1. Agreement to Terms

1.1 These Terms of Service ("Terms") govern your access to and use of the CRM platform, AI features, and related services provided by OmegaFP ("Company", "we", "us", "our").

1.2 By creating an account, accessing, or using the Services, you agree to be bound by these Terms. If you are using the Services on behalf of an organization, you represent that you have authority to bind that organization, and "you" refers to that organization.

1.3 If you do not agree to these Terms, you may not use the Services.

2. Services

2.1 Description. Our Services include:

• CRM tools, including management of households/contacts, companies, tasks, and activities.
• CRM integrations, including connections to third-party CRM providers.
• Email integrations with Gmail and Microsoft Outlook for client communication management.
• Calendar integrations with Google Calendar and Outlook Calendar.
• AI-powered features, including meeting note-taking, transcriptions, and summaries.
• Web application dashboards and APIs for your authorized users.

2.2 No Legal, Tax, or Investment Advice. The Services and any outputs are for informational purposes only and do not constitute legal, tax, investment, or other professional advice.

2.3 Changes to Services. We may modify, enhance, or discontinue parts of the Services at any time.

3. Account Registration and Eligibility

3.1 Eligibility. You must be legally able to enter into contracts in your jurisdiction.

3.2 Account Creation. You must provide accurate, current, and complete information.

3.3 Credentials and Access. You are responsible for maintaining the confidentiality of login credentials and all activities under your account.

4. Firm Accounts and Authorized Users

4.1 Firm-Level Accounts. You may designate administrators who control your firm's account, users, roles, and permissions.

4.2 User Management. You are responsible for inviting, managing, and removing users from your firm's account.

4.3 Audit Logs. We maintain logs of actions taken within the platform for security and audit purposes.

5. CRM Integrations and Third-Party Services

5.1 Integrations. You are solely responsible for selecting and enabling integrations and complying with the terms of Third-Party Services.

5.2 Data Exchange. When you connect a Third-Party Service, you authorize us to access, retrieve, and send data as configured by you.

5.3 No Responsibility for Third-Party Services. We do not control and are not responsible for Third-Party Services.

6. Email and Calendar Integrations

6.1 Gmail and Outlook Integration. When you connect your email account, you authorize us to access, display, send, and organize emails within OmegaFP.

6.2 Calendar Integration. When you connect your calendar, you authorize us to read, create, update, and delete calendar events on your behalf.

6.3 Your Responsibilities. You are responsible for ensuring you have the right to connect the accounts you integrate and complying with provider terms.

6.4 Disconnection. You may disconnect integrations at any time from your settings.

7. AI Features and Notetaker

7.1 AI Processing. By using AI-powered features, you authorize us to process content and generate derived content.

7.2 Accuracy. AI outputs may be inaccurate. You are responsible for reviewing and verifying AI outputs.

7.3 Consent for Recording. You are solely responsible for complying with all applicable laws regarding recording.

8. Your Content and Our License

8.1 Your Content. "Customer Data" means all data you provide to the Services.

8.2 Ownership. You retain all rights to Customer Data.

8.3 License. You grant us a license to host, use, and process Customer Data to provide the Services.

9. Acceptable Use

You agree not to:

• Interfere with the Services
• Reverse engineer the platform
• Misuse AI outputs
• Upload malicious content
• Use the Services for unlawful purposes
• Use email integrations to send spam

10. Data Protection and Security

10.1 We maintain administrative, technical, and physical safeguards designed to protect Customer Data.

10.2 Our safeguards include access controls, encryption (TLS and AES-256), logging, and vendor management.

10.3 No system is completely secure. You are responsible for your own security measures.

11. Fees and Payment

You agree to pay all fees specified in your subscription. Fees are non-refundable unless otherwise stated.

12. Term, Suspension, and Termination

12.1 These Terms remain in effect while you use the Services.

12.2 We may suspend access if you breach these Terms or your use poses risks.

12.3 Either party may terminate by providing notice.

13. Disclaimers

The Services are provided "AS IS" and "AS AVAILABLE". We disclaim all warranties to the maximum extent permitted by law.

14. Limitation of Liability

Neither party will be liable for indirect, incidental, special, or consequential damages. Our aggregate liability will not exceed the amount you paid during the twelve months prior to the claim.

15. Indemnification

You will indemnify OmegaFP from third-party claims arising from your misuse of the Services or violation of these Terms.

16. Governing Law and Dispute Resolution

16.1 These Terms are governed by the laws of the State of Delaware, United States.

16.2 Disputes will be resolved in the courts located in Delaware.

17. Changes to Terms

We may update these Terms. Continued use after changes constitutes acceptance.