Pilot Agreement
Confidential · Curalta
PILOT AGREEMENT · TERMS vv1.0

CaseFlow Pilot Agreement

Prepared for Curalta · June 29, 2026

Pilot Scope — Portfolio Companies

CompanySpecialtyPracticesPilot DepositEst. Annual Recovery
No portfolio companies found — contract is for the firm directly.
Total 1 $495

Upon successful completion and conversion, monthly MRR ranges from $2,495 to $15,000 depending on volume tier.

Total Pilot Deposit Due Today
$495
1 practice × $495 · 14-day paid pilot
14-day pilot · cancel by Day 12 BAA included No setup fees PDF agreement emailed

Master Service Agreement (Short Form)

Please read the terms below. Your electronic signature constitutes acceptance.

1. Pilot Scope

This agreement covers a 14-day paid pilot for Curalta, encompassing up to 1 practice location(s). The pilot price is a one-time deposit of $495 ($495 per practice).

2. Conversion Clause

Unless cancelled in writing before Day 12 of the pilot, the pilot automatically converts to Month 1 of the CaseFlow Monthly Recurring Revenue (MRR) plan at a rate of $2,495–$15,000 per practice per month (based on volume tier confirmed at conversion). Cancellation notice must be sent to hello@surgeoncaseflow.com before Day 12, 11:59 PM ET.

3. Pay-Per-Recovery Alternative

As an alternative to the monthly subscription, Customer may elect the Pay-Per-Recovery plan at $250 per successfully filled OR slot. This plan auto-upgrades to the monthly subscription once 10 fills are reached within any 30-day period. Election must be made in writing before Day 1 of the pilot.

4. Data Ownership

Customer retains full ownership of all patient, scheduling, and OR data. CaseFlow stores data in SOC 2-compliant infrastructure. Upon termination, CaseFlow will export all Customer data within 5 business days in a standard format (CSV/JSON). CaseFlow does not sell or share Customer data with third parties.

5. BAA Reference

A Business Associate Agreement (BAA) will be executed prior to activation of the pilot, as required by HIPAA. The BAA terms are available at https://surgeoncaseflow.com/trust/baa. Pilot activation is contingent on execution of the BAA.

6. Term & Termination

This agreement commences upon payment and BAA execution. Either party may terminate the monthly subscription with 30 days' written notice. The pilot deposit is non-refundable once onboarding begins. If CaseFlow terminates without cause, the deposit is refunded in full.

7. Governing Law & Limitation of Liability

This agreement is governed by the laws of the State of Florida. CaseFlow's total liability shall not exceed the fees paid in the prior 90 days. In no event shall either party be liable for indirect, incidental, or consequential damages.

8. Electronic Signature

By checking the agreement box and clicking "Sign & Pay," you acknowledge that you have read, understood, and agree to these terms, and that your typed name constitutes a legally binding electronic signature under the Electronic Signatures in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA). Your IP address and timestamp are captured as part of the signing record.

Sign & Pay — Authorized Signatory

I have read and agree to the CaseFlow Pilot Agreement (Terms v1.0) above, including the conversion clause, governing law, and limitation of liability. I confirm I am authorized to execute this agreement on behalf of Curalta.

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