Legal

Terms of Service

The legally binding agreement for the ImmigrateOS website, firm application, client portal, APIs, and integrations.

Effective date: August 18, 2026 · Last updated: August 21, 2026 · Version 2026.4

These Terms of Service are a contract. They are written for firms, staff, portal users, website visitors, and third-party reviewers (including Google, Microsoft, Stripe, and similar partners). They are not legal advice to a firm’s clients and are not a substitute for the firm’s own retainer. Related documents: Privacy Policy, Data Processing Addendum, and Security & compliance.

1. Agreement

These Terms of Service (the “Terms”) are a contract between you and ImmigrateOS (“ImmigrateOS,” “we,” “us”). They govern access to and use of:

the marketing website at immigrateos.com (the “Website”);
the firm application (currently app.immigrateos.com);
the client portal;
public booking pages and website enquiry forms we host for a firm;
our APIs, webhooks, documentation, and related software,

together with any updates, the “Service.”

If you create an organization, start a trial, pay for a subscription, click “I agree,” check an acceptance box, or use the Service on behalf of a firm, you agree to these Terms for that organization (the “Customer”). You represent that you are at least 18 years old and have authority to bind the Customer. If you do not have that authority, do not accept these Terms or use the Service on the firm’s behalf.

If you use the Service only as a firm’s client through the portal, Section 11 also applies to you.

ImmigrateOS is practice-management software for immigration consulting firms. It is business-critical tooling, not legal advice, and not a substitute for professional judgment, government systems, or the Customer’s file-retention duties. ImmigrateOS is not affiliated with IRCC, USCIS, CICC, or any government agency.

2. Related documents and order of precedence

The following documents form the agreement for the Service, in this order if they conflict:

A signed Enterprise order form, master services agreement, or Customer-specific data processing addendum for that Customer;
The Data Processing Addendum published at /dpa (a “DPA”), which applies to every Customer;
The then-current in-product Terms of Use that a user accepts at sign-in (firm staff or portal), including any firm addendum the Customer configures for portal users;
These Terms of Service;
The Privacy Policy;
Plan descriptions on the Pricing page in effect at the time of purchase or renewal.

We record versioned in-product acceptance (version, timestamp, IP address, and user-agent). A material update to in-product Terms of Use may require re-acceptance before the user may continue. Website visitors who do not create an account are bound by these Terms to the extent they use the Website.

3. Contents

4. Definitions

Customer Data means information the Customer and its users submit to the Service, including client records, case files, documents, messages, invoices, portal uploads, integration imports, and related metadata.
Staff User means a named individual the Customer authorizes to use the firm application.
Portal User means a client or other individual the Customer invites to the client portal.
Order Form means a written or electronic order, checkout confirmation, or Enterprise agreement specifying plan, term, and fees.
Third-Party Services means products the Customer connects or that we use as processors (including Google, Microsoft, Stripe, Square, Dropbox, QuickBooks, Xero, Slack, DocuSign, WorkOS, OpenRouter, Resend, and Vercel), as described in the Privacy Policy.

5. Eligibility, website use, and electronic communications

The Service is offered to businesses, not as a consumer product for personal, family, or household use. You must be 18 or older. You may not use the Service if you are barred under Canadian or other applicable law, or if you are on a denied-party or sanctions list.

You consent to receive electronic communications from us (in-product notices, email to the Owner or the address you provide, and posting on the Website). Those communications satisfy any legal requirement that we provide information in writing. Keep your email current.

The Website may include blogs, pricing, and other informational content. It is general information, not legal advice. We may change Website content without notice. You may not scrape the Website at scale, frame it without permission, or use it to send spam.

6. Account ownership and named users

Each ImmigrateOS workspace belongs to the Customer organization, not to an individual staff login. The person who creates the organization, or who is designated as Owner, controls the workspace: seats, billing, roles, integrations, and deletion requests.

Named users. Seats are for named people. Consultant seats cover roles that work files (including the Owner). Staff seats cover reception, administration, bookkeeping, and similar roles. Portal Users are not paid seats.
No shared logins. Sharing a password, or using one seat for two consultants, is not permitted. The product’s audit log, calendar, and permissions are built around named users.
Credentials. The Customer is responsible for all activity under its accounts. Notify us promptly of unauthorized access. We may require MFA.
Owner and Admin. Only an Owner or Admin may change the ImmigrateOS subscription, add paid seats, connect organization-level billing, or request organization deletion.
Transfer. If the firm is sold or the Owner leaves, the Customer must transfer Owner access in the product or contact us so the workspace is not stranded.

We may refuse, suspend, or reclaim an account that we reasonably believe was created without authority, in violation of these Terms, or for fraud.

7. Subscription and trial

Access to the firm application requires an active trial or paid subscription. Current self-serve plans, seat rules, storage, and AI credit allowances are published on our Pricing page and may change for future terms (not retroactively for a term already paid except as Section 34 allows).

7.1 Plans

Solo, Professional, and Business are self-serve subscriptions billed in Canadian dollars through Stripe.
Enterprise is scoped by Order Form: custom limits, security review, and commercial terms. Enterprise is not self-serve checkout.

7.2 Trial

New organizations receive a 14-day Professional trial unless we agree otherwise in writing. The trial includes Professional features so the firm can evaluate seats, portal branding, and AI. When the trial ends, the Customer must start a paid plan to keep using the Service. If payment is not completed, we may restrict or suspend the workspace. Trial accounts remain subject to these Terms, including acceptable use and data ownership.

7.3 Term and changes

Subscriptions renew automatically for the selected monthly or annual interval until cancelled. The Customer may upgrade, downgrade, or change monthly/annual billing in Settings, subject to plan limits (for example, a second consultant requires Professional). Downgrades take effect at the next renewal unless we apply them sooner. Feature availability, storage, AI credits, and seat pools follow the then-current plan.

We may modify plans, prices, or included limits. Price changes apply on the next renewal. If a change is material and adverse, we will give reasonable notice so the Customer can cancel before the new price takes effect.

8. Billing and taxes

Fees are in CAD, plus applicable taxes (GST, HST, PST, or similar). The Customer is responsible for taxes except taxes on our net income. The Customer authorizes ImmigrateOS and Stripe to charge the payment method on file for:

The selected plan (monthly, or annual billed as ten months for twelve — “two months free” as advertised on the Pricing page);
Extra consultant and staff seats;
Storage and AI credit add-ons purchased at checkout;
Any other amounts the Customer agrees to in the product or an Order Form.

Client invoice payments (Stripe Connect or Square) are the Customer’s collections from its own clients. Those charges are separate from the ImmigrateOS subscription. ImmigrateOS does not store card numbers and is not the merchant of record for the Customer’s client invoices.

Invoices and payment-method updates are available in Settings through the Stripe billing portal. Failed or overdue payments may result in dunning emails, then suspension of the Service until the balance is paid. The Customer remains responsible for fees incurred before suspension.

Usage that exceeds included storage, AI credits, or seats may be blocked, require an add-on, or require an upgrade. We will warn before an upload is blocked for storage. Unused monthly AI credits do not roll over unless a purchased pack says otherwise at checkout.

9. Cancellation

The Customer may cancel a self-serve subscription at any time in Settings (Stripe billing portal). Cancellation is at period end: the workspace stays active through the paid month or year already billed, then does not renew.

Cancel during the trial and you will not be charged if no paid subscription has started.
Cancel a monthly plan and access continues until the current billing period ends.
Cancel an annual plan and access continues until the annual term ends; the remaining term is not refunded except as described under Refunds.

Cancelling the subscription is not the same as deleting the organization. After the period ends, we may place the workspace in a restricted or read-only state, then apply the data-deletion process below. Export what you need before the period ends.

Enterprise cancellation follows the Order Form. Either party may also terminate for cause as described under Termination.

10. Refunds

Except where required by law, fees are non-refundable. That includes unused time in a billing period, unused seats, unused storage, unused AI credits, and annual terms paid in advance.

We may, at our discretion, issue a refund or credit for duplicate charges, billing errors, or a Service failure that is our material breach and is not cured. Chargebacks initiated without first contacting us may be treated as a payment failure and can lead to suspension.

If consumer or other mandatory refund rules apply to a specific purchase, those rules control to the extent they cannot be waived. ImmigrateOS is sold to businesses; these Terms are intended as a B2B subscription.

11. Client portal

The Customer may invite Portal Users. Portal accounts use a separate WorkOS project from firm-staff login. The Customer remains the controller of portal content and is responsible for:

who is invited and what they can see, upload, pay, or sign;
the Customer’s own portal terms, privacy links, and branding;
obtaining consents required to process Portal User information in the Service.

Portal Users must accept the then-current ImmigrateOS portal Terms of Use (and any firm addendum) to use the portal. If they do not agree, they must not use the portal. Portal Users receive a limited, revocable licence to access only the records the Customer makes available, solely to interact with that firm. They must not share login credentials or attempt to access another client’s file.

ImmigrateOS is not a party to the Customer’s retainer with Portal Users and is not responsible for the quality of the Customer’s immigration advice, filing outcomes, or refunds the Customer owes its clients.

12. Public booking and enquiry pages

If the Customer enables a public booking page, visitors may schedule consultations. If the Customer enables website enquiry capture, visitors may submit name, email, phone, program interest, and a message on a hosted /enquire page or an embed of that page. The Customer is responsible for the page’s content, availability, and any professional or advertising rules that apply to public-facing intake. Information submitted on those pages is Customer Data.

13. Integrations and Third-Party Services

Optional integrations are described on /integrations and in the Privacy Policy. By connecting an integration, the Customer instructs ImmigrateOS to access the connected account using the scopes the user grants, solely to provide that feature.

Third-Party Services are not under our control. Their terms, privacy policies, availability, and fees apply in addition to these Terms.
The Customer represents that it has the right to connect the account (for example, a firm Google Workspace or Microsoft 365 account it is authorized to use).
We are not liable for data the Customer sends to a Third-Party Service, or for that vendor’s acts or omissions, except to the extent caused by our failure to follow the Customer’s documented instructions.
The Customer may disconnect integrations at any time in Settings. Disconnecting stops further sync or import; copies already imported into ImmigrateOS remain Customer Data until deleted.
If a vendor changes or withdraws an API, we may modify or discontinue the affected integration with reasonable notice where practical.

Current optional integrations include Stripe Connect, Square, QuickBooks Online, Xero, Google Drive, Google Calendar (including optional Google Meet conference links), OneDrive, Outlook / Microsoft 365 Calendar, Apple Calendar, Dropbox, Twilio SMS, Slack incoming webhooks, DocuSign, and customer-configured webhooks or REST API access, as enabled on the Customer’s plan.

If the Customer connects Twilio, the Customer provides its own Account SID and Restricted API key, purchases and registers its own numbers, and is billed by Twilio. ImmigrateOS does not sell phone numbers or sit in the SMS billing path. The Customer is the sender of record and is responsible for CASL, TCPA, and similar anti-spam consent. Clients may reply STOP or START; ImmigrateOS records that opt-out on the client file.

14. Google APIs

If the Customer connects Google Calendar or Google Drive, use of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements, as further described in our Privacy Policy — Google API services.

Google Calendar is used for two-way sync of ImmigrateOS appointments (create, update, and delete corresponding events; read those events so changes on Google Calendar update ImmigrateOS; optionally attach a Google Meet conference to an event when the consultant sends a video meeting link). Scopes: calendar events and user email.
Google Drive is used for one-way, user-initiated import of files the user selects into a client or case record. Scope: read-only Drive access and user email. We do not write to Drive or mirror the user’s entire Drive.

Google user data is not used for advertising, is not sold, and is not used to train ImmigrateOS’s own models. The Customer may revoke access in ImmigrateOS Settings or in the Google Account permissions page.

15. API, webhooks, and automation

If the Customer’s plan includes API keys or webhooks, the Customer must keep credentials confidential, use them only for the Customer’s internal business, respect rate limits, and not use the API to build a competing product or to access another customer’s data. Webhook endpoints the Customer registers must be secured (HTTPS). Event payloads may contain personal information; the Customer is responsible for the systems that receive them (including Zapier, Make, or a custom CRM). We may suspend API access for abuse, security risk, or non-payment.

16. AI features

AI features are optional. Output is a draft for human review. The Customer must not submit AI output to a client or government authority without competent review. The Customer must not use AI features to generate content that violates acceptable use, or to process data the firm has disabled for AI.

We do not use Customer Data to train ImmigrateOS’s own models. Third-party model providers process prompts and selected context only when a user runs an AI feature, as described in the Privacy Policy. AI credits, overages, and plan limits follow the Pricing page and checkout terms. We do not warrant that AI output is accurate, complete, or appropriate for any filing.

17. Electronic signatures

The Service may allow the Customer to send documents for electronic signature (native e-sign and, optionally, DocuSign). The Customer is responsible for determining whether electronic signatures are legally sufficient for a given document and jurisdiction, for authenticating signers, and for retaining signed copies as required by professional rules. ImmigrateOS is not a law firm and does not guarantee that a particular e-signed document will be enforceable. DocuSign envelopes are also subject to DocuSign’s terms.

Clicking agree, checking a box, or signing in-product constitutes the user’s electronic signature for these Terms and for in-product Terms of Use.

18. Acceptable use

The Customer and its users must not:

Use the Service for any unlawful purpose, or to store or transmit content they do not have the right to process;
Share login credentials, bypass seat limits, or probe the Service for unauthorized access;
Interfere with, overload, or disrupt the Service, or attempt to reverse engineer it except as allowed by law;
Scrape the Website or APIs at scale, or use the Service to send spam or unsolicited bulk messages in violation of CASL or other anti-spam law;
Upload malware, or attempt to extract data belonging to another ImmigrateOS customer;
Use AI features to generate content they will submit to a client or government authority without human review;
Resell, white-label, or sublicense the Service except under a written partner or Enterprise agreement;
Misrepresent affiliation with IRCC, USCIS, CICC, or any government body, or use ImmigrateOS branding in a way that suggests government endorsement;
Use Google, Microsoft, or other integration data except as permitted by that vendor’s terms and our Privacy Policy (including Google Limited Use);
Store or process data in a way that would make ImmigrateOS a consumer reporting agency or similar regulated credit bureau.

We may investigate suspected violations, suspend access, remove content that creates legal or security risk, and report unlawful activity.

19. Customer responsibilities

The Customer is the controller of its client and case files. ImmigrateOS processes that data on the Customer’s instructions. The Customer is responsible for:

Obtaining consents and lawful bases required to collect, store, and process client information in the Service, including PIPEDA, applicable provincial rules, and professional-conduct rules (including CICC where it applies);
The accuracy, completeness, and professional adequacy of records, advice, forms, and submissions;
Configuring roles, MFA, retention, AI settings, portal access, and integrations so they match the firm’s obligations;
If the Customer connects Twilio, remaining the sender of record for SMS — buying and registering its own numbers, paying Twilio directly, and obtaining CASL (or equivalent) consent before texting clients. ImmigrateOS does not provision phone numbers;
Keeping credentials confidential and notifying us promptly of unauthorized access;
Reviewing every AI draft, checklist, extraction, or message before it is sent to a client or used in a government filing;
Exporting and retaining files the firm must keep after cancellation, in line with professional file-retention rules;
Taxes, client invoicing, payment disputes with the Customer’s own clients, and PCI obligations of the Customer as a merchant when using Stripe Connect or Square;
Content the Customer or its users upload, including that it does not infringe third-party rights.

20. Customer Data and licence to us

As between the parties, the Customer owns Customer Data. The Customer grants ImmigrateOS a worldwide, non-exclusive licence to host, copy, process, transmit, display, encrypt, back up, and otherwise use Customer Data solely to provide, secure, support, and improve the Service, to prevent abuse, and to comply with law. We do not use Customer Data to train ImmigrateOS’s own models. AI processing by third-party providers occurs only when the Customer uses those features.

We may generate de-identified or aggregated operational metrics (for example plan usage or reliability statistics) that do not identify the Customer or its clients. Those metrics are ImmigrateOS data.

If we receive a third-party legal demand for Customer Data, we will, unless prohibited, notify the Customer so the Customer may seek a protective order. We will disclose only what we reasonably believe we are legally required to disclose.

The Data Processing Addendum applies to every Customer. Processing instructions for Customer Data are that DPA, these Terms, the Privacy Policy, and the Customer’s configuration in the product. A signed Enterprise DPA, if one exists, controls if it conflicts with the public DPA.

21. Intellectual property and feedback

ImmigrateOS, the Service, our branding, documentation, UI, templates we supply, and all related intellectual property remain ours or our licensors’. These Terms grant a limited, non-exclusive, non-transferable, non-sublicensable right to use the Service during the subscription, solely for the Customer’s internal immigration practice. No other licence is granted.

The Customer must not copy, modify, or create derivative works of the Service, or remove proprietary notices, except as the law allows. Feedback the Customer gives us may be used to improve the Service without obligation or royalty.

If the Customer uploads templates, logos, or other materials, it warrants that it has the rights to do so. Portal branding and custom content remain the Customer’s, subject to the licence in Section 20.

If you believe content on the Service infringes your copyright, send a notice to hello@immigrateos.com with the information reasonably required to identify the work, the material, your contact details, and a statement of good-faith belief. We may remove material and, where appropriate, suspend repeat infringers.

22. Confidentiality

Each party may receive non-public information of the other (“Confidential Information”). Customer Data is the Customer’s Confidential Information. Our product, pricing not on the public site, security documentation, and non-public roadmaps are ours.

The receiving party will use Confidential Information only to perform under these Terms, protect it with at least reasonable care, and not disclose it except to personnel and processors who need it and are bound by confidentiality obligations, or as required by law (with notice if legally permitted). Confidentiality does not apply to information that is public through no fault of the receiver, independently developed, or rightfully received from a third party without duty of confidence.

These confidentiality duties survive for three years after termination, and indefinitely for Customer Data and trade secrets for as long as they remain non-public.

23. Availability, support, and force majeure

We will use commercially reasonable efforts to keep the Service available. Immigration practices depend on the product being reachable; we design for that, but these self-serve Terms do not include a formal uptime SLA or service credits. Enterprise customers may negotiate availability terms in an Order Form.

The Service may be interrupted for maintenance, deployments, failures of Google Cloud or other processors, internet issues, or events beyond our reasonable control (force majeure), including acts of God, epidemic, labour dispute, utility failure, cyberattack not caused by our failure to use reasonable safeguards, or change in law. We will try to schedule disruptive maintenance with notice when practical.

Third-Party Services the Customer enables have their own availability. We are not responsible for those vendors’ outages or for government portals (IRCC, USCIS, or others) that the Service does not operate.

Support is email-based on Solo and priority on Professional and Business, as described on the Pricing page. Support does not include performing the Customer’s casework or guaranteeing a government outcome. We do not provide 24/7 guaranteed response on self-serve plans unless an Order Form says otherwise.

24. Beta and pre-release features

We may offer features labelled beta, preview, or similar. Those features are provided as-is, may be changed or withdrawn at any time, may be less reliable, and are excluded from any SLA. Confidentiality still applies. Do not rely on a beta feature for a filing deadline without a fallback.

25. Disclaimers

The Service is provided “as is” and “as available.” To the maximum extent permitted by law, we disclaim all warranties, whether express, implied, or statutory, including merchantability, fitness for a particular purpose, title, quiet enjoyment, and non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or free of harmful components, or that it will meet a particular filing deadline or produce any immigration result.

ImmigrateOS does not provide legal advice. Checklists, AI drafts, risk flags, extracted fields, and reminders are tools for the Customer’s review. The Customer remains solely responsible for advice given to clients, the completeness of files, and all submissions to government authorities.

We are not a party to the Customer’s retainer with its clients and are not responsible for refunds the Customer owes those clients. Third-Party Services are provided by their vendors, not by ImmigrateOS.

Some jurisdictions do not allow certain disclaimers. In that case, the disclaimer applies to the maximum extent permitted.

26. Indemnification

26.1 By the Customer

The Customer will defend and indemnify ImmigrateOS and its directors, officers, employees, and contractors against claims, damages, losses, and reasonable legal fees arising from: (a) Customer Data; (b) the Customer’s immigration advice, filings, or client relationships; (c) a user’s misuse of the Service or breach of these Terms; (d) the Customer’s use of Third-Party Services; or (e) alleged infringement arising from content or branding the Customer uploads, except to the extent caused by our willful misconduct.

26.2 By ImmigrateOS

We will defend and indemnify the Customer against a third-party claim that the Service, as provided by us and used in accordance with these Terms, directly infringes a Canadian or US patent, copyright, or trademark, provided the Customer gives prompt notice, reasonable cooperation, and sole control of the defence. We may (at our option) modify the Service, obtain a licence, or terminate the affected portion and refund prepaid fees for the unused remainder of the term. This obligation does not apply to claims arising from Customer Data, combinations not provided by us, or use after we notify the Customer to stop.

This Section 26 is the exclusive remedy for the intellectual-property claims it covers.

27. Limitation of liability

Because the Service holds business-critical case files, the parties allocate risk as follows — to the maximum extent permitted by law:

No indirect damages. Neither party is liable for lost profits, lost revenue, lost data (except our obligation to provide export tools and backups as described), lost goodwill, business interruption, replacement software, or any indirect, incidental, special, consequential, or punitive damages, even if advised of the possibility.
Cap. ImmigrateOS’s total liability arising out of these Terms or the Service is limited to the fees the Customer paid us for the Service in the twelve (12) months before the claim (or, during an unpaid trial, one hundred Canadian dollars (CAD $100)).

These limits do not apply to a party’s fraud or willful misconduct, the Customer’s payment obligations, the Customer’s indemnification obligations, or liability that cannot be limited under applicable law (including, where such exclusion is forbidden, death or personal injury caused by negligence). The Customer is responsible for maintaining its own copies of records it must keep for professional or legal reasons.

Multiple claims do not enlarge the cap. The limitations apply whether the claim is in contract, tort (including negligence), strict liability, or otherwise.

28. Suspension and termination

The Customer may stop using the Service by cancelling as described above. We may suspend or terminate the Service immediately if:

The Customer materially breaches these Terms and does not cure within 15 days after notice (or immediately if the breach is not curable, including payment fraud or a severe security or acceptable-use violation);
Fees remain unpaid after notice and any grace period we provide;
We are required to do so by law, or continuing would create a material legal or security risk;
We discontinue the Service, in which case we will give reasonable notice and a chance to export Customer Data.

On termination or expiry, the licence to use the Service ends. Sections that by their nature should survive — including fees owed, Customer Data (to the extent retained), intellectual property, confidentiality, disclaimers, limitation of liability, indemnification, export/deletion, governing law, and this survival sentence — remain in effect.

29. Data export and deletion

The Customer may export client records, case history, documents, and financial data from the product (Settings → Import & Export) while the subscription is active. We recommend completing an export before cancellation takes effect.

Organization deletion is a support-reviewed request from an Owner or Admin — not an instant self-serve wipe — so we can verify identity and avoid destroying regulated files by accident. After we approve deletion, remaining workspace data is scheduled for removal from production systems, subject to backup cycles and legal holds, as described in the Privacy Policy.

Deleted items in trash are recoverable for the retention window the Customer configures (typically 7–90 days), then permanently removed. We may retain billing records, audit information required by law, Terms-acceptance records, and backups that age out on the backup cycle.

If the Customer does not export or request deletion after the subscription ends, we may delete or de-identify remaining Customer Data after a reasonable waiting period. Professional file-retention duties remain the Customer’s, not ImmigrateOS’s.

Individuals who want access to or deletion of their personal information held in a firm’s workspace should contact that firm. Procedures are in the Privacy Policy.

30. Export control, sanctions, and anti-corruption

The Customer represents that it is not located in, and will not use the Service for the benefit of, a country or person prohibited under Canadian, US, UK, or EU export-control or sanctions laws. The Customer will not use the Service to violate anti-bribery laws, including the Canadian Corruption of Foreign Public Officials Act and the US Foreign Corrupt Practices Act. We may suspend the Service if we reasonably believe continued access would violate those laws.

31. Publicity

We may identify the Customer by name and logo as a customer on the Website and in sales materials unless the Customer opts out by emailing hello@immigrateos.com. We will not claim a government endorsement. Neither party will issue a press release about the other without prior written consent, except that we may respond factually to inquiries about whether the Customer uses the Service.

32. Governing law and disputes

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable there, without regard to conflict-of-law rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

The courts of Toronto, Ontario have exclusive jurisdiction over disputes arising out of these Terms or the Service, except that ImmigrateOS may seek injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual property, Confidential Information, or the security of the Service.

Before filing a claim (other than for injunctive relief or unpaid fees), the parties will attempt in good faith to resolve the dispute by notice to the contacts in Section 35. Nothing in this paragraph requires arbitration unless an Order Form says so.

33. General

Entire agreement. These Terms, the Privacy Policy, in-product Terms of Use, and any Order Form or DPA are the entire agreement for the Service and supersede prior discussions on the same subject. Purchase-order terms the Customer issues do not apply unless we sign them.
Assignment. The Customer may not assign these Terms without our consent, except to an affiliate or successor in a merger or sale of the practice, provided the assignee is not a competitor and agrees in writing to be bound. We may assign these Terms in connection with a corporate transaction. Any other attempted assignment is void.
Notices. Notices to ImmigrateOS must be sent to hello@immigrateos.com (legal notices: include “Legal notice” in the subject). Notices to the Customer may be sent to the Owner’s email, the billing email, or posted in the product, and are deemed given when sent or posted.
Waiver and severability. Failure to enforce a provision is not a waiver. If a provision is unenforceable, it will be modified to the minimum extent necessary, and the rest remains in effect.
Relationship. The parties are independent contractors. These Terms do not create a partnership, joint venture, employment, or fiduciary relationship. There are no third-party beneficiaries except as stated in the indemnification section.
Headings and language. Headings are for convenience only. These Terms are in English. If we provide a translation, the English version controls except where law requires otherwise.
Interpretation. “Including” means “including without limitation.” References to “Sections” are to these Terms.

34. Changes

We may update these Terms from time to time. The “Last updated” date and version will change when we do. Material changes will be posted on this page and, for active Customers, we will provide notice by email or in the product. Continued use after the effective date constitutes acceptance, except that if a change is material and adverse and the Customer does not agree, the Customer may cancel before the next renewal and continue under the prior Terms until that period ends. In-product Terms of Use may additionally require a new clickwrap acceptance.

Prior versions are available on request at hello@immigrateos.com.

35. Contact

Questions about these Terms, billing, integrations, or a legal notice:

Email: hello@immigrateos.com
Website: immigrateos.com/contact