MyCase Partners – Terms & Conditions

8am Consultant Referral Program Terms and Conditions

(Practice Management Solutions)

Updated: April 2026

1. Introduction

Welcome to 8am! Through our professional business platform, we provide a range of services to legal, accounting, and other client-based professionals located in the United States and Canada, including practice and case management software solutions like 8am CasePeer, 8am DocketWise and 8am MyCase.

Please carefully review these 8am Consultant Referral Program Terms and Conditions (the “Terms”). By submitting an Application and acknowledging that you accept these Terms, you agree that you have read, accepted, and are bound by the Terms.

These Terms are effective as of the date on which you submit an Application and will remain in effect until terminated in accordance with this paragraph. Either party may terminate your right to participate in the Program (a) for any reason upon seven (7) days’ written notice to the other party, or (b) immediately upon written notice if the other party materially breaches these Terms; provided, however, 8am shall have a thirty (30) day period to cure any late Referral Fee payments.

2. Definitions

Capitalized terms used herein are defined below or in other sections of these Terms.

• “8am”, “our”, “us” or “we” means 8am, LLC, along with any parent company, subsidiary or affiliate.

• “8am Products” means 8am CasePeer, 8am DocketWise, 8am MyCase, and/or other practice and case management software solutions for client-based professionals sold by 8am from time to time. “8am Products” excludes 8am (i) payment and financial management software solutions and (ii) payment processing and financial services embedded within our practice and case management software solutions.

• “Application” means an application to participate in the Program submitted through the 8am website and/or the Program Platform.

• “Confidential Information” means all materials, data, and information (including, without limitation, financial, business and technical plans and strategies) disclosed by or on behalf of a party (“Discloser”) hereunder or otherwise accessed or received by or on behalf of the other party hereunder (in any form or medium) that is designated as confidential or proprietary or a reasonable person would consider confidential given the nature of the information or the circumstances governing its disclosure. Confidential Information does not include any information that: (i) was known to the party that receives any Confidential Information (the “Recipient”) prior to receiving the same from the Discloser in connection with the Program; (ii) is independently developed by the Recipient without reference to or use of the Discloser’s Confidential Information; (iii) is acquired by the Recipient from a third party without restriction as to use or disclosure; or (iv) is or becomes publicly available through no fault or action of the Recipient.

• “Eligible Subscription” means a Qualified Customer’s first purchased subscription to an 8am Product, excluding upsells, cross-sells, add-on modules, implementation fees, professional services, embedded payment processing and/or financial services, and any other one-time service fees associated with such subscription.

• “Person” means any natural person, corporation, partnership (whether general or limited), limited liability company, joint venture, association, company, trust, unincorporated organization, governmental authority, or other entity of any kind.

• “Program Platform” means the third-party referral management platform, which shall initially be PartnerStack. 8am may change its Program Platform at any time in its sole discretion.

• “Prospective Customer” means an entity or person who is reasonably believed by you to have a bona fide interest in purchasing a subscription to an 8am Product.

• “Referral Submission Date” means the timestamp recorded in the Program Platform for your referral submission of a Prospective Customer to 8am.

• “Sale Window” means the six (6)-month period beginning on the Referral Submission Date.

• “Territory” means the United States and/or Canada.

3. Referral Program Overview

3.1 Program Administration and Eligibility.

(a) 8am will administer the Program through the Program Platform.

(b) Upon 8am’s acceptance of your Application through the Program Platform, 8am authorizes you to participate in 8am’s referral program for practice management software consultants (the “Program”) for the referral of Prospective Customers to 8am on a non-exclusive basis in the Territory, in accordance with the terms and conditions of these Terms.

(c) 8am reserves the right to accept or reject your Application in its sole discretion.

(d) To be eligible to participate in the Program, you must be a Person who is engaged in the business of providing consulting services to law firms.

3.2 ReferralSubmissions and Consultant Responsibilities.

1. Following acceptance of your Application, 8am will provide you with access to the Program Platform. Upon receiving access to the Program Platform, you will be required to create a user account in the Program Platform and, in connection therewith, you will be required to accept the Program Platform’s applicable terms of service and privacy policy (“Program Platform Terms”). You shall comply with the Program Platform Terms in all respects in connection with the Program.

2. You must submit all Prospective Customer referrals to 8am exclusively through the Program Platform and must provide all information requested by 8am for eligibility and attribution, which may include: the Prospective Customer’s name, contact information (including address and email address), number of employees and the specific 8am Product being referred. Any referral submitted outside of the Program Platform will not be eligible for a Referral Fee.

3. You shall provide 8am marketing materials to Prospective Customers, as requested by 8am from time to time. You shall not modify such marketing materials in any respect.

3.3 Referral Acceptance.

(a) A referred Prospective Customer is not accepted by 8am unless and until 8am confirms acceptance through the Program Platform.

(b) 8am may decline a referred Prospective Customer for any reason, including if it does not meet eligibility requirements set forth in Section 3.4 (Qualified Customers). Nothing in these Terms shall obligate 8am to offer or sell any 8am Products or consummate any transaction with any Prospective Customer. 8am may terminate any negotiations or discussions at any time and has the right not to proceed with any sale of 8am Products without any liability or obligation to pay compensation to you under these Terms.

(c) The pricing (including discounts), billing frequency, and other terms and conditions under which 8am offers or sells any 8am Products, including to Prospective Customers referred by you, will be determined exclusively by 8am in its sole discretion. 8am will have the authority to control all discussions and negotiations regarding any proposed or actual offering or sale of 8am Products.

3.4 Qualified Customers. 8am will pay you a Referral Fee for Eligible Subscriptions from Qualified Customers in accordance with, and subject to, Section 3.2 (Referral Submissions and Consultant Responsibilities). A “Qualified Customer” is a Prospective Customer referred by you through the Program Platform who satisfies all of the following criteria:

(a) the Prospective Customer does not have an active subscription to any 8am Product as of the Referral Submission Date;

(b) the Prospective Customer did not have an active subscription to an 8am Product during the six (6)-month period immediately preceding the Referral Submission Date;

(c) 8am has no recorded sales activity (e.g., emails, calls, meetings, or other documented touchpoints) in its Customer Relationship Management (CRM) platform or other internal records with the Prospective Customer during the six (6)-month period immediately preceding the Referral Submission Date; and

(d) 8am has accepted the referred Prospective Customer in accordance with Section 3.3 (Referral Acceptance); and

(e) the Prospective Customer has purchased (and paid for) an Eligible Subscription within the Sale Window.

3.5 Attribution. Only one Person may receive credit for a Qualified Customer. If multiple Persons submit the same Qualified Customer to the Program Platform, credit will be given to the first referral submitted. 8am will have final authority to determine referral attribution and resolve any referral attribution disputes, acting reasonably and in good faith based on the Program Platform records and 8am’s internal records. 8am disclaims all liability to you associated with any such attribution determinations and disputes.

3.6 Prohibited Activities.

(a) You shall not have authority to offer or sell 8am Products directly to a Prospective Customer and shall not participate in any negotiations with a Prospective Customer with respect to an 8am Product.

(b) You shall not make any commitments, representations, warranties, guarantees, pricing statements or other promises on behalf of 8am, and shall not hold yourself out as an agent of 8am.

(c) You shall not (and shall not permit any affiliate or agent to): (i) submit self-referrals (including referring yourself, your affiliates, or any of your or their officers, directors, employees, contractors, or immediate family members), (ii) submit referrals where you (or your affiliate) will receive a direct or indirect financial benefit from the Prospective Customer’s purchase beyond the Referral Fee (other than ordinary-course integration-related fees payable under the Agreement); or (iii) engage in spam mailings or use any misleading, deceptive, or unfair marketing practices in connection with participating in the Program.

(d) You shall not make any false or misleading statements about 8am or any 8am Product, including features, functionality, pricing, or availability, and will comply with applicable law in connection with the Program.

(e) You shall not sell or attempt to sell your referrals.

(f) You shall not violate applicable laws in participating in the Program, including anti-spam, telemarketing, FTC or data privacy laws, rules and regulations (e.g., CAN-SPAM, the TCPA, CASL, and GDPR, as applicable).

(g) You shall not (i) alter, modify, adapt, create derivative works based on, translate, deface, or reverse engineer, decompile or disassemble any of the Program Platform, (ii) use any aspect of the Program Platform to create, market or distribute any product or service that is competitive with the Program Platform or that is illegal, or (iii) transfer, sell, lease, license, sublicense, distribute, disclose or make available or permit use of or access to the Program Platform to any other person.

4. Referral Fees

4.1 Referral Fees and Benefits. As your exclusive compensation hereunder, 8am shall pay to you the referral fees and provide the following benefits set forth in the table below based on the tiers and eligibility requirements below (“Referral Fees”). You shall be responsible for all taxes arising from receipt of the Referral Fees.

• “Annual Net Payments” means the net subscription fees actually received by 8am from an Eligible Subscription during the first twelve (12) month term of such subscription, excluding any refunds, credits, chargebacks, payment reversals, any sales, use, VAT or similar taxes, and any transaction or processing fees 8am earns from any of its payment processing and financial services solutions.

• “Recurring Net Payments” means the net subscription fees actually received by 8am from an Eligible Subscription while such subscription remains active, excluding any refunds, credits, chargebacks, payment reversals, any sales, use, VAT or similar taxes, and any transaction or processing fees 8am earns from any of its payment processing and financial services solutions.

4.2 Payment.

(a) Referral Fees will be calculated and paid to you in USD through the Program Platform monthly no later than forty-five (45) days following the end of each month in which such Referral Fees accrue. Referral Fees for a subscription will accrue during the month in which 8am actually receives payment for such subscription.

(b) If 8am receives payment for an Eligible Subscription in a currency other than USD, such payment will be converted into USD using the applicable exchange rate published by OANDA Corporation (or a comparable reputable source selected by 8am) on the date 8am receives such payment. If such rate is unavailable for that date, 8am will use the most recent available OANDA exchange rate. 8am’s determination of the applicable exchange rate will be made in good faith and will be final for purposes of calculating Referral Fees.

(c) You are responsible for completing onboarding and account setup required by the Program Platform, including those that are necessary to receive payments through the Program Platform. 8am disclaims all liability to you for any delays in payment of Referral Fees if you fail to complete such onboarding and account setup requirements.

4.3 Clawbacks. If any payment from a Qualified Customer is refunded, credited, charged back, reversed, or determined by 8am in good faith to be fraudulent, 8am may claw back or offset the corresponding Referral Fee amounts from future Referral Fee payments to you to the extent such amounts were not already deducted from the applicable Referral Fee. 8am may also claw back or offset Referral Fee amounts from future payments to you if 8am determines, after acceptance of the Prospective Customer, that you (a) violated the terms of these Terms with respect to such referral, (b) the referral was otherwise fraudulent, or (c) the referral did not satisfy all criteria set forth in Section 3.4 (Qualified Customers). If future Referral Fee amounts owed to you are insufficient to fully offset any clawback amount, you shall repay such remaining amount to 8am within thirty (30) days after written demand by 8am.

4.4 Eligible Subscription Termination. 8am may terminate a Qualified Customer’s Eligible Subscription for any reason at any time. No additional Referral Fees will accrue after the date the Eligible Subscription terminates, whether termination was initiated by 8am or the Qualified Customer.

5. General

5.1 No Exclusivity. 8am may engage any other Person to serve as a referral partner, whether through or outside of the Program, in its sole discretion. Nothing in these Terms restricts 8am from marketing to, contracting with, or accepting referrals from any third party, or from pursuing any lead or opportunity, whether or not referred by you.

5.2 Independent Contractors. The parties are independent contracting parties. Neither party has, nor shall hold itself out as having, any right or authority to incur any obligation on behalf of the other party. The parties’ relationship in connection with these Terms shall not be construed as a joint venture, partnership, franchise, employment, fiduciary, or agency relationship, or as imposing any liability upon either party that otherwise might result from such a relationship.

5.3 Confidentiality. Each party agrees that, except as expressly permitted in these Terms, such party will not at any time during or after the term of these Terms disclose any of the other party’s Confidential Information to any person. Each party agrees not to use the Confidential Information of the other party for any purpose other than to perform its obligations or exercise its rights under these Terms. Each party shall exercise the same care that it exercises to protect its own confidential and proprietary information of similar importance (but in no event less than reasonable care) to avoid unauthorized use or disclosure of Confidential Information of the other party. Notwithstanding the foregoing, a party may disclose Confidential Information of the other party (a) to any of its employees and business, legal, and financial advisors in the normal course of such party’s business, provided that such employees and advisors are subject to confidentiality requirements at least as protective of the Discloser as those that apply to the parties pursuant hereto; and (b) to the extent such party is required by law, rule, regulation or order of a court or other governmental body to disclose such Confidential Information, provided that such party shall promptly give written notice of such requirement (to the extent not prohibited by applicable law) to the other party and reasonably assist the other party (at such other party’s expense) in appealing the disclosure or obtaining a protective order or other appropriate remedy, and further provided that the Discloser take reasonable and lawful actions to minimize the extent of any required disclosure. The Receiving Party must notify the Discloser within forty-eight (48) hours of becoming aware of any use or disclosure of the Discloser’s Confidential Information in violation of this section.

5.4 Indemnification. You shall defend, indemnify and hold harmless 8am and its officers, directors, managers, owners, employees, contractors and agents from and against any and all third-party claims, actions, suits and proceedings (“Claims”), as well as any and all losses, damages, and expenses of whatever form or nature (including without limitation attorneys’ fees and other costs of legal defense) incurred by 8am in connection with any Claim arising out of or related to (a) a breach by you of these Terms, (b) a breach by you of the Program Platform Terms or (c) your negligence, fraud, or willful misconduct in participating in the Program.

5.5 Limitation of Liability. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY (WHETHER IN CONTRACT, TORT OR OTHERWISE) SHALL 8AM BE LIABLE TO YOU OR ANY THIRD-PARTY FOR (A) ANY INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL OR PUNITIVE DAMAGES, INCLUDING, BUT NOT LIMITED TO, LOST PROFITS, LOST SALES OR BUSINESS, LOST DATA, GOODWILL, OR OTHER INTANGIBLE LOSSES; OR (B) ANY DAMAGES, COST, LOSSES OR LIABILITIES IN EXCESS OF $500. THE PROVISIONS OF THIS SECTION ALLOCATE THE RISK UNDER THESE TERMS BETWEEN THE PARTIES AND THE PARTIES HAVE RELIED ON THESE LIMITATIONS IN DETERMINING WHETHER TO ENTER INTO THESE TERMS. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, WHICH MEANS THAT SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO 8AM. IN SUCH STATES, 8AM’S LIABILITY SHALL BE LIMITED TO THE GREATEST EXTENT PERMITTED BY APPLICABLE LAW.

5.6 Governing Law; Forum. These Terms and the Program will be governed by and construed in accordance with the laws of the State of Delaware, without giving effect to any choice or conflict of law provision or rule (whether of the State of Delaware or any other jurisdiction) that would cause the application of the laws of any jurisdiction other than the State of Delaware. Each party agrees that any judicial proceeding brought to enforce any provision of these Terms or to recover damages for breach shall be brought exclusively in the state and federal courts located in Travis County, Texas, and the parties waive any objections to jurisdiction or venue of any such court. To the extent that a dispute cannot be resolved in a friendly manner between the parties, the dispute will be settled by arbitration in Austin, Texas under the Commercial Arbitration Rules of the American Arbitration Association or the procedures of the American Dispute Resolution Center at the election of the party filing the arbitration; provided, however, regardless of the dispute resolution forum selected or the rules governing the same, (a) any dispute will be resolved by one (1) arbitrator, and (b) judgment on the arbitration award may be entered in any court having jurisdiction over the subject matter of the controversy. Notwithstanding the foregoing, in a matter where a party seeks equitable relief, the parties agree to the exclusive jurisdiction of the state and federal courts located in Austin, Texas. The prevailing party in court or arbitration action and any appeals therefrom will be entitled to recover reasonable legal fees, court costs, arbitration fees and out of pocket expenses.

5.7 Effect of Termination. Upon termination of these Terms: (a) you must promptly cease holding yourself out as a Program participant; (b) no Referral Fees will accrue after the effective date of termination; and (c) except for Referral Fees that have accrued and are payable under these Terms prior to the effective date of termination (if any), you will not be entitled to any further Referral Fees, including for opportunities not yet closed or amounts not yet collected. Sections 2, 3.5, 3.6, 4 and 5 shall survive termination of these Terms.

5.8 Amendments. 8am may amend these Terms at any time. If 8am makes a material change, 8am will notify you as described in Section 5.9 (Electronic Disclosure and Consent). Changes that 8am determines are not material may not be individually notified, so please review these Terms periodically for updates. Revised Terms will supersede prior versions. Your continued participation in the Program after 8am publishes an amendment constitutes your acceptance of such amendment unless you provide a written objection to legal@8am.com within 30 days after 8am publishes the amendment. If you timely object to an amendment, the terms in place immediately before the effective date of the amendment will continue to apply to you. In certain circumstances, 8am may ask you to affirmatively accept an amendment before you are permitted to continue to participate in the Program. If you do not accept the amendment, 8am reserves the right to terminate your participation in the Program immediately.

5.9 Electronic Disclosure and Consent. You agree that 8am may send you communications from time to time, including notifications about updates to these Terms or other communications. A communication will be deemed to have been received by you 24 hours after the time 8am posts a communication to its website or 8am emails or texts a communication to you. Specifically, you agree and consent to 8am providing all communications, agreements, documents, notices, and disclosures to you electronically, including via the 8am website, 8am’s desktop or mobile applications, and/or the email address provided in your Program Platform account, and, if 8am so chooses, to the physical address provided in your Program Platform account. You agree that your electronic consent will have the same legal effect as a physical signature, and that electronic delivery of a communication has the same legal effect as if 8am provided you with a physical copy. You will need a computer or mobile device, Internet connectivity, and an updated browser to access the 8am website and review the communications provided to you.

5.10 Miscellaneous. These Terms constitute the entire agreement and understanding between the parties and supersede all prior agreements and understandings, both written and oral, with respect to the subject matter herein. Any provision of these Terms that is prohibited or unenforceable in any jurisdiction will not invalidate the remaining provisions of these Terms or affect the validity or enforceability of such provision in any other jurisdiction. In addition, any such prohibited or unenforceable provision will be given effect to the fullest extent possible in the jurisdiction where such provision is prohibited or unenforceable. Any term herein may be waived only by a written document executed by an authorized representative of the waiving party. A waiver of any right provided under these Terms shall not constitute a subsequent or continuing waiver of such right or of any other right under these Terms. You may not assign, delegate, transfer, or otherwise convey any of your rights or obligations under these Terms, whether by operation of law, merger, consolidation, stock sale, asset sale, or otherwise, without the prior written consent of 8am. Any attempted assignment, delegation, transfer, or conveyance in violation of this provision will be null and void.