Terms of Service

TERMS OF SERVICE

Balanced — California Fiduciary Accounting Software

Last Updated: May 20, 2026

1. ACCEPTANCE OF TERMS

These Terms of Service (“Terms”) govern your use of the Balanced website (balanced.law), the purchase of a license to the Balanced desktop application (“Software”), and any related services provided by Balanced Legal Technology, LLC (“Balanced,” “we,” “us,” or “our”). By accessing the website, purchasing a license, or otherwise using our services (collectively, the “Services”), you agree to be bound by these Terms.

These Terms work in conjunction with our End User License Agreement (EULA) and Privacy Policy. The EULA governs your use of the installed Software and is the controlling document for software-license terms. The Privacy Policy describes how we collect, use, and share information. In the event of a conflict between these Terms and the EULA with respect to the Software, the EULA controls.

If you do not agree to these Terms, the EULA, and the Privacy Policy, you must not use the Services.

2. DESCRIPTION OF SERVICES

Balanced provides:

The Services are described more fully in the marketing material on the website and in the EULA. The website materials are descriptive; the EULA is the controlling specification of the Software.

3. ELIGIBILITY

By using the Services, you represent and warrant that you:

The Services are not directed to users located outside the United States. See Section 4.19 of the EULA.

4. ACCOUNT, LICENSE, AND ACTIVATION

The Software requires a valid license key for activation. Your license is governed by the EULA, including the single-device installation limit, license-key validation requirements, and offline grace period described in EULA Sections 1 and 2.

You are responsible for safeguarding your license key and the credentials of any account associated with your purchase. You agree to notify us promptly at support@balanced.law if you believe your license key has been compromised, used without authorization, or distributed to any unauthorized party.

5. BILLING, SUBSCRIPTION, AND AUTO-RENEWAL

5.1 Pricing

The current price of a license is published on balanced.law. All fees are stated and charged in United States Dollars (USD). We may change pricing for new purchases at any time; existing license periods are unaffected.

5.2 Payment Processing

Payments are processed by Stripe, our third-party payment processor. By submitting payment information, you authorize Balanced (through Stripe) to charge your payment method for the amount of the purchase, plus any applicable taxes.

5.3 Annual Subscription and Auto-Renewal

Licenses are sold as annual subscriptions that automatically renew on each anniversary date unless cancelled. By purchasing a license, you authorize Balanced (through Stripe) to automatically charge your payment method on file for each subsequent annual renewal at the then-current renewal rate, until you cancel.

The renewal rate is the price prevailing for new purchases at the time of renewal unless we have separately committed in writing to a different rate. We will email you a reasonable notice in advance of each renewal charge.

5.4 Cancellation

You may cancel auto-renewal at any time by emailing support@balanced.law with the subject line “Cancel Subscription” at least thirty (30) days before your renewal date (per EULA Section 1). Cancellation takes effect at the end of your current paid annual period; you retain full access to the Software through that period.

5.5 Failed Payments

If a renewal charge fails (e.g., card expired, insufficient funds, or other failure reason), we will attempt to contact you to resolve the issue. If the payment cannot be successfully processed within a reasonable period, your license may be deactivated until payment is received. Deactivation does not entitle you to a refund or pro-rated credit.

5.6 Taxes

You are responsible for any applicable sales tax, use tax, value-added tax, or similar taxes arising from your purchase. Where required by law, we may collect such taxes on your behalf.

5.7 No Refunds

All sales are final. We do not offer refunds for license purchases under any circumstances, including but not limited to dissatisfaction with the Software, failure to use the Software, change of professional needs, or other reasons. This Section 5.7 mirrors EULA Section 9.5.

6. ACCEPTABLE USE OF THE WEBSITE

You agree NOT to:

7. INTELLECTUAL PROPERTY

The website, the Software, all content, design elements, trademarks, logos (including the “Balanced” name and the checkmark logo), source code, extraction algorithms, accounting computation methods, and all other intellectual property associated with the Services are the exclusive property of Balanced Legal Technology, LLC. All rights are reserved.

You are granted a limited, non-exclusive, non-transferable, revocable license to view and share publicly-available content on the website for non-commercial, personal informational purposes, subject to these Terms. No other use is authorized without our express written consent.

EULA Section 5 contains additional intellectual-property terms specific to the Software.

8. SUPPORT

We provide best-effort support via support@balanced.law. We do not guarantee any specific response time, support hours, or resolution time. Support is provided in our sole discretion and may evolve over time. Nothing in these Terms creates a service-level agreement or warranty of support availability.

We may request information from you about your environment, the institution whose statement is involved, the Software version, and the nature of the issue in order to investigate. You are not obligated to provide such information, but failure to do so may limit our ability to assist you.

9. THIRD-PARTY LINKS AND SERVICES

The website may link to or integrate with third-party websites or services (e.g., Stripe checkout, our payment processor; Loom, our demo hosting service). We are not responsible for, and do not endorse, the content, privacy practices, terms of service, or actions of any third party. Your use of any third-party service is subject to that third party’s own terms.

10. DISCLAIMER OF WARRANTIES

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. Without limiting the foregoing, Balanced expressly disclaims all warranties of merchantability, fitness for a particular purpose, accuracy, reliability, completeness, non-infringement, uninterrupted availability, and freedom from errors or harmful components.

EULA Section 6 contains additional warranty disclaimers specific to the Software, all of which apply with full force.

11. LIMITATION OF LIABILITY

OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICES — WHETHER IN CONTRACT, TORT, INDEMNITY, OR ANY OTHER THEORY — SHALL NOT EXCEED THE LESSER OF: (A) THE TOTAL AMOUNT YOU ACTUALLY PAID TO BALANCED FOR A LICENSE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED UNITED STATES DOLLARS ($100.00).

IN NO EVENT SHALL BALANCED 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 Balanced has been advised of the possibility of such damages. This includes (without limitation) damages for lost profits, lost revenue, lost business opportunities, loss of goodwill, loss of data, business interruption, damage to professional reputation, damages arising from court sanctions or fiduciary-duty claims related to filed accountings, malpractice claims, or any similar damages.

These limitations are fundamental elements of the basis of the bargain between you and Balanced. EULA Section 7 contains parallel and additional limitations specifically applicable to the Software, all of which apply with full force.

12. INDEMNIFICATION

You agree to indemnify, defend, and hold harmless Balanced and its officers, directors, employees, agents, affiliates, successors, and assigns from and against any and all claims, demands, actions, losses, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to:

EULA Section 8 contains additional indemnification obligations specific to the Software, all of which apply with full force.

13. MODIFICATIONS TO THE SERVICES

We reserve the right to modify, suspend, or discontinue any portion of the Services at any time, with or without notice. We will provide reasonable notice of material modifications when practicable. We are not liable to you or any third party for any such modification, suspension, or discontinuation. Existing license holders will continue to receive Software functionality reasonably consistent with the version they licensed for the duration of their paid annual period.

14. TERMINATION

We may terminate or suspend your access to all or any portion of the Services at any time, with or without cause and with or without notice, including without limitation if you breach these Terms or the EULA. Upon termination, your right to use the Services will cease immediately. Sections of these Terms that by their nature should survive termination shall so survive, including Sections 7 (Intellectual Property), 10 (Disclaimer of Warranties), 11 (Limitation of Liability), 12 (Indemnification), and 15 (Governing Law and Dispute Resolution).

You may terminate your relationship with us at any time by ceasing all use of the Services and cancelling your license per Section 5.4. Termination by you does not entitle you to a refund of prepaid fees.

15. GOVERNING LAW AND DISPUTE RESOLUTION

15.1 Governing Law

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

15.2 Binding Arbitration

Any disputes arising out of or relating to these Terms or the Services 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.

15.3 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.

15.4 Exception for Injunctive Relief

Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual property or confidential information.

These provisions mirror and supplement EULA Section 10.2.

16. GENERAL PROVISIONS

16.1 Entire Agreement

These Terms, together with the EULA and the Privacy Policy, constitute the entire agreement between you and Balanced concerning the Services and supersede all prior or contemporaneous agreements, representations, or understandings, whether oral or written.

16.2 Severability

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

16.3 Waiver

No failure or delay by Balanced in exercising any right under these Terms shall constitute a waiver of that right.

16.4 Assignment

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

16.5 No Third-Party Beneficiaries

These Terms are for the sole benefit of the parties and their permitted successors and assigns. No other person or entity has any rights or remedies under these Terms.

16.6 Force Majeure

Balanced shall not be 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, network or infrastructure failures, or other similar causes.

16.7 Notices

We may provide notices to you by email to the address associated with your license, by posting on the website, or by any other reasonable means. You may provide notices to us at support@balanced.law.

16.8 Headings

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

17. CHANGES TO THESE TERMS

We may update these Terms from time to time. The “Last Updated” date at the top indicates when these Terms were last revised. Material changes will be highlighted on the website. Your continued use of the Services after a change takes effect constitutes acceptance of the revised Terms. If you do not agree to the revised Terms, you must stop using the Services.

18. CONTACT

If you have questions about these Terms, please contact:

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

© 2026 Balanced Legal Technology, LLC. All rights reserved.
Questions about these terms? support@balanced.law