Licensing Guide

Buyer’s guide

This guide explains how Looplex plans, access rights, resource consumption, and implementation and enhancement services work together. It helps your organization determine the scope of its purchase and identify the information that should be included in the commercial proposal or Order.

This guide is informational. It does not replace the Order, the Terms of Use and License, the Product Terms, or the applicable policies, and it does not expand contracted rights. If you have questions about the components of an offering, contact your Looplex sales representative.

Components of the contractual arrangement

A contractual arrangement may combine components with their own metrics, prices, and periods:

Component	What it defines
Platform subscription	Included products, features, access rights, and benefits.
Users	Number of people with access to the contracted products, according to the plan and permissions.
AI consumption	Credits used by AI services in both Copilot and Autopilot modes, or specific pricing arrangements per unit of work.
Operational capacities and allowances	Storage, monitoring, document retrieval, calculations, and other resources, each with its own metric.
Professional Services	Implementation, migration, content preparation, configuration, customizations, integrations, and enhancement, according to the scope.
Managed Services	Ongoing operations, support, or maintenance contracted with their own scope, capacity, and compensation.

These components may be combined within a plan or purchased separately. The presence of one component does not imply inclusion of the others. The Pricing Policy explains the commercial components of the offering.

Subscription plans and included products

The Basic, Standard, and Pro plans combine products, features, and capacities for different operational needs. The Order identifies the included products — such as Assistant, Intelligence, Cases, Documents, and Finance — the available resources, and their respective quantities.

Ultimate is the custom option for organizations that need specific volumes, combinations of resources, operating conditions, or projects. Depending on the project, the offering may include special user counts, consumption commitments, billing per classified event, and configurations using the Customer’s infrastructure or models.

Starter is an entry-level offering for the migration of Lawsoft customers, subject to the eligibility criteria and specific conditions of the migration offering. Its benefits do not automatically extend to other contractual arrangements.

Prices, quantities, and differences in features should be checked against the current commercial offering and confirmed in the Order. This guide does not establish a price list or a table of limits by plan.

Users and access rights

For platform plans with unified access, the contracted user count applies across the included products, subject to the permissions and features of each plan. Additional products may have specific access rules, as identified in the contractual arrangement.

User counts and AI consumption are separate matters. AI services are billed based on consumption, with no per-user AI charge. Purchasing additional users, when needed, is governed by the platform’s access conditions and does not automatically increase the AI Credit allowance.

Purchasing credits also does not enable products or features that are not covered by the access rights. Administrators must allocate permissions and define who may use the services, initiate work, purchase add-ons, and authorize overages.

Operational capacities and allowances

Each resource has its own unit of measurement. For example, an offering may measure storage by capacity; court notice monitoring by active search terms or Brazilian Bar Association (OAB) registration numbers; case activity monitoring by the portfolio of monitored cases; new case filing monitoring by quantity and frequency; and retrieval of case cover sheets and case files through a shared allowance. The applicable criteria and periods must be specified in the offering.

Retrieving a document, storing it, and analyzing it with AI are activities that may use different resources. The Order must specify which are included and which are charged separately. A document retrieval or storage allowance does not imply inclusion of AI processing.

AI generation and analysis are subject to credit consumption or the contracted unit of work. Document count alone does not determine uniform AI consumption: data volume, complexity, quality, and the resources used may affect the processing required.

Artificial Intelligence services

Assistant, Intelligence, and other AI features may be used in different modes. In Copilot mode, AI provides interactive assistance; in Autopilot mode, it performs delegated work. Both consume AI Credits according to the processing performed.

Credits are commercial consumption units. They do not necessarily represent a fixed quantity of tokens, documents, hours, or money. The organization’s balance may be used across eligible products and channels, subject to the contracted access rights, permissions, and limits.

Inclusion of an AI service in a plan indicates that it is available. The credit allowance indicates how much consumption is covered by the contractual arrangement. These matters must be stated separately in the offering.

Recurring purchases and one-time packages

Credits may be included in the subscription, purchased as a recurring add-on, or acquired through one-time packages. Recurring purchases offer a substantially lower price per credit than one-time purchases.

A one-time package allows additional credits to be purchased without automatically increasing the recurring commitment. Its purchase does not increase the quantities provided in future subscription replenishments. The price, quantity, and validity period must be specified in the purchase offering.

As a general rule, recurring credits are made available at the start of each monthly cycle and expire at its end, with no rollover to the next cycle. This also applies to annual or multiyear contracts. Annual cycles or other conditions require an express contractual provision.

As a general rule, one-time packages remain valid for one month from the date they are made available. Subscription replenishment does not shorten or restart that validity period. Recurring add-ons may have an initial transitional allocation and then follow the replenishments of the main allowance. Specific conditions are set out in the AI Credit Consumption Policy and the Order.

Dynamic consumption and pricing per unit of work

Under dynamic consumption, deductions reflect the resources actually used. The same type of request may consume different quantities of credits depending on the data, models, profile, and steps performed. Estimates are informational and do not, by themselves, constitute spending limits.

For work with a known scope, the contractual arrangement may establish a fixed price per unit of work or classified event in Brazilian reais (BRL) or credits. The Order or its attachment defines the unit’s criteria, deliverables, profile, billing trigger, and the treatment of out-of-scope items. Processing included in the unit will not also be charged under the dynamic consumption model.

Monitoring and control

Administrators may monitor balances and consumption and use the controls available in the offering. The organization defines who may initiate work and authorize replenishments or overages. These controls cover both interactive and delegated use.

Viewing existing results, reading history, or performing a manual review does not, by itself, generate new AI processing. Requesting new generation, analysis, or AI review consumes resources when processing occurs, including through Workbench chat.

Alerts and budgets do not guarantee automatic interruption. Limits identified as hard limits may block new operations without interrupting tasks in progress or preventing later records of consumption already incurred. Metering, failures, authorizations, and billing verification are governed by the specific credit policy.

Add-ons and supplemental packages

Add-ons add products to the contractual arrangement. Supplemental packages expand quantities or capacities, such as users, storage, credits, document retrievals, calculations, or units of work. Depending on the offering, these expansions may be purchased without changing the entire plan.

Each add-on has its own usage rights, quantity, price, start date, duration, and validity period. Recurring and one-time add-ons may have different conditions. Proration applicable to user licenses does not automatically apply to credits, projects, or other resources.

Implementation, Professional Services, and Managed Services

Essential Onboarding, when included, covers only the scope described in the offering. Migrations, preparation of data and content for AI, templates, customizations, integrations, and other activities may be contracted through a package, a project, Professional Services Credits, or a Managed Service subscription.

For plans with a monthly commitment, initial implementation is contracted as a fixed-price package separate from the subscription, with the option to pay in installments. For annual or longer contracts, the proposal may include Professional Services Credits for implementation and enhancement. Services covered by those credits do not incur additional monetary implementation charges within the authorized balance and scope.

An annual contract with monthly AI replenishments remains annual for purposes of the contractual arrangement and implementation conditions. The AI credit cycle does not redefine the contract term.

Professional Services Credits compensate for the Looplex team’s activities and are distinct from AI Credits. Their use requires scope definition, consumption criteria, and planning. They do not, by themselves, represent a fixed number of hours, exclusive dedication, or a guarantee that any project will be completed.

As a general rule, included services credits are made available in full upon contracting and expire at the end of the term for which they were granted, including under multiyear contracts. There is no automatic replenishment on an intermediate anniversary or automatic repetition of the initial grant upon renewal. Additional credits have their own validity periods. Quantities, exceptions, and renewal conditions are governed by the Order and the Professional Services Credit Policy.

Consumption of AI, storage, integrations, and other resources during implementation or enhancement is governed by their respective metrics unless expressly included in the project price. The Order or statement of work — SOW — identifies what is included, its limits, and the treatment of overages, avoiding duplicate charges.

Ongoing operations, support, and maintenance may be contracted as Managed Services with their own activities, capacity, duration, and compensation.

Term, payment, and consumption cycles

The proposal must separately identify four matters: the contractual commitment period, the payment frequency, the dates on which credits become available, and the validity period of each balance.

A 12-month contract may be paid monthly and have monthly AI replenishments. In that case, the subscription remains annual, and each monthly AI balance expires at the end of its cycle unless a different condition is expressly provided. If an annual AI allowance is expressly negotiated, the annual balance becomes available and expires according to that cycle. An annual term does not, by itself, create that arrangement.

Each Order has the term specified in it. If no term is specified for a subscription, the 12-month term set out in the Terms of Use applies. Unless otherwise provided, fixed-term Orders renew for equal periods if no notice of nonrenewal is given within the contractual notice period. Arrangements billed exclusively on usage are subject to their specific conditions.

The start of billing, activation, payments, changes, renewal, and cancellation are governed by the Billing Policy, the Order, and the Terms of Use. Monthly payments do not eliminate annual commitments or other amounts already committed.

Plan changes and termination

Upgrades, expansions, reductions, and downgrades are subject to the conditions of the contractual arrangement. The change Order must identify the effective date, the resulting products and quantities, any new commitment, and the treatment of prior payments and benefits.

A plan change does not automatically restart credit validity periods or grant the initial credits again. Reducing user counts, disabling resources, or using less does not eliminate minimum commitments already undertaken.

A remaining balance does not extend access rights that have ended. The availability of features, content, and custom solutions after a plan change depends on the rights retained and the contractual documents. Data export and availability upon termination are governed by the Terms of Use and the Product Terms.

Custom solutions and Customer infrastructure

Custom arrangements may combine specific products, workflows, integrations, volumes, and services. The accepted commercial proposal records the commercial conditions, and the SOW, when used, describes the scope, deliverables, assumptions, schedule, and acceptance criteria.

When a solution uses the Customer’s models or infrastructure, the contractual arrangement identifies where each component runs, who provides and pays for the resources, and which Looplex services remain subject to charges. Inference paid for directly by the Customer is not included in Looplex AI Credits; processing, orchestration, or other resources provided by Looplex are subject to the expressly contracted conditions.

Migration conditions, campaigns, and prior contracts apply according to their own instruments. This guide does not turn specific benefits into general conditions or retroactively change contracted rights and obligations.