Terms of Service

These Terms of Service (the “Terms”) form a binding agreement between you (“you,” “your,” or “User”) and Prism AI Apps LLC (“we,” “us,” or “our”), governing your access to and use of the quickCLIENT.ai application, websites, and related services (the “Service”). By creating an account, clicking to accept, or using the Service, you agree to these Terms and to our Privacy Policy, which is incorporated by reference. If you do not agree, do not use the Service.

1. Agreement to these Terms

quickCLIENT.ai is a product operated by Prism AI Apps LLC. If you are entering into these Terms on behalf of a company or entity, you represent that you have authority to bind that entity, and “you” refers to that entity.

2. Definitions

• “Service” means the quickCLIENT.ai applications, websites, features, and related services we provide.
• “Your Content” means the text, voice recordings, transcripts, images, PDFs, documents, notes, reminders, tags, and other materials you create, upload, or submit.
• “Client Data” means personal or business information about your clients, prospects, contacts, referral sources, or other third parties that you capture, store, or process using the Service.
• “Referrals” means the features that let your clients refer new people to you and let prospects share their details with you, described in Section 8.
• “Sub-Processors” means the third-party providers described in Section 12 and in our Privacy Policy.

3. Eligibility and accounts

You must be at least 18 and able to form a binding contract. You agree to provide accurate registration information, keep it current, keep your credentials secure, and notify us at support@quickclient.ai of any unauthorized use. You are responsible for all activity under your account. You may not share your account or create one by automated means.

4. License to use the Service

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Service in connection with your business, trade, or professional practice. You may not resell or sublicense the Service except as expressly permitted (for example, sharing a public profile card or a document with a client). We reserve all rights not expressly granted.

5. Description of the Service; how information is captured

Depending on the features you use, the Service lets you:

• record voice notes transcribed to text using AI (we convert speech to text and, as described in our Privacy Policy, do not retain the underlying audio after transcription);
• create typed notes, reminders, to-dos, tags, events, and client records containing names, phone numbers, email addresses, and other details you enter;
• upload images and PDFs, from which the Service may extract text;
• generate AI summaries, key facts, and search results across your notes, and ask questions answered from your own stored content;
• capture contact details from prospects (for example, via a QR profile card, a shared capture link, or a public Campaign landing page you create); and
• send documents, profile cards, or messages to clients, and receive referrals and captured prospect details.

You control what you capture and store, and you are responsible for your use of the Service. Content you attach to a public Campaign page (such as a flyer) and the details shown there are publicly accessible to anyone with the link while the campaign is active, and campaign pages depend on an active subscription to keep displaying information; do not publish anything confidential.

6. Your Content and Client Data

Ownership. As between you and us, you retain all ownership of Your Content and Client Data. We do not claim ownership of it.

License to operate the Service. You grant us a worldwide, non-exclusive, royalty-free license to host, store, reproduce, process, transmit, transcribe, index, and display Your Content and Client Data solely to operate, secure, provide, and improve the Service for you, including transmitting it to our Sub-Processors (such as our AI provider) as described in our Privacy Policy. We do not sell your data and do not use its content to serve advertising.

Your responsibility for Client Data. A core function of the Service is storing information about your clients and contacts. With respect to Client Data, you act as the data controller (or equivalent) and we act as a processor acting on your instructions. You represent, warrant, and covenant that:

• you have all rights, permissions, consents, and a valid lawful basis necessary to collect, store, use, and (where applicable) share the Client Data through the Service;
• you will provide all notices and obtain all consents required by law, including for recording, transcription, and sharing of a client’s information;
• your use complies with all laws applicable to you and your profession, including privacy laws (such as the CCPA/CPRA and, where applicable, GDPR/UK GDPR) and communications laws (such as the TCPA and CAN-SPAM) for any messages you send using or facilitated by the Service; and
• you will not upload highly sensitive information (such as government ID numbers, financial account numbers, or health information) except to the extent necessary and permitted by law, and you remain responsible for anything you choose to store.

You are solely responsible for Your Content and Client Data and for keeping your own backups. You can export and delete your data at any time within the Service.

Recording meetings and calls. The Service can record and transcribe meetings, calls, and conversations that you initiate. Recording laws vary by jurisdiction: some U.S. states and other places require the consent of allparties before a conversation may be recorded, and interstate communications may be governed by the stricter jurisdiction’s law. You are solely responsible for knowing and complying with all recording, wiretap, and eavesdropping laws that apply to you and to everyone you record, and for obtaining every consent those laws require before you start recording. You will not use the Service to record any person without the consent required by law. The in-app consent prompt is a convenience reminder only; it does not determine what the law requires or relieve you of your obligations. You are responsible for the lawfulness of each recording and for how you use each transcript, and you agree to indemnify us for any claim arising from a recording you make. We transcribe recordings to text and do not store the underlying audio after transcription.

Walkthroughs and on-site capture. The Walkthrough feature records audio you transcribe, photos you take, and, if you enable it, the location where each photo was taken. You represent that you are authorized to be on and to photograph the premises, that you have obtained every consent required to record or photograph any person present and to capture location, and that you will not use the Service to track, monitor, or surveil any individual unlawfully. Before each walkthrough you confirm in the app that you are authorized and have obtained the consent the law requires, and we record that acknowledgment; that in-app confirmation is a convenience reminder only and does not determine what the law requires or relieve you of your obligations. You are solely responsible for the lawfulness of each walkthrough and for how you share the resulting report, and you agree to indemnify us for any claim arising from it.

7. AI features and accuracy

The Service uses AI to transcribe audio, extract text, generate summaries and key facts, suggest action items and reminders from your notes, and power search and question-answering. AI output can be inaccurate, incomplete, out of date, or misleading, and may not capture everything in your notes. The Service is for information organization and recall only and is nota substitute for professional judgment or advice. You must review and verify AI output before relying on it, and must not rely on it for legal, financial, tax, medical, real-estate, lending, insurance, or other regulated or important decisions without independent verification and appropriate professional review. Content sent to our AI provider is processed to provide the Service and, per that provider’s terms, is not used to train its models. We do not warrant that AI output is accurate, reliable, or fit for any purpose.

Reminders and follow-ups depend on what you capture. The Service can only surface a commitment you recorded in a note or recording, or a gap in contact for a client you added. It cannot know about a conversation, promise, or client that was never captured in the Service, and it does not guarantee that any reminder, notification, or follow-up will be generated or delivered. You remain responsible for your own client commitments and deadlines.

8. Referrals and prospect capture

• We are a neutral tool, not a party. We are not a party to, and are not responsible for, any referral, engagement, transaction, or arrangement between you and any client, prospect, or third party. We do not endorse, vet, verify, license, or guarantee any person or the quality, legality, or outcome of any services.
• Consent and lawful basis. You may collect and store a client’s or prospect’s contact information or personal details only where you have obtained any required consent and have a lawful basis to do so.
• Compliance is yours. You are solely responsible for ensuring your referrals and any related compensation comply with all laws and professional rules applicable to you, including, where relevant, the Real Estate Settlement Procedures Act (RESPA), state real-estate, mortgage, insurance, and financial-services rules, and anti-kickback and referral-fee restrictions. We do not facilitate, calculate, track, or pay referral fees or commissions.
• No guarantee. We do not guarantee that you will receive any referrals, business, or results.
• Release. To the fullest extent permitted by law, you release us from any claims arising out of your dealings with clients, prospects, or other third parties.

For how referral and prospect-capture information is handled, see our Privacy Policy.

9. Acceptable use

You agree not to, and not to permit anyone to:

• use the Service unlawfully or to store or process content you have no right to store or process;
• store, upload, or record medical records, clinical notes, or Protected Health Information (PHI) governed by HIPAA; the Service is not a HIPAA-covered service and is not intended for such data;
• upload or process the personal information of any third party without the necessary rights, notices, and consents;
• use photographs or location data captured through the Service to track, monitor, or surveil any individual without the consent and lawful basis required;
• use the Service to send unlawful, unsolicited, harassing, deceptive, or infringing communications;
• infringe or misappropriate the intellectual-property, privacy, publicity, or other rights of others;
• upload malware or interfere with, disrupt, overload, or gain unauthorized access to the Service;
• reverse-engineer, decompile, scrape, or extract source code, models, or underlying data, except where this restriction is prohibited by law;
• use the Service, or AI output, in a regulated context without appropriate human and professional review; or
• use the Service to build or train a competing product, or resell the Service.

We may suspend or terminate accounts that violate these Terms or create risk or legal exposure.

10. Electronic communications and messaging

You consent to receive communications from us electronically, and agree that they satisfy any requirement that communications be in writing. You are solely responsible for any messages, documents, or communications you send to your clients or contacts using or facilitated by the Service, and for complying with all applicable communications, marketing, and consent laws.

Text-message (SMS) authentication codes. If you choose to turn on text-message two-factor authentication, you consent to receive automated one-time verification codes by SMS at the mobile number you provide, for the purpose of signing in and securing your account. These messages are transactional, not marketing. Message frequency depends on your sign-in activity, and message and data rates may apply. You can opt out at any time by replying STOP or by removing your number in your account settings; reply HELP for help. We do not sell or share your mobile number, your opt-in, or your messaging consent with third parties for their own purposes. See our Privacy Policy for details.

11. Subscriptions, billing, and automatic renewal

Some features may require a paid subscription. Paid plans, when offered, are billed through our third-party payment processor and/or applicable app stores, subject to their terms. For paid plans and free trials:

• Consent and disclosure. Before you are charged, we will present the price, billing frequency, automatic-renewal terms, and cancellation method clearly and conspicuously, and obtain your express affirmative consent.
• Free trials. If a plan includes a free or discounted trial that converts to paid, we will disclose the conversion terms, and you must affirmatively consent before any charge begins.
• Automatic renewal. Subscriptions renew automatically at the then-current price until you cancel.
• Renewal reminders. We send an email reminder about seven days before a free trial converts to paid and about seven days before each renewal, with the amount and date and how to cancel, so a charge is never a surprise.
• Cancellation. You may cancel at any time through the Service (or the store or processor you used) in the same medium in which you enrolled. Cancellation takes effect at the end of the current period, and you keep access until then. After you enroll, we will send a retainable confirmation with the renewal terms and how to cancel.
• What cancellation means for your data. Cancelling does not immediately delete your data, and you can export all of it at any time from account settings. If you drop one paid module but keep another, that module’s Campaigns or Walkthroughs data stays viewable in read-only form while your account remains paid — you can view and export it, but creating, editing, AI processing, and other paid processing for that module stop, and its public Campaign QR pages and forms stop accepting submissions. If all of your paid subscriptions end, paid features continue until the end of the period you have paid for; after that you cannot create or edit records, run AI or transcription, or capture new public submissions, but you can still sign in to export your data or resubscribe. We retain a cancelled workspace for a limited period so you can export or resubscribe; after that period it may be permanently deleted, subject to our backup lifecycle and legal exceptions. Signing in does not extend that period, and you may request permanent deletion at any time. See the Privacy Policy (“Data retention”) for how long each category of data is kept.
• Pricing, taxes, refunds. Prices may change going forward with notice. You are responsible for applicable taxes. Except as required by law or expressly stated, all payments — including subscription charges and one-time purchases — are non-refundable, and no partial or prorated refunds are given when you cancel; you keep access through the end of the period you have already paid for.
• Voice-minute packs (add-ons). A voice-minute pack is a one-time, prepaid consumable add-on to an active paid subscription — it is not a gift card, gift certificate, or stored-value instrument, is non-transferable, and has no cash value. Pack minutes may be purchased and used only while you have an active paid subscription, are drawn down only after your plan’s included monthly minutes are used, and, if not used, expire twelve (12) months after your most recent pack purchase. Pack minutes are non-refundable. If your subscription lapses, unused pack minutes remain subject to the same 12-month expiry and are usable only if you resubscribe within that period. These terms apply except where prohibited by applicable law.

12. Third-party services and Sub-Processors

The Service relies on trusted providers acting on our behalf, including an AI processing provider (transcription, text extraction, summaries, embeddings), cloud database and file storage, application hosting, email delivery, and payment processing. Your use may also be subject to these providers’ terms. We are not responsible for third-party services we do not control. See our Privacy Policy for details.

13. Intellectual property; feedback

The Service, including its software, design, and trademarks, is owned by Prism AI Apps LLCor its licensors and protected by law. Except for the limited license in Section 4, these Terms grant you no rights in our software, trademarks, or branding. If you provide feedback, you grant us a perpetual, irrevocable, worldwide, royalty-free license to use it without restriction or obligation.

Copyright complaints (DMCA). We respect intellectual-property rights and respond to notices of alleged infringement under the Digital Millennium Copyright Act. If you believe content made available through the Service (for example, on a public Campaign page or profile card) infringes your copyright, send a written notice to our designated agent that includes: your physical or electronic signature; identification of the copyrighted work; identification of the material claimed to be infringing and where it is located (a URL); your contact information; a statement that you have a good-faith belief the use is not authorized; and a statement, under penalty of perjury, that the information is accurate and you are authorized to act. Send notices to Prism AI Apps LLC, Attn: DMCA Agent, 2108 N St, Ste N, Sacramento, CA 95816, or support@quickclient.ai. We may remove material we believe in good faith to be infringing, forward the notice to the affected user, and terminate the accounts of repeat infringers.

14. Beta and pre-release features

Parts of the Service may be offered on a pilot, preview, or beta basis. Such features are provided “as is,” may change or be discontinued at any time, and are not guaranteed to be available or supported.

15. Privacy

Our handling of personal information is described in our Privacy Policy. By using the Service, you acknowledge that information will be handled as described there.

16. Disclaimer of warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, AND ANY WARRANTIES REGARDING ACCURACY, RELIABILITY, SECURITY, OR THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, OR ERROR-FREE. YOU USE THE SERVICE, AND RELY ON ANY OUTPUT, AT YOUR OWN RISK, AND YOU ARE RESPONSIBLE FOR MAINTAINING YOUR OWN BACKUPS OF YOUR CONTENT AND CLIENT DATA.

Any backups we maintain are for our own operational and disaster-recovery purposes only. They are system-wide, are not a per-account restore service, and we do not warrant that we can recover any particular data. Your own export is your safeguard against data loss.

17. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, Prism AI Apps LLC AND ITS OFFICERS, MEMBERS, EMPLOYEES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS, ARISING OUT OF OR RELATING TO THE SERVICE, UNDER ANY THEORY, EVEN IF ADVISED OF THE POSSIBILITY. OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS (US $100). SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.

18. Indemnification

You agree to defend, indemnify, and hold harmless Prism AI Apps LLC and its officers, members, employees, and agents from any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) Your Content or Client Data; (b) your use of the Service; (c) your violation of these Terms or any law; (d) messages or documents you send to clients or contacts; (e) your referrals or dealings with clients, prospects, or other third parties; or (f) your infringement or violation of the rights of any third party.

19. Term, suspension, and termination

You may stop using the Service and delete your account at any time. We may suspend or terminate access, with or without notice, if you violate these Terms, create risk or legal exposure, or to protect the Service or others, or we may discontinue the Service. On termination, your license ends; you may export your data first, and we will handle remaining data as described in our Privacy Policy. Sections that by their nature should survive (including 6, 7, 8, 13, 16, 17, 18, 20, 21, and 23) survive.

20. Dispute resolution; binding arbitration and class-action waiver

Please read this Section carefully — it affects your legal rights.

Informal resolution. Before starting arbitration or any proceeding, you agree to first contact us at support@quickclient.ai with a written description of the dispute and to try to resolve it informally for at least sixty (60) days.

Binding arbitration. Except for the carve-outs below, you and we agree that any dispute arising out of or relating to these Terms or the Service will be resolved by final and binding individual arbitration, not in court. Arbitration will be administered by a recognized provider (such as JAMS or the AAA) under its rules, and will take place in California or by videoconference or written submissions where the rules allow. The Federal Arbitration Act governs this Section. The arbitrator decides questions of arbitrability.

Class-action and jury-trial waiver. YOU AND WE AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. YOU AND WE WAIVE ANY RIGHT TO A JURY TRIAL. The arbitrator may not consolidate claims or preside over any class or representative proceeding.

Carve-outs. Either party may (a) bring an individual claim in small-claims court with jurisdiction, and (b) seek injunctive or equitable relief in court to protect its intellectual property or confidential information.

30-day opt-out. You may opt out of this arbitration and class-waiver Section by emailing support@quickclient.ai within thirty (30) days of first accepting these Terms, stating your name, account email, and that you opt out of arbitration. Opting out does not affect any other part of these Terms.

Severability. If the class-action waiver is found unenforceable as to a claim, that claim will proceed in court, but the rest of this Section remains in effect.

21. Governing law and venue

These Terms and any dispute are governed by the laws of the State of California and applicable U.S. federal law (including the Federal Arbitration Act for Section 20), without regard to conflict-of-laws rules. For any dispute not subject to arbitration, you and we submit to the exclusive jurisdiction of the state and federal courts located in California, except where applicable law provides otherwise. Nothing limits rights that cannot be waived under applicable law.

22. Changes to the Service and to these Terms

We may modify, suspend, or discontinue the Service at any time. We may also update these Terms; material changes will be indicated by the “Last updated” date and, where appropriate, additional notice. Continued use after changes take effect constitutes acceptance.

23. General

• Entire agreement. These Terms and the Privacy Policy are the entire agreement between you and us regarding the Service.
• Severability. If any provision is unenforceable, the rest remain in effect, modified to the minimum extent necessary.
• No waiver. Our failure to enforce a provision is not a waiver.
• Assignment. You may not assign these Terms without our consent; we may assign them in a merger, acquisition, or asset sale.
• Force majeure. We are not liable for delays or failures beyond our reasonable control.
• Independent parties. You and we are independent contractors; these Terms create no partnership, agency, fiduciary, or employment relationship.
• No third-party beneficiaries. These Terms create no rights for any third party.
• Notices. We may provide notices by email or through the Service. Send legal notices to us by email at support@quickclient.ai.
• Export and sanctions. You represent that you are not located in, and will not use the Service in, a country or by a party subject to applicable U.S. export controls or sanctions.

24. Contact

Questions about these Terms, or legal notices, should be sent to Prism AI Apps LLC at support@quickclient.ai, or by mail at 2108 N St, Ste N, Sacramento, CA 95816.