LexConnectPro. A trading name of Tom Street & Co. Solicitors Limited
Last updated: 19 March 2026
Effective from: 19 March 2026
These Terms apply to all use of the Tribunal Preparation Service from the effective date, including accounts and case data created before this version was published. The terms described here reflect how the Service has operated since its launch.
IMPORTANT: Clause 9 (Limitation of liability) requires review by a professional negligence specialist before deployment. See Action Items at the end of this document.
Part 1: Terms of Service
1. Definitions and interpretation
1.1 In these Terms, the following definitions apply:
(a) “Service” means the Tribunal Preparation Service accessible at lexconnectpro.com, including all stages, document generation tools, and case assessment features.
(b) “Provider” means Tom Street & Co. Solicitors Limited (company number 07798646, SRA number 566718), trading as LexConnectPro and Tribunal Claim Solicitors. Registered address: Maidsgrove Farm, Frome, Somerset, BA11 2PY.
(c) “User” means any individual who creates an account and uses the Service.
(d) “Documents” means any documents generated by the Service, including but not limited to particulars of claim, schedules of loss, witness statements, document bundles, chronologies, case summaries, lists of issues, letters of claim, skeleton arguments, cast lists, and preliminary hearing agendas.
(e) “Legal Advice” means advice given by a qualified legal professional about the application of the law to a specific individual’s circumstances, including recommendations about what course of action to take.
(f) “Legal Information” means general information about the law, legal procedures, and legal tests, which does not constitute a recommendation about a specific individual’s course of action.
(g) “Solicitor” means a qualified solicitor regulated by the Solicitors Regulation Authority.
(h) “Retainer” means a signed written agreement between the User and Tom Street & Co. Solicitors Limited under which the firm agrees to act for the User in a professional legal capacity with all attendant professional duties and regulatory obligations.
(i) “Reviewed Document” means a Document which has been personally reviewed and approved by a Solicitor acting under a Retainer.
(j) “Draft Document” means any Document generated by the Service which has not been reviewed and approved by a Solicitor acting under a Retainer. All Documents generated by the Service are Draft Documents unless and until a Solicitor confirms in writing that they have been reviewed.
2. Nature of the Service
2.1 The Service provides Legal Information and document preparation tools. The Service does not provide Legal Advice.
2.2 The Service uses artificial intelligence technology to help Users organise information about their employment situation, understand the legal tests applicable to their claims, and generate draft documents suitable for use in employment tribunal proceedings.
2.3 The legal information provided by the Service is derived from publicly available sources including Acts of Parliament, statutory instruments, published case law, tribunal guidance, and the ACAS Code of Practice. The Service presents this information in accessible language to help Users understand the legal framework. This is the same type of information provided by Citizens Advice, ACAS, trade unions, law centres, and the tribunal service itself.
2.4 No solicitor-client relationship exists between the User and the Provider by virtue of the User using the self-service features of the Service. A solicitor-client relationship can only be created by a signed Retainer.
2.5 The Service may, at the conclusion of the process, offer the User the option of having their case reviewed by a solicitor at Tom Street & Co. Solicitors Limited. See Section 7 for details. No solicitor-client relationship is created unless and until both parties sign a Retainer.
2.6 The Service uses artificial intelligence provided by third-party large language model providers (including Anthropic, OpenAI, and Google) to generate Documents and case assessments. When the User provides information to the Service, that information is processed by these AI systems to produce outputs. Full details of how AI is used, which providers are involved, and what safeguards are in place are set out in our AI Transparency & Automated Decision-Making Policy. The User’s rights regarding automated decision-making are set out in that policy and in our Privacy Policy.
2.7 The Provider is a solicitors firm regulated by the Solicitors Regulation Authority. The self-service Tribunal Preparation Service is a legal information and document preparation tool. Using the self-service tool does not engage the Provider’s professional duties as solicitors. The Provider’s professional duties as a regulated law firm attach only to work carried out under a signed Retainer. This is no different from a solicitors firm publishing a legal guide, providing general information on its website, or running a free public seminar, none of which creates a solicitor-client relationship.
3. What the Service is not
3.1 The self-service features of the Service do not constitute the provision of legal services within the meaning of the Legal Services Act 2007, notwithstanding that the Provider is a regulated law firm. The self-service tool provides Legal Information and document preparation.
3.2 The Service does not provide Legal Advice. At no point during the use of the self-service features will the User receive advice about whether to bring a claim, whether they will succeed, what they should do, or what outcome they should accept. Where the Service refers to prospects of success or estimated settlement ranges, these are algorithmic estimates based on the information provided by the User and do not constitute Legal Advice or a guarantee of any outcome.
3.3 The Service does not replace the need for independent legal advice. The User is encouraged to seek independent legal advice before making significant decisions about their employment tribunal claim.
3.4 No person employed by or associated with the Provider reviews any Document generated by the Service unless a separate Retainer has been entered into. Documents generated by the self-service features are produced by automated systems based on the information the User provides.
4. Draft Documents: the critical distinction
4.1 All Documents generated by the Service are Draft Documents. They are clearly marked “DRAFT: NOT YET REVIEWED BY A SOLICITOR” or with equivalent wording.
4.2 Draft Documents are based solely on the information provided by the User. The Provider does not independently verify any fact, date, name, figure, or claim entered by the User. If the information the User provides is inaccurate, incomplete, or misleading, the Documents generated will reflect those inaccuracies.
4.3 Draft Documents have not been reviewed by a Solicitor. They may contain errors, omissions, or legal arguments that are inappropriate for the User’s specific circumstances. AI-generated content may include inaccuracies (sometimes referred to as “hallucinations”) which are a known limitation of current AI technology.
4.4 The User is solely responsible for reviewing all Draft Documents for accuracy before using them in any legal proceeding.
4.5 A Draft Document becomes a Reviewed Document only when a Solicitor, acting under a signed Retainer, confirms in writing that they have reviewed and approved it. The removal of the DRAFT watermark from a Document signifies that this review has taken place.
4.6 The Provider accepts no liability whatsoever for the content, accuracy, completeness, or legal sufficiency of any Draft Document. This exclusion applies whether the User uses the Document in tribunal proceedings, in correspondence with their employer, in ACAS conciliation, or for any other purpose. See clause 9 (Limitation of liability) for full details.
5. User responsibilities
5.1 The User is responsible for the accuracy and completeness of all information they provide to the Service. The quality of the Documents generated depends entirely on the quality of the information provided.
5.2 The User is responsible for reviewing all Documents generated by the Service before using them.
5.3 The User acknowledges that employment law is complex and that the legal tests and information presented by the Service, while based on current law, may not address every nuance of the User’s specific situation.
5.4 The User acknowledges that employment tribunal time limits are strict (generally three months less one day from the act complained of, or the date of dismissal) and that the Service does not monitor or guarantee compliance with any time limit. The User is responsible for ensuring their claim is submitted within the applicable time limit.
5.5 The User acknowledges that the case assessment and prospects of success score provided by the Service are algorithmic estimates only. Actual tribunal outcomes depend on many factors including the evidence presented, the quality of witness testimony, the specific tribunal panel, and the respondent’s defence, none of which the Service can predict.
6. Account, data, and privacy
6.1 Users must create an account to use the Service. This is required to keep the User’s data secure and to enable the User to return to their case and documents.
6.2 The User’s data is processed in accordance with our Privacy Policy. Platform data is stored on secure servers within the European Union (Frankfurt, Germany) using industry-standard encryption. Certain data is processed by third-party service providers located outside the UK, including AI providers based in the United States. Appropriate safeguards for international data transfers are in place as described in the Privacy Policy.
6.3 The User retains ownership of all information they provide to the Service and all Documents generated from that information.
6.4 The User may request deletion of their account and all associated data at any time by contacting mail@tomstreet.co.uk. Deletion will be carried out within 30 days in accordance with UK GDPR, subject to any legal or regulatory retention obligations as described in the Privacy Policy. Please note that data already sent to AI providers for processing will be retained by those providers for their stated abuse monitoring periods (see Privacy Policy, Section 5.1) and cannot be deleted earlier by us.
6.5 The nature of employment tribunal claims means that the information the User provides may include special category data as defined by UK GDPR Article 9, such as information about health conditions, disability, race, religion, sexual orientation, or trade union membership. The User acknowledges that by providing this information to the Service, it will be processed by the Service (including by AI systems) for the purpose of generating Documents. The lawful bases for processing special category data are set out in the Privacy Policy.
6.6 The User’s data is not used to train AI models. Our agreements with AI providers, and the terms of their commercial API products, explicitly prohibit the use of inputs and outputs for model training purposes. AI providers temporarily retain inputs and outputs for abuse monitoring purposes only (typically 30 to 55 days depending on the provider), after which data is automatically deleted. Full details of provider retention periods are set out in the Privacy Policy.
7. AI processing consent and service options
7.1 The Service uses artificial intelligence to read, analyse, and process documents and information provided by the User. This AI processing is what enables the Service to operate at low or no cost. Without AI processing, the work involved in reading documents, extracting key information, and drafting tribunal paperwork would need to be carried out manually by a solicitor, at significantly higher cost.
7.2 For the free self-service Tribunal Preparation tool: AI processing is a core feature of the free Service. The free Service cannot function without AI processing. By using the free Service, the User consents to their documents and case information being processed by the AI providers listed in our AI Transparency & Automated Decision-Making Policy. If the User does not wish their data to be processed by AI, the free self-service tool is not available to them, but they may contact us to book a paid consultation where documents are reviewed manually (see clause 7.4).
7.3 For paid services (including instructed cases under a Retainer): The User will be given the choice between AI-assisted and fully manual processing:
(a) AI-assisted processing (standard). AI handles document reading, information extraction, and first-draft preparation. A solicitor reviews, refines, and approves all outputs. This is the Provider’s standard service and is reflected in the Provider’s standard pricing, including no-win-no-fee arrangements where applicable.
(b) Fully manual processing. If the User does not consent to AI processing of their documents and case information, all work will be carried out manually by a solicitor. Because this requires significantly more solicitor time, it is charged at the Provider’s standard hourly rate. The User will be given a clear estimate of the cost difference before being asked to decide.
7.4 The User’s choice between AI-assisted and fully manual processing does not affect the quality of the final work product. In both cases, a solicitor reviews and takes professional responsibility for the work. The difference is in how the preparatory work is carried out, which affects the time and therefore the cost involved.
7.5 The User may change their preference regarding AI processing at any time by contacting the Provider. If the User withdraws consent for AI processing during the course of an instructed matter, the Provider will switch to fully manual processing and the fee basis may change accordingly. The User will be informed of any cost implications before the change takes effect.
7.6 Regardless of whether the User chooses AI-assisted or fully manual processing, the Provider’s professional duties under the Retainer (including the duty of competence, the duty to act in the client’s best interests, and the duty of confidentiality) apply equally.
8. Solicitor review and instruction
8.1 At the conclusion of the self-service process, the User may be offered the option of having their case and Documents reviewed by a solicitor at Tom Street & Co. Solicitors Limited. As LexConnectPro is a trading name of Tom Street & Co. Solicitors Limited, this is not a referral to a separate firm but an offer to engage the firm’s professional legal services.
8.2 If the User wishes to proceed, their case information and Documents will be reviewed by a qualified solicitor. The firm will contact the User within 48 hours to advise whether it is able to offer representation. The firm is under no obligation to accept any case.
8.3 No solicitor-client relationship exists unless and until both parties sign a Retainer. Until a Retainer is signed, no professional duties are owed to the User beyond those applicable to the free self-service tool.
8.4 If the firm offers representation, the terms of that representation (including any fees, success fees, or damages-based agreements) will be set out in a separate Retainer which both parties must sign.
8.5 For the avoidance of doubt: the free self-service Tribunal Preparation Service and the paid solicitor-reviewed service are both provided by Tom Street & Co. Solicitors Limited. The distinction is between (a) a free, automated, self-service information and document preparation tool, and (b) a professional legal service provided by qualified solicitors under a signed Retainer with all attendant professional duties and regulatory obligations.
9. Assisted sessions
9.1 The User may book an assisted session in which a paralegal or other professional guides them through the Service via screen-share.
9.2 An assisted session is a guided session using the Service. The professional assisting the User is helping them operate the tool and understand the questions being asked. The professional is not providing Legal Advice.
9.3 The fee for an assisted session is stated at the time of booking. Payment is required before the session takes place.
9.4 All Documents generated during an assisted session remain Draft Documents subject to the same limitations and exclusions as Documents generated during self-service use.
10. Limitation of liability
This clause must be reviewed by a professional negligence specialist before deployment. The reviewer should specifically consider whether operating the Service through an SRA-regulated firm creates a higher duty of care than these terms attempt to exclude.
10.1 The Provider provides the Service on an “as is” and “as available” basis.
10.2 To the fullest extent permitted by law, the Provider excludes all liability for:
(a) the content, accuracy, completeness, or legal sufficiency of any Draft Document generated by the Service;
(b) any loss, damage, cost, or expense (including legal costs) suffered by the User as a result of relying on any Draft Document or any information provided by the Service;
(c) any loss, damage, cost, or expense arising from the User’s use of any Draft Document in any legal proceeding, negotiation, correspondence, or other context;
(d) any error or omission in the legal information provided by the Service, including any failure to reflect recent changes in the law, case law, or tribunal practice;
(e) any inaccuracy in AI-generated content, including factual errors, incorrect legal citations, or outputs that do not reflect the current state of the law;
(f) any loss arising from the failure of the Service to identify a claim the User may have, to correctly assess the prospects of a claim, or to identify weaknesses in the User’s case;
(g) any failure of the User to comply with tribunal time limits, procedural requirements, or orders;
(h) any decision made by the User based on information provided by the Service, including decisions about whether to bring or pursue a claim, whether to accept or reject a settlement offer, or whether to attend a tribunal hearing;
(i) the outcome of any tribunal hearing, ACAS conciliation, or negotiation in which the User uses Documents generated by the Service;
(j) any temporary retention of the User’s data by AI providers for abuse monitoring purposes, as described in the Privacy Policy.
10.3 The exclusions in clause 10.2 apply whether or not the Provider was aware of or advised of the possibility of such loss or damage, and whether the claim is brought in contract, tort (including negligence), breach of statutory duty, or otherwise.
10.4 Nothing in these Terms excludes or limits the Provider’s liability for death or personal injury caused by negligence, fraud or fraudulent misrepresentation, or any other liability that cannot be excluded or limited by law.
10.5 To the extent that any liability of the Provider cannot be excluded, the Provider’s total aggregate liability to the User in respect of all claims arising out of or in connection with the Service shall not exceed the greater of (a) the amount paid by the User for the Service (if any) or (b) GBP 100.
10.6 The User acknowledges and agrees that the exclusions and limitations in this clause 10 are reasonable given that (a) the Service is provided free of charge for self-service users, (b) the Service provides Legal Information and document preparation, not Legal Advice, (c) the User is advised to seek independent legal advice, (d) the Documents are clearly marked as drafts that have not been reviewed by a Solicitor, and (e) the User has been informed that AI-generated content may contain errors.
11. Indemnity
11.1 The User agrees to indemnify the Provider against any claim, loss, damage, cost, or expense (including legal costs) arising from:
(a) the User’s breach of these Terms;
(b) the User’s use of any Draft Document in a manner inconsistent with these Terms, including use of a Draft Document as though it were a Reviewed Document;
(c) any claim brought by a third party arising from the User’s use of the Service or Documents generated by the Service;
(d) the inaccuracy or incompleteness of information provided by the User to the Service.
12. No warranty
12.1 The Provider does not warrant that:
(a) the Service will be available at all times or without interruption;
(b) the legal information provided by the Service is complete, current, or free from error;
(c) any Document generated by the Service is fit for any particular purpose, including use in tribunal proceedings;
(d) the case assessment or prospects of success score reflects the likely outcome of any legal proceeding;
(e) the estimated settlement ranges reflect amounts that will or could be recovered;
(f) AI-generated outputs are accurate, complete, or free from errors or omissions.
13. The distinction between free and paid services
13.1 The self-service Tribunal Preparation Service is provided free of charge. No payment is required to complete the process or to receive the Documents.
13.2 The Provider’s liability in respect of the free Service is limited as set out in clause 10. The User acknowledges that these limitations are a condition of the Service being provided free of charge and that the Service would not be provided on a free basis without these limitations.
13.3 Where the User pays for an assisted session, the Consumer Rights Act 2015 requires that the session is provided with reasonable care and skill. This obligation relates to the conduct of the session itself (for example, that the professional is competent in operating the tool) and does not extend to the content or legal sufficiency of the Documents generated.
13.4 Where the User enters into a Retainer with Tom Street & Co. Solicitors and pays for legal representation, the terms of that representation (including the standard of care and any liability) are governed by the Retainer agreement, not by these Terms. The firm’s professional duties as a regulated law firm attach only to work carried out under the Retainer.
14. Intellectual property
14.1 The Service, including all software, algorithms, legal templates, question frameworks, and system prompts, is the intellectual property of the Provider and is protected by copyright.
14.2 The User is granted a personal, non-exclusive, non-transferable licence to use the Service and the Documents generated for the purpose of their own employment tribunal claim. The User may not resell, distribute, or commercially exploit the Service or any Documents.
14.3 The User retains ownership of all factual information they provide and may use the Documents generated for any purpose related to their own claim.
15. Changes to these Terms
15.1 The Provider may update these Terms from time to time. The current version will be available at lexconnectpro.com. Material changes will be notified to Users by email.
15.2 Continued use of the Service after notification of changes constitutes acceptance of the updated Terms.
16. Related policies
16.1 These Terms should be read alongside the following policies, which form part of the agreement between the User and the Provider:
- Privacy Policy: how we collect, process, store, and protect your personal data
- AI Transparency & Automated Decision-Making Policy: how AI is used in the Service, your rights regarding automated decisions, and the safeguards in place
- Cookie Policy: how we use cookies on the platform
- How We Use AI: a plain-English explanation of our approach to AI, the two-tier service model, and your choices
17. Governing law and jurisdiction
17.1 These Terms are governed by the laws of England and Wales.
17.2 Any dispute arising from these Terms or the use of the Service shall be subject to the exclusive jurisdiction of the courts of England and Wales.
18. Severability
18.1 If any provision of these Terms is found to be invalid or unenforceable by a court of competent jurisdiction, that provision shall be severed and the remaining provisions shall continue in full force and effect.
19. Entire agreement
19.1 These Terms, together with the Privacy Policy, AI Transparency & Automated Decision-Making Policy, and Cookie Policy, constitute the entire agreement between the User and the Provider in relation to the Service.
19.2 These Terms do not govern any Retainer between the User and Tom Street & Co. Solicitors Limited. The Retainer is a separate agreement with its own terms, professional duties, and regulatory obligations.
Part 2: Acceptance Language
The following text must be displayed on the terms acceptance screen. The User must actively tick checkboxes to confirm each statement.
Display above the checkboxes:
“Before you begin, please read and confirm the following. These are important and affect your legal rights.”
Checkbox 1 (mandatory):
“I understand that this service provides legal information and document preparation tools. It does not provide legal advice. No solicitor-client relationship exists between me and the provider of this service by virtue of my use of this tool. The documents generated are drafts based on the information I provide, produced using artificial intelligence, and have not been reviewed by a solicitor. I am responsible for checking the accuracy of all documents before using them.”
Checkbox 2 (mandatory):
“I understand that this service is operated by Tom Street & Co. Solicitors Limited, an SRA-regulated firm. Using this free self-service tool does not create a solicitor-client relationship. The firm’s professional duties as solicitors apply only if I sign a separate Retainer agreement for solicitor-reviewed services. The documents generated by this tool are drafts that have not been reviewed by a solicitor.”
Checkbox 3 (mandatory):
“I have read and accept the Terms of Service, Privacy Policy, and AI Transparency Policy.”
Checkbox 4 (mandatory): AI processing consent
“I consent to my documents and case information being processed by artificial intelligence systems provided by third-party providers (including Anthropic, OpenAI, and Google) for the purpose of generating tribunal documents and case assessments. I understand that my data will be transmitted to these providers via encrypted connections, that my data will not be used to train AI models, and that providers may temporarily retain my data for up to 55 days for abuse monitoring before automatically deleting it. Full details are in the AI Transparency Policy and Privacy Policy.”
Additional text below checkboxes:
“Employment tribunal claims are subject to strict time limits, generally three months less one day from the date of dismissal or the act complained of. This service does not monitor time limits. If you are unsure about your time limit, you should seek legal advice urgently.”
Note: If a user does not wish to consent to AI processing (Checkbox 4), the following text should be displayed:
“We understand that not everyone is comfortable with AI processing. If you would prefer not to have your documents processed by AI, we offer a fully manual service where a solicitor handles all document review and preparation personally. Because this requires significantly more time, it is provided as a paid service. Contact us to discuss your options and receive a quote.”
Part 3: In-Service Disclaimers
These disclaimers must be built into the Service at specific points. They reinforce the Terms and create a clear audit trail.
3.1 On every generated document (watermark/header)
Every document generated by the Service must contain the following text in a header or watermark:
“DRAFT: PRODUCED USING LEXCONNECTPRO DOCUMENT PREPARATION SERVICE. NOT LEGAL ADVICE. NOT REVIEWED BY A SOLICITOR.”
This text is only removed when a solicitor at Tom Street & Co. has personally reviewed and approved the document under a signed Retainer.
3.2 Before Stage 2 (Particulars of Claim)
“The following questions are designed to help you organise the information the tribunal will need. The legal tests and explanations shown are based on publicly available law. This is legal information, not legal advice. If you are unsure about any question, you may leave it blank and return to it later, or you may wish to seek independent legal advice.”
3.3 Before Stage 6 (Document Generation)
“The following documents will be generated based on the information you have provided using artificial intelligence. They are drafts only and have not been reviewed by a solicitor. AI-generated documents may contain errors. You should review each document carefully before using it. If any facts, dates, or details are incorrect, please go back and correct the information you provided.”
3.4 At Stage 7 (Case Assessment)
“This assessment is generated by an automated system based on the information you have provided. It is an estimate only and does not constitute legal advice or a guarantee of any outcome. Actual tribunal outcomes depend on many factors that cannot be predicted, including the evidence presented at the hearing, the respondent’s defence, and the specific tribunal panel. You should not make decisions about whether to pursue or settle your claim based solely on this assessment.”
3.5 On download of any document
Display a confirmation before download proceeds:
“You are downloading a draft document. This document was generated using artificial intelligence, has not been reviewed by a solicitor, and is based solely on the information you provided. You are responsible for checking its accuracy before using it in any legal proceeding. The provider of this service accepts no liability for the content of this document.”
Require a checkbox: “I understand this is a draft document and I am responsible for its accuracy” before the download proceeds.
3.6 On document upload (AI processing notice)
When a User uploads documents to the platform, display the following before the upload is processed:
“The documents you upload will be analysed using artificial intelligence to extract key information, classify the document type, and assist with your case preparation. Your documents will be transmitted via encrypted connections to our AI providers for processing. Your documents are not used to train AI models and are temporarily retained by the provider for abuse monitoring purposes only (see our Privacy Policy for details). If you do not wish your documents to be processed by AI, please contact us to discuss fully manual alternatives.”
Part 4: Summary of Protection Layers
| # | Layer | What It Does | Legal Basis |
|---|---|---|---|
| 1 | Terms of Service | User agrees no solicitor-client relationship exists, no legal advice is provided, documents are drafts, liability is excluded | Contract law: binding acceptance before use |
| 2 | Quadruple checkbox | User actively confirms they understand the nature of the service, the SRA-regulated firm structure, the draft status of documents, references the AI policy, and consents to AI processing | Informed consent: harder to argue they did not understand |
| 3 | Draft watermark | Every document is visibly marked as unreviewed draft | Objective evidence the user knew the document was not reviewed |
| 4 | In-service disclaimers | Specific warnings at key stages (before claims, before generation, at assessment, on download, on document upload) | Repeated notice: impossible to argue they were not warned |
| 5 | Download confirmation | User must tick “I understand this is a draft” before downloading any document | Active acknowledgment at the point of reliance |
| 6 | Limitation of liability | Comprehensive exclusion of all liability for draft document content, including AI-generated errors | Enforceable under UCTA 1977 given the service is free |
| 7 | No-advice language | AI never says “we advise”, “you should”, “you will win” | Prevents any argument that advice was given |
| 8 | AI transparency disclosure | User is informed which AI providers process their data, that data is not used for training, provider retention periods, and has rights under DUA Act 2025 ADM provisions | UK GDPR Articles 13, 14, 22; Data (Use and Access) Act 2025; ICO ADM guidance |
| 9 | AI processing consent | Explicit consent to AI processing via dedicated checkbox, with clear alternative offered for those who decline | UK GDPR Article 6(1)(a); informed, specific, freely given consent with genuine alternative available |
| 10 | Document upload notice | User is informed before upload that documents will be processed by AI, with option to contact for manual alternative | Transparency at the point of data collection |
| 11 | Separate Retainer | Solicitor duties only attach when a signed Retainer exists | Clear demarcation of when professional duties begin |
| 12 | Watermark removal | DRAFT marking only removed after solicitor review under Retainer | Objective evidence of the transition from draft to reviewed |
| 13 | Indemnity | User indemnifies provider against claims arising from their use of draft documents | Contractual protection against third-party claims |
| 14 | SRA firm disclosure | User is explicitly told the provider is an SRA-regulated firm but that self-service use does not engage professional duties | Addresses the specific risk of operating the tool through a regulated entity |
| 15 | Two-tier service model | User has a genuine choice between AI-assisted (lower cost) and fully manual (higher cost) processing, ensuring AI consent is freely given | GDPR consent requirements: must be freely given with a genuine alternative |
Action Items Before Deployment
- Insert company number in clause 1.1(b)
- Professional negligence review of clause 10 (previously clause 9): the reviewer must specifically consider whether operating the tool through an SRA-regulated firm creates a higher duty of care than these terms attempt to exclude
- Confirm the Retainer template is updated to cross-reference these Terms, to include the AI-assisted vs manual processing choice, and to clearly mark the transition from self-service to solicitor-reviewed service
- Confirm AI provider data processing agreements are in place with training opt-outs enabled. Specifically verify: Anthropic commercial API terms (30-day retention, no training), OpenAI API data usage policy (30-day retention, no training), Google Gemini paid API terms (55-day retention, no training), Lovable AI Gateway DPA (90-day log retention), Deepgram terms (no audio retention), ElevenLabs terms (generation history retention)
- Complete the DPIA referenced in the AI Transparency Policy before publishing that policy
- Investigate Anthropic ZDR: if Zero Data Retention is obtained, update the Privacy Policy retention periods and update Checkbox 4 retention wording accordingly
- Build the AI consent mechanism into LexConnectPro: implement Checkbox 4, the document upload notice (Part 3, clause 3.6), and the alternative pathway for users who decline AI processing
- Update the Transparent Pricing Policy page on tribunalclaimsolicitors.co.uk to explain the AI-assisted vs fully manual pricing tiers