Outset — Terms of Service

Last updated: 2026-06-03 Version: 1.0

These Terms of Service ("Terms") govern access to and use of the Outset platform by Australian law firms and their authorised users.

By creating an account, accepting an order form, using the platform, or clicking to accept these Terms, the law firm or organisation you represent ("Firm", "you") agrees to these Terms with Outset Pty Ltd ("Outset", "we", "us").

If you are an individual who has submitted an intake form, received a claim-check link, or otherwise interacted with a law firm using Outset, these Terms do not make you an Outset customer. Your relationship is with the law firm.

1. The service

Outset provides software for law-firm intake, including configurable intake forms, guided call intake, triage, fit scoring, deadline checks, consultation booking, referrals, practice-management-system handoff, and related workflow features.

Outset is a software provider. Outset is not a law firm, does not provide legal services, and does not create a solicitor-client relationship with the Firm's clients or prospective clients.

2. Eligibility and authority

The platform is for law firms and legal-service businesses operating in Australia. If you create an account or accept these Terms on behalf of a Firm, you represent that you have authority to bind that Firm.

The Firm is responsible for all activity by its authorised users, including staff, contractors, and administrators invited into the Firm's Outset workspace.

3. Accounts and security

The Firm must keep user accounts accurate and current, disable access for users who no longer require it, and protect account credentials.

You must notify us promptly at nathan@outsetlegal.com if you suspect unauthorised access to the platform or to any connected integration.

4. Firm data and client information

"Firm Data" means information submitted to, stored in, or generated through the platform for the Firm, including client and prospective-client information.

The Firm owns its Firm Data. Outset processes Firm Data only to provide, secure, support, and improve the platform, and as otherwise set out in the Privacy Policy and Data Processing Agreement.

The Firm is the controller of client and prospective-client information. Outset is the processor. The Firm is responsible for providing any collection notices, obtaining any required consents, running conflict checks, and deciding whether and how to act on an enquiry.

5. Privacy, DPA, and subprocessors

Outset's data-handling terms are set out in:

• the Privacy Policy;
• the Data Processing Agreement; and
• the Sub-processor list.

The DPA applies to processing of Firm Data that includes personal information unless the parties have signed a separate data-processing agreement.

6. Legal and professional responsibility

Outset may help structure information, identify possible matter types, calculate configured deadline checks, summarise intake answers, and suggest routing or next steps.

Those outputs are software outputs. They are not legal advice. The Firm remains solely responsible for:

• reviewing every intake, summary, score, deadline check, and routing recommendation before relying on it;
• ensuring configured rule packs, matter-type questions, disclaimers, referral rules, and workflows are suitable for the Firm's practice;
• complying with professional obligations, including confidentiality, privilege, conflicts, undertakings, supervision, client-care obligations, advertising rules, and trust-account obligations; and
• deciding whether to accept, reject, refer, or otherwise act on a matter.

7. AI features

Outset uses AI features to assist with classification, extraction, summarisation, and workflow support. AI outputs can be incomplete, incorrect, or unsuitable for a particular matter.

The Firm must not treat AI output as a substitute for legal judgment, supervision, or review by a qualified legal practitioner.

Outset does not use Firm Data to train public AI models.

8. Integrations and third-party services

The platform can connect to third-party services such as calendars, practice-management systems, communications providers, identity providers, and other tools.

The Firm is responsible for the accounts, permissions, data, and terms that apply to third-party services it connects. Outset is not responsible for third-party service outages, data handling, pricing, or changes to third-party APIs.

If a third-party integration is disabled, unavailable, or revoked, some platform features may stop working until the connection is restored.

9. Acceptable use

The Firm must not, and must not permit users to:

• use the platform unlawfully or in breach of professional obligations;
• submit information it has no right to submit;
• use the platform to send spam, harassment, malware, or deceptive communications;
• attempt to bypass security controls, access another customer's data, or reverse engineer the platform except to the extent the law permits;
• overload, scrape, or interfere with the platform; or
• use the platform to make automated decisions about individuals without appropriate human review and legal oversight.

10. Fees, billing, and taxes

Fees are set out in the order form, checkout flow, pricing page, or other written agreement between the parties. Unless stated otherwise, fees are exclusive of GST and other taxes.

If fees are overdue, Outset may suspend access after reasonable notice unless the Firm is disputing the invoice in good faith.

11. Trials and beta features

We may offer trials, previews, or beta features. These are provided for evaluation and may be changed, withdrawn, or limited at any time.

Beta features should not be used for production legal workflows unless we state that they are production-ready.

12. Confidentiality

Each party must protect the other party's confidential information using reasonable care and may use it only for the purpose of the relationship under these Terms.

Firm Data is confidential information of the Firm.

13. Intellectual property

Outset owns the platform, software, documentation, designs, workflows, models, templates, and related intellectual property.

The Firm receives a limited, non-exclusive, non-transferable right to use the platform during the subscription term for its internal legal practice operations.

The Firm grants Outset the limited rights needed to host, process, transmit, secure, and support Firm Data in order to provide the platform.

14. Service availability and support

Outset will use reasonable efforts to keep the platform available and secure. Support contact details and response expectations are set out at Support.

We may perform maintenance, apply urgent security fixes, or suspend components where reasonably necessary to protect the platform, the Firm, other customers, or affected individuals.

15. Suspension and termination

Either party may terminate a subscription as set out in the order form or written agreement.

Outset may suspend or terminate access if the Firm materially breaches these Terms, fails to pay undisputed fees, creates a security risk, or uses the platform unlawfully.

On termination, we will make Firm Data available for export for a reasonable period unless prohibited by law, security requirements, or the Firm's own deletion instruction.

16. Disclaimers

To the maximum extent permitted by law, the platform is provided "as is" and "as available". We do not warrant that the platform will be uninterrupted, error-free, or that every output will be accurate or complete.

Nothing in these Terms excludes, restricts, or modifies any rights, guarantees, or remedies that cannot be excluded under the Australian Consumer Law or other applicable law.

17. Liability

To the maximum extent permitted by law, Outset's aggregate liability arising out of or relating to the platform or these Terms is limited to the fees paid by the Firm for the platform in the 12 months before the event giving rise to the claim.

To the maximum extent permitted by law, neither party is liable for indirect, consequential, special, exemplary, or punitive loss, or loss of profits, revenue, goodwill, or anticipated savings.

The limitations in this section do not limit liability that cannot be limited by law.

18. Changes to these Terms

We may update these Terms from time to time. If a change materially affects the Firm's rights or obligations, we will provide reasonable notice before the change takes effect.

Continued use of the platform after the effective date of updated Terms means the Firm accepts the updated Terms.

19. Governing law

These Terms are governed by the laws of New South Wales, Australia. The parties submit to the non-exclusive jurisdiction of the courts of New South Wales and the Federal Court of Australia.

20. Contact

Questions about these Terms: legal@outsetlegal.com

Security incidents: nathan@outsetlegal.com

Privacy questions: nathan@outsetlegal.com