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Terms of Service

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Please read these terms before using Terms. They explain the rules for your account, documents, electronic signatures, and subscriptions, as well as our respective responsibilities.

1. Your agreement with Terms

These Terms of Service (“Terms”) are an agreement between you and The Office of Diego Segura LLC d/b/a Family Office (“we,” “us,” or “our”), the operator of terms.so and its related drafting, document-management, signing, AI, and email services (the “Service”). By creating an account, accepting these Terms, or using the Service, you agree to them. If you do not agree, do not use the Service.

“You” means the individual using the Service or, if you are authorized to act for an organization, that organization. You represent that you have authority to bind the organization and to take the actions you perform on its behalf. You must be at least 18 and legally able to enter into these Terms.

Our Privacy Policy explains our handling of personal information. An order form or other written agreement signed by both you and us controls over these Terms to the extent of a specific conflict. Terms you place in your own purchase order do not change this agreement unless we expressly accept them in writing.

2. What the Service provides

Terms provides software to draft, import, organize, search, share, comment on, and electronically sign documents. Features may include AI-generated suggestions, document questions, an email agent, downloadable records, and integrations. Available features and usage limits depend on your plan and the current Service.

We provide the platform and are not a party to agreements between users or their counterparties. We do not undertake to negotiate, supervise performance, collect amounts due under your documents, resolve disagreements between participants, or decide whether a contract has been validly terminated. You are responsible for your business relationships and agreements.

3. Accounts, access, and authority

Provide accurate account and participant information and keep it current. Maintain control of your email account, authentication methods, devices, and any integration credentials. Do not share an individual account, impersonate another person, or give someone access they are not entitled to have.

You are responsible for activity you authorize and for promptly notifying us at support@terms.so if you suspect unauthorized access. We may require identity or authority verification, restrict suspicious activity, or ask you to correct inaccurate information. Access to a verified email address does not by itself prove a person’s identity, legal capacity, or authority to bind an organization.

When you use an organization account, access may depend on your membership and permissions. Check those permissions before placing confidential material in a shared context. Losing access to an account or organization may also remove access to its documents.

Terms is software, not a law firm. We do not provide legal, tax, accounting, or other professional advice, and using the Service does not create an attorney-client relationship or a duty of professional representation.

Templates, explanations, suggested clauses, AI responses, and other materials are general assistance. They may be incomplete, inaccurate, outdated, or unsuitable for your jurisdiction or transaction. Neither a generated document nor a completed signature is an assurance of legal validity, enforceability, regulatory compliance, or a particular result.

You must evaluate the document, the parties’ capacity and authority, required disclosures, applicable formalities, and the suitability of electronic signing. Obtain advice from a qualified professional where appropriate. Communications with the Service are not privileged merely because they concern a legal matter.

5. AI features and your review responsibilities

AI features may generate drafts, edit wording, transcribe files, identify parties, search accessible documents, and answer questions. They can omit material, misread a signature or amount, invent facts or authorities, or produce results that resemble results given to others. Source links and confident wording do not guarantee accuracy.

Review inputs, generated text, party details, dates, figures, citations, and any change to a document before you send, sign, or rely on it. Compare imported text with the original, especially signatures, exhibits, tables, and handwritten or unreadable material. An imported copy does not establish that the original was authentic or validly executed.

By requesting an AI feature or uploading a file to it, you authorize the processing needed for that feature as described in the Privacy Policy, including transmission of relevant information to our AI provider. Only submit information you have the right to use in that way. You remain responsible for decisions and communications based on the output.

6. Electronic signatures and records

When you intentionally apply your typed signature through the signing controls, you intend to sign the displayed document electronically. Confirm that you have read the current version, that the signature represents you, and that you are authorized to sign. Creating an account, viewing a document, or acknowledging these Terms does not itself sign a customer’s contract.

The Service records information such as the typed name, consent, timestamp, verified email, IP address, browser information, and a hash of the signed text. A certificate or audit record documents activity recorded by the Service; it is not notarization, independent identity certification, or a guarantee of admissibility or enforceability.

Electronic signatures and electronic delivery are subject to applicable law. Some transactions require additional disclosures, affirmative consumer consent, witnesses, notarization, original paper documents, or other formalities. You are responsible for determining and meeting those requirements. These Terms do not replace transaction-specific consent or disclosures that a sender must obtain or provide.

To use and retain electronic records, you need an internet-connected device, a supported current browser, access to your verified email, and the ability to save or print documents; downloaded PDFs also require a PDF viewer. Keep your email address current in your account and notify document senders when it changes.

You may decline to sign electronically. Before signing, contact the sender to arrange an alternative or request a paper copy and information about any related charges. To withdraw consent to future electronic delivery for a particular transaction, contact its sender; for Service communications, contact support@terms.so. We do not charge a fee merely to receive a withdrawal request, but the affected online features may no longer be usable. Withdrawal does not by itself invalidate a signature or record already lawfully made.

Save your own copies of agreements and execution records. Do not rely on the Service as the sole archive for a document that must be retained for a particular legal period.

7. Sending, revisions, and withdrawal

Check each recipient’s name, email, role, and authority before sending a document. You authorize us to make the document and relevant activity available to its permitted participants and to send related service messages. Delivery, viewing, commenting, and signing are different events; sending a notice does not guarantee that it is delivered, read, or acted on.

Signatures relate to the document version signed. A later revision may require fresh signatures. Check the current version and completion status instead of assuming an earlier signature covers later changes. Once all required signatures are recorded, the Service locks the executed text.

Voiding or withdrawing a document in the Service is a workflow action. It does not by itself rescind an agreement, release accrued obligations, or decide the rights of a party who already signed. Deleting a draft, removing account access, or closing an account likewise does not cancel a contract between participants.

8. Your content and the permission to process it

“Your Content” includes documents, files, prompts, messages, comments, signer details, and other material you submit. You retain the rights you have in Your Content. As between you and us, we claim no ownership in your contracts or AI output generated for you; this does not guarantee that output is unique, copyrightable, or free of third-party rights.

You grant us a limited, non-exclusive, worldwide permission to host, reproduce, process, transmit, display, and adapt Your Content only as needed to provide the Service, carry out your instructions, maintain and secure it, respond to support requests, and comply with applicable law. This includes using our service providers and making content available to recipients you authorize. It does not give us permission to publicly promote your contracts or train our own general-purpose AI models on them.

You represent that you have the rights, permissions, and lawful basis needed to submit Your Content, identify and contact participants, and permit this processing. Do not submit information subject to obligations the Service cannot meet. The processing permission lasts while content is retained for the purposes described in the Privacy Policy, including permitted records retained after termination.

9. Acceptable use

You must not use the Service to:

  • Break the law, infringe intellectual-property or privacy rights, breach confidentiality duties, commit fraud, forge a signature, or misrepresent identity or authority.
  • Send unlawful, deceptive, harassing, or unsolicited bulk communications, or add recipients without an appropriate basis.
  • Introduce malicious code, interfere with operation, probe or exploit vulnerabilities without authorization, or attempt to access another account or document.
  • Bypass authentication, access controls, rate limits, usage limits, or billing; create accounts to evade restrictions; or extract data you are not authorized to access.
  • Resell access to the hosted Service, remove proprietary notices, or copy or reverse engineer proprietary parts of the Service except where a separate license or applicable law permits it.
  • Use automated access in a way that disrupts the Service or exceeds permissions and limits of an interface we make available.

Report abuse or suspected rights violations to support@terms.so with enough detail for us to investigate. We may remove or restrict content or activity that violates these Terms or law, but do not undertake to review every document or monitor every use.

10. Plans, billing, renewal, and cancellation

Free and paid plans may have different features and usage allowances. The pricing and billing interval shown when you subscribe govern your purchase, together with any applicable promotion or order terms. Taxes and charges will be disclosed where required. You authorize Stripe and us to charge your selected payment method for the subscription and applicable amounts you agree to pay.

Paid subscriptions renew automatically for successive billing periods unless you cancel before renewal. You can manage or cancel a subscription through the billing portal available in the Service. If you cannot access that control, contact support@terms.so for assistance. Cancellation takes effect as shown in the billing portal, ordinarily at the end of the paid period; it stops subsequent renewal charges. Simply stopping use or deleting sign-in credentials is not a reliable way to cancel billing.

Plan changes may produce prorated charges or credits according to the billing flow. Unless stated at purchase or required by law, fees already paid are non-refundable and unused time or usage does not create a cash credit. This does not limit any mandatory cancellation, withdrawal, refund, or other consumer right. Contact us promptly about an incorrect charge.

AI allowances measure processing and may include input, output, document context, and attachments. Usage is not a promise of a fixed number of completed documents or successful answers. The current plan explains the allowance and reset period. We may limit a feature when the allowance is exhausted or when use threatens service stability.

We may change plans or prices prospectively. We will give advance notice of a material paid-plan price change and an opportunity to cancel before it affects renewal, and obtain consent where required. If payment fails, we may restrict paid features after appropriate notice. Cancelling billing does not automatically erase documents or account records.

11. Email agents, integrations, and third parties

Third-party identity, payment, hosting, email, and AI services help deliver the Service. External services you choose to connect may have their own terms, permissions, charges, and privacy practices. Their availability or behavior is not within our complete control.

When you email the Terms agent, you authorize it to process the message, included history and supported attachments, and carry out supported requests within your permissions. Its response may be sent to other authorized participants in the thread. Check all recipients and use the application to review drafts and complete any required sending or signing step. Adding the agent to an email does not appoint it as your legal representative or give it authority to sign for you.

You are responsible for deciding whether to connect another service and for protecting any credentials you provide. Revoke access when it is no longer needed. Revocation prevents future authorized access but cannot recall information already delivered to that service or an email recipient.

12. Our intellectual property and feedback

We and our licensors retain rights in the Service’s software, design, branding, and other materials, excluding Your Content. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable right to use the hosted Service for your own lawful purposes while your access remains authorized. No other rights are granted by implication.

Any software separately released under an open-source license remains governed by that license. If you voluntarily provide suggestions about the Service, you permit us to use them without compensation or attribution. This permission does not turn your private contract content into public feedback.

13. Availability and changes to the Service

We may update, modify, or discontinue features and may temporarily interrupt the Service for maintenance, security, provider failures, or circumstances beyond our reasonable control. Unless a separate written agreement says otherwise, we do not promise an uptime level, support response time, recovery period, or permanent availability of any feature.

For a material reduction or discontinuation of a paid service, we will provide reasonable advance notice where practicable and any remedy required by applicable law. Experimental or preview features may change or end with less notice. Keep independent copies of important records and plan for interruptions when a deadline matters.

14. Suspension, termination, and account closure

You may stop using the Service at any time, cancel renewal through billing, and request account closure by contacting support@terms.so. Export needed records first. Subscription cancellation, account closure, document withdrawal, and personal-data deletion are separate actions.

We may suspend or terminate access for a material breach of these Terms, nonpayment, unlawful activity, a security threat, or a legal requirement. Where reasonable and legally permitted, we will explain the action and provide an opportunity to resolve the issue. Immediate action may be necessary to prevent harm. We may also discontinue the Service on reasonable notice.

After termination, your permission to access the Service ends. We may retain limited records as described in the Privacy Policy, and other participants may retain their copies and legally necessary access to execution evidence. Termination does not cancel obligations between document participants. Provisions that by their nature should survive—including ownership, accrued payment obligations, disclaimers, liability limits, dispute provisions, and permitted retention—survive termination.

15. Disclaimers

To the fullest extent permitted by law, the Service is provided “as is” and “as available.” We disclaim implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement, and warranties arising from a course of dealing or usage of trade.

We do not warrant that the Service or AI output will be accurate, complete, secure, uninterrupted, error-free, or suitable for a particular transaction; that messages will be delivered; or that documents or signatures will produce a particular legal result. Terms is not SOC 2 certified and has not undergone an independent third-party security audit.

These disclaimers apply only to the extent allowed by law. Statutory guarantees and other rights that cannot lawfully be excluded remain in effect.

16. Limitation of liability

To the fullest extent permitted by law, neither we nor our officers, employees, contractors, or suppliers will be liable in connection with the Service for indirect, incidental, special, consequential, exemplary, or punitive damages, or lost profits, revenue, business opportunities, goodwill, or data, even if advised of their possibility.

To the fullest extent permitted by law, our aggregate liability arising from or relating to the Service or these Terms will not exceed the greater of US $100 and the amount you paid us for the Service during the 12 months immediately before the event giving rise to the claim. Related events do not create separate limits. These limitations apply regardless of the legal theory of a claim.

Nothing in these Terms excludes or limits liability for fraud, willful misconduct, gross negligence, death or personal injury caused by negligence where such limitation is prohibited, or any other liability that applicable law does not permit us to exclude or limit. Mandatory consumer remedies remain available.

17. Responsibility for third-party claims

If you use the Service on behalf of a business or organization, that business or organization agrees, to the extent permitted by law, to defend and indemnify us against third-party claims and reasonable resulting costs, damages, and legal fees arising from its unlawful use of the Service, its material violation of these Terms, or an allegation that content it submitted infringes another party’s rights. This obligation does not apply to the extent a claim results from our breach of these Terms, negligence, or willful misconduct.

We will give prompt notice of the claim, allow the indemnifying party to control the defense with competent counsel, and provide reasonable cooperation at its expense. No settlement may admit fault on our behalf or impose a non-monetary obligation on us without our prior written consent, not to be unreasonably withheld. This section does not impose a business indemnity on an individual using the Service as a consumer.

18. Governing law and disputes

These Terms are governed by the laws of the State of New York, United States, without applying conflict-of-laws rules. Subject to mandatory law and any right to bring a claim in small-claims court, disputes arising from these Terms or the Service will be heard in the state or federal courts located in New York County, New York, and each party consents to their jurisdiction.

If you are a consumer, this choice of law and forum does not deprive you of mandatory protections or the right to bring proceedings in a forum available under the law of your residence. These Terms do not require arbitration or waive a non-waivable right to participate in a collective proceeding.

You can contact support@terms.so to try to resolve an issue informally. Doing so is not a prerequisite to seeking a remedy, does not prevent urgent relief, and does not extend a legal filing deadline.

19. Changes to these Terms and notices

We may revise these Terms. We will post the revised version with an updated date and provide notice of material changes through the Service or your account email. Material changes will ordinarily take effect at least 30 days after notice; changes needed to address a legal requirement or urgent security concern may take effect sooner, with notice as appropriate.

Changes apply prospectively. Where applicable law requires affirmative agreement, we will request it. Otherwise, continuing to use the Service after a notified change takes effect constitutes acceptance to the extent permitted by law. If you disagree, stop using the affected Service and cancel renewal before the change takes effect. A revision does not retroactively change a dispute that has already arisen.

You agree that we may send ordinary Service notices electronically to your account email or through the application, subject to applicable delivery and consent requirements. Keep your contact details current. Send notices and questions about these Terms to support@terms.so; this contact does not replace any formal method of serving legal process required by law.

20. General provisions

These Terms and any applicable agreement signed by both parties constitute the agreement governing your use of the Service. If a provision is unenforceable, it will be limited to the minimum extent necessary, and the remaining provisions will continue in effect. Failure to enforce a provision is not a waiver.

You may not assign this agreement without our written consent, except as permitted by applicable law. We may assign it in connection with a merger, reorganization, or transfer of the business, provided this does not reduce your mandatory rights. No agency, partnership, employment, or joint venture is created. Except for the persons expressly protected by the liability provisions, there are no intended third-party beneficiaries.

Neither party is responsible for a failure caused by circumstances beyond its reasonable control, except for payment obligations already incurred and obligations that cannot be excused by law. Each party must take reasonable steps to reduce the effect of the disruption.

21. Contact

The Service is operated by The Office of Diego Segura LLC d/b/a Family Office. For questions about these Terms, billing, or your account, contact support@terms.so.