Authorized Use
Users may access the platform only through accounts and tenant memberships assigned to them. Shared credentials, unauthorized tenant access, and abuse of APIs or automation are prohibited.
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Terms of Service
These terms summarize platform access, account responsibilities, acceptable use, and service boundaries.
Customer Responsibilities
Customers are responsible for the accuracy of imported data, operational approvals, regulatory submissions, integration configuration, and user permission management.
Service Operations
The platform may perform maintenance, queued processing, backups, document scanning, AI extraction, and integration retries to support subscribed workflows.
Data And Compliance
The service provides controls for traceability, auditability, and reporting, but customers remain responsible for validating outputs and meeting jurisdiction-specific compliance obligations.
Limitations
Sandbox connectors, demo data, and pre-production environments must not be treated as live financial, legal, or regulatory systems until production configuration is complete.