TERMS & CONDITIONS

1. Introduction

Welcome to AI Secretary, LLC (“we”,”our”, or “us”). By accessing or using our services, including integrations with third-party platforms like Zoom, you agree to comply with and be bound by these Terms of Use (“Terms”). If you do not agree with these Terms, please do not use our services.

2. Description of Service and Usage Limitations

AI Secretary provides automation services designed to eliminate note-taking and data entry for financial advisors by capturing, processing, and integrating client data into financial planning software and CRMs.

Permitted Use: Our services are intended for professional use by financial advisors and related professionals.
Prohibited Practices: Users are prohibited from:
- Using the service for unlawful activities.
- Attempting to reverse engineer, decompile, or modify the service.
- Interfering with the security features of the service.

3. Intellectual Property

All content, features, and functionality of AI Secretary, including but not limited to software, code, text, graphics, and logos, are the exclusive property of AI Secretary, LLC and protected by intellectual property laws. Users are granted a limited, non-exclusive, non-transferable license to use the service in accordance with these Terms.

4. Termination of Service Access

We reserve the right to suspend or terminate your access to our services at any time, without prior notice, for conduct that violates these Terms, is harmful to other users, or for any other reason at our discretion.

5. Payment Policy

Subscription and Fees: Some features of our service may require payment. All fees are billed in accordance with the payment terms presented at the time of purchase.
Payment Methods: We accept payments via [Insert Payment Methods].
Late Payments: Failure to make timely payments may result in suspension or termination of service.

6. Privacy Policy

Your use of our services is also governed by our Privacy Policy, which describes how we collect,

use, and protect your data. Please review the Privacy Policy for more details.

7. Maintenance and Liability

Service Availability: While we strive for continuous uptime, we may schedule maintenance windows during which the service may be unavailable.
Limitation of Liability: AI Secretary, LLC is not liable for any indirect, incidental, or consequential damages, including data loss or business interruptions, resulting from the use or inability to use our services.

8. Changes to the Terms

We may modify these Terms at any time. Updated Terms will be posted on our website with an updated effective date. Continued use of our services constitutes acceptance of the revised terms.

9. Contact Us

For any questions regarding these Terms, please contact us at:

– AI Secretary, LLC
– 5822 Spanish Oaks Lane, Naples, FL 34119
– Mail ID: terms@mail.ai-secretary.tech
– Phone: 239-372-0800

By using our services, you acknowledge that you have read, understood, and agreed to these terms of Use.

10. Disclaimer: Accuracy of Transcripts

AI Secretary is designed to provide highly accurate meeting notes and transcripts, with internal testing indicating accuracy rates of approximately 97% or higher under typical conditions. However, as with any speech-to-text technology, accuracy can be affected by factors such as audio quality, background noise, overlapping dialogue, accents, mumbling, or microphone performance.

AI Secretary is intended to assist with documentation and productivity, not to serve as a verbatim record for legal, regulatory, or evidentiary purposes. Users are responsible for reviewing and confirming the accuracy of any information before relying on it for critical decisions. AI Secretary, LLC disclaims any liability for damages or losses arising from reliance on its transcripts in legal or regulatory proceedings.

By using this service, you acknowledge and agree to these limitations.

PATENTED TECHNOLOGY | BUILT BY ADVISORS, FOR ADVISORS