Terms of Service

Last updated: 22 September 2026

These terms cover use of SimpliChat, including the site, the application at app.simplichat.co, and the Clio application that firms authorize. SimpliChat (“we”, “us”) is its own company. By using the service, a firm agrees to these terms.

1. The service

SimpliChat receives client messages on a channel the firm already uses, matches them to a Clio Manage contact when it can do so with confidence, and writes a daily note to Clio. Staff may also reply from the application. The service is provided to invited firms only. We may refuse or end access at any time.

2. Who may use it

The firm is the customer. Individual staff use SimpliChat under the firm’s account. The firm is responsible for who it invites, for the Clio user who authorizes the application, and for how notes are used in its practice.

3. Clio

SimpliChat is not affiliated with Clio. Use of Clio remains under the firm’s agreement with Clio. The firm authorizes our application to access Contacts, Matters (read), and Users (read) so we can match senders and write notes. The firm can revoke that authorization in Clio. Revoking it stops new Clio writes. It does not delete history already stored in Clio.

4. Firm data

Messages, contact identifiers, and filing choices are stored so the service can run. Clio remains the system of record for contacts, matters, and notes we write there. The firm represents that it has the right to send us those messages and to file them to Clio.

5. Acceptable use

Do not use SimpliChat to break the law, to access another firm’s data, or to overload the service. Do not ask us to guess a contact or a matter when the match is not confident. We will not do that.

6. Availability

We aim to keep the service running. We do not promise uninterrupted access, and we are not liable for a missed or late note, a Clio outage, or a channel outage. A delayed note is preferable to a duplicate note in a client record. We will not auto-retry a write that may have already succeeded.

7. Fees

Fees, if any, are agreed with the firm separately. These terms still apply if there is no fee.

8. Disclaimers

The service is provided as is. We do not give legal advice. Notes are a record of messages, not a substitute for the firm’s own file.

9. Liability

To the extent the law allows, we are not liable for indirect, incidental, or consequential damages, or for lost profits, data, or goodwill. Our total liability for a claim is limited to the fees the firm paid us for the service in the three months before the claim, or one hundred US dollars if there were no fees.

10. Changes

We may update these terms. The date at the top will change. Continued use after that date is acceptance of the new terms.

11. Contact

Questions about these terms: hello@simplichat.co. See also the Privacy Policy.