Our Litigation Accounting Philosophy
Litigation is fought and funded matter by matter. Law firms should never be forced into expensive recurring SaaS subscriptions for trial tools they only need when facing acute court deadlines. Genius is purchased strictly by the case ($295 Express / $695 Deep Compilation) with clear, auditable matter invoices designed for pass-through recovery.
100% SATISFACTION GUARANTEE: WE STAND BEHIND EVERY DELIVERABLE. IF OUR WORK PRODUCT DOES NOT SATISFY YOUR TRIAL TEAM OR MEET YOUR COURTROOM STANDARD, SIMPLY NOTIFY US WITHIN 30 DAYS FOR A COMPLETE REFUND.
Payment Processing via Stripe (PCI-DSS Level 1)
1.1 Certified Secure Payment Processing. All electronic payments for Koce and Genius services are processed exclusively through Stripe, Inc., the global leader in enterprise payment infrastructure certified to PCI-DSS Level 1 Service Provider standards (the most stringent security level in the payments industry).
1.2 Zero Card Data Storage. Koce software, servers, and databases never store, process, or transmit raw credit card numbers, CVV security codes, or banking credentials. Payment card tokenization and authentication are handled directly within Stripe's encrypted payment vault.
1.3 Statement Descriptors & Banking Records. To ensure your firm's bookkeepers, managing partners, and IOLTA trust accountants immediately recognize charges, all card and bank transactions appear on statements as:
Visual Sample Invoice Specimen (Pass-Through Ready)
Every matter processed through Koce receives an itemized, court-referenced invoice generated immediately upon submission or completion. Below is a verbatim representation of an actual Koce invoice formatted for direct client disbursement recovery:
Billed To
The Martinez Trial Law Firm, PLLC
Attn: Carlos Martinez, Lead Counsel
San Antonio, Texas
Matter Style & Cause Number
Rodriguez v. Permian Transport Logistics, Inc.
Cause No. 2026-CI-08412
288th Judicial District Court, Bexar County, TX
Matter Account Allocation
Client Matter ID: #2026-ROD-01
Billing Code: Litigation Support / Depo Prep
Accounting: Direct Case Pass-Through
| Service Description & Scope of Work | Record Volume | Amount |
|---|---|---|
|
Genius Express Litigation Analysis & Contradiction Map Full discovery record ingestion, sentence-level Bates cross-indexing, Master Cited Chronology, Witness Contradiction Matrix across 3 depositions, and preliminary FRE 107 visual board for Cause No. 2026-CI-08412. |
1,842 Pages (Discovery & Depos) |
$295.00 |
This matter-specific litigation support invoice is issued for discrete case preparation pursuant to Texas Ethics Opinion 705 and ABA Formal Opinion 512. Client confidentiality has been preserved under ABA Model Rule 1.6 with zero third-party AI model training, and all work product includes sentence-level Bates provenance to facilitate attorney supervisory review under ABA Model Rule 5.3.
30-Day Unconditional Work-Product Satisfaction & Refund Policy
If our compiled work product does not satisfy your litigation team or meet your courtroom standards, notify us within 30 calendar days of deliverable receipt for an immediate 100% full refund back to your original payment method.
3.1 Unconditional Trial Lawyer Satisfaction. We operate on a simple principle: you should only pay for work product that actually equips you to win. If any analysis, master chronology, contradiction map, or demonstrative deliverable does not satisfy your standard of quality or prove genuinely useful in your matter, you are entitled to a full refund.
3.2 Plain-English Refund Terms:
- (a) 30-Day Window: Submit a refund request via email to
billing@koce.comor directly to Davis Jones atdavis@kocelegal.comwithin thirty (30) calendar days of receiving your completed deliverable. - (b) 100% Money Back: We will refund 100% of the flat matter fee ($295.00 or $695.00) directly to the original credit card or bank account via Stripe.
- (c) Zero Hidden Fees: No processing fees, no restocking deductions, and no complicated dispute forms.
- (d) Rapid Processing: Refunds are initiated within one (1) business day and typically settle to your bank account within 3 to 5 business days depending on your financial institution.
Law Firm Trust & Operating Account Support
4.1 Operating Cards & Firm Credit Cards. For immediate self-service matter processing at genius.koce.com, firms pay with any major corporate or firm credit card (Visa, MasterCard, American Express, Discover).
4.2 Client Disbursement & Trust Account (IOLTA) Reimbursement. Because each matter receives its own discrete invoice referencing the client name, case style, and court docket, firms can cleanly disburse the fee directly from client trust funds or bill it directly as an allowable case expense.
4.3 Net-30 Monthly Firm Billing Accounts. Established law firms and active litigation boutiques managing multiple matters per month can establish a consolidated firm billing account with Net-30 payment terms via ACH or firm check. Contact billing@koce.com to establish firm account terms.
Legal Ethics Basis: Texas Ethics Op. 705 & ABA Formal Op. 512
5.1 Texas Ethics Opinion 705 (August 2024). The Professional Ethics Committee for the State Bar of Texas confirmed that a lawyer may bill a client for third-party technology and document compilation costs when the cost is specific to the representation and agreed to in the client fee agreement. By structuring Genius as an on-demand, per-matter service rather than a firm-wide SaaS subscription, Koce transforms trial technology into an allowable out-of-pocket case disbursement.
5.2 ABA Formal Opinion 512 (July 2024). The American Bar Association's landmark guidance on generative AI specifically addresses billing for AI-assisted tools: charges for specialized, matter-specific litigation software and technical assistance may be passed through to clients as an out-of-pocket expense if the fee reflects the actual cost incurred by the lawyer and is reasonable under Model Rule 1.5.
5.3 Attorney Independence. We never state that "Koce is free under ethics rules." We state that Koce provides itemized, per-matter invoices with full docket metadata, making direct cost allocation ethical, lawful, and seamless under established state and national legal ethics opinions.
Billing Support, W-9 Forms & Direct Accounting Inquiries
Our accounting and operations team is based in Texas and responds promptly to all law firm administrative requests:
- • Direct Billing Email: billing@koce.com (or davis@kocelegal.com)
- • Billing Telephone: (210) 591-1791 (San Antonio Operations Desk)
- • W-9 Tax Forms: Signed IRS Form W-9 for DepoGenius, Inc. d/b/a Koce is available immediately upon request for your firm's vendor records.
- • ACH Remittance Details: Provided securely for firms paying via direct bank wire or automated clearinghouse.
