Terms of Service

1. Acceptance of Terms

By completing payment for a subscription or by activating a free trial of the Liaison platform (the "Service"), you agree to be bound by these Terms of Service ("Terms"). Payment or trial activation constitutes acceptance of these Terms. Continued use after any trial period also constitutes acceptance. If you do not agree to these Terms, do not subscribe to or use the Service.

These Terms apply to Liaison Intelligence, LLC ("Liaison," "we," "us," or "our"), and govern your use of our AI-powered business operations platform available at https://www.useliaison.com.

2. Service Description

Liaison is an AI-powered business operations platform that connects your CRM, accounting, marketing, and communication tools. We provide intelligent automation, business insights, and unified data management to help small and medium businesses streamline their operations.

Our Service includes:

• Integration with business tools and platforms
• AI-powered data analysis and insights
• Workflow automation
• Unified business intelligence dashboard
• Data synchronization across connected platforms

3. Subscription Plans and Pricing

3.1 Subscription Tiers

We offer multiple subscription tiers to meet different business needs. Current pricing, features, and plan limits are available at https://www.useliaison.com/pricing-selection.

By subscribing to a plan, you agree to the pricing, features, and limits associated with your selected tier. We reserve the right to modify plan offerings with appropriate notice.

3.2 Billing and Payment

• Subscriptions are billed monthly or annually based on your selected plan
• Payments are processed automatically using your selected payment method
• We accept major credit cards, PayPal, and ACH transfers for annual Enterprise plans
• All fees are non-refundable
• Taxes may apply based on your location

3.3 Price Changes

We may modify subscription prices with 30 days advance written notice. Price changes will take effect at your next billing cycle. Existing annual subscribers will maintain current pricing through their active subscription period.

3.4 Failed Payments

If payment fails, your account will enter a 15-day grace period. If payment is not resolved within this period, your account will be suspended and access to the Service will be restricted.

3.5 Payment Processing and Security

• We use third-party payment processors for secure transaction handling
• We do not store complete credit card numbers on our servers
• All payment processing is PCI DSS compliant
• Payment disputes and chargebacks are handled according to card network rules
• We reserve the right to suspend accounts with excessive chargebacks or fraudulent activity
• By providing payment information, you authorize us to charge your selected payment method for all fees due

3.6 Plan Availability and Commitment Terms

Starter and Professional plans are available on either a monthly or annual billing cycle, at your election.

Team and Enterprise plans require an annual commitment, billed upfront for the full 12-month term. Monthly billing is not available for these tiers.

3.7 Plan Changes (Upgrades and Downgrades)

• Upgrades may be made at any time and take effect immediately. If you are on an annual plan, the price difference will be prorated on a daily basis for the remaining days in your current term and charged to your payment method on file.
• Downgrades on monthly plans take effect at the start of the next billing cycle.
• Downgrades on annual plans are not permitted during the active commitment term. You may request a downgrade that will take effect at your next renewal date. No prorated refunds or credits will be issued for the remaining term.

3.8 Custom Development and Tooling

Liaison may provide custom tool development, custom integrations, or bespoke automation services at your request. Fees for custom development are separate from and additive to your base subscription pricing. Custom development scope, timeline, and fees will be documented in a separate statement of work or order form agreed upon by both parties prior to commencement of work.

3.9 Free Trial

• Free trials are available on Starter and Professional plans only. Team and Enterprise plans require a sales engagement and do not include a self-serve trial.
• A valid payment method (credit card or other accepted method) is required at the time of trial activation.
• During the trial period, you will have full access to all features and limits of your selected plan.
• At the end of the 14-day trial, your subscription will automatically convert to a paid subscription at the rate of your selected plan and billing cycle unless you cancel before the trial period ends.
• You may cancel at any time during the trial period at no charge. No fees will be collected until the trial period expires.
• Each customer is eligible for one free trial. Subsequent subscriptions will begin billing immediately.

3.10 Renewal

All subscriptions automatically renew at the end of each billing cycle (monthly or annual) at the then-current rate unless cancelled. For annual plans, you must provide written notice of cancellation or non-renewal at least 30 days prior to your renewal date. Failure to provide timely notice will result in automatic renewal for an additional term.

4. Cancellation and Refunds

4.1 Monthly Plans

You may cancel your monthly subscription at any time. Cancellation will be effective at the end of your current billing period. No refunds will be provided for partial months.

4.2 Annual Plans

Annual subscriptions require 30 days written notice prior to the renewal date to prevent automatic renewal, as described in Section 3.10. Cancellation will be effective at the end of your current annual subscription period. No refunds or prorated credits will be provided for the remaining term of annual subscriptions.

4.3 Cancellation Process

To cancel your subscription, log into your account settings or contact our support team at support@useliaison.com. For annual plans, written notice must be received at least 30 days before your renewal date.

4.4 Data Retention After Cancellation

Your raw data from connected integrations will remain accessible for 90 days after cancellation. During this period, you may request an export of your original integration data in standard formats (CSV, JSON) by contacting support@useliaison.com. After 90 days, your raw integration data will be permanently deleted from our systems, except where retention is required by law. We are not responsible for data that is not exported before deletion.

Derived insights, aggregated or de-identified patterns, analytical models, and intelligence generated by our Service are the exclusive intellectual property of Liaison and are not available for export. These derived materials do not include the raw contents of your data and are not a means of retaining them. They remain the property of Liaison and may be retained indefinitely to improve our Service and develop our products and services. Raw data obtained from Google APIs is handled and deleted as described in the "Google User Data" section of our Privacy Policy and is not retained under this Section.

5. Privacy

Your privacy matters to us. Our collection, use, sharing, and retention of personal information — and the rights you have over it under the California Consumer Privacy Act (CCPA), the California Privacy Rights Act (CPRA), and other US state privacy laws — are described in our Privacy Policy, available at https://www.useliaison.com/privacy. The Privacy Policy is incorporated into and forms part of these Terms. By using the Service, you acknowledge the Privacy Policy.

You retain full ownership of all data, content, and information you provide to or generate through the Service ("Your Data"). Liaison does not claim ownership of Your Data.

6. SMS / Text Messaging Terms

6.1 Program Description

Liaison operates a text-messaging program under the brand name "Ask Liaison." By providing your mobile phone number and opting in, you consent to receive text messages from Liaison. The program allows you to text Liaison to access the "Ask Liaison" chat for your personal user account, and to receive related account, security, and operational messages (for example, verification codes and responses to your requests).

6.2 Consent

Your consent to receive text messages is not a condition of purchasing any goods or services. You provide consent by submitting your mobile number and affirmatively opting in — for example, by checking the SMS consent box — at the point where you connect your phone number. Message consent is collected separately from these Terms and our Privacy Policy, and your mobile opt-in and consent information is handled as described in Section 6.8.

6.3 Message Frequency

Message frequency varies and depends on your interactions with the "Ask Liaison" chat and your account activity.

6.4 Message and Data Rates

Message and data rates may apply. Please contact your wireless carrier for details about your messaging and data plan.

6.5 Opt-Out (STOP)

You can cancel the text-messaging program at any time by replying STOP to any message. After you reply STOP, we will send a one-time confirmation message and will stop sending you text messages, except for that final confirmation. If you opt out, you may no longer be able to access the "Ask Liaison" chat by text. You may re-enroll at any time by opting in again.

6.6 Help (HELP)

For help, reply HELP to any message or email support@useliaison.com. A HELP reply will include the program name ("Ask Liaison") and support contact information.

6.7 Supported Carriers and Delivery

Carriers are not liable for delayed or undelivered messages. Message delivery is subject to effective transmission by your wireless carrier and is not guaranteed.

6.8 Privacy of Mobile Information

Mobile information collected through the messaging program is handled as described in Section 14 (Mobile & SMS Messaging Data) of our Privacy Policy. No mobile information — including your phone number and SMS opt-in or consent data — will be shared or sold to third parties or affiliates for marketing or promotional purposes.

7. Third-Party Integrations

7.1 Supported Integrations

Our Service integrates with various third-party business platforms. A current list of supported integrations is available upon request to support@useliaison.com.

7.2 Integration Disclaimers

• Third-party integrations are provided "as-is" without warranty
• Integration functionality depends on third-party API availability and policies
• We are not responsible for third-party service outages, changes, or discontinuation
• You are responsible for maintaining valid credentials for integrated services
• Data synchronization may experience delays due to third-party API limitations
• You must comply with each third-party service's terms of use

7.3 Integration Data Flow

When you connect third-party services, we may access, process, and synchronize data as necessary to provide Service functionality. This data flow is subject to both these Terms and the privacy policies of your connected services.

8. AI and Automation Features

8.1 AI Data Processing

Our AI features process Your Data to provide:

• Business insights and analytics
• Automated workflow recommendations
• Predictive analysis
• Content suggestions
• Data optimization

8.2 AI Limitations and Disclaimers

• AI-generated insights are recommendations, not guarantees
• Automated processes may contain errors requiring your review
• You are responsible for validating AI recommendations before implementation
• AI predictions are probabilistic estimates, not certainties
• You must monitor automated workflows and their outcomes

8.3 Cross-Customer Intelligence

To improve our Service and develop our products and services, we analyze aggregated, de-identified patterns and insights derived from usage across multiple customers. By using the Service, you consent to this analysis. This analysis does not include the contents of Google user data (email messages, calendar event details, or Drive file contents), and those contents are not used to develop, improve, or train generalized AI or machine-learning models. For clarity, aggregated or de-identified metrics, statistics, and derived insights produced by the Service are not contents of Google user data. Your individual business data is never shared with or visible to other customers.

8.4 User Responsibility

You are fully responsible for:

• Configuring automation settings appropriately
• Monitoring automated workflow execution
• Reviewing AI-generated recommendations
• Ensuring automated actions align with your business needs
• Validating data accuracy after AI processing

9. Intellectual Property

9.1 Liaison's Rights

Liaison retains all rights, title, and interest in:

• The Service platform and technology
• Our proprietary AI algorithms and software
• Trademarks, trade names, and branding
• Service improvements and enhancements

9.2 Your Rights

You retain all rights to Your Data and content. By using the Service, you grant Liaison a limited, non-exclusive license to use Your Data solely to provide the Service.

9.3 Feedback

Any feedback, suggestions, or improvements you provide may be used by Liaison without compensation or attribution.

10. Acceptable Use

You agree not to:

• Use the Service for illegal activities
• Violate any third-party rights
• Attempt to reverse engineer our technology
• Interfere with Service security or performance
• Share account credentials with unauthorized users
• Use the Service to transmit harmful code or content

11. Service Availability

11.1 Uptime Target

We strive to maintain high availability for paid subscription plans. However, the Service is provided "as-is" without guarantees of uninterrupted availability.

11.2 Maintenance

We may perform scheduled maintenance with advance notice when possible. Emergency maintenance may occur without prior notice.

11.3 No Warranties

The Service is provided without warranties of any kind, either express or implied, including warranties of merchantability, fitness for a particular purpose, or non-infringement.

12. Limitation of Liability

12.1 Liability Cap

Our total liability to you for any claims related to the Service is limited to the lesser of:

• $10,000, or
• The total amount you paid for the Service in the 12 months immediately preceding the claim

12.2 Excluded Damages

We are not liable for:

• Indirect, consequential, or punitive damages
• Loss of profits, revenue, or business opportunities
• Data loss or corruption
• Third-party integration failures
• Service interruptions or security breaches

12.3 Third-Party Services

We are not responsible for the performance, availability, or security of third-party services you integrate with our platform.

13. Indemnification

You agree to indemnify and hold Liaison harmless from any claims, damages, or expenses arising from:

• Your use of the Service
• Your violation of these Terms
• Your violation of third-party rights
• Content or data you provide through the Service

14. Termination

14.1 Termination by You

You may terminate your account at any time by cancelling your subscription as described in Section 4.

14.2 Termination by Liaison

We may terminate or suspend your account immediately if you:

• Violate these Terms
• Fail to pay required fees
• Use the Service in a harmful or illegal manner
• Pose a security risk to our systems

14.3 Effect of Termination

Upon termination:

• Your access to the Service will cease
• Your raw integration data will be available for export for 90 days as described in Section 4.4
• All Liaison-generated intelligence remains our exclusive property
• These Terms will remain in effect for applicable provisions

15. Dispute Resolution

15.1 Governing Law

These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles.

15.2 Arbitration

Any disputes arising under these Terms will be resolved through binding arbitration in accordance with the Commercial Arbitration Rules of the American Arbitration Association. Arbitration will be conducted in Delaware, or remotely by videoconference at either party's election.

15.3 Class Action Waiver

You agree not to participate in class action lawsuits against Liaison related to the Service.

16. General Provisions

16.1 Entire Agreement

These Terms constitute the entire agreement between you and Liaison regarding the Service and supersede all prior agreements.

16.2 Modifications

We may update these Terms periodically. We will provide 30 days notice of material changes. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

16.3 Severability

If any provision of these Terms is found invalid or unenforceable, the remaining provisions will remain in full force and effect.

16.4 Assignment

Liaison may assign these Terms without restriction. You may not assign your rights or obligations without our written consent.

16.5 Force Majeure

Neither party will be liable for delays or failures due to circumstances beyond their reasonable control.

17. Contact Information

For questions about these Terms or the Service, contact us at:

Liaison Intelligence, LLC
Email: support@useliaison.com