Terms and Conditions

1. Acceptance of terms

By creating an account and accessing the BalancePoint workspace, you confirm that you have read, understood, and agree to be bound by these Terms and Conditions. If you do not agree, you must not register or use the platform.

These terms apply to all users of BalancePoint, including administrators, case reviewers, financial analysts, and solicitors.

2. Workspace access

Access to BalancePoint is granted on a role-based basis. Each user is assigned one of the following roles at the time of registration:

• Case reviewer — read and annotation access to assigned cases, statements, and transaction records.
• Financial analyst — access to bank statement imports, transaction categorisation, and financial schedules.
• Solicitor — access to Form E workflows, offer management, and amendment requests.

You are responsible for maintaining the confidentiality of your login credentials. You must not share your account with any other person. Any activity conducted under your account is your responsibility.

BalancePoint reserves the right to suspend or revoke access at any time if these terms are breached or if access is no longer required.

3. Confidentiality

All information processed within BalancePoint — including bank statements, transaction data, financial schedules, offers, and Form E content — is strictly confidential. By registering, you agree to:

• Handle all case data with the highest degree of professional discretion.
• Not disclose, copy, or distribute any case information outside of the authorised workflow.
• Access only the cases and records you have been explicitly authorised to review.
• Promptly report any suspected unauthorised access or data disclosure to your workspace administrator.

These obligations survive termination of your account and remain in force indefinitely unless a supervising solicitor or court order provides otherwise.

4. Data use and storage

BalancePoint processes personal and financial data in connection with divorce proceedings and financial settlement analysis. By using the platform you acknowledge that:

• Data entered or uploaded is stored securely and accessed only by authorised workspace members.
• BalancePoint does not sell, licence, or share personal data with third parties except where required by law or court order.
• You are responsible for ensuring that any data you upload has been obtained lawfully and that you have the right to process it in this context.
• Data retention periods are governed by the applicable case and regulatory requirements; workspace administrators may configure retention settings accordingly.

For full details of how personal data is handled, please refer to our Privacy Policy.

5. Acceptable use

You agree not to use BalancePoint to:

• Upload false, fabricated, or misleading financial information.
• Attempt to gain unauthorised access to accounts, cases, or system infrastructure.
• Introduce malicious code, scripts, or files into the platform.
• Use the platform for any purpose that is unlawful or contrary to professional obligations.
• Interfere with the availability or integrity of the service for other users.

Violations may result in immediate account suspension and referral to the relevant professional regulatory body.

6. Intellectual property

All software, interfaces, workflows, and documentation within BalancePoint are the intellectual property of BalancePoint or its licensors. No part of the platform may be reproduced, modified, or distributed without prior written consent.

Case data uploaded by users remains the property of the relevant parties to the proceedings. BalancePoint claims no ownership over user-submitted content.

7. Limitation of liability

BalancePoint is a case management tool and does not constitute legal, financial, or professional advice. All analysis, schedules, and outputs generated by the platform must be reviewed and validated by a qualified professional before being relied upon in any proceedings.

To the maximum extent permitted by applicable law, BalancePoint shall not be liable for:

• Any loss or damage arising from reliance on platform-generated outputs without independent professional review.
• Service interruptions, data loss, or errors resulting from circumstances beyond reasonable control.
• Unauthorised access to your account resulting from failure to maintain credential security.

8. Termination

Your access to BalancePoint may be terminated:

• By you, at any time, by contacting your workspace administrator.
• By an administrator, if your role in the relevant case concludes or your professional engagement ends.
• By BalancePoint, immediately and without notice, in the event of a material breach of these terms.

Upon termination, your access credentials are revoked. Data associated with your account is handled in accordance with the applicable retention policy.

9. Changes to these terms

BalancePoint may update these Terms and Conditions from time to time. Where changes are material, registered users will be notified by email or via an in-workspace notice. Continued use of the platform after the effective date of updated terms constitutes acceptance of those terms.

The current version of these terms is always available at this page.

10. Contact

If you have questions about these terms or your obligations under them, please contact your workspace administrator or reach us at: