ESIGN/UETA Consent and Electronic Signature Disclosure
Effective September 15, 2026 · Version v1.7
Version v1.7 · Effective September 15, 2026 · Published September 15, 2026
Effective September 15, 2026 · Version v1.7
Version v1.7 · Effective September 15, 2026 · Published September 15, 2026
PLEASE READ THIS DISCLOSURE CAREFULLY BEFORE USING ELECTRONIC SIGNATURES ON THE OCTICASE PLATFORM
In this disclosure, "Platform" means the Octicase platform and its portals, which the Terms of Service call the Services, and "business day" means a day other than a Saturday, Sunday or United States federal holiday.
By accessing and using the Octicase platform to electronically sign documents, you consent to transact electronically. You understand and agree that: (i) your electronic signature has the same legal effect as a handwritten signature; (ii) documents you sign electronically are legally binding; (iii) electronic records are treated as originals; and (iv) this consent applies to all documents you sign through the Platform unless and until you withdraw it, as Sections 4 and 11 describe.
Your electronic signatures and records are valid under: (i) the Electronic Signatures in Global and National Commerce Act (ESIGN), 15 U.S.C. Section 7001 et seq.; (ii) the Uniform Electronic Transactions Act (UETA), enacted in California at Cal. Civ. Code sections 1633.1 et seq. and adopted in nearly every state; and (iii) other applicable state laws governing electronic signatures and records.
Some documents cannot be signed electronically. The law excludes certain documents from electronic signature, including wills and testamentary trusts, and some documents require notarization or a handwritten signature under the law of the relevant state, such as certain releases, lien documents and court filings. The person or firm asking for your signature is responsible for determining whether a document may lawfully be signed electronically, as Section 4.6 of the Terms of Service provides.
You have the right to request a paper copy of any document you sign electronically. To request a paper copy, email legal@octicase.com with your request and document title. We will provide a paper copy within 10 Business Days at no charge. Subsequent requests may incur a reasonable copying and mailing fee (not to exceed $25 per document). We charge no fee where the law requires the copy to be free, including a copy of your own medical information under Cal. Civ. Code Section 56.07(a) and a copy of any authorization you signed on our Authorization to Sell Your Health Information or Authorization to Share Your Medical Information.
You may withdraw your consent to electronic signatures and records at any time. To withdraw consent, you must provide written notice to legal@octicase.com stating that you revoke consent to electronic transactions. You may withdraw your consent to electronic signatures and records at any time. To withdraw consent, you must provide written notice to legal@octicase.com stating that you revoke consent to electronic transactions. Withdrawal is free: we charge no fee, penalty or condition for it. It takes effect when we receive your notice, applies only to documents and records that come after it, and does not affect the validity of anything you signed before it. While your consent is withdrawn, documents between you and Octicase are handled on paper as Section 11 describes, and features that depend on electronic records are not available to you: in particular, no new Platform Engagement or Scope can be accepted, as Section 1.3 of the Expert and Consultant Services Agreement and Section 1.3 of the Partner Agreement provide.
You are responsible for keeping your email address and contact information current in your account. If your contact information changes, update it immediately. We will send electronic documents and notices to the email address in your account. Failure to update your information may result in missed documents or notice.
To access and sign documents electronically, you need: (i) a current web browser (Chrome, Safari, Firefox, or Edge from the past two versions); (ii) JavaScript enabled; (iii) the ability to read PDF files; (iv) a valid email address to receive documents and verification; (v) a stable internet connection; and (vi) sufficient screen size and resolution to view documents. If you do not meet these requirements, contact support@octicase.com for assistance.
If we change these hardware or software requirements in a way that creates a material risk that you will no longer be able to access or retain your electronic records, we will notify you of the revised requirements and you may withdraw your consent without any fee, penalty or condition, as provided by 15 U.S.C. Section 7001(c)(1)(D).
This disclosure is delivered to you electronically, in the same manner and format as the documents you will sign. By opening it and proceeding, you reasonably demonstrate that you can access information in that electronic form, as 15 U.S.C. Section 7001(c)(1)(C)(ii) requires, and you confirm that you can access, view, download, save, and print the documents provided to you through the Platform. Electronic documents are provided in PDF format. If you have difficulty accessing documents, contact support@octicase.com immediately. We will work with you to provide the document in an accessible format.
When you sign a document electronically through the Platform, you are using an electronic signature technology that captures your intent to sign. You may sign by: (i) typing your name; (ii) drawing your signature; (iii) uploading an image of your signature; or (iv) other methods offered by the Platform. Under ESIGN and UETA, a signature, contract or record may not be denied legal effect solely because it is in electronic form. Whether a particular document is valid and enforceable depends on that document and on the law that applies to it, including the exclusions in Section 2. Octicase does not validate, audit or warrant the legal sufficiency of any document signed through the Platform, as Sections 4.6 and 10.4 of the Terms of Service provide.
Signed documents and the electronic-signature trail that authenticates each signature (who signed, which version of the document was shown, when, and from what network address) are retained together, as part of the record they evidence. Octicase does not independently verify a signer's identity: the trail records the account or access link used to reach the document, not proof of who was at the keyboard. for the periods set out in the Data Retention and Deletion Policy and, for Customer Data, Section 4.7 of the Data Processing Addendum. The audit trail is never deleted before the document it authenticates. You may request a copy of any signed document by emailing legal@octicase.com; we will provide copies within 10 Business Days.
By consenting to electronic signatures, you agree that: (i) electronic signatures are binding; (ii) a document will not be denied legal effect solely because it was signed electronically; (iii) you will maintain the confidentiality of your access credentials; and (iv) you will notify us immediately of any unauthorized access, at security@octicase.com. This disclosure informs you about electronic signing; it does not limit anyone's liability or waive any right you have under the agreement that governs your relationship with Octicase or with the firm whose document you sign.
If you do not wish to consent to electronic signatures, notify us in writing before signing, at legal@octicase.com. For documents between you and Octicase, we will provide a paper alternative, which you may sign and return by mail; paper processing takes longer. For a document between you and a law firm or other professional, the paper alternative is arranged by that firm: tell them you prefer to sign on paper. We will not refuse you our own services because you choose paper for documents between you and Octicase, though features that require an electronic signature will not be available for those documents. Whether and how a firm offers a paper alternative is between you and that firm.
If you have questions about this disclosure or electronic signatures, contact legal@octicase.com or support@octicase.com. We will respond within five (5) business days.
By clicking the "I CONSENT" button below, you are affirmatively consenting to electronic signatures and records. You acknowledge that you have read and understand this disclosure, that you meet all system requirements, and that you voluntarily choose to transact electronically with OCTICASE, INC. and with the participating law firms and professionals whose documents you sign through the Platform.
This disclosure applies to all electronic transactions you conduct through the Platform from the moment you give the consent described in Section 13.
You give this consent by selecting the "I CONSENT" control. When you do, Octicase records who consented, which version of this disclosure was shown, the date and time, and the network address from which it was given, and sends a copy of this disclosure to the email address in your account. Separately, when you later sign a document, the signing flow captures your printed name (and your title, if you sign on behalf of a business), your electronic signature, the date, and your email address.
--- END OF DISCLOSURE ---