Assist Mi Legal Third-Party Integration Terms

# Assist Mi Legal Third-Party Integration Terms Version 1.0 Effective Date: August 1, 2026 ## 1. Purpose These Third-Party Integration Terms ("Integration Terms") govern the use of external services connected to Assist Mi Legal. These terms supplement the: Terms of Service User Agreement AI Use Policy Email Assistant Terms By connecting a third-party service, Customer agrees to these Integration Terms. ## 2. Connected Services Assist Mi Legal may support integration with third-party platforms including, but not limited to: Microsoft 365 Google Workspace Outlook Gmail Microsoft Teams SharePoint OneDrive Google Drive Dropbox Box QuickBooks Clio Zoom RingCentral OpenPhone DocuSign Adobe Sign and future third-party services. These services are collectively referred to as "Connected Services." ## 3. Authorization By connecting a Connected Service, Customer authorizes Assist Mi Legal to: Access authorized data Synchronize authorized records Import information Export information Update information Create records Execute approved workflows within the scope of permissions granted by Customer. ## 4. User Responsibility Customer is responsible for: Reviewing requested permissions Understanding permission scopes Managing connected accounts Managing user access Revoking access when appropriate Customer should only connect services for which it possesses appropriate authority. ## 5. Permission Scopes Connected Services may provide access to: Email Calendars Contacts Documents Matters Billing records Financial records Communication records Assist Mi Legal accesses only information authorized by Customer and supported by the integration. ## 6. Synchronization Activities Connected Services may be used to: Import documents Export documents Synchronize contacts Synchronize calendar items Synchronize matters Synchronize billing records Publish updates Execute workflows Synchronization may be manual, scheduled, or event-driven. ## 7. Third-Party Terms Customer acknowledges that Connected Services are governed by separate agreements between Customer and the third-party provider. Customer remains responsible for complying with: Microsoft terms Google terms Clio terms QuickBooks terms Other applicable provider terms Nothing in this Agreement modifies Customer's obligations to those providers. ## 8. Third-Party Availability Assist Mi Legal does not control Connected Services. Company is not responsible for: Service outages API changes Permission changes Rate limits Provider restrictions Data access limitations Service discontinuations Third-party providers may change functionality without notice. ## 9. Data Accuracy Data synchronized through Connected Services may be: Delayed Incomplete Duplicated Modified Unavailable Customer is responsible for verifying information before relying upon it. ## 10. Connected Service Security Customer is responsible for: Securing connected accounts Managing credentials Managing administrator permissions Monitoring connected applications Compromise of a Connected Service may impact platform functionality. ## 11. Revocation of Access Customer may revoke integration access at any time through: Connected application settings Third-party provider settings Administrative controls Revocation may disable associated functionality. ## 12. Workflow Automation Connected Services may participate in automated workflows. Examples include: Matter creation Calendar synchronization Email processing Document publishing Billing activities Reporting Customer remains responsible for reviewing and approving workflow configurations. ## 13. AI-Assisted Processing Connected Service data may be used by platform features, including AI-powered functionality, to: Organize information Generate summaries Draft communications Suggest actions Create workflows Such use remains subject to the AI Use Policy. ## 14. Confidential Information Customer is responsible for determining whether information synchronized through Connected Services may appropriately be processed through the platform. Nothing in these Integration Terms constitutes legal advice regarding confidentiality, privilege, privacy obligations, or regulatory compliance. ## 15. Compliance Responsibilities Customer remains responsible for: Regulatory compliance Ethical obligations Privacy obligations Data retention requirements Recordkeeping obligations Assist Mi Legal does not guarantee compliance with any particular regulatory framework. ## 16. Suspension Assist Mi Legal may suspend or disable integrations when necessary to: Protect platform security Respond to abuse Comply with provider requirements Address technical issues ## 17. Limitation of Liability Assist Mi Legal is not responsible for damages arising from: Third-party outages API failures Synchronization failures Provider policy changes Provider security incidents Provider service interruptions Customer assumes responsibility for supervising integration usage. ## 18. Acceptance By connecting a third-party service, Customer acknowledges and agrees that: 1. Assist Mi Legal may access authorized data. 2. Synchronization activities may occur. 3. Third-party services are governed by separate agreements. 4. Third-party outages may impact functionality. 5. Customer remains responsible for reviewing synchronized information. 6. Customer remains responsible for compliance obligations. I have read and agree to the Assist Mi Legal Third-Party Integration Terms.