Now in production — Version 2.37.7

Understand Any Case in Minutes — Not Days.

Medical records AI for PI firms that runs locally and connects only to AI paths you control. No per-case software fees. One-time Pro license: $4,500.

🔒 HIPAA-Conscious Design 🛡️ Defense-in-Depth Security 🔐 Authenticated Encryption (Fernet)
🤖 Includes a Virtual Paralegal for case Q&A, billing questions, treatment gaps, and next-step review
85%
of PI firms have
5 or fewer attorneys
< 1 hr
to understand a 2,000-page case
vs. days of manual review
$0
per-case software cost after purchase
perpetual license
0
records sent to Productivity AI servers
customer-controlled AI path

Built for how small PI firms actually work

👤

Solo Practitioner: You're the attorney, the paralegal, and the case manager. An 8-hour records review means 8 hours you can't spend on depositions, client calls, or intake. MedRecords AI helps generate attorney-review drafts, chronology views, and case summaries faster — so you spend less time organizing records and more time moving the case.

The Problem It Solves 8 hours of review → under 1 hour
👥

2–5 Attorney Firm: Your paralegal is your bottleneck. Every new case competes for the same finite review hours. MedRecords AI handles the first-pass structure — summaries, chronology, billing extraction, and case prompts — so your team can review more consistently without adding another tool to every case.

The Problem It Solves Same team, 3–4x more cases
💰

Cost-Conscious Firms: Cloud platforms charge $300–$800 per case. At 10 cases a month, that's $36K–$96K per year on recurring SaaS. MedRecords AI is a perpetual license. After 16 cases, you've paid for it. Case #17 and beyond carries no additional software fee. Designed for HIPAA-conscious workflows: in Local mode, AI inference runs on the workstation; in BYO-AWS mode, inference runs through your firm's own AWS account under your firm's own BAA.

The Problem It Solves $4,500 once vs. $60K+/year

Manual Review (Most Firms Today)

8+ hours/case

Paralegal time you're already paying for — on every single case

Cloud Platforms (EvenUp, DigitalOwl)

$500/case × 30

= $15,000/year — and your PHI lives on their servers

MedRecords AI

$4,500 once

Unlimited cases. On your machine. Nothing leaves your office.

Stop Renting. Start Owning.

Schedule a 15-min Demo →
Day 1: Download and install (2 minutes)
Day 1: Understand your first case (under 1 hour)
Week 1: Measure the ROI (on your workflow)
Features

Everything You Need to Understand Cases Faster

From raw medical records to a complete case picture in minutes. MedRecords AI gives solo practitioners and small PI firms the case intelligence of a large firm — at a fraction of the cost.

📄

Demand Package Generator

One-click DOCX demand letters backed by the verified billing ledger. Every dollar in your demand traces to a specific source page. Settlement-range estimator included.

🤖

Virtual Paralegal

Natural-language agent that runs real commands on your behalf — “follow up on pending records for the Smith case,” “generate a demand package,” “check the pipeline.” Read-only actions run instantly; writes always ask first.

📧

Records Collection Tracker

Track providers, contacts, expected records, request status, and activity in one place. Email retrieval settings and request-board workflows help your team keep collection work organized.

🔗

Source Page Linking

Click any finding, summary point, or dollar figure and instantly see the original source page. Every insight is traceable, citation-verifiable, and deposition-ready.

🕑

Interactive Timeline & Chronology

Auto-generated visual timeline of treatments, visits, and procedures. Filter, search, spot gaps, and export for trial preparation.

📁

Watch & Push Folders

Drop PDFs into a watched folder; ingestion starts automatically. Completed summary reports delivered to a push folder of your choice. Zero manual upload required.

🛡️

Compliance Support Toolkit

Audit kit exports, MFA, encryption-at-rest controls, deployment attestations, and customer-controlled AI paths support your HIPAA program. Compliance remains the licensee's responsibility.

🚀

Resilient Pipeline

Large cases (2,000+ pages) processed reliably with auto-resume on restart, per-stage timeouts, and retry queues. Survives reboots, crashes, and network flakiness.

Ollama-or-Cloud AI

Run local-only with Ollama models, or use AWS Bedrock through your firm's own AWS account and AWS BAA. Your choice, your data path.

How It Works

Get Up to Speed on Any Case in Minutes

Drop in the records. Understand the case. Know what to do next.

1
📤

Upload Records

Drag and drop PDFs, scanned images, or text files. Supports bulk uploads with automatic OCR processing.

2
🧠

AI Reads Every Page

The system processes the record set into structured summaries, chronology views, billing context, case pros and cons, and attorney-review drafts.

3
🚀

Know the Case. Know What's Next.

Review what happened, where treatment and billing issues appear, and what needs attorney attention. Generate demand package drafts when you're ready.

AI Paralegal

A Senior-Level AI Team Member That Never Sleeps

Get up to speed on any case in plain English. Ask questions, check status, identify gaps, understand billing — your Virtual Paralegal handles it all through natural conversation, 24/7.

Virtual Paralegal — Online
Give me an update on the Johnson case
Case Briefing — Johnson v. Metro Transit Records Collection (3/5 providers received):
  • Memorial Hospital — received 3/12
  • Dr. Sarah Chen (orthopedics) — received 3/15
  • Peak Physical Therapy — received 3/18
  • Radiology Associates — request sent, no response (14 days)
  • Dr. Kim (neurology) — request sent, no response (21 days)
Key Findings:
  • EMG/NCV confirms L5-S1 radiculopathy (p. 47, Memorial records)
  • 45-day gap in PT attendance (Jan 12 – Feb 26) — potential defense argument
Total Billed: $42,350

Shall I send a follow-up records request to Radiology Associates and escalate Dr. Kim to tier-2?
Pending Approval

Send records request to Radiology Associates (fax) and escalate Dr. Kim follow-up to tier-2 (certified mail).

Natural Language Case Management

Ask about any case in plain English. Get structured briefings, billing summaries, and treatment timelines without memorizing commands or navigating menus.

Automated Records Collection

IMAP email polling detects incoming records automatically. 4-tier follow-up escalation (email, fax, certified mail, attorney letter) ensures no provider slips through the cracks.

Cross-Session Memory

Your Virtual Paralegal remembers every case fact across conversations. Pick up right where you left off — no re-explaining context, no lost details, no starting from scratch.

Defense-in-Depth Security

Command whitelist restricts available actions. Destructive operations require explicit approval. Cloud AI calls route through your firm's own AWS Bedrock account under your AWS BAA. Every action is logged in a tamper-evident audit trail.

Proactive Case Monitoring

Your Virtual Paralegal watches for statute of limitations deadlines and overdue provider follow-ups — alerting you before problems become crises.

Case-Ready Intelligence

Detect records gaps, analyze billing discrepancies, build treatment narratives, and generate demand packages when you're ready — all from a single conversation.

Command Whitelist

Only approved case management commands

Approval Workflow

Destructive actions require explicit approval

BAA-Covered AI Path

Inference under your firm's own AWS BAA

Signed Audit Trail

HMAC-signed, tamper-evident action log

Tutorials

See It In Action

Watch step-by-step tutorials for every stage of the workflow.

2:30 Coming Soon

1. Uploading Medical Records

Drag and drop PDFs, images, or Excel files. See how multi-file cases are automatically combined into a single case.

3:15 Coming Soon

2. AI Analysis Pipeline

Watch the multi-stage AI pipeline extract, summarize, and cross-reference hundreds of pages in minutes — all under your own AWS BAA.

4:00 Coming Soon

3. Reviewing Results

Navigate the interactive timeline, alerts, billing data, and source-linked citations — all in one dashboard.

3:45 Coming Soon

4. Generating Demand Packages

One click for state-specific demand letters, case pros & cons analysis, and task lists.

Own Don't Rent

Own Your AI. Stop Renting It.

Every competitor charges you rent — $500/case, $24,000/year, $600/month — and the moment you stop paying, you lose everything. MedRecords AI is a one-time purchase. Unlimited cases from a software-fee perspective. Perpetual license. Production-ready medical-records AI in your hands for an affordable one-time cost. If you need support, optional priority support is available.

💰

Dramatically Cheaper. Not Even Close.

EvenUp: $500/case × 50 cases = $25,000/year. LawPro.ai: $24,000/year. Anytime AI: $7,200/year per user. MedRecords AI: $4,500 once. That's not a discount — it's a different universe. A solo practitioner recoups the entire cost in 10 cases. A 5-attorney firm saves $70,000+ over three years.

10-18x
Less expensive than competitors over 3 years
🔒

Buy Once. Keep Forever.

No subscriptions. No annual renewals. No per-case fees. No page-count limits. When you cancel EvenUp, you lose access to every summary you ever created. When you buy MedRecords AI — you're done paying. The software, the data, the summaries — they're yours. Forever.

$0/case
Per-case cost after purchase
💻

Your Data Path. Your Control.

Run local-only with Ollama, or route inference through your firm's own AWS Bedrock account and AWS BAA. Productivity AI does not need to receive, maintain, or transmit your PHI in those modes.

0
Records sent to Productivity AI servers in Local/BYO-AWS modes
Pro Feature

Case Pros & Cons and Demand-Ready Work Product

MedRecords AI helps turn a processed record set into reviewable case work product: case pros and cons, chronology, billing support, action items, and demand package drafts. Attorney review remains required before client-facing use.

Case Pros and Cons

Surface strengths, weaknesses, treatment gaps, billing questions, and issues that deserve attorney review before a demand is drafted.

Traceable Demand Drafts

Generate demand package drafts backed by the processed case file and billing review, then revise and verify before anything leaves the firm.

Runs Under Your Control

Choose local-only inference or your own AWS Bedrock account. Your license is perpetual; attorney review is still required before using AI output in client communication.

Customer-Controlled AI

Keep the PHI Data Path Under Your Firm's Control.

Your clients trust you with sensitive medical data. MedRecords AI is designed around controlled deployment choices: Local-only Ollama for workstation inference, or BYO-AWS Bedrock through your firm's AWS account and BAA. Productivity AI does not need to receive, maintain, or transmit your PHI in those modes.

Feature Cloud AI Tools (LawPro, ChatGPT, etc.) MedRecords AI
Max Record Length Token-limited context windows 2,000+ Page Streaming Engine
Data Privacy PHI uploaded to their cloud servers Local Vault (Fernet AES-128-CBC + HMAC-SHA256)
Dirty Data (OCR) Rejects messy faxes & scans Industrial De-skew & OCR Cleanup
HIPAA Guardrails "Shared" Responsibility (Risky) Signed Audit Logs & On-Premise Encryption
AI Accuracy Single-model grounding ("HPT") ForensicGuard™ Multi-Model Verification
Data Retention Token-limited — data lost when context overflows Virtual Ledger™ — Zero-Loss across 1000+ pages
Stop Paying? Lose access to everything Keep software & data forever
Demo

Try MedRecords AI Free

Download the one-click installer and test it on your own records for 14 days. No credit card. No sales call. Set it up yourself in 2 minutes or hand it to your IT provider — either way, you're understanding cases the same day.

What's Included — Full Pro Experience

  • AI Medical Summarization (all 3 modes)
  • Interactive Timeline & Chronology
  • Source Page Linking
  • AI Chat over Records
  • Demand Package Generator
  • Case Pros & Cons Analysis
  • Auto-Task Generation

Demo Limitations

  • 14-day trial period
  • Unlimited cases during trial
  • Watermarked output

Get Instant Access

Enter your details and the download starts immediately.

No credit card required. 14-day free trial. By downloading, you agree to our License Agreement.

Pricing

Perpetual License. No Per-Case Software Fees.

EvenUp charges $500/case. LawPro.ai costs $24,000/year. Anytime AI bills $600/month per user. MedRecords AI is a one-time perpetual license with optional annual support — no per-case software fees, no annual SaaS contract, no page-count limits. (Inference compute costs vary by deployment mode: free in Local-Only Ollama; metered at AWS rates in BYO-AWS Bedrock.) Savings vs. per-case SaaS depend on case volume and current vendor pricing.

Free Trial
$0
14-day free trial • No credit card required
  • All Pro Features Unlocked
  • AI Medical Summarization (3 modes)
  • Demand Packages, Case Pros & Cons Analysis
  • Billing extraction and case-report outputs
  • Interactive Timeline & AI Chat
  • Unlimited cases • 14-day trial
  • Standard Support (Free) — Knowledge base, email & community
Try MedRecords AI Free

Support Plans

Included with Every License
Standard Support
Free
  • Knowledge Base & Documentation
  • Email Support
  • Community Forum
  • Video Tutorials
  • Software Updates
Visit Support Center
For Pro License Holders
Priority Support
$2,000/yr
  • Everything in Standard
  • 24-Hour Email SLA
  • Phone Support
  • 4-Hour Critical Response
  • Onboarding Call
Subscribe — $2,000/yr

Requires active Pro license key. Support Agreement

Comparison

Own vs. Rent: See the Difference

We're not a little cheaper. We're 10-18x less expensive over 3 years — and you keep everything when you stop paying.

Feature MedRecords AI LawPro.ai EvenUp DigitalOwl Anytime AI
Pricing Model One-time $4,500 $24,000/year minimum $350-$1,200/case $0.15-$0.45/page $400-$800/user/mo
3-Year Total Cost $4,500–$6,000 $72,000 $52,500–$180,000 $22,500–$67,500 $14,400–$28,800
Unlimited Cases ✓ Included ✓ (but $24K/yr) ✗ Per-case ✗ Per-page ✗ Per-user/month
Medical Summarization ✓ 3 modes
Demand Packages ✓ Settlement-Optimized ✓ Colossus-Optimized Partial
AI Verification ForensicGuard™ Multi-Model HPT (single-model) Limited
Source Page Linking Partial Limited
Data Retention Virtual Ledger™ Zero-Loss Token-limited Token-limited Token-limited Token-limited
Case Pros & Cons ✓ Included
Local AI Option ✓ Ollama ✗ Cloud only ✗ Cloud only ✗ Cloud only ✗ Cloud only
Data Privacy ✓ On-premise • Local AI option ✗ Cloud only — PHI leaves firm Cloud only Cloud only Cloud only
Stop Paying? Keep everything forever Lose all access Lose access Lose access Lose access

Rent vs. Own: The 3-Year Reality Check

MedRecords AI Annual Contract Tools
Year 1 $4,500 (one-time) $24,000
Year 2 $0 (or $2,000 support) $24,000
Year 3 $0 (or $2,000 support) $24,000
3-Year Total $4,500–$6,000 $72,000
Stop paying? Keep everything Lose all access
Your data? Your computer Their cloud

That's $63,000+ saved over 3 years. Enough to hire a full-time paralegal — or pocket it as profit. And when year 4 starts, your cost is still $0.

What 10 Cases/Month Actually Costs

Real annual cost for a firm handling 10 cases per month (~120/year), benchmarked against $500K revenue.

Provider Cost Model 10 Cases/Mo Annual Total % of $500K Rev
EvenUp $500 avg/case $5,000 $60,000 12%
Precedent $275/case $2,750 $33,000 6.6%
Supio Case-based subscription ~$2,000 ~$18,000 3.6%
Legalyze $500–$2,000/month $1,000 $12,000 2.4%
InPractice AI $0.06–$0.10/page ~$800 ~$9,600 1.9%
Dodonai $30–$100/mo + per-page ~$100 ~$1,200 0.24%
CaseFleet $30–$75/mo/user $30+ $360+ 0.07%
MedRecords AI One-time license $0 ongoing $0 after purchase One-time

Estimates based on publicly available pricing as of April 2026. Actual costs may vary by plan, volume, and negotiated rates.

FAQ

Frequently Asked Questions

Processing time depends on the mode you select and the volume of records. Fast mode handles a typical case (100–500 pages) in 2–5 minutes. Auto mode balances speed and thoroughness at 5–30 minutes. Thorough mode performs the deepest analysis — 60–90 minutes for a 2,000+ page record set, end-to-end. All processing happens in the background so you can continue working on other cases.
MedRecords AI is designed for HIPAA-conscious workflows. Data is encrypted at rest (Fernet: AES-128-CBC + HMAC-SHA256) and in transit (TLS), with an HMAC-SHA256-signed audit trail to support HIPAA program monitoring. In Local-Only mode (Ollama), no data is transmitted to any external AI service. In BYO-AWS mode, inference runs through your firm's own AWS Bedrock account under your firm's own AWS BAA — Productivity AI is not in the PHI data path. No client data is used for model training. HIPAA compliance remains the licensee's responsibility.
Yes. MedRecords AI supports both cloud-based AI (via HIPAA-eligible AWS Bedrock) and local AI models via Ollama. You can run models like Llama, Mistral, or other compatible models entirely on your own hardware. This gives you full control over data privacy and eliminates any dependency on external APIs.
MedRecords AI supports PDF files (native and scanned), TIFF, PNG, JPG, and other common image formats with built-in OCR. You can also upload plain text and DOCX files. Bulk upload is supported — simply drag and drop an entire folder of records and the system will process them automatically.
It depends on your configuration. By default, MedRecords AI uses AWS Bedrock (HIPAA BAA-eligible) for AI analysis, which requires an internet connection for that step only — all data stays on your machine before and after processing. If you install local AI models via Ollama, the AI analysis runs locally too. The application interface itself always runs locally in your browser. Initial activation requires a one-time internet connection.
Absolutely. If you handle even 10 PI cases per year and spend 6–8 hours per case on record review, that's 60–80 hours of your time. At a $300/hr billing rate, you're spending $18,000–$24,000 in lost revenue on record review alone. MedRecords AI costs $4,500 once and handles every case from here on — you'll see ROI after your first 2 cases. Many solo attorneys tell us it freed up enough time to take on 10–15 additional cases per year.
A full-time paralegal costs $45,000–$65,000/year in salary and overhead, takes 3–6 months to fully train, and handles around 20 active cases. MedRecords AI costs $4,500 once, requires no training beyond a 2-minute setup, and helps your existing team handle 3–4x more cases. It doesn't replace your paralegal — it makes them dramatically more productive. Think of it as force-multiplying the team you already have.
Yes. MedRecords AI runs in your web browser with a clean, intuitive interface. Your paralegal uploads a PDF, clicks “Summarize,” and reviews the results — that's it. There are no command lines and no complex configuration. The one-click installer handles everything, and the built-in setup wizard walks through the initial configuration in under 2 minutes. If you have an IT provider, they'll appreciate how straightforward the deployment is.
Yes — the Virtual Paralegal uses a 4-layer security model designed to fit a HIPAA program. Layer 1 — Command Whitelist: The Virtual Paralegal can only execute pre-approved case-management commands; arbitrary system access is not exposed. Layer 2 — Approval Workflow: Any action that modifies data, sends communications, or touches external systems requires explicit user approval. Layer 3 — BAA-Covered AI Path: Cloud inference runs exclusively through your firm's own AWS Bedrock account under your firm's own AWS BAA — Productivity AI does not operate a cloud AI endpoint that receives your PHI. Layer 4 — Signed Audit Trail: Every action is logged in an HMAC-signed, tamper-evident audit trail to support HIPAA administrative-safeguard documentation. In Local-Only mode (Ollama), no inference data is transmitted off the workstation. HIPAA compliance is the licensee's responsibility; the Software is one component of your program.
Every MedRecords AI license includes access to our knowledge base, documentation, FAQ database, community forum, and best-effort email support. For guaranteed response times, phone access, and all version upgrades, you can add Priority Support for $2,000/year. Visit our Support page for details.

Ready to Test MedRecords AI on a Real Case Workflow?

Download the Windows demo, upload a representative record set, and see the production workflow: summaries, chronology, billing review, case pros and cons, and demand package drafts. No credit card required.

Windows installer available now. 14-day evaluation with watermarked outputs. Local-only Ollama or BYO-AWS setup; all AI output requires attorney review.

License Agreement

END USER LICENSE AGREEMENT MedRecords AI - Intelligent Document Analysis Platform Version 4.2 Productivity AI, LLC Effective Date: April 17, 2026 IMPORTANT - READ CAREFULLY: This End User License Agreement ("Agreement") is a legally binding contract between you (either an individual or a single entity, referred to herein as "Licensee" or "you") and Productivity AI, LLC, a Virginia limited liability company doing business as MedRecords AI ("Company," "we," or "us") for the MedRecords AI software product, which includes computer software, associated media, printed materials, and electronic documentation (collectively, the "Software"). BY INSTALLING, COPYING, OR OTHERWISE USING THE SOFTWARE, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THE TERMS AND CONDITIONS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THESE TERMS, DO NOT INSTALL OR USE THE SOFTWARE AND PROMPTLY RETURN IT TO THE COMPANY. =============================================================================== CRITICAL LIABILITY NOTICE (v4.1 ADDENDUM) =============================================================================== THE FOLLOWING PROVISIONS ARE CONDITIONS OF YOUR LICENSE. FAILURE TO COMPLY CONSTITUTES A MATERIAL BREACH OF THIS AGREEMENT. A. LICENSE GRANT & "AS-IS" NATURE MedRecords AI ("Software") is a decision-support tool provided under a perpetual license. The Software is provided "AS IS." We do not warrant that the analysis is 100% accurate, complete, or free of "hallucinations" inherent in Large Language Models. B. NO LEGAL OR MEDICAL ADVICE The Software does not practice law or medicine. Use of the Software does not create an attorney-client relationship. All valuations, demand packages, and summaries are DRAFTS. C. THE "ATTORNEY'S DUTY TO VERIFY" (CRITICAL) As a condition of this license, the User (the licensed Attorney) acknowledges a non-delegable professional duty to verify all AI-generated output against original source documents. User agrees that failure to verify citations constitutes a breach of this Agreement. D. LIMITATION OF LIABILITY (CONSPICUOUS NOTICE) IN NO EVENT SHALL MEDRECORDS AI, PRODUCTIVITY AI, LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR AFFILIATES BE LIABLE FOR ANY PROFESSIONAL MALPRACTICE CLAIMS, JUDICIAL SANCTIONS, LOST CASES, OR DAMAGES ARISING FROM THE USER'S RELIANCE ON THE SOFTWARE. OUR TOTAL CUMULATIVE LIABILITY IS LIMITED TO THE ONE-TIME LICENSE FEE ACTUALLY PAID BY THE USER. E. HIPAA & DATA CUSTODY User acknowledges that Software operates on a "Hybrid-Local" model. User is the sole custodian of the "Vault" and the encryption keys. We do not have access to User's PHI (Protected Health Information) and are not responsible for local data breaches or loss of encryption keys. F. UNAUTHORIZED PRACTICE OF LAW (UPL) User shall not represent to any court or third party that the Software's output constitutes a finalized legal opinion without independent attorney review and signature. G. MANDATORY BINDING ARBITRATION (CONSPICUOUS NOTICE) ALL DISPUTES, CLAIMS, OR CONTROVERSIES ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE SOFTWARE SHALL BE RESOLVED EXCLUSIVELY BY BINDING ARBITRATION IN FAIRFAX COUNTY, VIRGINIA, UNITED STATES OF AMERICA. THE PARTIES HEREBY WAIVE ANY RIGHT TO A JURY TRIAL OR TO PARTICIPATE IN A CLASS ACTION. THIS ARBITRATION CLAUSE SHALL SURVIVE TERMINATION OF THIS AGREEMENT. =============================================================================== 1. DEFINITIONS 1.1 "Demo License" means a limited, time-restricted license for evaluation purposes only, subject to the limitations described in Section 6. 1.2 "Pro License" means a perpetual license to the full feature set of the Software, including all advanced and professional features, activated via a valid license key. 1.3 "License Key" means the unique alphanumeric code provided by the Company to activate a Pro License. 1.4 "Authorized Users" means the individuals within Licensee's organization who are permitted to access and use the Software under this Agreement. 1.5 "AI-Generated Output" means any content, analysis, summary, report, recommendation, demand package, or other output produced in whole or in part by the artificial intelligence or machine learning components of the Software, including but not limited to medical record summaries, chronologies, demand letters, case valuations, and deposition outlines. 1.6 "Protected Health Information" or "PHI" has the meaning ascribed to it under the Health Insurance Portability and Accountability Act of 1996 ("HIPAA") and its implementing regulations, as amended by the Health Information Technology for Economic and Clinical Health Act ("HITECH"). 1.7 "Licensed Professional" means an attorney licensed to practice law in the applicable jurisdiction, a physician or other licensed healthcare provider, or another duly licensed professional, as appropriate to the context in which the AI-Generated Output is being used or relied upon. 1.8 "Subprocessor" means any third-party service provider that processes data on behalf of the Company or the Licensee in connection with the Software's functionality, including cloud-based AI model providers. 2. LICENSE GRANT 2.1 Demo License. Subject to the terms of this Agreement, the Company grants you a non-exclusive, non-transferable, revocable license to install and use the Software for evaluation purposes for a period of fourteen (14) calendar days from the date of first installation. The Demo License permits unlimited case processing during the evaluation period. 2.2 Pro License. Subject to the terms of this Agreement and upon activation with a valid License Key, the Company grants you a non- exclusive, non-transferable, perpetual license to install and use the Software on the number of systems specified in your purchase order, solely for your internal business operations. This license remains valid for as long as the License Key remains active and in good standing. 2.3 Scope. All licenses granted hereunder are limited to the Licensee's internal business use. The Software is licensed, not sold. 3. RESTRICTIONS You shall NOT: 3.1 Copy, reproduce, or duplicate the Software or any portion thereof, except for a single archival backup copy; 3.2 Distribute, sublicense, lease, rent, lend, sell, resell, or otherwise transfer the Software or any rights therein to any third party; 3.3 Reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code, underlying algorithms, or structure of the Software; 3.4 Modify, adapt, translate, or create derivative works based on the Software; 3.5 Remove, alter, or obscure any proprietary notices, labels, or marks on the Software; 3.6 Use a Demo License for any production, commercial, or client-facing purposes; Demo Licenses are strictly for internal evaluation only; 3.7 Circumvent or attempt to circumvent any license enforcement mechanisms, including but not limited to license key validation, demo time limits, case count restrictions, or feature gating; 3.8 Use the Software in any manner that violates applicable federal, state, or local laws and regulations, including but not limited to healthcare privacy regulations; 3.9 Use AI-Generated Output without independent verification by a Licensed Professional as required under Section 8 of this Agreement; 3.10 Represent or imply that AI-Generated Output constitutes professional legal advice, medical advice, or the opinion of a Licensed Professional, unless such output has been independently reviewed, verified, and adopted by a Licensed Professional. 4. INTELLECTUAL PROPERTY OWNERSHIP 4.1 The Software, including all copies, modifications, enhancements, and derivative works, and all intellectual property rights therein, including but not limited to patents, copyrights, trademarks, and trade secrets, are and shall remain the sole and exclusive property of Productivity AI, LLC. 4.2 This Agreement does not convey to you any interest in or to the Software, but only a limited right of use revocable in accordance with the terms of this Agreement. 4.3 All rights not expressly granted herein are reserved by the Company. 5. TRADE SECRETS AND CONFIDENTIALITY 5.1 The Licensee acknowledges that the Software contains valuable trade secrets and proprietary information of the Company, including but not limited to source code, algorithms, data structures, prompt engineering techniques, document processing methods, and system architecture. 5.2 The Licensee agrees to hold the Software in strict confidence and to take all reasonable precautions to protect the confidentiality of the Software, using at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care. 5.3 The Licensee shall not disclose, publish, or otherwise disseminate source code, configuration details, or technical implementation specifics of the Software to any third party without the prior written consent of the Company. 5.4 The Licensee shall restrict access to the Software to those Authorized Users who have a need to know and who are bound by confidentiality obligations no less protective than those set forth herein. 5.5 The obligations of confidentiality under this Section shall survive termination or expiration of this Agreement. 6. DEMO LICENSE LIMITATIONS 6.1 Time Limit. The Demo License expires fourteen (14) calendar days after first installation. Upon expiration, the Software will cease to function and Licensee must either purchase a Pro License or uninstall the Software. 6.2 Case Processing. The Demo License permits unlimited case processing during the fourteen (14) day evaluation period. Upon expiration, no additional cases may be processed. 6.3 Watermarked Output. All documents and outputs generated under a Demo License will include a visible watermark indicating that they were produced by a demo version of the Software. Watermarked outputs must not be used for production or client-facing purposes. 6.4 Feature Access. The Demo License provides access to the full feature set of the Software, including Pro-tier features, solely for the purpose of evaluation. Access to all features terminates upon expiration of the Demo License evaluation period. 6.5 No Production Use. The Demo License is provided solely for the purpose of evaluating the Software. Any use of the Demo License in a production environment, or for processing actual client cases for commercial purposes, is strictly prohibited. 7. ARTIFICIAL INTELLIGENCE DISCLAIMER AND LIMITATIONS 7.1 Nature of AI-Generated Output. The Software utilizes artificial intelligence and machine learning technologies, including third-party large language models, to analyze medical records and generate summaries, chronologies, demand packages, case valuations, and other outputs. THE LICENSEE ACKNOWLEDGES AND AGREES THAT AI-GENERATED OUTPUT MAY CONTAIN ERRORS, OMISSIONS, INACCURACIES, HALLUCINATIONS, OR MISINTERPRETATIONS OF SOURCE MATERIALS. The Company does not guarantee and expressly disclaims any warranty regarding the accuracy, completeness, reliability, or correctness of any AI-Generated Output. 7.2 Decision-Support Tool Only. The Software is a decision-support tool designed to assist Licensed Professionals in their work. THE SOFTWARE IS NOT A SUBSTITUTE FOR PROFESSIONAL MEDICAL JUDGMENT, LEGAL ANALYSIS, OR THE INDEPENDENT EXERCISE OF PROFESSIONAL SKILL AND CARE. The Licensee shall not use AI-Generated Output as the sole or primary basis for any medical decision, legal strategy, filing, or professional opinion. 7.3 No Professional Relationship. Use of the Software does not create an attorney-client relationship, doctor-patient relationship, or any other professional, fiduciary, or advisory relationship between the Licensee (or any end user) and Productivity AI, LLC, its officers, directors, employees, agents, or affiliates. The Company does not provide legal advice, medical advice, or any form of professional consultation through the Software or otherwise. 7.4 AI Technology Limitations. The Licensee acknowledges that: (a) AI and machine learning models are probabilistic in nature and may produce different outputs from the same inputs on different occasions; (b) AI models may misinterpret handwritten text, poor-quality scans, faxes, or documents with non-standard formatting; (c) AI models may fail to identify or may incorrectly characterize diagnoses, treatments, causation, or other medically or legally significant information; (d) AI models may generate plausible-sounding but factually incorrect statements (commonly referred to as "hallucinations"); (e) AI models have inherent limitations in understanding context, nuance, and the full scope of medical or legal significance of the records being analyzed; and (f) Changes to third-party AI model providers, versions, or configurations may affect the quality, consistency, or character of AI-Generated Output without prior notice. 7.5 Licensee Assumption of Risk. The Licensee assumes all risk associated with the use of, or reliance on, AI-Generated Output. The Company shall not be liable for any damages, losses, claims, or liabilities arising from or related to the Licensee's use of or reliance on AI-Generated Output, including but not limited to damages arising from errors, omissions, or inaccuracies in such output. 8. HUMAN VERIFICATION REQUIREMENT 8.1 Mandatory Professional Review. THE LICENSEE ACKNOWLEDGES AND AGREES THAT ALL AI-GENERATED OUTPUT MUST BE INDEPENDENTLY REVIEWED AND VERIFIED BY A LICENSED PROFESSIONAL BEFORE BEING USED IN, SUBMITTED TO, OR RELIED UPON IN CONNECTION WITH ANY LEGAL PROCEEDING, MEDICAL DECISION, INSURANCE CLAIM, REGULATORY FILING, OFFICIAL DOCUMENT, CLIENT COMMUNICATION, OR ANY OTHER CONSEQUENTIAL PURPOSE. 8.2 Verification Obligation. The Licensee shall implement and maintain internal policies and procedures to ensure that no AI-Generated Output is used in any legal, medical, or professional context without first being reviewed, verified, and approved by a Licensed Professional with relevant expertise and competence in the subject matter of the output. 8.3 Source Document Comparison. Verification of AI-Generated Output must include comparison against the original source medical records and documents to confirm the accuracy, completeness, and faithfulness of the output to the underlying source materials. 8.4 Licensee Sole Responsibility. The Licensee is solely responsible for ensuring that adequate human review is performed. The Company shall have no liability for any failure by the Licensee to conduct the verification required under this Section. 8.5 No Waiver of Verification. No feature, functionality, confidence score, quality indicator, or other element of the Software shall be construed as a waiver of or substitute for the human verification requirement set forth in this Section. Even where the Software indicates high confidence in its output, independent professional verification remains mandatory. 9. HIPAA COMPLIANCE AND PROTECTED HEALTH INFORMATION 9.1 The Software includes features designed to support compliance with the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), the Health Information Technology for Economic and Clinical Health Act ("HITECH"), and their implementing regulations, including access controls, audit logging, encryption at rest, and local data processing capabilities. 9.2 The Software's cloud AI integration operates exclusively under one of two configurations: (i) Bring-Your-Own-AWS ("BYO-AWS") mode, in which all cloud AI inference is routed through the Licensee's own AWS Bedrock account credentials and is governed by the Business Associate Agreement between the Licensee and AWS; or (ii) Local-Only mode, in which all AI inference runs on the Licensee's own infrastructure using locally-hosted AI models (e.g., Ollama) and no Protected Health Information ("PHI") is transmitted to any cloud service. Under both configurations, the Company does not create, receive, maintain, or transmit PHI on the Licensee's behalf, is not a Business Associate of the Licensee, and does not offer a Business Associate Agreement. The Company does not operate a cloud AI endpoint that receives Licensee PHI. If the Company offers such an endpoint in the future, a separate Business Associate Agreement will be made available and required prior to any PHI transmission through it. 9.3 Licensee Sole Responsibility. THE LICENSEE IS SOLELY RESPONSIBLE FOR COMPLIANCE WITH HIPAA, HITECH, AND ALL APPLICABLE FEDERAL, STATE, AND LOCAL PRIVACY AND SECURITY LAWS AND REGULATIONS WHEN USING THE SOFTWARE TO PROCESS, STORE, TRANSMIT, OR OTHERWISE HANDLE PROTECTED HEALTH INFORMATION. This includes, but is not limited to: (a) Implementing appropriate administrative, physical, and technical safeguards as required under the HIPAA Security Rule; (b) Conducting and documenting risk assessments related to the use of the Software in connection with PHI; (c) Ensuring that all Authorized Users receive appropriate HIPAA training; (d) Maintaining appropriate Business Associate Agreements with any third-party cloud AI service providers accessed through the Software (including but not limited to Amazon Web Services, Anthropic, and any other AI model provider configured by the Licensee); (e) Configuring the Software's privacy and security settings in accordance with applicable regulations and the Licensee's own compliance requirements; and (f) Complying with breach notification requirements under HIPAA, HITECH, and applicable state laws in the event of any unauthorized access to or disclosure of PHI. 9.4 The Licensee acknowledges that compliance with HIPAA, HITECH, and related regulations requires a comprehensive organizational program beyond the scope of any single software product. The Company makes no representation or warranty that use of the Software will, by itself, ensure HIPAA compliance or compliance with any other privacy or security regulation. 9.5 State Privacy Laws. In addition to HIPAA and HITECH, the Licensee is solely responsible for compliance with all applicable state health information privacy laws, including but not limited to state breach notification statutes, state medical records confidentiality laws, and any state laws imposing requirements more stringent than HIPAA. 10. DATA PRIVACY AND PROCESSING 10.1 Local Processing. The Software is designed to process data locally on the Licensee's systems. Medical records and case files are stored and processed on the machine(s) where the Software is installed. 10.2 Cloud AI Services. The Software integrates with third-party cloud-based AI services for document analysis and natural language processing. The default cloud backend is Amazon Web Services ("AWS") Bedrock, which is covered by the AWS Business Associate Agreement ("BAA") for HIPAA-eligible workloads. Data transmitted to these services is governed by the respective terms of service and privacy policies of those third-party providers. The Licensee may alternatively configure the Software to use locally-hosted AI models (e.g., Ollama) for fully air-gapped processing where no data leaves the Licensee's machine. 10.3 Licensee Responsibility. The Licensee is responsible for reviewing and accepting the terms of any third-party services used in conjunction with the Software. The Licensee is responsible for ensuring that any data transmitted to cloud services complies with applicable privacy regulations and the Licensee's own data governance policies. 10.4 The Company does not collect, store, or have access to any medical records, case data, or PHI processed by the Software on the Licensee's systems. 10.5 Subprocessors. The Software's default cloud AI backend is Amazon Web Services ("AWS") Bedrock. AWS acts as a Subprocessor when the Software transmits data to Bedrock for AI model inference. The Licensee acknowledges that: (a) AWS Bedrock is a HIPAA-eligible service covered by the AWS Business Associate Agreement ("BAA"). In BYO-AWS-Bedrock mode (the default), the Software transmits data to Bedrock using the Licensee's own AWS account credentials; the Licensee is the AWS customer of record and the AWS BAA runs between the Licensee and AWS. The Company is not in the data path for Bedrock inference calls and is not a Business Associate of the Licensee; (b) Data transmitted to AWS Bedrock for inference is not stored by AWS after processing and is not used by AWS or the model providers to train or improve AI models; (c) The Company may update the list of Subprocessors from time to time. A current list of Subprocessors is available at https://aiproductivity.dev/subprocessors or upon request; and (d) If the Licensee configures the Software to use locally-hosted AI models (e.g., Ollama), no data is transmitted to any Subprocessor and no BAA is required for such processing. 10.6 Data Security Measures. The Software incorporates the following security measures for data processed locally: (a) Authenticated Encryption at Rest. All files stored in the local vault, including summaries and audit logs, are encrypted using Fernet authenticated encryption (AES-128-CBC for confidentiality plus HMAC-SHA256 for integrity verification). Encryption keys are derived per-installation and stored in the operating system's credential store (Windows Credential Manager / macOS Keychain), with PBKDF2-SHA256 fallback derivation tied to machine-specific identifiers. (b) Cloud AI Processing of PHI. Where the Software is configured to transmit data to a cloud AI service for extraction, summarization, chronology construction, demand letter generation, valuation, deposition outlining, in-Software chat, or any other analysis feature, Protected Health Information is transmitted in its original (non-de-identified) form to the cloud AI provider configured by the Licensee, under the Business Associate Agreement between the Licensee and that provider (as described in Section 9.2). The Software does NOT apply pre-transmission de-identification to PHI sent to the primary extraction, summarization, or analysis models. Authentic PHI is required for the Software to produce accurate medical chronologies, citations, and clinical findings. The Licensee is responsible for ensuring an appropriate BAA is in place with the relevant cloud AI provider before transmitting PHI through the Software. (c) Cross-Model Verification and Summary Compression Post-Processing. The Software includes an OPTIONAL cross-model verification step in which a secondary AI model family reviews generated outputs against the original source text for accuracy and completeness. Where this step is enabled by the Licensee, the Software may additionally transmit the generated summary (which contains original PHI carried through from the primary model output) to the same secondary AI model family for length compression. Both steps are governed by the same Business Associate Agreement described in Section 10.6(b), and both are best-effort processes that do not guarantee accuracy, completeness, or detection of errors or hallucinations. The Licensee's obligation to independently verify all AI-Generated Output is not reduced or satisfied by either step. (d) File Integrity and Tamper Detection. The Software uses HMAC-SHA256 signatures to verify the integrity of installation files and audit logs, ensuring tamper-evident operation. 11. DISCLAIMER OF WARRANTIES 11.1 General Disclaimer. THE SOFTWARE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT. THE COMPANY DOES NOT WARRANT THAT THE SOFTWARE WILL MEET YOUR REQUIREMENTS, THAT OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT DEFECTS IN THE SOFTWARE WILL BE CORRECTED. 11.2 No Warranty of Accuracy. THE COMPANY MAKES NO WARRANTY, EXPRESS OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, RELIABILITY, OR CORRECTNESS OF ANY AI-GENERATED OUTPUT, INCLUDING BUT NOT LIMITED TO MEDICAL RECORD SUMMARIES, CHRONOLOGIES, DEMAND PACKAGES, CASE VALUATIONS, DEPOSITION OUTLINES, OR ANY OTHER DOCUMENTS OR ANALYSES PRODUCED BY THE SOFTWARE. THE SOFTWARE IS PROVIDED WITH NO WARRANTY OF ACCURACY, COMPLETENESS, OR FITNESS FOR ANY PARTICULAR MEDICAL OR LEGAL PURPOSE. 11.3 No Warranty of Compliance. THE COMPANY DOES NOT WARRANT THAT THE SOFTWARE COMPLIES WITH HIPAA, HITECH, OR ANY OTHER FEDERAL, STATE, OR LOCAL LAW OR REGULATION. THE LICENSEE IS SOLELY RESPONSIBLE FOR DETERMINING WHETHER THE SOFTWARE IS SUITABLE FOR ITS INTENDED USE AND FOR ENSURING COMPLIANCE WITH ALL APPLICABLE LAWS AND REGULATIONS. 11.4 Third-Party Services. THE COMPANY MAKES NO WARRANTY REGARDING THE AVAILABILITY, PERFORMANCE, ACCURACY, OR RELIABILITY OF ANY THIRD-PARTY AI MODEL, CLOUD SERVICE, OR OTHER EXTERNAL DEPENDENCY UTILIZED BY THE SOFTWARE. CHANGES TO THIRD-PARTY SERVICES MAY AFFECT THE FUNCTIONALITY OR OUTPUT QUALITY OF THE SOFTWARE WITHOUT PRIOR NOTICE. 12. LIMITATION OF LIABILITY 12.1 Exclusion of Consequential Damages. IN NO EVENT SHALL THE COMPANY, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOSS OF PROFITS, LOSS OF DATA, LOSS OF REVENUE, LOSS OF GOODWILL, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, OR COST OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF OR INABILITY TO USE THE SOFTWARE OR ANY AI-GENERATED OUTPUT, EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. 12.2 Liability Cap. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE TOTAL CUMULATIVE LIABILITY OF PRODUCTIVITY AI, LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND AFFILIATES, UNDER THIS AGREEMENT OR ARISING OUT OF OR IN CONNECTION WITH THE SOFTWARE, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR ANY OTHER LEGAL OR EQUITABLE THEORY, SHALL NOT EXCEED THE LESSER OF: (A) ONE THOUSAND DOLLARS ($1,000.00); OR (B) THE TOTAL FEES ACTUALLY PAID BY THE LICENSEE TO THE COMPANY FOR THE SOFTWARE DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM. 12.2A Exceptions to Liability Cap; Super-Cap. The limitations in Section 12.2 shall not apply to, and no cap shall limit, the Company's liability arising from: (a) the Company's fraud, willful misconduct, or intentional violation of law; or (b) liabilities that, as a matter of applicable law, cannot be limited or excluded. For the Company's express indemnification obligations under Section 13.4 (Company IP Infringement Indemnity) and the Company's breach of confidentiality obligations expressly set forth in a signed, written non-disclosure agreement or Business Associate Agreement between the parties, the Company's aggregate liability shall be capped at the greater of (i) two (2) times the fees actually paid by the Licensee to the Company for the Software during the twelve (12) months immediately preceding the event giving rise to the claim, or (ii) ten thousand dollars ($10,000.00) (the "Super-Cap"). Nothing in this Agreement limits or excludes any liability that cannot be limited or excluded as a matter of law. 12.3 Application. THE FOREGOING LIMITATIONS AND EXCLUSIONS SHALL APPLY TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, REGARDLESS OF WHETHER ANY REMEDY FAILS OF ITS ESSENTIAL PURPOSE, AND SHALL APPLY TO ALL CLAIMS IN THE AGGREGATE, INCLUDING BUT NOT LIMITED TO CLAIMS ARISING FROM OR RELATED TO: (a) Errors, omissions, or inaccuracies in AI-Generated Output; (b) Reliance on AI-Generated Output in legal proceedings, medical decisions, or other professional contexts; (c) Failure of the cross-model verification step or the summary compression post-processing step described in Section 10.6(c); (d) Loss, corruption, or unauthorized disclosure of data processed by the Software; (e) Interruption or unavailability of the Software or any third-party services on which the Software depends; and (f) Any claim by a third party arising from the Licensee's use of the Software or AI-Generated Output. 12.4 Essential Basis of the Bargain. The Licensee acknowledges that the Company has set its fees and entered into this Agreement in reliance upon the limitations of liability and the disclaimers of warranties set forth herein, and that such provisions form an essential basis of the bargain between the parties. The limitations and exclusions in this Section shall apply even if the Licensee's remedies under this Agreement fail of their essential purpose. 13. INDEMNIFICATION 13.1 Licensee Indemnification. The Licensee agrees to indemnify, defend, and hold harmless Productivity AI, LLC, and its officers, directors, employees, agents, affiliates, successors, and assigns (collectively, the "Indemnified Parties") from and against any and all third-party claims, demands, actions, suits, proceedings, losses, damages, liabilities, judgments, settlements, penalties, fines, costs, and expenses (including reasonable attorneys' fees and court costs) arising out of or in connection with: (a) The Licensee's use of or reliance on AI-Generated Output, including but not limited to claims of malpractice, negligence, professional liability, or errors and omissions; (b) The Licensee's failure to comply with the human verification requirement set forth in Section 8; (c) The Licensee's failure to comply with HIPAA, HITECH, or any other applicable privacy or security law or regulation in connection with the Licensee's use of the Software; (d) Any unauthorized access to, disclosure of, or breach involving Protected Health Information processed by the Software on the Licensee's systems; (e) The Licensee's breach of any term or condition of this Agreement; (f) The Licensee's violation of any applicable law, regulation, or third-party right in connection with the use of the Software; and (g) Any claim that the Licensee's use of AI-Generated Output in legal proceedings, medical decisions, insurance claims, or other professional contexts caused harm to a third party. 13.2 Indemnification Procedure. The Indemnified Parties shall provide the Licensee with prompt written notice of any claim for which indemnification is sought. The Licensee shall have the right to control the defense of such claim, provided that the Licensee shall not settle any claim without the prior written consent of the applicable Indemnified Party if such settlement would impose any obligation or liability on the Indemnified Party. The Indemnified Parties shall cooperate, at the Licensee's expense, in the defense of any such claim. 13.3 Survival. The obligations of the Licensee under this Section 13 shall survive termination or expiration of this Agreement. 13.4 Company IP Infringement Indemnity. Subject to the limitations set forth in Section 12 (including the Super-Cap in Section 12.2A), the Company shall defend the Licensee against any third-party claim alleging that the Software, as delivered by the Company and used by the Licensee strictly in accordance with this Agreement and the Company's published documentation, infringes a valid United States patent, registered copyright, or registered trademark of such third party, and shall indemnify the Licensee against amounts finally awarded by a court of competent jurisdiction against the Licensee, or agreed in a written settlement signed by the Company, on account of such claim. The foregoing indemnity does NOT apply to, and the Licensee shall defend and indemnify the Company (subject to Section 13.1) for, any claim arising from or related to: (a) any modification, customization, or derivative work of the Software not made or expressly authorized in writing by the Company; (b) the combination, operation, or use of the Software with any products, services, hardware, software, data, or other materials not provided by the Company, where the claim would not have arisen but for such combination, operation, or use; (c) use of the Software other than in accordance with this Agreement or the Company's published documentation; (d) any AI-Generated Output, prompts, case materials, medical records, or other content or data input into, submitted to, or produced by the Software by or on behalf of the Licensee; (e) use of any version of the Software other than the most current version made generally available by the Company, where use of the current version would have avoided the claim; (f) the Company's compliance with the Licensee's specific designs, specifications, or instructions; or (g) any claim that is based on open-source or third-party components of the Software that are governed by their own separate license terms. If the Software becomes, or in the Company's reasonable opinion is likely to become, the subject of an infringement claim, the Company may, at its sole option and expense: (i) procure for the Licensee the right to continue using the Software; (ii) modify or replace the Software so that it is non-infringing while materially preserving its functionality; or (iii) terminate the license for the affected portion of the Software upon written notice and refund a pro-rata portion of any prepaid, unused fees attributable to the terminated portion. THIS SECTION 13.4 STATES THE COMPANY'S SOLE AND EXCLUSIVE LIABILITY, AND THE LICENSEE'S SOLE AND EXCLUSIVE REMEDY, FOR ANY CLAIM OF INTELLECTUAL PROPERTY INFRINGEMENT BY THE SOFTWARE. 13.5 Indemnity Conditions. As a condition to either party's indemnification obligations under this Section 13, the party seeking indemnification shall: (a) provide prompt written notice of the claim (provided that any delay in notice shall relieve the indemnifying party of its obligations only to the extent materially prejudiced thereby); (b) grant the indemnifying party sole control of the defense and settlement of the claim (provided that no settlement imposing non-monetary obligations on the indemnified party may be entered into without the indemnified party's prior written consent, not to be unreasonably withheld); and (c) provide reasonable cooperation at the indemnifying party's expense. 14. NO PROFESSIONAL RELATIONSHIP 14.1 No Attorney-Client Relationship. Use of the Software does not create, and shall not be construed to create, an attorney-client relationship between the Licensee (or any of its users, clients, or other persons) and Productivity AI, LLC or any of its officers, directors, employees, agents, or affiliates. 14.2 No Doctor-Patient Relationship. Use of the Software does not create, and shall not be construed to create, a doctor-patient relationship, therapist-patient relationship, or any other healthcare provider- patient relationship between the Licensee (or any of its users, clients, patients, or other persons) and Productivity AI, LLC or any of its officers, directors, employees, agents, or affiliates. 14.3 No Advisory Relationship. Use of the Software does not create, and shall not be construed to create, any fiduciary, advisory, consulting, or other professional relationship between the Licensee (or any of its users, clients, or other persons) and Productivity AI, LLC or any of its officers, directors, employees, agents, or affiliates. The Company is a technology provider, not a legal, medical, or professional services firm. 14.4 Licensee Professional Obligations. The Licensee acknowledges that its professional obligations (including duties of competence, diligence, and confidentiality owed to its clients) are not diminished or altered by the use of the Software. The Licensee remains solely responsible for the exercise of professional judgment in all matters. 14.5 Licensee Representations and Warranties. The Licensee represents and warrants, as of the Effective Date and continuously throughout the term of this Agreement, that: (a) Authority. The individual accepting this Agreement has full legal right, power, and authority to enter into and bind the Licensee entity (if any) to this Agreement; (b) Licensed Professional Use. Each Authorized User who relies upon any AI-Generated Output for legal work is a duly licensed attorney in good standing in the applicable jurisdiction(s), or is a non-lawyer (e.g., paralegal, legal assistant) working under the direct supervision of such a licensed attorney in accordance with applicable rules of professional conduct; (c) No Consumer or Pro Se Use. The Licensee shall not distribute, sublicense, or otherwise provide access to the Software, or any AI-Generated Output, to any pro se litigant, unrepresented consumer, or other end user who is not represented by, or employed by, a Licensed Professional; (d) Patient and Client Consents. The Licensee has obtained, and will maintain throughout the term of this Agreement, all authorizations, consents, and permissions required under HIPAA, HITECH, applicable state medical privacy laws, applicable rules of professional conduct, and applicable client engagement agreements to process, transmit, and analyze PHI and client materials through the Software, including through any cloud-based Subprocessors; (e) Rules of Professional Conduct. The Licensee's use of the Software shall at all times comply with the applicable rules of professional conduct governing its practice, including but not limited to principles analogous to ABA Model Rules 1.1 (competence, including the duty of technological competence reflected in Comment 8), 1.6 (confidentiality of information), 3.3 (candor toward tribunals), 5.3 (responsibilities regarding non-lawyer assistance), and applicable state-bar analogs, including any required disclosure of AI assistance in court filings; (f) Sanctions and Export Compliance. Neither the Licensee, nor any Authorized User, nor any entity or individual controlling, controlled by, or under common control with the Licensee, is (i) identified on the U.S. Department of the Treasury's Office of Foreign Assets Control ("OFAC") list of Specially Designated Nationals and Blocked Persons or any other U.S. government list of restricted or sanctioned parties, or (ii) located, organized, or resident in any country or territory that is the subject of comprehensive U.S. sanctions; (g) No Use in High-Risk Settings. The Licensee shall not use the Software, and shall not permit use of the Software, as the sole or primary basis for any emergency medical decision, life-critical clinical decision, automated adjudication of insurance or benefits claims without human review, or any other context in which a failure of the Software could result in death, serious bodily injury, or the deprivation of a legally protected right without meaningful human intervention; and (h) Acceptance of EULA. The Licensee's acceptance of this Agreement (whether by clickwrap, installation, activation, or continued use of the Software) is deemed a validly executed acceptance by an authorized representative of the Licensee, and the Licensee waives any defense based on the electronic or clickwrap nature of such acceptance. Breach of any representation or warranty in this Section 14.5 is a material breach of this Agreement and, without limitation, entitles the Company to terminate this Agreement immediately pursuant to Section 16 and to pursue all remedies under Section 13.1 (Licensee Indemnification). 15. DEMO LICENSE TERMINATION 15.1 Automatic Expiration. The Demo License shall automatically expire and terminate fourteen (14) calendar days after first installation. 16. TERMINATION 16.1 Termination for Breach. The Company may terminate this Agreement immediately upon written notice if the Licensee breaches any term or condition of this Agreement, including but not limited to failure to comply with the restrictions in Section 3, the human verification requirement in Section 8, or the HIPAA compliance obligations in Section 9. 16.2 Termination for Violation. The Company reserves the right to immediately terminate this Agreement and revoke the License Key if the Licensee is found to have violated the restrictions set forth in Section 3, including but not limited to unauthorized redistribution, reverse engineering, or circumvention of license enforcement mechanisms. 16.3 Effect of Termination. Upon termination or expiration of this Agreement, the Licensee shall immediately cease all use of the Software, uninstall and destroy all copies of the Software in its possession or control, and, upon request, certify in writing to the Company that such actions have been taken. 16.4 Survival. Sections 4, 5, 7, 8, 9, 11, 12, 13, 14, 17, and 18 shall survive termination or expiration of this Agreement. 17. GOVERNING LAW AND DISPUTE RESOLUTION 17.1 This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Virginia, United States of America, without regard to its conflict of law principles. 17.2 ALL DISPUTES, CLAIMS, OR CONTROVERSIES ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL BE RESOLVED EXCLUSIVELY BY BINDING ARBITRATION ADMINISTERED IN FAIRFAX COUNTY, VIRGINIA, IN ACCORDANCE WITH SECTION G OF THE CRITICAL LIABILITY NOTICE ABOVE. TO THE EXTENT ANY MATTER REQUIRES JUDICIAL RESOLUTION (E.G., INJUNCTIVE RELIEF OR ENFORCEMENT OF AN ARBITRATION AWARD), THE PARTIES CONSENT TO THE EXCLUSIVE JURISDICTION OF THE STATE AND FEDERAL COURTS LOCATED IN FAIRFAX COUNTY, VIRGINIA. 17.3 The prevailing party in any legal action or proceeding arising out of this Agreement shall be entitled to recover its reasonable attorneys' fees and costs. 17.4 Time Limit on Claims. ANY CLAIM, DEMAND, OR CAUSE OF ACTION ARISING OUT OF OR RELATING TO THIS AGREEMENT, THE SOFTWARE, OR ANY AI-GENERATED OUTPUT MUST BE COMMENCED IN ARBITRATION (OR, WHERE JUDICIAL RESOLUTION IS PERMITTED UNDER SECTION 17.2, IN A COURT OF COMPETENT JURISDICTION) WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES, OR SUCH CLAIM SHALL BE PERMANENTLY BARRED. This Section 17.4 does not apply to, and shall not shorten any limitations period for: (a) claims that, as a matter of applicable law, cannot be contractually shortened; (b) the Company's enforcement of its intellectual property rights, confidentiality obligations owed to it, or license-compliance and anti-piracy provisions of this Agreement; or (c) claims arising under the HIPAA Privacy or Security Rules, HITECH, or applicable state medical privacy statutes, for which the statutory limitations period shall apply. 17.5 Delegation of Arbitrability. The parties agree that the arbitrator, and not any federal, state, or local court or agency, shall have exclusive authority to resolve any dispute relating to the interpretation, applicability, enforceability, or formation of the arbitration provisions in Section G of the Critical Liability Notice and this Section 17, including any claim that all or any part of such provisions are void or voidable. Notwithstanding the foregoing, a court of competent jurisdiction in or serving the City of Falls Church, Virginia shall have authority to determine the enforceability of the class-action and class-arbitration waiver set forth in Section G, and such waiver shall be severable from, and shall survive independently of, the remainder of the arbitration agreement. 18. GENERAL PROVISIONS 18.1 Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, with respect to such subject matter. 18.2 Amendment. This Agreement may not be modified or amended except by a written instrument signed by both parties. 18.3 Severability. If any provision of this Agreement is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. 18.4 Waiver. The failure of either party to enforce any right or provision of this Agreement shall not constitute a waiver of such right or provision. 18.5 Assignment. The Licensee may not assign or transfer this Agreement or any rights or obligations hereunder without the prior written consent of the Company. The Company may assign this Agreement without restriction. 18.6 Notices. All notices under this Agreement shall be in writing and shall be deemed given when delivered personally, sent by confirmed email, or sent by certified mail, return receipt requested, to the addresses specified in the purchase order or registration. 18.7 Export Compliance. The Licensee shall comply with all applicable export control laws and regulations in connection with the Software. 18.8 Force Majeure. Neither party shall be liable for any delay or failure in performance resulting from causes beyond its reasonable control, including but not limited to acts of God, natural disasters, pandemics, war, terrorism, government actions, power failures, internet or telecommunications failures, or failures of third-party AI service providers. 18.9 Headings. The section headings in this Agreement are for convenience only and shall not affect the interpretation of this Agreement. 18.10 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. 18.11 No Third-Party Beneficiaries. This Agreement is entered into for the sole and exclusive benefit of the Company and the Licensee and their respective permitted successors and assigns. Nothing in this Agreement, express or implied, is intended to or shall be construed to confer upon any other person or entity - including, without limitation, the Licensee's clients, patients, adverse parties, opposing counsel, insurers, courts, or any other third party - any legal or equitable right, claim, benefit, or remedy of any nature whatsoever under or by reason of this Agreement. No such third party is a beneficiary of, or has standing to enforce, any provision of this Agreement. 18.12 No Reliance; Integration. The Licensee acknowledges and agrees that, in entering into this Agreement, it has not relied upon any representation, warranty, promise, forecast, estimate, projection, opinion, performance benchmark, accuracy metric, or other statement of the Company or any of its officers, directors, employees, agents, resellers, or representatives, whether oral or written, that is not expressly set forth in this Agreement. Without limiting the foregoing, the Licensee acknowledges that any statements made in marketing materials, sales presentations, product demonstrations, website content, blog posts, social media, case studies, battle cards, comparison charts, analyst reports, or other sales or marketing communications (collectively, "Marketing Materials") are for general informational purposes only, do not form part of this Agreement, and do not constitute representations, warranties, guarantees, or covenants of the Company. The Licensee expressly disclaims any reliance on any Marketing Materials and waives, to the maximum extent permitted by law, any claim for fraudulent inducement, negligent misrepresentation, or similar theory based on any statement not expressly set forth in this Agreement. 18.13 Updates to EULA. The Company may update this Agreement from time to time to reflect changes in law, Subprocessors, Software functionality, or the Company's business practices. Updated versions will be made available at https://aiproductivity.dev/eula and bundled with subsequent Software releases. Continued use of the Software after the effective date of an updated version constitutes acceptance of the updated Agreement; provided that material adverse changes to the Licensee's rights shall not apply retroactively to conduct occurring before the update. Copyright (c) 2026 Productivity AI, LLC d/b/a MedRecords AI. All rights reserved. MedRecords AI is a trademark of Productivity AI, LLC.