TERMS OF SERVICE
Last Updated: August 11, 2026
PREAMBLE & BINDING ELECTRONIC CONTRACT
PLEASE READ THIS TERMS OF SERVICE AGREEMENT (“AGREEMENT”) CAREFULLY. THIS AGREEMENT IS A LEGALLY BINDING CONTRACT BETWEEN YOU (AND THE ENTITY OR ORGANIZATION YOU REPRESENT) AND CONSTANT STRATEGY GROUP LLC (“COMPANY,” “CSG,” “WE,” “US,” OR “OUR”), A FLORIDA LIMITED LIABILITY COMPANY, GOVERNING ALL ACCESS TO AND USE OF THE ROUTE IT AI SOFTWARE APPLICATION, WEBSITES, APPLICATION PROGRAMMING INTERFACES (APIS), EMBEDDABLE INTAKE WIDGETS, AUTOMATED INTENT-ROUTING ENGINES, SYSTEM SCHEMAS, DYNAMIC SYSTEM PROMPTS, AND ASSOCIATED SOFTWARE-AS-A-SERVICE (SAAS) AUTOMATION SERVICES (COLLECTIVELY, THE “SERVICES”).
BY CLICKING “I AGREE,” EXECUTING AN ORDER FORM, CREATING AN ACCOUNT, EMBEDDING OR DEPLOYING ANY PLATFORM CODE, OR ACCESSING OR USING ANY PORTION OF THE SERVICES, YOU EXPRESSLY CONSENT TO CONDUCT TRANSACTIONS ELECTRONICALLY PURSUANT TO THE FEDERAL ELECTRONIC SIGNATURES IN GLOBAL AND NATIONAL COMMERCE (E-SIGN) ACT AND THE FLORIDA UNIFORM ELECTRONIC TRANSACTIONS ACT (FLA. STAT. § 668.50). YOU ACKNOWLEDGE AND AGREE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THIS AGREEMENT, INCLUDING OUR PRIVACY POLICY AND ANY APPLICABLE DATA PROCESSING ADDENDUM (“DPA”), WHICH ARE HEREBY EXPRESSLY INCORPORATED BY REFERENCE.
IF YOU ARE ENTERING INTO THIS AGREEMENT ON BEHALF OF A LAW FIRM, HEALTHCARE PROVIDER, HOTEL OR HOSPITALITY ENTITY, REAL ESTATE BROKERAGE, GENERAL COMMERCIAL ENTITY, OR OTHER LEGAL ENTITY, YOU REPRESENT AND WARRANT THAT YOU POSSESS FULL LEGAL AUTHORITY TO BIND THAT ENTITY TO THIS AGREEMENT. IF YOU DO NOT POSSESS SUCH AUTHORITY, OR IF YOU DO NOT AGREE TO ALL TERMS AND CONDITIONS CONTAINED HEREIN, YOU ARE EXPRESSLY PROHIBITED FROM ACCESSING OR USING THE SERVICES.
SECTION 1: DEFINITIONS & CONTRACTUAL SCOPE
1.1 Key Definitions
• “Company” refers specifically to Constant Strategy Group LLC (“CSG”), a Florida limited liability company, its managers, members, officers, employees, agents, affiliates, and authorized representatives, owning and operating the SaaS platform and product line known as Route It AI.
• “Services” means the Route It AI multi-vertical software-as-a-service (SaaS) platform, including without limitation AI-driven lead routing, multi-vertical intake processing engines, automated lead scoring and classification, CRM integration webhooks, embeddable web widgets, serverless API endpoints (e.g., /api/chat), structural database schemas, dynamic system prompts, and executive billing and analytics management dashboards.
• “Organization” (or “Client,” “Subscriber,” “You”) means the law firm, healthcare provider or medical practice, hospitality enterprise, real estate firm or brokerage, general service commercial business entity, or individual creating an account, integrating platform code, or subscribing to the Services.
• “Authorized User” means any employee, contractor, agent, or designated representative of the Organization who is authorized by the Organization to access, manage, or configure the Services under the Organization’s account credentials.
• “End-User Data” means all raw data, lead contact details, inquiry text, conversation transcripts, text prompts, uploaded files, metadata, and personal information submitted to or captured by Route It AI widgets, endpoints, or forms on the Organization’s digital properties or third-party channels.
• “AI Output” means all automated lead classifications, intake summaries, sentiment/risk scores, transcript extractions, conversation trees, and routing decisions generated by machine learning models or Large Language Models (LLMs) through the Services.
• “Third-Party Model Providers” means third-party cloud infrastructure hosts, foundation model developers, open-weight model deployment hosts, and specialized artificial intelligence subprocessors (including, without limitation, OpenAI, Anthropic, Supabase, and Vercel) utilized by the Company to process system prompts and produce AI Output.
• “Vertical Logic” means the Company's proprietary, industry-specific intake rulesets, intent classifiers, system prompts, data extraction schemas, and workflow gating parameters configured across Legal, Healthcare, Hospitality, Real Estate, General Services, and other target commercial markets.
• “Telecommunications Subprocessor” means third-party cloud communications, programmable messaging, and voice-infrastructure providers (specifically including Twilio, Inc.) utilized by the Company to route SMS text messages, initiate calls, and deliver telecommunication notifications triggered by the Services.
1.2 Order of Precedence
This Agreement governs all access to and use of the Services by the Organization and its Authorized Users. The terms of the Company's Privacy Policy, Data Processing Addendum (DPA), and any executed Order Form or Enterprise Service Level Agreement (SLA) are fully incorporated herein by reference. In the event of any direct conflict between the text of this Agreement and any incorporated document, this Agreement shall control, unless an executed Order Form explicitly identifies the specific section of this Agreement to be superseded.
1.3 Authority & Entity Representation
By creating an account or deploying the Services, the individual accepting this Agreement represents and warrants that:
• Corporate Capacity: They possess full legal power, capacity, and corporate authority to execute, deliver, and perform under this Agreement on behalf of the Organization.
• Enforceable Obligation: This Agreement constitutes a valid, lawful, and legally binding obligation of the Organization, enforceable against it in accordance with its terms.
• No Conflict: The execution and performance of this Agreement will not conflict with or violate the Organization's corporate bylaws, operating agreement, or any existing contractual obligations to third parties.
1.4 No Professional Advice & Fiduciary Disclaimer
The Organization explicitly acknowledges and agrees that the Services—including all automated responses, intake routing, dynamic prompts, and system outputs—constitute automated software communications and DO NOT CONSTITUTE LEGAL ADVICE, MEDICAL DIAGNOSIS OR TREATMENT, FINANCIAL ADVICE, OR LICENSED REAL ESTATE BROKERAGE COUNSEL. Constant Strategy Group LLC is a software technology provider and does not practice law, medicine, or real estate brokerage. The Organization retains sole and exclusive responsibility for reviewing, validating, and managing all client, patient, or lead inquiries processed through the Services.
SECTION 2: SAAS LICENSE, ACCESS RIGHTS & STRICT USAGE RESTRICTIONS
2.1 Limited SaaS Access Grant
Subject to the Organization’s continuous compliance with this Agreement and timely payment of all applicable subscription fees, Constant Strategy Group LLC grants the Organization a non-exclusive, non-transferable, non-sublicensable, revocable, limited license during the active Subscription Term to:
• Access and utilize the Route It AI web applications, executive dashboards, and API endpoints solely for internal business operations.
• Embed authorized Route It AI widgets and scripts on digital properties owned or controlled by the Organization.
• Permit Authorized Users to access the administrative dashboard in accordance with account tier limitations.
2.2 Operational Restrictions & Protection of Intellectual Property
The Organization shall not, and shall strictly prevent any Authorized User, employee, or third party from performing any of the following acts:
• Reverse Engineering & Structural Extraction: Decompiling, reverse engineering, disassembling, deconstructing, modifying, translating, or attempting to extract or reconstruct the source code, underlying algorithms, neural prompts, database schemas, API parameters, or trade secrets of the Services or Vertical Logic.
• Prompt Injection & Adversarial Testing: Executing prompt injection attacks, jailbreaks, model probing, or submitting malicious payloads designed to bypass guardrails, reveal underlying system prompts, extract structural routing logic, or compromise Third-Party Model Providers.
• Competitive Benchmarking & Copycat Exploitation: Accessing or using the Services to construct a competitive product or service, perform latency or quality benchmarking, or copy any user interface elements, workflow features, prompt templates, or proprietary routing mechanics.
• Automated Scraping & Data Mining: Deploying crawlers, bots, scrapers, data-mining scripts, or automated tools against any Route It AI endpoint, widget, or dashboard to harvest system responses, capture UI components, or train third-party AI models.
• Unauthorized Resale & White-Labeling: Selling, reselling, sublicensing, renting, leasing, time-sharing, distributing, or provisioning the Services as a standalone managed service or white-label product without the express prior written consent of Constant Strategy Group LLC.
• Security Bypass: Circumventing, testing, probing, or disabling any security controls, domain whitelisting restrictions (publicEmailDomains, origin headers), role-based access control (RBAC) rules, rate-limiting thresholds, or feature-gating parameters implemented by the Company.
2.3 Credential Protection & Account Security
The Organization is solely responsible for maintaining the confidentiality and security of all administrative login credentials, API keys, webhook signing secrets, and access tokens associated with its account. The Organization assumes full legal liability for all activities, API usage, billing charges, and End-User Data submissions originating under its account credentials or API keys, whether authorized or unauthorized. The Organization agrees to notify Constant Strategy Group LLC immediately at security@routeit.ai upon becoming aware of any actual or suspected security breach, compromise, or unauthorized disclosure of account credentials.
2.4 Third-Party CRM Integrations, Endpoints & Data Hand-Off Boundaries
• Intermediary Transmission Scope: Route It AI provides software automation, API integration pipelines, and webhook transmission workflows designed to connect and transmit Customer Data between the Services and third-party software platforms, including third-party Customer Relationship Management (“CRM”) systems (such as Clio, HubSpot, Salesforce, or LawPay). Route It AI operates strictly as an intermediary automation engine and data transmission system.
• Customer Responsibility for Destination Environments: Organization acknowledges, understands, and agrees that Constant Strategy Group LLC does not own, operate, configure, or control third-party CRMs or destination endpoints. Organization assumes sole and exclusive responsibility for setting up, configuring, maintaining, and administering Organization’s destination CRM or third-party endpoint accounts; managing CRM custom field schemas, API key permissions, data mapping parameters, and pipeline rules; and ensuring Organization’s destination CRM complies with all applicable privacy laws, data protection regulations, and industry-specific security standards.
• Disclaimer of Liability Post-Hand-Off: Once Route It AI successfully executes an outbound data transmission or API payload to Organization’s configured CRM or third-party endpoint, Route It AI’s transmission obligations are fulfilled. Constant Strategy Group LLC expressly disclaims all liability, obligation, or warranty for any data loss, corruption, schema mismatch, field truncation, or record deletion occurring within or caused by a third-party CRM; how third-party CRM platforms ingest, process, index, retain, store, or delete lead or customer data following transmission; and any service interruptions, rate-limiting, API deprecations, security breaches, or platform outages originating within third-party CRM platforms.
2.5 Chat Widget Installation & Site Integration Boundaries
• Organization Deployment Duties: Organization maintains sole and exclusive legal and operational responsibility for embedding, deploying, configuring, testing, and maintaining any Route It AI JavaScript snippet, code block, or chat widget on Organization’s websites, web applications, landing pages, or digital domains. Organization is solely responsible for verifying widget functionality, visual display, and script performance on Organization’s digital properties.
• Optional Concierge Engineering Services: While Route It AI may provide documentation, self-service guides, or automated setup wizards to assist with deployment, Constant Strategy Group LLC is under no contractual obligation to install, embed, or troubleshoot custom website code on Organization’s site. Any custom installation, site troubleshooting, or hands-on web engineering executed directly by Route It AI personnel constitutes an optional, premium concierge service subject to custom service agreements and separate fee schedules as determined by Constant Strategy Group LLC.
2.6 Telecommunications Infrastructure & Messaging Routing (Twilio Integration)
• Programmable Infrastructure Routing: Organization acknowledges and agrees that automated SMS notifications, voice callbacks, and text-based intake routing are transmitted through our Telecommunications Subprocessor (Twilio, Inc.). Organization authorizes Company to route telephone data and message content through Twilio’s cloud network to execute platform features.
• Carrier Compliance & Message Filtering: Organization understands that mobile carriers (e.g., AT&T, Verizon, T-Mobile) and Twilio enforce strict automated filtering, spam detection, and A2P (Application-to-Person) 10DLC compliance rules. Constant Strategy Group LLC does not guarantee 100% message delivery rates and assumes no liability for carrier-blocked texts, message throttling, filtered keywords, or telecommunication network outages originating from Twilio or upstream mobile carriers.
SECTION 3: SUBSCRIPTION PLANS, MID-MONTH UPGRADES, CANCELLATION RULES & BILLING LOCKOUTS
3.1 Subscription Plans & Automated Payment Authorization
The Organization agrees to pay all applicable fees specified during online checkout or in an executed Order Form, including fixed recurring subscription fees (e.g., Pro, Elite, or custom Enterprise plans), overage charges, volume quotas, and add-on module costs. By providing a payment method via our third-party payment processor (Stripe), the Organization authorizes Constant Strategy Group LLC to automatically charge all recurring subscription fees and usage overages on designated billing anchor dates without further manual authorization. Recurring subscription fees are billed in advance; usage-based overages are billed in arrears.
3.2 Mid-Month Tier Upgrades & Strict Non-Proration Architecture
The Organization acknowledges and agrees that the platform’s subscription and billing architecture operates on an explicit non-prorated upgrade model (proration_behavior: 'none'):
• Owner-Approved Custom Rates: Mid-month plan upgrades (e.g., transitioning from Pro to Elite) require Organization Owner approval. Upon setting a custom monthly rate (custom_monthly_rate) and initiating an upgrade (pending_workspace_tier), a new checkout intent is generated.
• Full Monthly Rate Upon Checkout: Upgrading mid-month requires the Organization to pay the full approved monthly rate of the new tier (e.g., Elite) at checkout. The platform does not perform automatic Stripe-style daily proration calculations or automatically credit unused days from the prior tier (Pro).
• Immediate Entitlement Unlocks: Higher-tier features, elevated lead quotas, and advanced vertical entitlements remain on the lower plan until payment succeeds; upon successful payment checkout, the organization's tier (workspace_tier) updates to the new tier immediately.
• Absence of Auto-Debits: To ensure explicit billing predictability and prevent unexpected automated charges to the Organization’s card, mid-cycle subscription updates and feature add-ons strictly utilize proration_behavior: 'none'. Any adjustments or credit notes for remaining lower-tier balances are purely discretionary and must be applied manually prior to checkout by an authorized CSG administrator.
3.3 Automated Billing Locks & API Gating (assertOrgBillable)
Platform access and API execution are programmatically tied to the Organization's billing standing. Route It AI endpoints, widgets, and serverless routing pipelines perform real-time billing validation checks. If an account is flagged as past-due, delinquent, or over its credit limit, the system will programmatically reject API execution, disable widget responsiveness, and lock executive dashboard access. Constant Strategy Group LLC shall have zero liability for any business interruption, lost lead opportunities, or dropped client communications resulting from an automated account lockout triggered by payment default or insufficient funds.
3.4 Vertical Feature-Gating & "Coming Soon" Modules
The Organization acknowledges that the platform uses a dynamic vertical configuration schema (workspace_vertical). Features or business verticals designated as "Coming Soon," "Gated," "Beta," or "Preview" (e.g., Healthcare, Hotels & Hospitality, Real Estate) may be restricted, subject to UI/API-level access limits, or deployed on a phased rollout basis at the Company's sole discretion. The Company reserves the right to modify, gate, or adjust the commercial availability of non-active verticals without prior notice.
3.5 Cancellation Procedures & Strict Pre-Renewal Window
• Self-Serve SaaS Pre-Renewal Window: To prevent automated recurring charges, self-serve Organizations must execute cancellation via the administrative billing dashboard at least twenty-four (24) hours prior to 11:59 PM UTC on the scheduled billing anchor date. Cancellations submitted after the billing anchor date has passed will prevent future auto-renewals but will not reverse, prorate, or refund the active billing cycle's charge. Failure to cancel prior to renewal, forgotten subscriptions, or failure to log into the administrative dashboard constitutes full authorization for the charge, and Constant Strategy Group LLC has no duty to issue retroactive refunds or honor payment chargebacks.
• Custom & Enterprise Accounts: Organizations on negotiated custom or enterprise contracts must submit a formal written notice of non-renewal to billing@routeit.ai at least thirty (30) calendar days prior to the expiration of the active term.
• Strict No-Refund Policy: All fee payments are non-refundable. The Company does not provide prorated refunds, credits, or adjustments for partial billing periods, unused lead quotas, or early terminations.
3.6 Price Modifications & Taxes
The Company reserves the right to adjust subscription pricing or usage rates upon thirty (30) days' advance written notice via email or platform notification. Continued use of the Services following the notice period constitutes binding acceptance of the updated fees. Fees do not include any local, state, federal, or international sales, use, value-added (VAT), or gross receipts taxes, all of which are the sole responsibility of the Organization (excluding taxes based on the Company’s net income).
3.7 Monthly Lead Volume Allowances, Non-Rollover & Metered Overages
• Strict Monthly Reset: Subscription tiers include a specified monthly lead intake allowance (“Monthly Lead Cap”). Monthly lead allowances operate on a strict “use-it-or-lose-it” calendar month basis, resetting on the first (1st) day of each UTC calendar month at 00:00 UTC. Unused lead volume from a given billing cycle shall immediately expire at cycle end and shall not roll over, accumulate, transfer, or credit toward subsequent billing cycles or months under any circumstances.
• Metered Overage Billing: If the Organization’s account is configured to permit lead volume exceeding the designated Monthly Lead Cap (allow_lead_overage = true), all extra leads processed beyond the cap will be tracked and billed as metered overage charges. Overage charges are calculated at the per-lead rate specified in the Organization’s tier configuration or order form and will be added as an itemized line item to the Organization’s cycle invoice.
3.8 Payment Processing Surcharges & Fee Pass-Through
Where permitted by applicable federal, state, or regional law, Constant Strategy Group LLC reserves the right to pass through credit card processing surcharges (e.g., 2.9% plus applicable fixed transaction fees) on credit card transactions to offset third-party merchant processor costs. To avoid surcharges, the Organization may elect to pay via direct ACH bank transfer where supported.
3.9 Data Erasure & Account Deletion Workflow.
Organizations may initiate a data erasure and account deletion request through the administrative dashboard. To ensure account security and prevent unauthorized or malicious actions, deletion requests require a secure tokenized email confirmation with a 72-hour expiration window. Following successful confirmation, the account enters a 30-day grace period before permanent data purging procedures are initiated, subject to mandatory legal, tax, and financial record retention obligations (such as the retention of invoice and billing ledgers).
SECTION 4: THIRD-PARTY AI MODELS, DYNAMIC ROUTING & DISCLAIMERS
4.1 Dynamic Vendor Selection & Operational Autonomy
The core functionality of the Services relies on automated orchestration across distributed cloud architectures and third-party foundation models. Constant Strategy Group LLC reserves the absolute, unfettered right to select, substitute, re-route, or discontinue any Third-Party Model Providers (including domestic US-based vendors, open-weight model hosts, and international AI processing engines) at any time to optimize latency, throughput, reliability, or cost efficiency, without prior notice to or consent from the Organization. Dynamic model switching shall not constitute a breach of this Agreement or a material alteration of the Services.
4.2 Probabilistic Nature of AI & "Hallucination" Disclaimer
The Organization explicitly acknowledges that Large Language Models (LLMs) and artificial intelligence engines are probabilistic models subject to non-deterministic behavior, logical errors, omissions, and inaccurate generations ("hallucinations"). CONSTANT STRATEGY GROUP LLC MAKES NO REPRESENTATION, WARRANTY, OR GUARANTEE, EXPRESS OR IMPLIED, REGARDING THE ACCURACY, FACTUAL TRUTH, COMPLETENESS, LEGAL COMPLIANCE, OR APPROPRIATENESS OF ANY AI OUTPUT, LEAD CLASSIFICATION, SENTIMENT SCORE, OR ROUTING DECISION.
4.3 Human-in-the-Loop Imperative
AI Output is provided strictly as an administrative aid to assist initial intake workflows and does not constitute independent human judgment, professional advice, or automated legal/medical determinations. The Organization assumes sole responsibility for reviewing, verifying, and validating all AI Output before acting upon it or relying on it within its commercial, legal, medical, or operational workflows.
4.4 Upstream Provider Dependencies & Outages
The Services depend on continuous API connectivity and operational uptime from third-party cloud infrastructure hosts, GPU vendors, and AI providers. Constant Strategy Group LLC shall not be liable for any service degradation, request timeouts, rate-limit drops, or system downtime caused directly or indirectly by outages, policy updates, or operational failures of upstream Third-Party Model Providers or external telecom networks.
SECTION 5: DATA OWNERSHIP, CONTROLLER RESPONSIBILITY & SUBPROCESSOR ROUTING
5.1 End-User Data Ownership & Processing License
As between the parties, the Organization retains all right, title, and interest (including all intellectual property rights) in and to all raw End-User Data submitted or captured through the Services. The Organization grants Constant Strategy Group LLC a worldwide, non-exclusive, royalty-free, fully paid-up license to host, store, process, transmit, translate, and display End-User Data solely to the extent necessary to:
• Provide, maintain, secure, and operate the Services;
• Route prompts and inputs to Third-Party Model Providers for execution; and
• Comply with applicable law, regulatory mandates, or legal process.
5.2 System Telemetry & Proprietary Platform Rights
Constant Strategy Group LLC exclusively retains all right, title, and interest in and to the Services, underlying platform architecture, proprietary codebases, serverless API schemas, embeddable widget scripts, Vertical Logic, system prompts, workflow trees, and UI designs. The Company reserves the right to compile, analyze, and retain anonymized, aggregated, or de-identified system telemetry, usage metrics, latency benchmarks, and error logs (“Aggregated Data”). Aggregated Data is the exclusive property of Constant Strategy Group LLC and may be utilized for system diagnostic, product optimization, and commercial benchmarking purposes, provided it contains no personally identifiable information (PII) or confidential client inputs.
5.3 AI Subprocessor Routing & No Public Training
• Subprocessor Authorization: Passing End-User Data to Third-Party Model Providers (such as OpenAI, Anthropic, Supabase, Vercel) is an inherent operational requirement of the platform. The Organization expressly authorizes CSG to route End-User Data to these subprocessors.
• No Public Foundation Model Training: CSG enforces commercial data protection agreements with its primary AI subprocessors ensuring that Subscriber lead data, confidential chat transcripts, and custom prompts processed through Route It AI are not utilized to train public foundation AI models.
5.4 Organization Data Controller Liability & PII Restrictions
The Organization acknowledges that it acts as the sole Data Controller under applicable data protection laws and assumes complete legal responsibility for all End-User Data submitted to or processed by Route It AI. The Organization is strictly responsible for independently reviewing, validating, and verifying all lead contact information and intake details before taking commercial, legal, or professional action. Organizations are strictly prohibited from soliciting or instructing end-users to submit unencrypted Social Security Numbers, government identification numbers, financial account details, or payment card data via public intake widgets. Constant Strategy Group LLC shall not be liable for any corrupted, invalid, or unauthorized submission of sensitive PII, nor for any business losses resulting from reliance on visitor-submitted data.
SECTION 6: CONFIDENTIALITY, TRADE SECRETS & NON-DISCLOSURE
6.1 Definition of Confidential Information
“Confidential Information” means all non-public information disclosed by one party (“Disclosing Party”) to the other party (“Receiving Party”) under this Agreement, whether orally, visually, or in writing, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information.
• Company Confidential Information includes without limitation source code, system prompts, Vertical Logic schemas, platform architecture, API endpoints, security documentation, product roadmaps, pricing schedules, and non-public performance benchmarks.
• Organization Confidential Information includes non-public End-User Data, proprietary operational workflows, client lists, and specific account configurations.
• Exclusions: Confidential Information does not include information that: (a) is or becomes publicly known through no fault of the Receiving Party; (b) was rightfully known prior to disclosure; (c) is independently developed without reference to or reliance upon Confidential Information; or (d) is rightfully received from a third party without confidentiality duties.
6.2 Protection Standards
The Receiving Party agrees to protect Confidential Information using the same degree of care it exercises for its own confidential information of like nature, but in no event less than a reasonable standard of care. The Receiving Party shall restrict access to Confidential Information to its employees, officers, contractors, legal/financial advisors, and subprocessors who require access for purposes consistent with this Agreement and who are bound by non-disclosure duties at least as protective as those herein.
6.3 Compelled Disclosure
If compelled by law, court order, or regulatory subpoena to disclose Confidential Information, the Receiving Party shall (to the extent legally permissible) provide prompt written notice to the Disclosing Party to allow it to seek a protective order. If legally required to disclose, the Receiving Party shall disclose only that portion of Confidential Information strictly required by the mandate.
SECTION 7: WARRANTIES, DISCLAIMERS & DYNAMIC MULTI-VERTICAL SECTOR CAVEATS
7.1 Express Disclaimer of Warranties ("AS IS" / "AS AVAILABLE")
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICES, PLATFORM ARCHITECTURE, API ENDPOINTS, EMBEDDABLE WIDGETS, VERTICAL LOGIC, AI OUTPUT, AND DOCUMENTATION ARE PROVIDED STRICTLY ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. CONSTANT STRATEGY GROUP LLC AND ITS AFFILIATES, OFFICERS, MANAGERS, EMPLOYEES, AGENTS, SUPPLIERS, AND THIRD-PARTY MODEL PROVIDERS EXPRESSLY DISCLAIM ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO:
• MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT;
• THAT THE SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, ERROR-FREE, OR FREE OF MALWARE OR VIRUSES;
• THAT ANY AI OUTPUT, LEAD CLASSIFICATION, OR ROUTING DETERMINATION WILL BE ACCURATE, COMPLETE, RELIABLE, OR COMPLIANT WITH SPECIFIC LAWS; AND
• THAT THE SERVICES WILL MEET THE COMMERCIAL, REGULATORY, OR TECHNICAL REQUIREMENTS OF ANY SPECIFIC INDUSTRY.
7.2 Multi-Vertical Regulatory Disclaimers & Dynamic In-Product Binding
The Organization agrees that the Services are administrative intake and data-routing software tools, not licensed professional service providers. By selecting or updating an industry vertical (workspace_vertical) within Organization Settings or onboarding, the Organization expressly authorizes and legally agrees to the dynamic application of that industry’s legal disclaimers, system prompt guardrails, and TCPA consent requirements on its live widgets (VERTICAL_COMPLIANCE_MAP):
• A. Legal Sector Disclaimers (Law Firms & Legal Entities)
o No Attorney-Client Relationship: Interacting with Route It AI widgets or submitting inquiries does NOT create an attorney-client relationship between the visitor, Constant Strategy Group LLC, or the law firm Organization.
o Non-Confidential Notice: Public-facing widgets capture preliminary intake data only. Visitors must be instructed not to submit unencrypted, highly sensitive case evidence prior to executing a formal legal retainer agreement.
o Ethics Rules & UPL Compliance: The Services do not provide legal advice or engage in legal representation. Law firm subscribers assume sole legal and ethical responsibility for ensuring their deployment complies with state bar ethics rules, Unauthorized Practice of Law (UPL) statutes, and legal advertising regulations.
• B. Healthcare & Medical Sector Disclaimers (Clinics & Healthcare Providers)
o Administrative Scope & No Emergency Triage: Route It AI widgets are administrative scheduling and communication tools; THEY ARE NOT DIAGNOSTIC TOOLS, MEDICAL DEVICES, OR EMERGENCY TRIAGE SYSTEMS.
o Mandatory 911 Triage Rule: If an incoming inquiry describes a medical emergency or life-threatening symptoms, the system is configured to instruct the visitor to dial 911 or visit an emergency room immediately. The Organization assumes sole responsibility for establishing regulatory compliance, patient consent mechanisms, and HIPAA privacy notices on its properties.
• C. Hospitality & Real Estate Sector Disclaimers
o Fair Housing & Agency Disclosures: The Services do not act as a licensed real estate broker, financial advisor, or booking agent. Automated summaries, property interest tags, budget estimations, or reservation inquiries generated by the platform do not constitute binding real estate representation, credit evaluations, or contractual booking confirmations.
o Fair Housing Mandate: Real estate Organizations remain solely responsible for adhering to the Fair Housing Act and local brokerage laws.
• D. General Services & Commercial Sector Disclaimers
o Non-Binding Quotes: All automated price quotes, service estimates, and appointment slots generated during visitor chat sessions are non-binding estimates subject to final written confirmation and on-site inspection by the Organization.
7.3 TCPA & Automated Messaging Compliance
The Organization represents, warrants, and covenants that all lead collection widgets, web forms, and automated SMS or voice communication integrations deployed on its digital properties or through the Services comply fully with all applicable telemarketing, privacy, consumer protection, and telecommunications laws and guidelines. This includes, without limitation, the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, and CTIA messaging guidelines.
The Organization assumes sole and exclusive legal responsibility for:
• Securing and maintaining valid, verifiable opt-in records from all end-users prior to initiating any messaging;
• Displaying explicit, compliant TCPA and privacy disclosures informing end-users that they are consenting to receive automated SMS text messages or communications;
• Strictly honoring all consumer opt-out and revocation requests (such as handling keywords like "STOP", "QUIT", "CANCEL", or "UNSUBSCRIBE"); and
• Fulfilling all necessary carrier A2P 10DLC (Application-to-Person 10-Digit Long Code) campaign registrations, brand vetting, and carrier compliance requirements mandated by mobile network operators or telecommunication providers.
Constant Strategy Group LLC disclaims all liability for any message filtering, delivery blocks, carrier throttling, or regulatory penalties resulting from the Organization's failure to maintain proper consent records, keyword handling, or A2P campaign compliance.
7.4 Beta & Experimental Features
The Company may offer access to feature previews, experimental LLM routing pipelines, or unreleased API endpoints (“Beta Features”). Beta Features are provided solely for testing and evaluation, are inherently experimental, and may contain defects. The Company provides no service level agreements, uptime assurances, or indemnification for Beta Features and may modify or terminate them at any time without liability.
SECTION 8: LIMITATION OF LIABILITY & RISK ALLOCATION
8.1 Exclusion of Consequential and Indirect Damages
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL CONSTANT STRATEGY GROUP LLC, ITS MANAGERS, MEMBERS, OFFICERS, EMPLOYEES, AGENTS, AFFILIATES, SUPPLIERS, LICENSORS, OR THIRD-PARTY MODEL PROVIDERS BE LIABLE TO THE ORGANIZATION, ITS AUTHORIZED USERS, OR ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, EXEMPLARY, OR MULTIPLE DAMAGES WHATSOEVER. THIS EXCLUSION INCLUDES, WITHOUT LIMITATION, DAMAGES FOR:
• LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITIES;
• BUSINESS INTERRUPTION, SYSTEM FAILURE, WORK STOPPAGE, OR INACCURACY OF AI OUTPUT;
• COST OF PROCUREMENT OF SUBSTITUTE GOODS, SERVICES, OR AI INFRASTRUCTURE; AND
• UNAUTHORIZED ACCESS, ALTERATION, OR LOSS OF END-USER DATA OR CONVERSATION TRANSCRIPTS. THIS LIMITATION APPLIES REGARDLESS OF THE THEORY OF LIABILITY (WHETHER CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, STATUTORY, OR OTHERWISE), EVEN IF CONSTANT STRATEGY GROUP LLC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND EVEN IF A LIMITED REMEDY FAILS OF ITS ESSENTIAL PURPOSE.
8.2 Financial Liability Cap
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE TOTAL CUMULATIVE AGGREGATE LIABILITY OF CONSTANT STRATEGY GROUP LLC (INCLUDING ITS AFFILIATES, MANAGERS, OFFICERS, EMPLOYEES, AND SUPPLIERS) ARISING OUT OF OR RELATING TO THIS AGREEMENT, THE SERVICES, API ENDPOINTS, OR AI OUTPUT SHALL NOT EXCEED THE LESSER OF:
• THE TOTAL CUMULATIVE FEES ACTUALLY PAID BY THE ORGANIZATION TO CONSTANT STRATEGY GROUP LLC UNDER THIS AGREEMENT IN THE THREE (3) MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM; OR
• FIVE HUNDRED UNITED STATES DOLLARS ($500.00 USD). THE EXISTENCE OF ONE OR MORE CLAIMS SHALL NOT ENLARGE OR EXTEND THIS LIMITATION.
8.3 Third-Party Provider Immunity
THE ORGANIZATION EXPRESSLY ACKNOWLEDGES AND AGREES THAT CONSTANT STRATEGY GROUP LLC ASSUMES NO LIABILITY OR RESPONSIBILITY FOR ANY ACTS, OMISSIONS, ERRORS, OUTAGES, DATA POLICIES, SECURITY BREACHES, OR PERFORMANCE DEGRADATIONS CAUSED BY THIRD-PARTY MODEL PROVIDERS, CLOUD INFRASTRUCTURE HOSTS, OR UPSTREAM LLM INFRASTRUCTURE.
8.4 Essential Basis of the Bargain
THE PARTIES ACKNOWLEDGE THAT CONSTANT STRATEGY GROUP LLC HAS SET ITS PRICING AND ENTERED INTO THIS AGREEMENT IN RELIANCE UPON THE LIMITATIONS OF LIABILITY AND DISCLAIMERS OF WARRANTIES SET FORTH HEREIN. THESE PROVISIONS FORM AN ESSENTIAL BASIS OF THE BARGAIN BETWEEN THE PARTIES, ALLOCATING RISK ACCORDINGLY.
SECTION 9: INDEMNIFICATION & DEFENSE OBLIGATIONS
9.1 Organization Indemnification Coverage
The Organization agrees to defend, indemnify, and hold harmless Constant Strategy Group LLC, its parent entities, subsidiaries, affiliates, and their respective managers, members, officers, directors, employees, agents, contractors, successors, and assigns (collectively, the “Company Indemnitees”) from and against any and all third-party claims, demands, suits, actions, regulatory investigations, proceedings, losses, damages, liabilities, settlements, judgments, fines, penalties, costs, and expenses (including reasonable attorneys’ fees and court costs) arising out of or relating to:
• End-User Data & Privacy Violations: The collection, capture, submission, storage, transmission, or processing of End-User Data via Route It AI widgets or endpoints, including claims that End-User Data violates third-party privacy rights, intellectual property, wiretapping statutes, TCPA mandates, or data protection laws (e.g., GDPR, CCPA/CPRA).
• Sector & Industry Non-Compliance: The Organization’s deployment of the Services or AI Output within regulated industries, including alleged violations of state bar ethics rules, legal unauthorized practice of law (UPL) statutes, healthcare privacy/triage mandates, fair housing regulations, or financial disclosure laws.
• Breach of Usage Restrictions: Any breach or violation of Section 2 or Section 3 of this Agreement by the Organization or its Authorized Users, including prompt injection, reverse engineering, scraping, or credential compromise.
• End-User Reliance & Disputes: Any dispute, loss, or lawsuit between the Organization and its customers, leads, patients, or end-users resulting from reliance upon, or automated routing triggered by, AI Output or intake processing.
9.2 Defense Procedures
Constant Strategy Group LLC shall provide prompt written notice to the Organization of any claim subject to indemnification. The Organization shall assume control of the defense and settlement of the claim at its sole expense, using legal counsel approved by Constant Strategy Group LLC. The Organization shall not enter into any settlement or consent decree that admits liability, imposes monetary obligations, or restricts the business operations of any Company Indemnitee without the prior written consent of Constant Strategy Group LLC. Constant Strategy Group LLC reserves the right to participate in the defense with its own legal counsel at its own expense.
SECTION 10: TERM, SUSPENSION, DISPUTE RESOLUTION & GENERAL PROVISIONS
10.1 Term, Immediate Suspension & Termination
• Term: This Agreement commences when the Organization creates an account, executes an Order Form, or accesses the Services, and continues until terminated in accordance with this Section.
• Termination for Cause: Either party may terminate this Agreement upon written notice if the other party materially breaches this Agreement and fails to cure such breach within fourteen (14) calendar days of written notice.
• Immediate Suspension: Constant Strategy Group LLC reserves the right to immediately suspend or terminate access to the Services, API endpoints, or widgets without advance notice if: (a) the Organization defaults on payment obligations; (b) the Organization engages in prompt injection, scraping, or security probing; or (c) the Organization’s use poses an active security risk, legal liability, or regulatory threat.
• Effect of Termination: Upon termination, all licenses immediately cease, the Organization must remove all Route It AI widgets and scripts from its sites, and all outstanding fees become immediately due and payable.
• Survival: Sections 1.1, 2.2, 3.2, 3.5, 5.2, 5.4, 6, 7, 8, 9, 10.2, 10.3, and 10.4 shall survive any expiration or termination.
10.2 Mandatory Binding Individual Arbitration & Florida Governing Law
• Governing Law: This Agreement, and all claims arising out of or relating hereto, shall be governed by, construed, and enforced in accordance with the laws of the State of Florida, without regard to its conflict of law principles. The UN Convention on Contracts for the International Sale of Goods does not apply.
• Mandatory Binding Arbitration: Any dispute, controversy, or claim arising out of or relating to this Agreement, including its formation, breach, validity, or enforcement, shall be resolved exclusively through final and binding individual arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules.
• Venue & Seat: The seat and exclusive venue of arbitration shall be Broward County, Florida. Proceedings shall be conducted in English before a single neutral arbitrator appointed under AAA rules. Judgment on the award may be entered in any court of competent jurisdiction.
10.3 Class Action Waiver & Jury Trial Waiver
• CLASS ACTION WAIVER: ALL CLAIMS AND DISPUTES MUST BE ARBITRATED OR LITIGATED ON AN INDIVIDUAL BASIS AND NOT ON A CLASS, COLLECTIVE, REPRESENTATIVE, OR CONSOLIDATED BASIS. CLAIMS OF MORE THAN ONE CLIENT CANNOT BE ARBITRATED OR LITIGATED JOINTLY OR CONSOLIDATED WITH THOSE OF ANY OTHER CLIENT OR USER.
• JURY TRIAL WAIVER: THE PARTIES HEREBY IRREVOCABLY WAIVE THEIR RESPECTIVE RIGHTS TO A JURY TRIAL FOR ANY CLAIM OR CAUSE OF ACTION ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE TRANSACTIONS CONTEMPLATED HEREBY.
10.4 General Legal Provisions
• Entire Agreement: This Agreement, together with the Preamble, Privacy Policy, DPA, and Order Forms, constitutes the entire agreement between the parties and supersedes all prior or contemporaneous communications, understandings, or agreements.
• Severability: If any provision of this Agreement is held invalid or unenforceable by an arbitrator or court, that provision shall be modified to the minimum extent necessary to make it enforceable, and all remaining provisions shall remain in full force.
• No Waiver: No failure or delay by Constant Strategy Group LLC in exercising any right or remedy shall operate as a waiver thereof.
• Assignment: The Organization may not assign or transfer this Agreement without the prior written consent of Constant Strategy Group LLC. Constant Strategy Group LLC may freely assign this Agreement in connection with a merger, acquisition, corporate reorganization, or asset sale.
• Force Majeure: Constant Strategy Group LLC shall not be liable for any failure or delay in performance caused by events beyond its reasonable control, including acts of God, war, terrorism, labor disputes, telecom outages, cloud provider failures, upstream AI infrastructure outages, or government action.
• Legal Notices: Legal notices to Constant Strategy Group LLC must be sent in writing to legal@routeit.ai. Operational and billing notices to the Organization will be delivered to the administrative email associated with the account.
