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. 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

6. 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

7. 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

8. 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

9. 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.

10. 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)

11. Disclaimers and Limitation of Liability

The Platform is provided "as is" without warranties of any kind.

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

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

To the maximum extent permitted by law, our total liability is limited to the amount you paid in the prior 12 months.

12. Governing Law

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.

13. 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.

14. 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.

15. Compliance and Security

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

16. Contact Information

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