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:
o Using the service for unlawful activities.
o Attempting to reverse engineer, decompile, or modify the service.
o 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
239-372-0800
By using our services, you acknowledge that you have read, understood, and agreed to these
Terms of Use.