DealView Terms of Use

Welcome to DealView.io ("DealView", "we", "our", or "us"). These Terms of Use ("Terms") govern your access to and use of the DealView platform, services, and website (collectively, the "Platform").

By accessing or using DealView, you ("Customer", "you" or "your") agree to be bound by these Terms. If you are using DealView on behalf of a company or organization, you represent that you are authorized to accept these Terms on its behalf.

1. Overview of Services

DealView is a contract intelligence platform that enables businesses to:

• Upload, store, and organize legal agreements
• Use AI to extract contract metadata and identify key terms, risks, and deadlines
• Integrate with third-party tools like CRMs, ERPs, and e-signature platforms
• Monitor contract lifecycle milestones via dashboards and notifications

2. Account Registration and Responsibilities

• You must provide accurate information to create and maintain your account.
• You are responsible for all activity under your account and for maintaining the confidentiality of your credentials.
• You agree not to share your login or grant unauthorized access to your account.

Account roles include Admin, Member, and Viewer with different permission levels:

• Only Admins can delete contracts or modify workspace settings
• You are responsible for assigning appropriate roles
• We are not liable for actions taken by users with granted permissions

2.1 Workspaces and Multi-Organization Management

• You may create multiple workspaces for divisions, portfolio companies, or departments
• Each workspace maintains separate data isolation and access controls
• You are responsible for managing user permissions across workspaces
• Cross-workspace analytics and reporting features aggregate data you have access to

3. Customer Data and Sensitive Legal Documents

You retain ownership of all data and documents you upload to the Platform ("Customer Data").

You acknowledge that Customer Data may include sensitive legal, financial, or confidential business information, and you are solely responsible for ensuring:

• You have full legal rights to upload, store, and process such data
• No applicable law, regulation, or contractual obligation is violated in doing so

By uploading documents to DealView, you assume all responsibility for the confidentiality, legality, and appropriateness of that data.

For contracts hosted at external URLs:

• You may enable automatic monitoring for changes
• You represent that you have rights to access and monitor these URLs
• DealView is not responsible for external URL availability

While we use commercially reasonable administrative, technical, and physical safeguards to protect Customer Data, we do not guarantee absolute security, and you assume all risk for the storage and transmission of sensitive legal documents.

4. Use of External AI Technology

DealView uses external artificial intelligence ("AI") technologies to support features such as document parsing, metadata extraction, clause analysis, and risk detection.

By using the Platform, you acknowledge and agree that:

• Portions of your uploaded documents and data may be securely transmitted to and processed by third-party AI services to deliver the features offered
• These systems operate under their own privacy and data-handling policies
• DealView makes reasonable efforts to anonymize, minimize, or encrypt any sensitive content sent to these systems
• Continued use of DealView constitutes consent to this type of data processing
• You are solely responsible for reviewing and validating any AI-generated insights before using them for business or legal decision-making

DealView offers multiple AI deployment options:

• Standard cloud-based AI processing via OpenAI
• Azure OpenAI Service for enterprise data residency requirements
• Support for on-premise AI deployment (Enterprise+ plans)
• Zero data retention options available for sensitive contracts

5. Contract Creation Tools

DealView provides tools for creating, editing, and managing contract templates and drafts. By using these features, you acknowledge and agree that:

• DealView provides tools for contract management, not legal services or legal advice
• Templates, skeletons, and clause libraries are provided for organizational convenience only
• DealView does not warrant that any template, clause, skeleton, or AI-generated content is legally sufficient, enforceable, or appropriate for your specific situation, industry, or jurisdiction
• You are solely responsible for all contract content you create, edit, or execute using DealView
• You must consult qualified legal counsel before executing any agreement

5.1 Skeleton Templates

DealView provides "skeleton templates" that offer structural outlines for common contract types. These skeletons:

• Contain section headings and organizational structure only
• Do not contain substantive legal language or clauses
• Require you to fill in all legal terms and provisions yourself
• Are not a substitute for professional legal drafting

5.2 AI-Assisted Content

When using AI features for content suggestions:

• AI-generated content is provided as suggestions only
• DealView makes no representations about the legal sufficiency of AI-generated content
• You must review, modify, and approve all AI suggestions before use
• AI suggestions are clearly labeled as such within the Platform
• You retain full responsibility for any AI-suggested content you choose to incorporate

6. Use Restrictions

You agree not to:

• Use the Platform for any unlawful or unauthorized purpose
• Upload malicious code, infringing materials, or unauthorized personal data
• Attempt to reverse engineer, disrupt, or degrade Platform performance
• Rely solely on AI-generated outputs as legal or compliance advice

Fair use limitations apply to:

• API usage rates
• Bulk operations
• AI processing requests
• Specific limits depend on your subscription tier

Competitive use restrictions:

• You may not use the Platform to develop a competing product or service
• You may not perform competitive benchmarking or analysis using the Platform
• You may not resell, sublicense, or commercialize access to the Platform
• You may not provide contract analysis services to third parties using the Platform unless explicitly authorized in writing by DealView

7. Subscription, Billing, and Renewals

• Subscription fees are billed according to your selected plan or enterprise agreement
• Payments are non-refundable unless otherwise stated
• Failure to pay may result in suspended access or data retention limits

Subscription plans include:

• Freemium (limited features)
• Starter, Professional, Enterprise, Portfolio, and Enterprise+ tiers
• Add-on pricing for additional users, contracts, and workspaces
• Custom pricing available for special requirements

8. Third-Party Integrations

You may optionally connect DealView to third-party services. In doing so:

• You grant us permission to access and use data from those systems as needed
• We are not liable for third-party system failures or data loss

Current supported integrations include:

• Cloud Storage: Google Drive, Microsoft OneDrive/SharePoint, Dropbox, Box
• CRM: Salesforce
• Future integrations may be added and will be subject to these terms

9. Intellectual Property

• DealView owns all rights, title, and interest in the Platform, including code, UI, and underlying technologies (excluding your Customer Data)
• You are granted a limited, non-transferable license to use the Platform per your subscription

10. Use of Aggregate and Anonymized Data

DealView may compile and use aggregate, de-identified, or anonymized data derived from Customer Data and usage of the Platform for purposes including:

• Improving the performance and functionality of the Platform
• Developing new products and features
• Generating industry benchmarks, insights, and reports
• Marketing and business development activities

Such data will not identify you or your company, and will not include any confidential contract terms or sensitive customer information in a manner that could reasonably be re-associated with you.

11. Termination

• You may terminate your account at any time via your dashboard or by contacting support
• We may suspend or terminate your access for violations of these Terms or applicable law

Upon termination:

• You retain full ownership of your Customer Data
• We provide 90 days to export your data
• Export includes all contracts, analysis results, and metadata
• Data export is provided in standard formats (PDF, CSV, JSON)

12. Disclaimers and Limitation of Liability

The Platform is provided "as is" and "as available" without warranties of any kind, whether express, implied, or statutory, including but not limited to implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

We are not liable for damages arising from:

• Your reliance on AI-generated outputs
• Loss or compromise of sensitive legal documents
• Actions by third-party AI vendors or integration partners
• Errors, omissions, or inaccuracies in AI-generated analyses
• Your decisions based on Platform outputs

DealView does not warrant that risk assessments or clause recommendations are legally sufficient, enforceable, or appropriate for your use case.

EXCLUSION OF CONSEQUENTIAL DAMAGES:

IN NO EVENT SHALL DEALVIEW, ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITIES, GOODWILL, OR USE, EVEN IF DEALVIEW HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

To the maximum extent permitted by law, our total liability for all claims arising out of or relating to these Terms or your use of the Platform is limited to the amount you paid to DealView in the twelve (12) months preceding the claim.

13. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Delaware, without regard to its conflict of law principles. Any disputes arising out of or relating to these Terms or the use of the Platform shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) and held in Wilmington, Delaware.

14. Changes to Terms

We may update these Terms periodically. Updates will be posted here and emailed to the primary account holder. Continued use of the Platform constitutes acceptance.

15. Beta Features

From time to time, we may offer beta features or functionality. Such features are provided "as is" and may be discontinued at any time. Your use of beta features is at your own risk.

16. Compliance and Security

• DealView is building toward SOC 2 Type II certification
• We support GDPR and CCPA compliance requirements
• Data Processing Agreements (DPA) available upon request
• All data encrypted at rest (AES-256) and in transit (TLS 1.3)

17. Contact Information

If you have questions about these Terms or our use of AI technologies, please contact: legal@dealview.io

18. Indemnification

You agree to indemnify, defend, and hold harmless DealView, its affiliates, officers, directors, employees, agents, and licensors from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to:

• Your use of the Platform
• Your Customer Data or any content you upload
• Your violation of these Terms or any applicable law or regulation
• Your infringement of any third-party rights, including intellectual property rights
• Any dispute between you and a third party relating to your use of AI-generated content from the Platform
• Your failure to obtain necessary consents or authorizations for uploaded content

19. Severability

If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the validity, legality, and enforceability of the remaining provisions shall not be affected or impaired thereby. The invalid, illegal, or unenforceable provision shall be modified to the minimum extent necessary to make it valid, legal, and enforceable while preserving the parties' original intent.

20. Entire Agreement

These Terms, together with our Privacy Policy and any applicable Order Form, Enterprise Agreement, or Data Processing Agreement, constitute the entire agreement between you and DealView regarding the Platform and supersede all prior or contemporaneous agreements, understandings, negotiations, and communications, whether written or oral, relating to the subject matter hereof.

21. Assignment

You may not assign or transfer these Terms or any rights or obligations hereunder without the prior written consent of DealView. DealView may assign these Terms in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets without your consent. Any attempted assignment in violation of this section shall be void. These Terms shall be binding upon and inure to the benefit of the parties and their respective successors and permitted assigns.

22. Force Majeure

DealView shall not be liable for any delay or failure to perform any obligation under these Terms resulting from causes outside our reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, epidemics, pandemics, labor disputes, internet service provider failures, failures of third-party AI providers, or other events beyond our reasonable control. During any such event, DealView's obligations shall be suspended to the extent affected.

23. Regulatory Compliance Disclaimer

If you operate in a regulated industry, you are solely responsible for ensuring your use of the Platform complies with all applicable laws, regulations, and industry standards. This includes but is not limited to:

• Healthcare: HIPAA, HITECH, state health privacy laws
• Financial Services: FINRA, SEC regulations, Dodd-Frank, state banking laws
• Legal Services: State bar rules, attorney-client privilege requirements
• Government: FedRAMP, ITAR, state procurement regulations
• International: GDPR, local data protection laws, cross-border transfer requirements

AI-generated outputs from the Platform should not be used as a substitute for compliance review by qualified professionals in your industry. DealView does not provide legal, regulatory, or compliance advice.