Terms of Service

Pete Technology Inc. ("Pete," "we," "us," or "our") provides software that helps VA disability attorneys and their firms manage case knowledge, C-file workup, conversations, deadlines, and related practice workflows (the "Services").

Your access may be governed by an order form, subscription agreement, trial invitation, data processing addendum, business associate agreement, or other written agreement with Pete (each, an "Order Form"). If an Order Form conflicts with these Terms, the Order Form controls for that conflict.

The Services are for attorneys, law firms, accredited representatives, and authorized firm personnel working on VA disability matters. Veterans may interact with the Services only through firm-shared, case-bound document or communication flows.

You must be at least 18 years old and legally able to enter into these Terms. If we ask for VA accreditation, firm, employment, or authorization information, you agree to provide accurate information and keep it current.

If your use of Pete requires a data processing addendum, data protection agreement, client notice, bar-rule review, vendor approval, or other compliance step, you are responsible for completing that step before submitting regulated or sensitive production data that depends on it.

You are responsible for your account credentials and for activity that occurs through your account. Firm administrators are responsible for inviting users, assigning access, removing users who no longer need access, and maintaining appropriate permissions within their firm.

You may not share credentials, bypass access controls, access another firm's data, or use Pete in a way that interferes with the security or operation of the Services.

You are responsible for maintaining secure devices, firm-owned accounts where required by firm policy, appropriate user permissions, and prompt offboarding. You must notify Pete promptly if you suspect unauthorized access, credential compromise, or misuse of the Services.

"Customer Data" means data, documents, messages, recordings, transcripts, case notes, C-files, filings, deadlines, VA API-derived records, VA-connected submission or status data, connected account metadata, calendar availability and event data, and other materials submitted to, generated in, or connected with Pete by or for a customer or its authorized users. As between you and Pete, you retain ownership of Customer Data.

You represent that you have the rights, permissions, notices, consents, and authorizations required to submit Customer Data to Pete and to allow Pete to process it to provide the Services. This includes any personal information, protected health information, veteran records, call recordings, SMS messages, email content, calendar information, and third-party materials you provide or connect.

We may process Customer Data to provide, secure, maintain, support, and improve the Services; to generate outputs requested by authorized users; to comply with law; and to produce aggregated or de-identified information that does not identify a customer, firm, user, veteran, or case. We do not use Customer Data to train third-party large language models.

We do not sell, license, broker, or monetize Veteran data, VA API-derived data, case records, or Customer Data.

Pete's processing of Customer Data does not create an attorney-client relationship between Pete and any veteran, client, claimant, or prospective client. You are responsible for privilege, confidentiality, client file, retention, supervision, communication-consent, and professional responsibility obligations that apply to your firm's use of the Services.

If you or your firm connects a third-party account, mailbox, calendar, phone, storage, authentication, or other integration to Pete, you authorize Pete to access, process, and use the connected provider information needed to provide the connected functionality through the permissions you grant. Do not connect an account unless you are authorized by the account owner and your firm, and unless your firm has approved that account for the type of case, client, privileged, health, or other sensitive information that may be processed through it.

Email integrations may allow Pete to read, sync, classify, match, and store messages and thread metadata from a connected mailbox for case-bound workflows. Where send authority is enabled, Pete may send case-specific emails from the connected mailbox only through an approved workflow and only after the required attorney or authorized firm-user action. You remain responsible for recipient accuracy, communication consent, privilege and confidentiality review, attorney supervision, client instructions, and any professional or legal duties that apply to email communications.

Calendar integrations may allow Pete to read availability and create case-related meetings, invitations, provider meeting links, and related event metadata on a connected calendar. You remain responsible for calendar accuracy, firm scheduling rules, deadline controls, client notice, and any professional duties that apply to meetings or calendar management. Pete is not a docketing system of record or a substitute for your firm's independent calendar controls.

Disconnecting an integration stops future access by Pete through that stored connection and causes Pete to delete stored OAuth credentials for that connection under our retention procedures. Disconnecting does not automatically delete existing case records, emails, messages, meetings, audit records, security records, provider-side data, or information retained under an Order Form, legal hold, case-record retention rule, or approved deletion workflow. You may also need to revoke Pete access through the third-party provider.

Third-party provider availability, permissions, delivery, invite behavior, spam filtering, outages, account policies, and provider-side changes remain outside Pete's control. Pete may fail closed or require reconnection if a provider permission, token, account state, or security condition prevents the connected workflow from operating safely.

Pete and its licensors own the Services, software, workflows, interfaces, templates, documentation, designs, models, prompts, methods, and other technology we provide, including improvements and derivative works. These Terms do not transfer any Pete intellectual property rights to you.

Subject to these Terms and any applicable Order Form, Pete grants you a limited, non-exclusive, non-transferable, revocable right to access and use the Services for your firm's authorized internal case-work purposes.

If you provide feedback, suggestions, or ideas, we may use them without restriction or compensation, provided we do not disclose your confidential information or identify your firm without permission.

Where the Services support a VA API or Lighthouse-connected workflow, you are responsible for ensuring that your firm and users have the required authority, client consent, accreditation, representative status, or other permission to request, submit, retrieve, or use the relevant information.

You may use VA-connected information only for authorized, case-bound representation, case administration, filing, status-monitoring, and related firm workflows. You may not use Pete or VA-connected information to misrepresent identity, authority, accreditation, representative status, or client consent, or to resell, broker, monetize, scrape, bulk export, re-identify, or use Veteran data for unrelated purposes.

You are responsible for complying with applicable VA API terms, Privacy Act requirements, VA accreditation rules, representative-authority requirements, client instructions, professional rules, and any restrictions that apply to VA patient health, claims, disability, service-history, submission, status, or benefits data.

Attorney strategy, legal judgment, filing decisions, and final work product review remain with the attorney and authorized firm users. Pete is not a law firm and does not provide legal advice.

AI-assisted features may generate summaries, case-review materials, answers, suggested deadline context, and other output ("Output"). Output may be incomplete, inaccurate, or unsuitable for a particular legal use.

Pete is not a law firm and does not provide legal advice, legal opinions, representation, or expert testimony. Attorneys and authorized firm users are responsible for reviewing Output, verifying citations, exercising professional judgment, and deciding how to use any information in a matter. Veterans do not form an attorney-client relationship with Pete by using the Services.

You may not rely on Output as the sole source for a legal deadline, filing decision, legal advice, client communication, medical conclusion, benefits entitlement, or final work product. Pete does not sign, submit, file, or communicate substantive legal advice unless an authorized attorney or firm user approves the applicable action through an approved workflow.

You agree not to, and not to permit anyone else to:

• reverse engineer, copy, resell, or misuse the Services;
• use Pete to build or train a competing product or service;
• upload unlawful, infringing, malicious, or unauthorized materials;
• interfere with, probe, scan, overload, or disrupt the Services or related systems;
• misrepresent identity, accreditation, firm affiliation, or authority to act for a client or firm;
• connect, sync, read, send from, or schedule through any third-party account, mailbox, calendar, or provider account without required account-owner, firm, client, or legal authority;
• use Pete to make automated calls, texts, or emails without all legally required consent; or
• submit regulated, privileged, or sensitive production data to an environment or workflow that your firm has not approved for that data;
• use Pete for consumer profiling, credit, employment, insurance, housing, eligibility determinations outside the authorized case, or other high-risk decisions without the required legal basis and human review;
• attempt unauthorized security testing, vulnerability scanning, prompt-injection testing, scraping, credential harvesting, or rate-limit circumvention;
• use Pete in violation of applicable law, court rules, professional rules, privacy obligations, or contractual duties.

Fees, billing cadence, usage limits, trial terms, and payment obligations are set out in the applicable Order Form or checkout flow. Unless the Order Form says otherwise, fees are non-refundable except where required by law.

We may suspend or limit access for non-payment, suspected misuse, security risk, or use that materially degrades the Services. We will use reasonable efforts to provide notice when practical.

You are responsible for taxes, payment-method accuracy, and amounts incurred by your authorized users unless an Order Form states otherwise. Payment processing may be handled by a third-party payment provider under its own terms.

Each party may receive non-public business, technical, financial, legal, or case information from the other party. The receiving party will use confidential information only as permitted by these Terms and will protect it using reasonable safeguards.

We use administrative, technical, and organizational safeguards designed to protect Customer Data. No service is perfectly secure, and you are responsible for using Pete in a secure manner, managing user access, and promptly notifying us of suspected unauthorized access.

No data processing addendum, data protection agreement, or other regulated-data agreement is effective unless separately signed or otherwise expressly incorporated into an Order Form. If one is required for your use case, do not submit the covered data until the required agreement and vendor review are complete.

The Services may interoperate with third-party services such as authentication, cloud hosting, storage, communications, email, calendar, analytics, billing, and AI providers. Your use of third-party integrations may also be governed by those providers' terms and privacy policies.

We are not responsible for third-party services outside our control, but service providers that support the Services must follow appropriate confidentiality, security, and data protection obligations. You are responsible for any third-party account, integration, credential, consent, or permission that your firm connects to Pete.

VA patient health, claims, disability, service-history, and case data are not exposed through public resale APIs. We may use contracted subprocessors for hosting, database, storage, AI or OCR processing, email, SMS, telephony, billing, analytics, monitoring, support, and operations only as needed to provide, secure, support, and maintain the Services.

We will not publicly identify a firm as a customer in a case study, testimonial, or logo list without permission, unless an Order Form or other written agreement says otherwise.

These Terms apply while you access or use the Services. Either party may terminate access as provided in an Order Form. We may terminate or suspend access if you materially breach these Terms, create security or legal risk, or fail to pay amounts due.

We may immediately suspend access where necessary to protect the Services, Customer Data, other customers, users, service providers, or legal obligations. Suspension does not waive any other right or remedy.

After termination, sections that by their nature should survive will survive, including ownership, confidentiality, disclaimers, limitations of liability, payment obligations, and dispute terms. Data export and deletion will be handled under the applicable Order Form, data processing addendum, or our standard retention procedures.

Except as expressly stated in an Order Form, the Services and Output are provided "as is" and "as available." We disclaim warranties of merchantability, fitness for a particular purpose, non-infringement, uninterrupted operation, error-free operation, and any warranty arising from course of dealing or usage of trade.

We do not guarantee legal outcomes, benefit awards, deadline accuracy without attorney verification, VA processing timelines, claim success, or that any Output will satisfy a customer's professional obligations.

The Services are not a court, agency, docketing system of record, medical device, emergency service, archival record system, or substitute for a firm's professional supervision, calendar controls, document-retention program, client-file obligations, or independent review of source material.

You will defend, indemnify, and hold Pete harmless from claims, losses, liabilities, damages, costs, and expenses arising from Customer Data, your use of the Services, your violation of these Terms, your violation of law, your professional, privacy, communication-consent, connected-account, VA authorization, or client obligation, or your infringement or misappropriation of third-party rights.

We will defend and indemnify you against third-party claims alleging that the Services, as provided by us and used in accordance with these Terms, infringe a third party's intellectual property rights, subject to customary exclusions for Customer Data, modifications, combinations, or misuse.

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost goodwill, or data loss, even if advised of the possibility of those damages.

To the maximum extent permitted by law, each party's total liability arising out of or relating to the Services will not exceed the amounts paid or payable to Pete for the Services in the twelve months before the event giving rise to the claim. This limitation does not apply where prohibited by law, to your payment obligations, or to your indemnification obligations. Any different confidentiality, security, data processing, or business associate liability cap must be stated in an Order Form or signed addendum.

Unless an Order Form states otherwise, these Terms are governed by the laws of the State of Delaware, without regard to conflict-of-law rules. The parties consent to exclusive jurisdiction and venue in the state and federal courts located in Delaware, unless applicable law requires another forum.

To the extent permitted by law, each party waives any right to a jury trial and agrees to resolve disputes only on an individual basis, not as a plaintiff or class member in a class, consolidated, or representative proceeding. Either party may seek injunctive or equitable relief to protect confidential information, intellectual property, security, or service integrity.

We may update these Terms from time to time. The updated version will be indicated by the updated date above. Material changes may be communicated by posting notice, sending email, or another reasonable method.

Questions about these Terms can be sent to legal@pete.vet.