Terms of Service

Effective Date: 07/01/2025
Last Updated: 10/13/2025
Legal Entity: Assist LLC (“Assist,” “we,” “us,” or “our”)
Address: 30 N Gould St Ste R, Sheridan, WY 82801
Contact: [email protected]
Important: These Terms include automatic renewal, a liability cap, disclaimers of warranties, indemnification, and a binding arbitration and class action waiver (Section 20). If you do not agree, do not use the Service.

Scope; Agreement

These Terms of Service (“Terms”) govern access to and use of Assist’s websites, applications, and services, including our CRM, AI features, messaging tools, and any related mobile or desktop apps (collectively, the “Service”). By creating an account, clicking “I Agree,” or using the Service, you accept these Terms on behalf of yourself and any company or brokerage that authorizes your access (“Customer” or “you”).

Eligibility; Intended Use

You must be at least 18 and able to form a binding contract. The Service is designed for licensed U.S. real estate agents and teams. We do not provide legal, compliance, brokerage, appraisal, lending, or tax services.

Account Registration & Security

Provide accurate information, maintain a strong password, and keep credentials confidential. You are responsible for activities under your account. Notify us immediately of unauthorized use. We may require multi-factor authentication.

Subscriptions; Seats; Auto-Renewal

Plans & Seats. Access is licensed per seat/user or as otherwise stated at signup.
Term & Renewal. Subscriptions run for the initial term selected (monthly/annual) and automatically renew for successive terms unless canceled as described below.
Fees & Taxes. Fees are due in advance; all fees are non-refundable except where required by law or expressly stated otherwise. You authorize our payment processor to charge your card or bank account for recurring fees, taxes, and any authorized add-ons. You are responsible for all taxes (excluding Assist’s income taxes).
Price Changes. We may change fees effective on renewal term(s). We will notify you in advance via the Service or email.

Trials; Promotions; Refunds; Cancellation

Trials. If you receive a trial, it converts to a paid plan unless you cancel before the trial ends.
Refunds. Except where required by law, fees are non-refundable, including for partial periods, downgrades, or unused features.
Cancel Anytime for Next Term. You can cancel renewal at any time in-app (Billing → Cancel) or by emailing [[email protected]] from your account email. Cancellation is effective at the end of the then-current term.

Permitted Use; Acceptable Use Policy (AUP)

You may use the Service solely for lawful business purposes. You must not:
Violate laws/regulations (e.g., privacy, advertising, spam, TCPA/CTIA, CAN-SPAM, telemarketing, Fair Housing Act, anti-discrimination, record-keeping, real estate licensing).
Send unsolicited or deceptive messages; fail to honor STOP/UNSUBSCRIBE; or misuse contact data.
Upload, generate, or transmit harmful, discriminatory, harassing, defamatory, or infringing content.
Probe, scan, or test system vulnerabilities; circumvent security; or interfere with Service operation.
Reverse-engineer the Service; resell, rent, or provide it to third parties without our written consent.
Use data scraped from third-party services in violation of their terms.
We may suspend or terminate accounts for AUP violations without refund.

The Service; Changes; Beta & Free Features

We may modify, discontinue, or deprecate features (including “Beta,” “Labs,” or free features) at any time. Beta features are provided AS IS without commitments, may be unstable, and are excluded from uptime/Support commitments.

AI & Automated Suggestions – Special Terms

The Service includes AI-powered assistants and content generation. AI output can be incorrect, incomplete, biased, or unsafe if used without human review. You are solely responsible for:
Reviewing and approving all AI-suggested emails, texts, notes, and tasks.
Ensuring compliance with law, MLS/association rules, brokerage policies, and Fair Housing obligations.
Disclosures required for automated communications.
We may use your configuration, prompts, and usage metadata to improve models and personalize your experience. We do not use your customer content to train models available to other customers, except in an aggregated and de-identified manner, unless you separately opt-in.

Messaging (Email/SMS/MMS) & Telemarketing Compliance

If you enable messaging features, you represent and warrant that:
You have prior express consent (and, where required, prior express written consent) from each contact for the type of message you send.
Your messages comply with TCPA/CTIA, CAN-SPAM, state telemarketing laws, do-not-call rules, carrier policies (including A2P 10DLC registration), and opt-out requirements.
You will include clear identification and STOP to opt out (SMS) and unsubscribe links (email), and you will honor opt-out requests promptly.
You will configure quiet hours and frequency caps as appropriate.
Deliverability Not Guaranteed. Carriers, filters, and third-party services may block, throttle, or delay messages. You are responsible for message content and recipient lists. You agree to indemnify Assist from claims arising out of your messaging (see Section 19).

Third-Party Services & Integrations

The Service may integrate with third parties (e.g., Gmail, Google Calendar, Calendly, Zapier, MLS data sources, and others). Your use of third-party services is governed by their terms and privacy policies. We are not responsible for third-party acts/omissions, data loss, outages, or changes to their APIs or pricing. By connecting, you authorize Assist to access and process data from such services to provide the integration.

Leads+ & Market Data

Assist does not sell or generate leads. Leads+ may surface listings or market data via third-party sources and is provided for informational purposes only without any representation of accuracy, completeness, or timeliness. You remain responsible for verifying information before relying on it or sharing it with consumers.

Customer Content; License; Data Retention

“Customer Content” means information you or your users upload or generate in the Service (contacts, notes, messages, tasks, templates). You retain ownership. You grant Assist a worldwide, non-exclusive license to host, process, transmit, display, and back up Customer Content to provide and improve the Service and to meet legal obligations.
Retention & Export. We are not an archive. You are responsible for exporting and backing up your data regularly. Upon termination, we may delete Customer Content after [30] days. We may keep copies as required by law, for backups, or to enforce our rights.

Privacy; Security

We maintain administrative, technical, and physical safeguards proportionate to our Service. No method of transmission or storage is 100% secure. Please review our Privacy Policy for details on how we collect and use personal data. If you require a Data Processing Addendum (DPA) or BAA, contact [[email protected]]. We are not a HIPAA business associate unless a mutually executed BAA is in place.

Confidentiality

Each party may access “Confidential Information” of the other. The receiving party will use it only to perform under these Terms and protect it using reasonable care. Exclusions: information that is public, independently developed, or rightfully obtained from third parties without duty of confidentiality.

Intellectual Property; Feedback; DMCA

The Service and all related IP are owned by Assist and its licensors. No rights are granted except as expressly stated. By submitting suggestions or feedback, you grant Assist a perpetual, irrevocable, royalty-free license to use them without restriction. If you believe content infringes your rights, send a DMCA notice to DMCA Agent – Assist LLC, 30 N Gould St Ste R, Sheridan, WY 82801, or [email protected] with required details.

Service Availability; Support; SLA

We strive for high availability but do not guarantee uninterrupted Service. Planned or emergency maintenance may occur. Response times and support channels are published in our support center; any SLA applies only if expressly stated in your Order Form.

Disclaimers (No Warranties)

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICE AND ALL RELATED MATERIALS ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. ASSIST DOES NOT WARRANT THAT THE SERVICE WILL BE ERROR-FREE, SECURE, OR UNINTERRUPTED, OR THAT RESULTS WILL BE RELIABLE OR ACCURATE.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:
a) NEITHER ASSIST NOR ITS AFFILIATES, DIRECTORS, OFFICERS, PARTNERS, AGENTS, CONTRACTORS, OR SUPPLIERS WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, COVER, EXEMPLARY, OR PUNITIVE DAMAGES; LOSS OF PROFITS, REVENUE, GOODWILL, OR DATA; OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY.
b) ASSIST’S AGGREGATE LIABILITY FOR ALL CLAIMS WILL NOT EXCEED THE AMOUNTS PAID BY YOU TO ASSIST FOR THE SERVICE IN THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY (OR US$100 IF NO SUCH PAYMENTS).
Some jurisdictions do not allow certain limitations; in those cases, the limitations apply to the fullest extent permitted.

Indemnification by Customer

You will defend, indemnify, and hold harmless Assist and its affiliates, directors, officers, partners, contractors, and agents from and against claims, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (i) your Customer Content; (ii) your use of the Service in violation of these Terms or law (including TCPA/CTIA, CAN-SPAM, Fair Housing, and state UDAP laws); (iii) your messaging practices and recipient lists; (iv) your integrations and third-party accounts; or (v) disputes with your clients, prospects, or vendors.

Dispute Resolution; Binding Arbitration; Class Action Waiver

Please read carefully.

• Informal Resolution. Before filing a claim, you agree to email us at [[email protected]] and attempt to resolve the dispute informally for 30 days.
• Arbitration. If unresolved, disputes will be resolved by binding arbitration administered by the AAA under its Commercial Arbitration Rules (including the Consumer Rules, if applicable). One arbitrator. Venue: Sheridan County, Wyoming (or remote by video, at the arbitrator’s discretion).
• Class Actions Waived. You and Assist agree to arbitration on an individual basis only; no class, collective, or representative actions.
• Opt-Out. You may opt out of arbitration/class waiver within 30 days of first acceptance by sending a written notice to Assist LLC – Legal, at the address above.
• Small Claims. Either party may bring qualifying individual claims in small-claims court in Sheridan County, WY.
• Injunctive Relief. Either party may seek temporary or preliminary injunctive relief in court to protect IP or prevent misuse of Confidential Information.
  If the class waiver is found unenforceable, then Section 20 is void and disputes will be litigated in the state or federal courts in Wyoming, with venue and jurisdiction there.

Export; Sanctions; Restricted Use

You will not use or export the Service in violation of U.S. export/sanctions laws. You represent you are not a prohibited party under U.S. law.

Government End Users

The Service is “commercial computer software” and related documentation; government end users receive only those rights set forth in these Terms.

Assignment; Subcontractors

You may not assign these Terms without our consent; we may assign to an affiliate or in connection with a merger, acquisition, or sale of assets. We may use contractors and service providers (including 1099 subcontractors) to deliver the Service.

Changes to Terms

We may update these Terms by posting the revised version and updating the “Last Updated” date. Material changes will be notified via the Service or email at least 15 days before they take effect (or sooner if legally required). Your continued use after the effective date constitutes acceptance.

Term; Termination; Suspension

Either party may terminate for material breach not cured within 30 days of notice. We may suspend or terminate immediately for AUP violations, unlawful use, or non-payment. Upon termination, your access ends; Sections that by nature should survive (including 8–21) will survive.

Notices

We may deliver notices via the Service, email, or postal mail to your account address. Legal notices to Assist must be sent to [email protected] and by mail to the address above.

Entire Agreement; Order of Precedence; Severability

These Terms, any Order Form, and referenced policies (AUP, Privacy Policy, Support terms, DPA if applicable) form the entire agreement, superseding prior agreements. Conflicts are resolved in this order: Order Form → Terms → policies. If a provision is unenforceable, the rest remains in effect; the provision will be modified to the minimum extent necessary to be enforceable.

Publicity

We may identify you as a customer (name and logo) in marketing materials and on our site; you can opt out by emailing [email protected].

No Professional Advice; Fair Housing

Information in the Service (including AI suggestions) is for general informational purposes and is not legal, compliance, brokerage, appraisal, tax, or financial advice. You are solely responsible for compliance with Fair Housing, anti-discrimination, advertising, MLS, and brokerage requirements.

Assist LLC – Disclosures & Notices

The following disclosures are intended to satisfy federal and state requirements and to set expectations for use of the Service. They are incorporated by reference into the Terms.

A) AI & Automation Disclosure

Assist provides AI-generated drafts and recommendations. Outputs may be inaccurate, incomplete, or inappropriate. Always review before sending or relying on them. Do not input sensitive personal data unless necessary for the intended purpose. You are responsible for the content you send and any required disclosures.

B) E-Sign Disclosure & Consent (ESIGN)

By clicking buttons such as “Sign,” “Agree,” “Submit,” or similar, you consent to electronic records and signatures. You may withdraw consent by contacting [email protected], but doing so may terminate your ability to use the Service. You should print or download copies for your records.

C) TCPA/CTIA & CAN-SPAM Messaging Disclosure

If you use SMS/MMS or email through Assist, you certify you have prior express (written) consent where required and will include proper opt-out mechanisms (e.g., “Text STOP to opt out” for SMS; unsubscribe links for email). Message and data rates may apply. Message frequency varies. Carriers are not liable for delayed or undelivered messages. You must promptly process and honor opt-out requests.

D) Automatic Renewal & Cancellation Disclosure

Your subscription auto-renews at the end of each term at the then-current rate until you cancel. You can cancel renewal at any time in the app (Billing → Cancel) or by emailing [email protected] from your registered email. All fees are prepaid and non-refundable except where required by law. We will disclose pricing, renewal cadences, and how to cancel clearly and conspicuously at checkout.

E) Earnings & Performance Disclosure (Real Estate)

Assist is a productivity tool. We do not promise leads, closings, commissions, or specific business outcomes. Any case studies or testimonials reflect individual experiences and do not guarantee results. Performance depends on your market, effort, and other factors outside our control.

F) Third-Party Integrations Disclosure

Use of integrations (e.g., Gmail, Google Calendar, Calendly, Zapier, MLS data) is subject to the provider’s own terms and privacy policies. Providers may suspend, change, or discontinue features at any time. Assist is not responsible for third-party availability, data retention, or security.

G) Fair Housing & Anti-Discrimination Disclosure

You must ensure that all marketing and communications comply with Fair Housing and applicable state/local anti-discrimination laws. Do not target, exclude, or otherwise discriminate against protected classes. Review all templates and AI outputs for compliance.

H) Security Practices; Responsible Disclosure

We employ reasonable security measures appropriate to our Service, but no system is perfectly secure. If you discover a vulnerability, please email [email protected] with details (do not publicly disclose until we have confirmed a fix). We may acknowledge eligible researchers.

I) Data Residency; Backups; Retention

Customer data is stored on private servers (and trusted sub-processors) in the U.S. unless otherwise noted. We maintain backups for continuity but do not provide archival or records-management services. Export data you need to retain. After account closure, we may delete data following our retention schedule.

J) Children’s Privacy

The Service is not directed to children under 13, and we do not knowingly collect personal information from them.

K) FTC Endorsements & Testimonials Disclosure

If we publish testimonials or endorsements, we will disclose material connections (e.g., free access, discounts) as required by the FTC Endorsement Guides. Results are not typical and are not guaranteed.

L) Accessibility Statement (High-Level)

Assist aims to build accessible experiences and welcomes feedback at [email protected]. If you encounter barriers, contact us for alternatives.

M) DMCA Notice

If you believe content hosted or transmitted via the Service infringes your copyright, send a notice to [email protected] (or the postal address above) including required information (claimant identity, work identified, location of infringing material, statement under penalty of perjury, and your signature).

N) Contact

General: [email protected]
Billing: [email protected]
Privacy: [email protected]
Legal: [email protected]