initioby Slipstream

TERMS OF SERVICE

Initio

A Product of Slipstream Automation LLC

Effective Date: August 31, 2026

1. Acceptance of Terms

These Terms of Service ("Terms" or "Agreement") constitute a legally binding agreement between you, the subscribing attorney or law firm ("Subscriber," "you," or "your"), and Slipstream Automation LLC, an Oregon limited liability company ("Company," "Slipstream," "we," "us," or "our"), governing your access to and use of the Initio client intake automation platform (the "Service").

By subscribing to, accessing, or using the Service, you acknowledge that you have read, understood, and agree to be bound by these Terms, our Privacy Policy, and the Data Processing Agreement (collectively, the "Agreement"). If you are subscribing on behalf of a law firm or legal entity, you represent and warrant that you have the authority to bind that entity to these Terms.

If you do not agree to these Terms, do not subscribe to or use the Service.

2. Definitions

The following capitalized terms have the meanings set forth below when used in these Terms, the Privacy Policy, and the Data Processing Agreement:

"Applicable Law" means all applicable federal, state, and local laws, rules, and regulations, including without limitation the Oregon Consumer Privacy Act (OCPA), the California Consumer Privacy Act as amended by the California Privacy Rights Act (CCPA/CPRA), the General Data Protection Regulation (GDPR) to the extent applicable, and the American Bar Association Model Rules of Professional Conduct.

"Data Controller" or "Controller" means the Subscriber, who determines the purposes and means of processing End-Client Data and Recorded Party Information.

"Data Processing Agreement" or "DPA" means the Data Processing Agreement attached as a separate addendum to these Terms, governing the processing of End-Client Data and Recorded Party Information.

"Data Processor" or "Processor" means Slipstream Automation LLC, which processes End-Client Data and Recorded Party Information on behalf of the Subscriber in accordance with the Subscriber's instructions and the DPA.

"End-Client" means any prospective or current client of the Subscriber whose Personal Information is collected, processed, or transmitted through the Service.

"End-Client Data" means all data, information, and content related to End-Clients that is collected, processed, stored, or transmitted through the Service, including without limitation Personal Information and any data subject to attorney-client privilege.

"Initio" or "Service" means the client intake automation platform operated by Slipstream Automation LLC, including all associated workflows, integrations, features, and functionality provided to Subscribers.

"Personal Information" or "PII" means any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or household, as defined under Applicable Law.

"Recorded Party" means any individual whose name a Subscriber records in or uploads to the Service for conflict-screening purposes, including an individual who has never interacted with the Service and has no relationship with the Company. A Recorded Party may also be an End-Client, but need not be.

"Recorded Party Information" means the limited record the Service stores about a Recorded Party — the party's name, a normalized form of that name used for matching, a role, an optional relationship label, and internal references recording how the record entered the Service — as described in Section 4.4 of the Privacy Policy. Recorded Party Information is Personal Information. It is not End-Client Data, except where the Recorded Party is also an End-Client.

"Sub-Processor" means any third-party service provider engaged by Slipstream Automation LLC to process End-Client Data or Recorded Party Information on behalf of the Subscriber, as identified in the DPA.

"Subscriber" means the licensed attorney or law firm that has subscribed to the Service and agreed to these Terms.

3. Service Description

3.1 Overview

Initio is a standardized software-as-a-service (SaaS) client intake automation platform designed exclusively for solo practitioners and small law firms. The Service automates client intake workflows, including lead capture, communication sequencing, appointment scheduling, payment processing, document generation, and data collection.

3.2 Standardized Platform

The Service is a pre-built, standardized platform. All Subscribers use the same workflows and automation sequences. The Service does not offer custom workflow design, bespoke integrations, or modifications to the underlying automation logic. Subscribers connect the Service to their practice as provided.

The Service does not provide legal advice, legal opinions, or legal representation of any kind. The Service is a technology tool that automates administrative intake processes. The Subscriber is solely responsible for all legal advice, client relationships, legal judgments, and compliance with applicable rules of professional conduct. Nothing in these Terms or the Service creates an attorney-client relationship between Slipstream Automation LLC and any End-Client.

3.4 No Practice of Law

Slipstream Automation LLC does not engage in the practice of law. The Service's automated workflows are administrative in nature and do not involve the exercise of legal judgment or the application of legal principles to specific facts.

3.5 Artificial Intelligence

The Service uses the Anthropic Claude API to generate email communications and intake analysis summaries on behalf of Subscribers. Under Anthropic's Commercial Terms of Service, Anthropic does not train its models on inputs or outputs submitted through the API. Some AI-generated content is sent automatically: in particular, the Service generates and sends an automated reply email to a prospective End-Client when an inquiry is submitted, without per-message Subscriber review. Other AI-generated content, including the intake analysis summary, is provided to the Subscriber for review and is not communicated to End-Clients by the Service. The Subscriber is responsible for configuring and supervising these automated workflows, for the content of any templates and settings the Subscriber controls, and for reviewing, editing, and approving any AI-generated content before the Subscriber relies upon it. The Company does not guarantee the accuracy, completeness, or appropriateness of AI-generated content.

AI processing involves the transmission of End-Client Data to a third-party AI provider. Where the Service's conflict-screening feature identifies a potential match, the matched Recorded Party's name, role, and relationship label are transmitted as part of the same intake analysis; a Recorded Party's name is transmitted only where it matches a name on a submitted intake form. Details regarding data handling, Sub-Processor obligations, and the AI provider's data use terms are set forth in the Privacy Policy (Section 7A) and the Data Processing Agreement (Annex C).

The Subscriber is solely responsible for obtaining any End-Client informed consent that the Subscriber's rules of professional conduct or Applicable Law require before representation information is input into a generative AI tool, and for independently evaluating the AI provider's terms against those obligations. The disclosures the Company provides in this Section 3.5, in the Privacy Policy, and in the DPA are informational and do not constitute, satisfy, or substitute for the Subscriber's own consent, vendor-vetting, or supervisory duties.

3.6 Subscription Plans

The Service is offered in subscription plans (currently: Intake and Automate). Features and functionality may vary by plan. Current plan descriptions and pricing are provided during the onboarding process and on the Company's website. The Service currently supports the estate planning, family law, and general practice areas; personal injury and other contingency-fee practice areas are not offered. The engagement-letter template provided through the Service (see Section 3A) supports attorneys licensed in Oregon, Washington, or Idaho; firms practicing in other jurisdictions may use the platform but the template will not render state-conditional language for those jurisdictions. The Company reserves the right to modify plan features, supported practice areas, supported jurisdictions, and pricing in accordance with Section 5.4.

3A. Engagement Letter Template

3A.1 Template Purpose

The Service provides Subscribers with a recommended engagement-letter template for use in opening matters with End-Clients. The template is adapted from publicly available practice-aid materials published by the Oregon State Bar Professional Liability Fund, the Washington State Bar Association, and the Idaho State Bar. The template is current as of the Effective Date of these Terms and is intended as a recommended starting point — not as a bar-validated form. The template has not been reviewed, approved, or endorsed by the ethics committee of any state bar.

3A.2 No Warranty of Compliance

The template is provided "as is." The Company makes no warranty, express or implied, that the template, as provided or as modified by the Subscriber, complies with: (a) the rules of professional conduct of any state bar; (b) the requirements of the Subscriber's malpractice insurance carrier; (c) IOLTA, trust-accounting, or fee-handling rules applicable to the Subscriber's jurisdiction; or (d) any other regulatory or ethical requirement that applies to the Subscriber's practice. The Subscriber is solely responsible for confirming that the template, as used with any particular End-Client, satisfies the Subscriber's professional and regulatory obligations.

3A.3 Initio Is Not a Law Firm

The template is software output. As stated in Sections 3.3 and 3.4, the Company does not provide legal advice and does not engage in the practice of law. The Subscriber bears all professional responsibility for the use of the template with any specific client, including the exercise of legal judgment regarding scope, fees, trust handling, and any other clause.

3A.4 Firm-Authored and Firm-Modified Templates

At launch, the Service does not provide a self-serve template editor. Subscribers who wish to modify the template may request changes by emailing support@initio.legal. Any change requested by the Subscriber and applied to the Subscriber's template becomes the Subscriber's content. The Company's role with respect to firm-modified templates is limited to delivering the modified content through the Service; the Company does not author bespoke legal language and does not represent that any firm-requested modification is compliant with any applicable rule.

3A.5 State-Specific Risks the Subscriber Must Manage

The Subscriber acknowledges that the template, as provided through the Service, does not include certain state-mandated or state-recommended language and does not cover certain fee arrangements. Subscribers practicing in the relevant jurisdictions or under the relevant fee arrangements are responsible for adding the necessary language themselves before using the template with an End-Client. Known gaps include the following:

  1. (a)Oregon Rule of Professional Conduct 1.5(c)(4) requires specific written disclosures when a lawyer collects fees in advance of services rendered. The template does not include the verbatim disclosure paragraphs required by that rule. Oregon Subscribers collecting prepaid fees must add the required disclosures.
  1. (b)Washington Rule of Professional Conduct 1.5(f)(2) publishes a model paragraph that a lawyer must include when treating a flat fee as the lawyer's property at receipt rather than depositing it into a trust account. The template does not include that model paragraph. Washington Subscribers electing the flat-fee-as-property treatment must add the model paragraph.
  1. (c)Idaho Rule of Professional Conduct 1.15(c) requires that advance fees be deposited in a trust account; Idaho does not permit the alternative regimes available in Oregon or Washington. The template defaults to a trust-deposit treatment for advance fees, which is correct for Idaho. Idaho Subscribers should not modify the template to omit trust treatment.
  1. (d)Contingent-fee representations (including personal-injury matters) are not supported by the template at launch. Subscribers entering into a contingent-fee engagement must use a separate engagement letter that complies with the contingent-fee statutes and rules of their jurisdiction (in Oregon, ORS 20.340; in Washington and Idaho, the equivalent statutes and rules).

The list above is not exhaustive. The Subscriber remains responsible for identifying and adding any other state-specific language that the Subscriber's jurisdiction requires or recommends for the particular representation.

3A.6 Continued Use After Template Updates

The Company may update the template from time to time, including to reflect changes in the Company's recommended practice. The Company will provide Subscribers with at least thirty (30) days' email notice of any material change to the template, with a dashboard notification at the same time. The Subscriber's continued use of the Service after the effective date of a template update constitutes acceptance of the updated template. Engagement letters already executed under a prior version of the template are not affected.

3A.7 Change-Request Flow at Launch

At launch, change requests to the template (as described in Section 3A.4) are processed by Company support staff via email at support@initio.legal. The Company does not currently offer a self-serve in-app template editor. When the Company introduces in-app editing in a future release, the change-request flow will be revised accordingly and the change will be communicated under Section 17.

4. Account Registration and Eligibility

4.1 Eligibility

The Service is available only to licensed attorneys in good standing with the bar of at least one United States jurisdiction, or to law firms in which at least one principal is a licensed attorney in good standing. By subscribing, you represent and warrant that you meet these eligibility requirements.

4.2 Account Access

Subscribers access the Service through a secure, authenticated dashboard. Authentication is managed by Clerk, a third-party authentication provider. Subscribers may grant delegated access to authorized staff members (paralegals, assistants) with role-based permissions. The Company reserves the right to modify the access model at any time and will notify Subscribers of material changes in accordance with Section 17.

4.3 Subscriber Responsibilities

You are responsible for: (a) providing accurate and complete information during onboarding; (b) maintaining the confidentiality of any account credentials issued to you; (c) all activity occurring under your account or in connection with your subscription, including activity by authorized staff with delegated access; and (d) ensuring that your use of the Service complies with all Applicable Law and applicable rules of professional conduct.

5. Subscription, Fees, and Payment

5.1 Fee Structure

The Service operates on a per-attorney-seat subscription model. Each subscribing attorney requires a separate seat. Subscription fees are billed on a monthly basis at the rate associated with the Subscriber's selected plan. Current pricing is provided during the onboarding process and on the Company's website.

5.2 Payment Terms

All fees are due and payable in United States Dollars (USD). Subscription fees are billed at the beginning of each monthly billing cycle and are due upon receipt. Subscription payments are processed through Stripe, Inc. ("Stripe"), the Company's designated payment processor for subscription billing. (Retainer and fee payments collected from End-Clients are processed separately through Confido Legal as described in Section 5.3.) Subscribers must maintain a valid payment method on file. If a subscription payment fails, the Company may immediately suspend access to the Service while the payment remains outstanding (a "soft suspension"), and the Company will notify the Subscriber of the failed payment and the date by which payment must be made to avoid termination. If the payment is not cured within fourteen (14) days of the failed payment, the Company may terminate the subscription in accordance with Section 14. Data retrieval following termination is governed by Section 14.4.

5.3 IOLTA and Client Payment Processing

Retainer and fee payments collected from End-Clients through the Service are processed by Confido Legal, an IOLTA-compliant payment processor, and routed directly to the Subscriber's designated IOLTA trust account. The Company does not hold, manage, or have fiduciary responsibility for trust account funds. The Subscriber is solely responsible for IOLTA compliance and trust account management.

5.4 Price Changes

The Company reserves the right to modify its pricing at any time. Any price increase will be communicated to Subscribers via email at least thirty (30) days prior to the effective date of the change. Continued use of the Service after the effective date of a price change constitutes acceptance of the new pricing. If you do not agree to a price change, you may cancel your subscription in accordance with Section 14.

5.5 Refund Policy

The Company offers a sixty (60) day money-back guarantee under the eligibility conditions set forth in this Section 5.5. Outside of the guarantee, subscription fees are non-refundable for any partial billing period, except as otherwise required by Applicable Law or as expressly agreed in writing by the Company. If the Company terminates a subscription for convenience under Section 14.3(d), the Company will provide a pro-rata refund for any prepaid fees covering the period after the termination effective date.

(a) Eligibility. A Subscriber may request a refund of subscription fees paid to date if all of the following are true at the time of the request:

  1. (i)the request is made within sixty (60) days of the Subscriber's first successful subscription payment;

(ii) at least one End-Client lead has been routed through the Service for the Subscriber (so that the Subscriber has had an actual opportunity to evaluate the Service in production);

(iii) the Subscriber has not, through the Service, signed an engagement letter with any End-Client (for Subscribers on the Automate plan) or received a delivered consultation-preparation analysis for any End-Client (for Subscribers on the Intake plan); and

(iv) the Subscriber's firm has not previously received a refund of subscription fees from the Company.

The Company evaluates eligibility against the state of the Subscriber's account at the time the request is reviewed, based on data recorded by the Service.

(b) Consequences of an approved refund. If a refund request is approved, the Company will: (i) refund every paid subscription invoice for the Subscriber's firm through the Company's payment processor (Stripe), returned to the original payment method; (ii) terminate the Subscriber's subscription; (iii) deactivate every attorney seat on the Subscriber's firm so that no further use of the Service is possible by anyone associated with that firm; and (iv) mark the Subscriber's firm as ineligible to re-subscribe to the Service in the future. The Company commits to making these consequences effective in the user-visible Service. The Company does not represent that these consequences are achieved as a single atomic transaction; if any step fails after a refund has been initiated, the Company will resolve the failure manually before completing the request.

(c) Refund return method. Refunds are returned via the original payment method used for the original payment, in United States Dollars, through the Company's payment processor. The Company does not issue refunds by check, wire, or any other channel.

5.5b Refund Process

(a) How to request. A Subscriber requests a refund by navigating in the dashboard to Account → Subscription → Request Refund and submitting the form, which requires a written explanation of the Subscriber's reasons for the request. Refund requests received by other means (email, mail) are not processed.

(b) Review. Refund requests are reviewed by a Company administrator. The Company does not currently offer self-service or automated refund approval. The Company will respond to a Subscriber's refund request within a commercially reasonable time. Upon submission of a request, the Service records a snapshot of the Subscriber's eligibility under Section 5.5(a) at the time of submission.

(c) Approval. If the request is approved, the consequences in Section 5.5(b) take effect. The Subscriber will receive an email confirming the approval and itemizing the invoices that were refunded.

(d) Rejection. If the request is rejected, the Company will send the Subscriber an email explaining the reason for the rejection. The Subscriber's subscription continues unchanged and the Subscriber may reply to the rejection email to discuss the determination. A rejection does not bar the Subscriber from submitting a new request later if the Subscriber's eligibility changes (subject to the limits in Section 5.5(a)).

5.5c Subscription Cancellation Distinguished from Refund

Subscription cancellation and refund request are separate, mutually exclusive paths and have different effects:

(a) Cancellation is voluntary and is initiated by the Subscriber through the Stripe Customer Portal (accessible from Account → Subscription → Manage Billing in the dashboard). Cancellation takes effect at the end of the current billing period. No fees are refunded for the in-progress billing period. The Subscriber may re-subscribe at any time. A canceled-but-not-refunded firm is not banned under Section 5.5(b)(iv).

(b) Refund request is the path described in Sections 5.5 and 5.5b above. Refund requests are reviewed by a Company administrator, are gated by the four-condition eligibility test, and on approval terminate the subscription and permanently ban the firm from re-subscription.

A Subscriber who wants money back must submit a refund request under Section 5.5b — cancellation alone does not return previously paid subscription fees.

5.6 Taxes

All fees are exclusive of taxes. You are responsible for all applicable taxes, duties, and governmental assessments arising from your use of the Service, excluding taxes based on the Company's net income.

6. Permitted Use and Restrictions

6.1 Permitted Use

You are granted a limited, non-exclusive, non-transferable, revocable right to use the Service solely for the purpose of automating client intake processes for your law practice, in accordance with these Terms.

6.2 Prohibited Uses

You shall not, and shall not permit any third party to:

  1. (a)Use the Service for any purpose other than lawful attorney client intake automation;
  1. (b)Sublicense, resell, distribute, or make the Service available to any third party, except as expressly contemplated by the Service's functionality;
  1. (c)Reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code or underlying algorithms of the Service;
  1. (d)Interfere with, disrupt, or impose an unreasonable burden on the Service or its infrastructure;
  1. (e)Use the Service to transmit any unlawful, infringing, defamatory, or otherwise objectionable content;
  1. (f)Attempt to gain unauthorized access to any systems or networks connected to the Service, including attempting to access another Subscriber's data or circumventing multi-tenant isolation controls;
  1. (g)Use the Service in a manner that violates any Applicable Law or applicable rules of professional conduct; or
  1. (h)Remove, alter, or obscure any proprietary notices, labels, or marks on the Service.

7. Data Processing and Privacy

7.1 Privacy Policy

The collection, use, storage, and processing of Personal Information in connection with the Service are governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Service, you acknowledge that you have read and understood the Privacy Policy.

7.2 Data Controller and Processor Relationship

As between the Subscriber and the Company: the Subscriber is the Data Controller of End-Client Data, and the Company is the Data Processor. The Company processes End-Client Data solely on the Subscriber's behalf and in accordance with the Subscriber's documented instructions, as further specified in the DPA.

7.3 Data Processing Agreement

The processing of End-Client Data is governed by the Data Processing Agreement, which is attached as a separate addendum and incorporated into these Terms by reference. In the event of any conflict between these Terms and the DPA with respect to data processing matters, the DPA shall control.

7.4 Data Breach Notification

The Company's obligations regarding data breach detection, notification, and cooperation are set forth in Section 19 of the Privacy Policy and Section 7 of the Data Processing Agreement.

7.5 Subscriber Obligations

You are responsible for: (a) ensuring that you have a lawful basis for the collection and processing of End-Client Data; (b) providing all required notices to End-Clients regarding the collection and processing of their data, including disclosure of AI processing as described in Section 3.5 and Section 7A of the Privacy Policy; (c) obtaining any required consents from End-Clients; (d) complying with all Applicable Law regarding data protection and privacy in connection with your use of the Service; and (e) with respect to Recorded Party Information, ensuring that you have a lawful basis for recording each Recorded Party and for the conflict-screening purpose for which the Service processes that information, and complying with all Applicable Law governing that information, including any obligation to provide notice to, or obtain consent from, a Recorded Party that Applicable Law imposes on you.

You, not the Company, determine whether Applicable Law requires such notice or consent in any given case.

7.6 Recorded Party Information

The Service includes a conflict-screening feature under which a Subscriber may record or upload the names of parties associated with its practice, including individuals who are not and have never been clients of the Subscriber. That information is Recorded Party Information, and it is not End-Client Data.

Except where these Terms expressly provide otherwise, every obligation of the Company with respect to End-Client Data applies equally to Recorded Party Information, including Sections 7.2 (Data Controller and Processor Relationship), 7.3 (Data Processing Agreement), 9.3 (End-Client Data Ownership), and 14.4 (Data Retrieval). Section 4.4 of the Privacy Policy describes what the Service stores about a Recorded Party and how those records are created.

8. Confidentiality and Attorney-Client Privilege

8.1 Acknowledgment of Privileged Data

The Company acknowledges that End-Client Data processed through the Service may include information protected by attorney-client privilege, work product doctrine, or other legal protections. The Company shall treat all End-Client Data as potentially privileged and shall implement and maintain safeguards designed to protect the confidentiality of such data.

8.2 Company Obligations

The Company shall: (a) not access, use, or disclose End-Client Data except as necessary to provide the Service (including AI processing as described in Section 3.5 and Section 7A of the Privacy Policy) or as required by Applicable Law; (b) limit access to End-Client Data to personnel who have a need-to-know and who are bound by obligations of confidentiality; (c) implement and maintain commercially reasonable technical and organizational measures to protect the confidentiality, integrity, and availability of End-Client Data; and (d) promptly notify the Subscriber if the Company receives any legal process or request from a third party seeking disclosure of End-Client Data, to the extent permitted by Applicable Law.

8.3 No Waiver of Privilege

The Subscriber's use of the Service and the Company's processing of End-Client Data in accordance with these Terms and the DPA shall not constitute a waiver of attorney-client privilege or any other applicable legal protection. The Company agrees to cooperate with the Subscriber in asserting any applicable privilege in response to third-party requests for disclosure.

8.4 ABA Model Rule 1.6 Compliance

The Service is designed to support Subscribers' compliance with their obligations under ABA Model Rule 1.6 (Confidentiality of Information) and equivalent state rules of professional conduct. The Company shall make commercially reasonable efforts to maintain security measures consistent with the duty of competence in safeguarding client information as described in ABA Model Rule 1.6, Comment [18], and ABA Formal Opinion 477R.

9. Intellectual Property

9.1 Company Intellectual Property

The Service, including all software, workflows, automation logic, algorithms, designs, interfaces, documentation, trade secrets, trademarks, and other intellectual property embodied in or related to the Service (collectively, "Company IP"), is and shall remain the exclusive property of Slipstream Automation LLC. These Terms do not grant you any ownership interest in or to the Company IP. All rights not expressly granted herein are reserved.

9.2 Limited License

Subject to your compliance with these Terms, the Company grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Service during the term of your subscription solely for your internal business purposes as contemplated by these Terms. This license does not include any right to access, download, copy, or modify the underlying source code, technology, or infrastructure of the Service.

9.3 End-Client Data Ownership

As between the Subscriber and the Company, the Subscriber retains all right, title, and interest in and to End-Client Data. The Company acquires no ownership interest in End-Client Data by virtue of providing the Service. The Company's rights to process End-Client Data are limited to those expressly set forth in these Terms, the Privacy Policy, and the DPA.

9.4 Anonymized and Aggregated Data

The Company reserves the right to create, use, and disclose anonymized and aggregated data derived from Subscriber usage of the Service ("Aggregated Data"), provided that such data: (a) does not identify or permit identification of any individual Subscriber, End-Client, or natural person; (b) cannot be reverse-engineered to identify any specific source; (c) is not subject to attorney-client privilege; and (d) does not include or derive from AI-generated content produced using End-Client Data. The Company may use Aggregated Data for product improvement, research, benchmarking, analytics, and marketing purposes. For the avoidance of doubt, Aggregated Data is the property of the Company.

9.5 Feedback

If you provide the Company with any suggestions, ideas, feedback, or recommendations regarding the Service ("Feedback"), you hereby grant the Company a perpetual, irrevocable, worldwide, royalty-free license to use, modify, and incorporate such Feedback into the Service or any other product or service without any obligation or compensation to you.

10. Service Availability and Support

10.1 Availability

The Company shall use commercially reasonable efforts to maintain the availability of the Service, excluding scheduled maintenance windows and events beyond the Company's reasonable control. The Company does not commit to a specific uptime percentage and shall not be liable for any unavailability of the Service.

10.2 Scheduled Maintenance

The Company may perform scheduled maintenance on the Service from time to time. The Company shall use commercially reasonable efforts to provide Subscribers with at least twenty-four (24) hours' prior notice of scheduled maintenance that may materially affect Service availability. Scheduled maintenance windows are excluded from uptime calculations.

10.3 Support

Support is provided via email at support@initio.legal during standard business hours (Monday through Friday, 9:00 AM to 5:00 PM Pacific Time, excluding federal holidays). The Company shall use commercially reasonable efforts to respond to support inquiries within two (2) business days. Formal notices under these Terms are addressed separately in Section 18.6.

10.4 Extended Outages

The Company does not currently offer service level credits. In the event of an unscheduled outage exceeding twenty-four (24) consecutive hours, the Company will evaluate remedies on a case-by-case basis, which may include pro-rata credits or subscription extensions. The Subscriber's sole contractual remedy for extended unavailability is termination of the subscription in accordance with Section 14.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE COMPANY EXPRESSLY DISCLAIMS ALL WARRANTIES, INCLUDING WITHOUT LIMITATION IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING, USAGE, OR TRADE PRACTICE.

WITHOUT LIMITING THE FOREGOING, THE COMPANY DOES NOT WARRANT THAT: (A) THE SERVICE WILL MEET YOUR REQUIREMENTS OR EXPECTATIONS; (B) THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE; (C) THE RESULTS OBTAINED FROM USE OF THE SERVICE WILL BE ACCURATE, RELIABLE, OR COMPLETE; (D) ANY ERRORS IN THE SERVICE WILL BE CORRECTED; (E) THE SERVICE WILL CAPTURE, PROCESS, OR CONVERT EVERY PROSPECTIVE END-CLIENT LEAD; OR (F) AI-GENERATED CONTENT WILL BE ACCURATE, COMPLETE, OR APPROPRIATE FOR ANY PARTICULAR PURPOSE.

12. Limitation of Liability

12.1 Cap on Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, THE COMPANY'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS, THE SERVICE, THE PRIVACY POLICY, OR THE DPA, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR ANY OTHER LEGAL THEORY, SHALL NOT EXCEED THE TOTAL AMOUNT OF FEES ACTUALLY PAID BY THE SUBSCRIBER TO THE COMPANY IN THE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

12.2 Exclusion of Consequential Damages

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THE COMPANY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF PROFITS, REVENUE, BUSINESS, GOODWILL, DATA, CLIENTS, OR USE, REGARDLESS OF WHETHER THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND REGARDLESS OF THE LEGAL THEORY UPON WHICH SUCH DAMAGES ARE BASED.

12.3 Carve-Outs

THE LIMITATIONS SET FORTH IN SECTIONS 12.1 AND 12.2 SHALL NOT APPLY TO: (A) THE COMPANY'S BREACH OF ITS CONFIDENTIALITY OBLIGATIONS UNDER SECTION 8; (B) THE COMPANY'S INDEMNIFICATION OBLIGATIONS UNDER SECTION 13.2; OR (C) DAMAGES ARISING FROM THE COMPANY'S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT.

12.4 Essential Basis

The limitations of liability set forth in this Section 12 are a fundamental element of the basis of the bargain between the Subscriber and the Company. The Service would not be provided without such limitations.

12.5 Application to the Company's Own Negligence

THE PARTIES SPECIFICALLY AND UNEQUIVOCALLY INTEND THAT THE LIABILITY CAP IN SECTION 12.1 AND THE EXCLUSION OF DAMAGES IN SECTION 12.2 APPLY TO, AND LIMIT THE COMPANY'S LIABILITY FOR, CLAIMS ARISING OUT OF OR RELATING TO THE COMPANY'S OWN ORDINARY NEGLIGENCE, INCLUDING ANY NEGLIGENT ACT OR OMISSION OF THE COMPANY, ITS PERSONNEL, OR ITS SUB-PROCESSORS, WHETHER SUCH NEGLIGENCE IS SOLE, JOINT, ACTIVE, OR PASSIVE. THE PARTIES HAVE NEGOTIATED AND AGREED TO THESE LIMITATIONS AS A DELIBERATE ALLOCATION OF RISK AND AS PART OF THE ESSENTIAL BASIS OF THE BARGAIN DESCRIBED IN SECTION 12.4. THIS SECTION 12.5 DOES NOT EXPAND THE CARVE-OUTS IN SECTION 12.3, WHICH CONTINUE TO EXCLUDE THE COMPANY'S GROSS NEGLIGENCE AND WILLFUL MISCONDUCT FROM THE LIMITATIONS OF SECTIONS 12.1 AND 12.2.

13. Indemnification

13.1 Subscriber Indemnification

You agree to indemnify, defend, and hold harmless Slipstream Automation LLC and its officers, directors, members, managers, employees, agents, and affiliates (collectively, "Company Indemnitees") from and against any and all claims, demands, actions, losses, liabilities, damages, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) your use of the Service; (b) your breach of these Terms; (c) your violation of Applicable Law or applicable rules of professional conduct; (d) any claim by an End-Client or third party arising from the collection, processing, or use of End-Client Data, except to the extent caused by the Company's breach of the DPA; (e) any allegation that your use of the Service infringes the rights of a third party; or (f) any dispute between you and an End-Client.

13.2 Company Indemnification

The Company agrees to indemnify, defend, and hold harmless the Subscriber and its officers, directors, members, managers, employees, agents, and affiliates from and against any and all claims, demands, actions, losses, liabilities, damages, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) the Company's material breach of the Data Processing Agreement; (b) the Company's breach of its confidentiality obligations under Section 8; or (c) any claim that the Service, as provided by the Company, infringes a third party's intellectual property rights, provided that the Company shall have no obligation under this clause (c) to the extent the alleged infringement arises from the Subscriber's modification of or additions to the Service or from the combination of the Service with third-party products or services not provided or approved by the Company.

13.3 Indemnification Procedures

The indemnified party shall: (a) promptly notify the indemnifying party of any claim for which indemnification is sought; (b) provide the indemnifying party with reasonable cooperation in the defense of such claim at the indemnifying party's expense; and (c) grant the indemnifying party sole control of the defense and settlement of such claim, provided that the indemnifying party shall not settle any claim in a manner that imposes any obligation or liability on the indemnified party without the indemnified party's prior written consent.

14. Term and Termination

14.1 Term

These Terms are effective as of the date you first subscribe to or access the Service and shall remain in effect until terminated by either party in accordance with this Section 14.

14.2 Termination by Subscriber

You may terminate your subscription at any time by providing written notice to the Company at admin@slipstream.works. Termination shall be effective at the end of the current billing period. You remain responsible for all fees incurred through the end of the billing period in which notice is given.

14.3 Termination by Company

The Company may terminate your subscription: (a) immediately upon written notice if you breach any material provision of these Terms and fail to cure such breach within fifteen (15) days of receiving written notice of the breach; (b) immediately upon written notice if you breach Section 6.2 (Prohibited Uses); (c) immediately if the Company determines, in its sole discretion, that your continued use of the Service poses a security risk or legal liability to the Company; or (d) upon ninety (90) days' prior written notice for any reason or no reason (termination for convenience).

14.4 Data Retrieval

Following termination or expiration of your subscription, you shall have thirty (30) days to request retrieval of your End-Client Data by contacting the Company at admin@slipstream.works (the "Data Retrieval Period"). The Company shall provide the data in a machine-readable format (JSON for structured data; original format for documents), assembled manually by Company personnel on request. After expiration of the Data Retrieval Period — or upon the Subscriber's earlier written request for deletion — the Company shall delete all End-Client Data from its systems and the systems of its Sub-Processors within thirty (30) days, in accordance with Section 9.2 of the Privacy Policy and Section 11 of the DPA, except as required by Applicable Law and except for the limited identifiers retained under Section 9.5 of the Privacy Policy to enforce the prohibition on re-subscription under Section 5.5(b)(iv) of these Terms.

14.5 Effect of Termination

Upon termination: (a) all rights and licenses granted to you under these Terms shall immediately cease; (b) you shall immediately discontinue all use of the Service; (c) you remain liable for all fees and obligations accrued prior to termination; and (d) the following Sections shall survive termination: 2 (Definitions), 8 (Confidentiality and Attorney-Client Privilege), 9 (Intellectual Property), 11 (Disclaimer of Warranties), 12 (Limitation of Liability), 13 (Indemnification), 15 (Dispute Resolution), 16 (Class Action Waiver), and 18 (Severability, Waiver, Entire Agreement).

15. Dispute Resolution

15.1 Governing Law

These Terms and any dispute arising out of or relating to these Terms or the Service shall be governed by and construed in accordance with the laws of the State of Oregon, without regard to its conflict of laws provisions.

15.2 Venue

Any legal action or proceeding arising out of or relating to these Terms or the Service shall be brought exclusively in the state or federal courts located in Multnomah County, Oregon. Each party irrevocably consents to the personal jurisdiction and venue of such courts and waives any objection based on inconvenient forum or lack of jurisdiction.

15.3 Informal Resolution and Mediation

Before initiating any formal legal proceeding, each party agrees to first attempt to resolve any dispute informally by contacting the other party and providing a written description of the dispute and the relief sought. The parties shall engage in good-faith negotiations for a period of at least thirty (30) days. If the dispute remains unresolved after the negotiation period, either party may initiate mediation administered by a mutually agreed-upon mediator in Portland, Oregon. Each party shall bear its own costs of mediation and shall share equally the mediator's fees. No party may commence litigation until at least thirty (30) days after the conclusion of mediation, or sixty (60) days after the initial written notice of dispute if mediation is declined by either party.

16. Class Action Waiver

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, YOU AGREE THAT ANY CLAIM OR DISPUTE ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE SHALL BE RESOLVED ON AN INDIVIDUAL BASIS ONLY. YOU WAIVE ANY RIGHT TO PARTICIPATE IN A CLASS ACTION, COLLECTIVE ACTION, REPRESENTATIVE ACTION, OR ANY OTHER CONSOLIDATED OR MULTI-PARTY PROCEEDING. THIS WAIVER APPLIES WHETHER THE CLAIM IS IN CONTRACT, TORT, STATUTE, OR OTHERWISE.

17. Modifications to Terms

The Company reserves the right to modify these Terms at any time. The Company shall provide Subscribers with at least thirty (30) days' prior written notice of any material modifications via email to the email address on file for the Subscriber's account. For material modifications that affect data processing or the Subscriber's obligations regarding End-Client Data, the Company will seek affirmative acknowledgment from the Subscriber before the modifications take effect. Non-material modifications (including typographical corrections, formatting changes, and clarifications that do not alter the substance of any provision) may be made without prior notice.

Your continued use of the Service after the effective date of any non-material modification constitutes your acceptance of the modified Terms. If you do not agree to a material modification, you must terminate your subscription before the modification's effective date in accordance with Section 14.

18. Severability, Waiver, and Entire Agreement

18.1 Severability

If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it enforceable, or if modification is not possible, it shall be severed from these Terms. The remaining provisions shall continue in full force and effect.

18.2 Waiver

The failure of either party to enforce any provision of these Terms shall not constitute a waiver of that party's right to enforce that provision or any other provision in the future. Any waiver must be in writing and signed by the waiving party.

18.3 Entire Agreement

These Terms, together with the Privacy Policy, the Data Processing Agreement, and any other documents expressly incorporated by reference, constitute the entire agreement between you and the Company regarding the Service and supersede all prior and contemporaneous agreements, proposals, negotiations, representations, and communications, whether oral or written, relating to the subject matter hereof.

18.4 Assignment

You may not assign or transfer these Terms or any rights or obligations hereunder without the prior written consent of the Company. The Company may assign these Terms in connection with a merger, acquisition, reorganization, or sale of all or substantially all of its assets, upon notice to the Subscriber. Any attempted assignment in violation of this Section shall be void.

18.5 Force Majeure

The Company shall not be liable for any failure or delay in performance of its obligations under these Terms to the extent caused by circumstances beyond its reasonable control, including without limitation acts of God, natural disasters, pandemics, government actions, war, terrorism, labor disputes, power failures, internet or telecommunications outages, or third-party service provider failures.

18.6 Notices

All notices required or permitted under these Terms shall be in writing and shall be deemed given when: (a) delivered personally; (b) sent by email with confirmed receipt; or (c) sent by certified mail, return receipt requested, to the addresses provided by each party. Notices to the Company shall be sent to admin@slipstream.works. A notice sent instead to the Company's support address (support@initio.legal) is deemed given for the purposes of these Terms, including a notice of termination under Section 14.2 — the Subscriber is not required to identify the correct mailbox for a notice to be effective. Notices to the Subscriber shall be sent to the email address on file for the Subscriber's account.

18.7 Relationship of Parties

The relationship between the parties is that of independent contractors. Nothing in these Terms creates a partnership, joint venture, agency, employment, or franchise relationship between the parties.

19. Contact Information

If you have any questions about these Terms of Service, please contact us at:

Slipstream Automation LLC

Mailing address available on request — contact admin@slipstream.works.

Email: admin@slipstream.works