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SolicitorOS Terms of Service

These Terms govern access to and use of SolicitorOS, a practice-management platform for law firms. By creating a workspace or using SolicitorOS, the firm and its authorised users agree to use the platform lawfully, responsibly and only for legitimate legal-practice operations.

1. Service scope

SolicitorOS provides tools for matter management, client records, tasks, diary events, documents, billing, client-account record support, research records, workflows, reports and team permissions. SolicitorOS supports recordkeeping and operational control; it does not replace professional legal judgement, regulatory duties or independent compliance review.

2. Firm responsibility

The firm remains responsible for the accuracy of all information entered into SolicitorOS, the conduct of its users, client communications, client-account decisions, billing decisions and compliance with applicable professional, privacy and financial obligations.

3. Users and permissions

Firm owners and administrators are responsible for creating users, assigning roles, granting permissions and removing access when a user no longer requires access.

4. Documents and data

SolicitorOS provides structured storage and permission-checked access controls. Firms must ensure that uploaded documents are appropriate, lawful and backed up according to their own risk-management requirements.

5. Billing and client account entries

Billing and client-ledger tools are provided for practice administration and audit-readiness support. SolicitorOS does not guarantee compliance with the SRA Accounts Rules, rules of professional conduct, tax law, accounting rules or any other regulatory framework.

6. Acceptable use

Users may not misuse the platform, attempt unauthorised access, upload malicious files, interfere with service integrity or use SolicitorOS for unlawful purposes.

7. Acceptance

These terms apply from the moment an account is created. The sign-up form says so above its button: creating the account is acceptance of these terms and of the Privacy Policy. SolicitorOS records when that acceptance was given, from which address, and which version of the terms was in force, on the account and on the firm’s audit trail.

Last updated 19 September 2026.