principles.

14.2 Binding Arbitration

Any dispute arising out of or relating to these Terms, the Service, or any Output shall be resolved exclusively by binding arbitration in Los Angeles County, California, under the rules of JAMS. The arbitrator’s decision shall be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.

14.3 Class Action Waiver

YOU WAIVE ANY RIGHT TO PARTICIPATE IN A CLASS ACTION LAWSUIT OR CLASS-WIDE ARBITRATION AGAINST BALANCED. All disputes must be brought in an individual capacity.

14.4 Exception for Injunctive Relief

Either party may seek injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual property or confidential information.

15. GENERAL PROVISIONS

15.1 Entire Agreement

These Terms, together with the Privacy Policy, are the entire agreement between you and Balanced concerning each one-time accounting order and supersede all prior or contemporaneous agreements, representations, or understandings, whether oral or written, including any statement about the Service on the website or in any communication.

15.2 Electronic Acceptance and Communications

You agree that checking the box on the order page and completing payment is your electronic signature and acceptance of these Terms, and that we may provide notices and the Output to you electronically at the email address you provided.

15.3 Severability

If any provision of these Terms is held unenforceable, the remaining provisions continue in full force and effect, and the unenforceable provision shall be modified to the minimum extent necessary to make it enforceable while preserving the parties’ original intent.

15.4 Waiver

No failure or delay by Balanced in exercising any right under these Terms is a waiver of that right, and no single or partial exercise of a right precludes any further exercise of it.

15.5 Assignment

You may not assign or transfer these Terms or any rights under them without our prior written consent. We may assign these Terms without restriction.

15.6 No Third-Party Beneficiaries

These Terms are for the sole benefit of you and Balanced. No other person or entity, including any client, beneficiary, conservatee, co-fiduciary, court, or other party interested in a matter for which an accounting is ordered, has any rights or remedies under these Terms or any right to rely on the Output as against Balanced.

15.7 Force Majeure

Balanced is not liable for any failure or delay in performance due to causes beyond its reasonable control, including acts of God, natural disasters, war, terrorism, civil unrest, government action, labor disputes, power, network, or internet failures, and outages or failures of hosting, storage, artificial intelligence, email, payment, or other service providers.

15.8 Survival

Sections 4, 5.3, 6.3, 6.4, and 7 through 15 survive delivery of the Output, completion or cancellation of your order, and any termination of your use of the Service.

15.9 Headings

Section headings are for convenience only and do not affect the interpretation of these Terms.

16. CHANGES TO THESE TERMS

We may update these Terms from time to time. The “Last Updated” date at the top shows when they were last revised. The version of these Terms in effect when you place an order applies to that order.

17. CONTACT

If you have questions about these Terms, please contact:

Balanced Legal Technology, LLC
Email: support@balanced.law

ACCEPTANCE

BY CHECKING THE BOX ON THE ORDER PAGE, COMPLETING PAYMENT, OR USING THE SERVICE, YOU ACKNOWLEDGE AND AGREE THAT YOU HAVE READ AND UNDERSTOOD THESE TERMS, specifically including Processing and Delivery Times (Section 5), No Refunds (Section 6.3), the Preliminary Draft and Verification requirements and Assumption of Risk (Section 7), Your Data and How It Is Handled (Section 8), Disclaimer of Warranties (Section 11), Limitation of Liability (Section 12), Indemnification (Section 13), and Binding Arbitration and Class Action Waiver (Section 14), and that you agree to be bound by them.