Terms of Service | Route It AI

TERMS OF SERVICE Effective Date: October 18, 2026 Last Updated: November 9, 2026 This Terms of Service is a binding contract between Constant Strategy Group LLC, a Florida limited liability company ("CSG," "we," "us," or "our"), and the business that creates an account, embeds a widget, or uses Route It AI (the "Organization," "you," or "your"). Route It AI is the software. CSG is the company that operates it. The Services are the Route It AI website, workspaces, intake widgets, phone and text intake, scheduling, document upload, the employee assistant and knowledge bank, court reporting and practice operations tools, billing, APIs, and related features we make available. This is one agreement for every vertical we offer, including law firms, court reporting and legal support agencies, healthcare practices, hospitality and restaurants, real estate brokerages, and other commercial subscribers. We do not issue a separate full contract for each vertical. A signed order form may add commercial terms for one organization. A short addendum, if we later sign one, applies only to the vertical it names. By clicking to accept, creating an account, embedding our code, or using the Services, you agree to this contract and to the Privacy Policy. You agree to do business electronically under the federal E-SIGN Act and the Florida Uniform Electronic Transactions Act, Fla. Stat. section 668.50. If you accept for an organization, you represent that you have authority to bind it. If you do not agree, do not use the Services and remove our widgets and scripts from your sites. 1. WHAT IS NOT INCLUDED UNLESS WE SIGN IT 1.1 No professional advice The Services are software. They are not legal advice, medical diagnosis or treatment, financial advice, real estate brokerage, or a booking confirmation. CSG does not practice law, medicine, or real estate brokerage. You review every inquiry before you rely on it, send it to a client, or file it. A retainer draft, and any other form the product generates, is a starting draft. CSG does not warrant that it is enforceable, complete, or compliant. You must review and complete it before anyone signs it. The product does not send that draft to your client by itself. Using a widget does not create an attorney-client relationship, a doctor-patient relationship, or an agency relationship with CSG or with you. Public widgets collect preliminary intake. Visitors should not send highly sensitive evidence before you have your own engagement in place. You are responsible for your professional rules, including bar rules, unauthorized practice of law, legal advertising, HIPAA if it applies to you, the Fair Housing Act, and any booking or quote rules in your industry. Healthcare workspaces are administrative intake and scheduling tools. They are not a medical device, a diagnostic tool, or an emergency service. A medical emergency belongs with local emergency services. Injury facts collected for a law firm are that firm's intake. They are not permission to run a healthcare record system. Automated prices, time estimates, and appointment slots are not binding until you confirm them in writing. 1.2 No data processing addendum and no business associate agreement, unless signed A standard subscription does not include a data processing addendum or a HIPAA business associate agreement. Those documents apply only if CSG signs them as a separate writing. Until then, do not use the Services to collect, store, or transmit protected health information. The Privacy Policy describes the roles we do play: you are the business and the controller for End-User Data, and CSG is the service provider and processor for that data. 1.3 Order of documents If a signed order form conflicts with this contract on price, term length, or a feature it expressly names, the order form controls for that point. The Privacy Policy controls on how personal information is collected, used, and kept. This contract controls on license, payment, liability, and dispute resolution. A document we have not signed is not part of this contract. 2. THE LICENSE While your subscription is paid and you follow this contract, we grant you a non-exclusive, non-transferable, non-sublicensable, revocable license to use the Services for your internal operations, to embed our widgets on sites you control, and to let your authorized users sign in under the roles you assign. You will not, and you will not let others: Reverse engineer, decompile, or try to extract source code, system prompts, schemas, or routing logic. Probe, jailbreak, or inject instructions in order to bypass safeguards or reveal how the system is built. Use the Services to build a competing product, or to scrape the interface, the answers, or the prompts. Resell, rent, or white-label the Services without our written consent. Bypass security, access limits, or plan limits. You are responsible for your passwords, API keys, and webhook secrets, and for everything done with them. Tell us at security@routeit.ai if you believe an account or key is compromised. 3. YOUR DUTIES FOR THE PEOPLE YOU COLLECT FROM 3.1 You decide the purpose End-User Data means the information your leads, clients, patients, guests, witnesses, and other end users submit through your widget, number, form, or upload link, and the transcripts, scores, and files the Services create from that information. As between us, you own End-User Data. You grant CSG a worldwide, non-exclusive license to host, process, transmit, and display it only to provide and secure the Services, to send it to the providers in Section 4, and to meet law. You are the controller of End-User Data. You will have a lawful basis, give any notice your site or your profession requires, and honor requests you are required to honor. We process End-User Data on your instructions, as the Privacy Policy describes. We do not sell it and we do not use it for our own advertising. 3.2 Texts, email, and recording You are responsible for the Telephone Consumer Protection Act, CAN-SPAM, state telemarketing rules, carrier rules, and call-recording consent. You will collect any consent the law requires before texts or calls, keep the consent language accurate, and honor opt-outs such as STOP. When Route It AI starts a product recording on the main inbound intake answer path, the caller is told that the call is recorded for quality and intake evaluation before the gather. Failsafe, unmatched, and hangup paths that do not start a product recording may not include that sentence. You will record only where you have any consent the law requires. Do not treat the product greeting as a complete recording disclosure for any number or carrier setup outside Route It AI's main recorded intake answer path. 3.3 What not to collect in a public widget Do not ask end users to submit Social Security numbers, driver's license numbers, payment card numbers, or bank account numbers through a public chat or form. Do not submit protected health information unless we have signed a business associate agreement with you. Attorney-client privilege and your professional confidentiality duties stay with you. CSG is your vendor, not your lawyer. 3.4 Document collection (optional feature) Lead document upload is optional. It stays off until an authorized administrator for your Organization chooses Collect documents in workspace settings and accepts the then-current acknowledgment shown in the product. Choosing Do not collect documents (or leaving the decision undecided) means the Services will not offer upload links and will not store inbound MMS media as lead documents. Turning collection on is your instruction to CSG to host those files as End-User Data. You are solely responsible for that decision and for any confidentiality, conflict-of-interest, privilege, privacy, ethics, or retention duties that arise under your professional rules. CSG does not practice law, does not screen uploads for conflicts or legal sufficiency, and does not decide whether a visitor becomes your client. When collection is on, lead document uploads are deleted about 90 days after upload under Section 7, unless a preservation request applies. Route It AI is not your archive of record. You must download and keep anything you are required to retain. The product may show a countdown and an append-only activity log for previews and downloads. That log is a product record, not a guarantee that every event outside Route It AI is captured. If a possible conflict is flagged, the product may lock file preview and download until your team unlocks after your own conflicts process. Unlocking is your act, not legal advice from CSG. You may turn collection off at any time. Existing files remain subject to the retention schedule unless a preservation hold applies. 3.5 Abuse, floods, and security checks We may use rate limits, automated challenges (including Cloudflare Turnstile or a similar check), hashed network identifiers, browser or device signals, and firm-configured block lists to reduce fake intakes, scripted floods, scraping, and other abuse. We may hold, quarantine, or suppress automatic routing, alerts, CRM push, or nurture messages for inquiries that trip those controls until your team reviews them. Those controls raise the cost of an attack. They do not guarantee that every fake or hired-human intake will be stopped. You remain responsible for reviewing held or blocked inquiries before you rely on them, and for any block list entries your administrators create. The Privacy Policy describes the technical signals we process for this purpose. 3.6 Tools you connect CRMs, calendars, webhooks, and Microsoft 365 or OneDrive, when you connect them, receive what you configure. After we deliver a payload, that system's terms apply. We do not operate that system. A preservation request does not stop you from deleting files directly in Microsoft. Files you purge through the exhibit vault are deleted permanently, and we cannot restore them. You install and test widgets on your own sites. Hands-on installation by our staff, if we agree to it, is a separate paid service. If you connect a custom domain, you set the DNS records at your registrar. We ask our hosting provider to attach the domain. We are not responsible for downtime, certificate failures, or errors caused by your registrar or DNS host. 4. ARTIFICIAL INTELLIGENCE AND PROVIDERS To classify an inquiry, draft a summary, score a lead, or answer a staff question, we send the relevant content to an AI provider. We may change providers to keep the Services reliable. A change of provider is not a breach. AI output can be wrong, incomplete, or out of date. You will review it before you rely on it. We do not warrant that a score, a summary, or a route is accurate or lawful. On keys CSG holds, we configure the provider so that customer content is not used to train the provider's public foundation models. If you connect your own model key, your settings and your contract with that provider control training. We do not control a key we do not hold. You authorize us to use the providers named in the Privacy Policy, including Supabase, Vercel, OpenAI, Anthropic, a model provider you connect, Stripe, Twilio, Resend, and Microsoft when you connect it. We may add or replace a provider. A current list is available from legal@routeit.ai. 5. OUR PROPERTY We own the Services, the software, the widgets, the prompts, the vertical rules, and the interface. You receive only the license in Section 2. We may use aggregated or de-identified statistics that do not identify a person, a subscriber, or a matter to operate and improve the Services. We will not try to re-identify that information. Feedback you give us may be used to improve the Services without a duty to pay you for it. 6. PUBLICITY AND REFERENCES You grant CSG a worldwide, non-exclusive, royalty-free license to use your Organization's name and logo (as you provide them in the Services or in writing) to identify you as a Route It AI customer on the Route It website, in sales decks, proposals, event materials, and other marketing of the Services. This license does not allow CSG to state that you endorse a specific outcome, or to publish a quote, case study, or testimonial that attributes words to you or your personnel, unless you approve that content in writing (including email). You may revoke the logo and name license for future marketing by written notice to legal@routeit.ai. After notice, CSG will stop new uses and remove the marks from the public marketing site within a commercially reasonable time (target: 30 days). Materials already printed or distributed before notice may remain until naturally retired. Revocation does not affect other parts of this contract. A signed order form or statement of work with CSG (operating Route It AI) may restate or narrow this Section 6 for that Organization. If it conflicts with this Section on publicity, the signed order form controls for that Organization. Quotes, reviews, and case studies remain subject to separate written approval even when this license is in force. 7. HOW LONG RECORDS STAY, AND PRESERVATION The Privacy Policy, Section 9, is the retention schedule. These points control if there is any doubt about the product: Lead document uploads are deleted about 90 days after upload, whether or not you have downloaded them, unless a preservation request for your organization is pending or has been accepted. A warning email about seven days before that deletion is not sent during that pause. If we cannot confirm preservation status, we do not delete those files and we do not send that warning. A workspace admin may send a preservation request from settings. Deletion pauses when the request is sent. Your workspace shows only that the request is pending. We do not email you that the request was accepted, rejected, or ended, unless we choose to send a download link. We may accept the request, reject it, or end an accepted hold. Accept keeps the pause. Reject, or ending the hold, lets the ordinary schedule resume, including files already past 90 days. You do not have to download a copy before we end the hold, and your silence does not extend it. While a hold is accepted, we may prepare a copy of records Route It AI holds: organization profile, team, leads, chat transcripts, and files we can still read, up to the size the product can package. The file list names what is missing, including files that live only in your OneDrive and call recordings that stay with the phone provider. If we email a download link, it expires 30 days after the copy was prepared. We keep a record of whether the link was sent and whether it was downloaded. That record is for CSG. The copy is not a promise that every file outside Route It AI is included. A preservation request is not a court order. Legal process still controls. Billing and tax records are kept for up to seven years and are not part of that download. You may ask to close the workspace from settings. The confirmation link expires in 72 hours. After it is used, deletion is scheduled for 30 days. We will not start that schedule while a preservation request is pending or accepted. A schedule that already exists is not cancelled by the request, and we will not finish the purge while the request is pending or accepted. You must download and keep anything you are required to retain. A standard subscription does not include a retention period you set yourself. 8. FEES You will pay the fees shown at checkout or in a signed order form. Recurring fees are billed in advance. Usage charges, if your plan has them, are billed in arrears. You authorize us to charge the payment method you give Stripe. A mid-month move to a higher plan is charged the full rate of the new plan. We do not automatically credit unused days on the old plan. Higher-plan features stay off until that payment succeeds. Any credit is discretionary and must be applied by us before checkout. If payment fails or the account is past due, we may suspend widgets, APIs, and the workspace until the account is current. We are not liable for leads you miss during a suspension caused by nonpayment. Cancellation takes effect at the end of the current paid period. Fees already paid are not refunded, including for unused capacity or an early stop. An organization on a negotiated term must send non-renewal to billing@routeit.ai at least 30 days before that term ends. We may change prices on 30 days' notice by email or in the product. Fees do not include taxes, other than taxes on our net income. Where the law allows, we may pass through card processing fees. You may pay by ACH when we offer it. Included lead volume, if your plan states one, resets each billing period and does not roll over. If your plan allows volume above that amount, the extra leads are billed at the rate in your plan or order form. 9. CONFIDENTIALITY Each party will protect the other party's non-public information with reasonable care and will use it only to perform this contract. Our confidential information includes the software, prompts, security design, and non-public pricing. Yours includes non-public End-User Data and your account configuration. Information that is public through no fault of the receiver, that the receiver already knew, that the receiver developed independently, or that the receiver received from someone else without a duty of secrecy, is not confidential. If the law compels a disclosure, the receiver will give notice when the law allows, and will disclose only what is required. Where the law allows, we will direct legal process about End-User Data to you, or tell you before we produce it. 10. WARRANTIES AND LIMITS THE SERVICES, AI OUTPUT, AND DOCUMENTATION ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT THE LAW ALLOWS, CSG DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, AND ANY WARRANTY THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT AI OUTPUT WILL BE ACCURATE OR LAWFUL. TO THE MAXIMUM EXTENT THE LAW ALLOWS, CSG AND ITS MANAGERS, MEMBERS, OFFICERS, EMPLOYEES, AND SUPPLIERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST DATA, LOST GOODWILL, OR THE COST OF SUBSTITUTE SERVICES, EVEN IF WE WERE ADVISED OF THE POSSIBILITY. TO THE MAXIMUM EXTENT THE LAW ALLOWS, OUR TOTAL LIABILITY ARISING OUT OF THIS CONTRACT OR THE SERVICES WILL NOT EXCEED THE FEES YOU PAID US FOR THE SERVICES IN THE THREE MONTHS BEFORE THE CLAIM, OR FIVE HUNDRED U.S. DOLLARS, WHICHEVER IS LESS. We are not liable for acts or outages of a model provider, a host, a carrier, a CRM, or Microsoft. These limits are a basic part of the bargain. Some states do not allow certain limits. In those states, the limits apply as far as the law allows. Nothing in this contract limits liability for fraud or for injury the law does not allow a contract to limit. Preview and beta features may change or end without notice and have no uptime commitment. 11. YOUR DEFENSE OF CLAIMS You will defend CSG and its managers, members, officers, employees, and agents against a third-party claim, and pay the resulting damages and reasonable attorneys' fees, to the extent the claim arises from: your End-User Data (including documents and media you chose to collect under Section 3.4); your failure to get consent for texts, email, or recording; your professional, ethical, or regulatory duties (including conflicts and confidentiality); a dispute between you and your own customer or lead; or your breach of Sections 2 or 3. We will give you notice of the claim. You will not settle it in a way that admits fault by us or restricts our business without our written consent. We may participate with our own counsel at our own expense. If CSG prevails against a claim you bring against CSG that a court or arbitrator finds was brought in bad faith or without substantial justification, you will pay CSG's reasonable attorneys' fees and costs for that claim, to the extent Florida law allows. This paragraph is between you and CSG. It does not create a fee obligation for a stranger who is not a party to this contract. 12. SUSPENSION, TERM, AND DISPUTES This contract starts when you accept it or use the Services, and continues until it ends. Either party may end it if the other materially breaches and does not cure within 14 days after written notice. We may suspend or end access immediately for nonpayment, for a security abuse, or when continued use would create a serious legal or security risk. When the contract ends, the license ends, you will remove our widgets and scripts, and unpaid fees are due. Sections 1, 2 (restrictions and credential duties), 5, 6, 7, 9, 10, 11, and 12 survive. Florida law governs this contract, without its conflict-of-law rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply. Any dispute arising out of this contract will be resolved by binding individual arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The seat is Broward County, Florida. The language is English. One arbitrator will sit. Judgment on the award may be entered in a court that has jurisdiction. If we provide a translation of these Terms of Service or the Privacy Policy for convenience, the English version controls. YOU AND CSG EACH WAIVE ANY RIGHT TO A JURY TRIAL AND ANY RIGHT TO BRING OR JOIN A CLASS, COLLECTIVE, OR REPRESENTATIVE CLAIM. CLAIMS MUST PROCEED ON AN INDIVIDUAL BASIS ONLY. If a court finds the class waiver unenforceable as to a particular claim, that claim proceeds in court, and the rest of this section still applies. Either party may go to court for a temporary restraining order or injunction to protect intellectual property or confidential information, without waiving arbitration of the rest of the dispute. 13. OTHER TERMS This contract and the Privacy Policy are the entire agreement, except for a signed order form or a signed addendum. They replace earlier discussions about the same subject. If a provision is unenforceable, it will be narrowed to the minimum extent needed, and the rest stays in force. A delay in enforcing a right is not a waiver. You may not assign this contract without our written consent. We may assign it in a merger, financing, or sale of the business. We are not liable for delay caused by events outside our reasonable control, including provider outages, carrier failures, and acts of government. Notices to us go to legal@routeit.ai. Notices to you go to the admin email on the account. Billing questions go to billing@routeit.ai. Security reports go to security@routeit.ai. We may update this contract. The Last Updated date will change when we do. If a change materially affects you, we will give notice by email or in the workspace before it takes effect, and we may require the workspace to accept the update before intake and AI features continue. Constant Strategy Group LLC Product: Route It AI Florida, United States legal@routeit.ai A postal address for formal notices is available on request at legal@routeit.ai.