Welcome to OfficeReady.ai. Please read these Terms and Conditions and our Privacy Policy (together, the “Terms”) carefully. You agree to the Terms by using this website or the OfficeReady services, as described below.

1. Acceptance of the Terms

The Terms are entered into by and between you (referred to as “you” and, if you have subscribed to the Services, “Client”) and OfficeReady, Inc., doing business as OfficeReady.ai (“OfficeReady,” “we,” “our,” or “us”). The Terms govern your access to and use of the OfficeReady website, dashboard, and software (collectively, the “Platform”) and the OfficeReady Services, as defined below, whether as a guest or a Client.

By using the Platform, you accept and agree to be bound by these Terms and our Privacy Policy, which is incorporated by reference. If you do not agree to these Terms or the Privacy Policy, do not access or use the Platform or any OfficeReady Services.

2. Term

This agreement remains in full force and effect while you use the Platform or Services. All provisions of the Terms that by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

3. Eligibility

The Platform and Services are intended only for access and use by individuals at least eighteen (18) years old acting on behalf of a business. If you are not at least eighteen (18) years old, you are prohibited from accessing or using the Platform and Services. By subscribing on behalf of a business, you represent that you are authorized to bind that business to these Terms.

4. Changes to the Terms

We may revise and update these Terms from time to time at our sole discretion. All changes are effective when posted and apply to all access to and use of the Platform and Services thereafter. For material changes, we will notify Clients by email. Your continued use of the Platform or Services following the posting of revised Terms means you accept and agree to the changes.

5. The Services

5.1 AI Front Office Services

OfficeReady provides AI-powered front office services to its Clients, which may include: AI call answering; caller greetings; lead capture, intake, and qualification; missed-call text-back; SMS-based conversational intake; appointment requests and booking support; call recordings, transcripts, and summaries where enabled; CRM synchronization; internal notifications by SMS and email; escalation and routing of calls and messages to the Client’s own team; reporting and analytics; and other services introduced from time to time. Collectively, these are the “Services.”

OfficeReady is an AI-first platform. Calls and messages handled through the Services are answered by artificial intelligence agents, not by live human operators employed by OfficeReady. When a matter requires human attention, the Services escalate or route it to contacts designated by the Client within the Client’s own organization.

5.2 Setup and Configuration

When you subscribe, we work with you to configure the Services for your business, including your business profile, hours, service areas, services offered, intake questions, routing rules, and escalation contacts. For each interaction type, you decide what information the Services collect from callers and how that information is conveyed to you. You are responsible for the accuracy and completeness of the configuration information you provide, and for keeping it current.

5.3 Reasonable Use

All plans are subject to reasonable use. Usage patterns that are inconsistent with normal business operation, that artificially inflate or suppress call or message volume, or that abuse included usage allowances may result in overage charges, plan adjustment, or account suspension or termination at our discretion.

5.4 Service Communications and SMS to Client

By subscribing to the Services and providing a mobile number, you expressly consent to receive SMS messages, emails, and other communications from OfficeReady related to the Services. These include call and lead notifications, escalation and urgent-call alerts, appointment and booking updates, activity summaries and digests, account, billing, and renewal notices, service and outage announcements, and onboarding and support communications. Marketing messages are sent only with separate opt-in consent. Message frequency varies based on your configuration and call activity. Message and data rates may apply. You may opt out of SMS messages at any time by replying STOP to any message and may get help by replying HELP or contacting support@officeready.ai. Because the Services depend on notifications to alert you to leads, escalations, and urgent calls, opting out of operational messages may materially limit the value of the Services, and OfficeReady is not responsible for missed leads, escalations, or other consequences of your opt-out. Service-related announcements we believe are necessary, such as outage or security notices, may be sent by email even if you have opted out of SMS.

If you enroll employees or staff members to receive notifications through the Services, you represent and warrant that you have obtained each person’s consent to receive those messages at the number provided, and you agree to promptly remove any number upon that person’s request or departure. Wireless carriers are not liable for delayed or undelivered messages.

6. Administrative Access to Client Systems

At your request, the Services may access your computer systems or third-party online services (your “Systems”) to complete intake forms, book appointments, sync data, or perform other tasks at your direction and with your consent (“Administrative Services”). If you ask us to perform Administrative Services:

• You must provide credentials or authorized API access (“Access Credentials”) that the Services can use to access and update the Systems you designate.
• You consent to OfficeReady using the Access Credentials to access your Systems, you confirm you can set access permission levels, you confirm you have granted the permissions necessary, and you confirm you have limited our access to only the Systems and functions you want us to use.
• If a System is provided by a third party, you represent and warrant that you are entitled and authorized to provide us that access under your agreement with the third-party provider.
• If the Access Credentials or permissions you provide do not allow us to access your Systems or perform requested Administrative Services, we have no obligation to perform them.

You release OfficeReady and its affiliates, officers, directors, agents, and employees from all liability, claims, demands, and damages of every kind, known and unknown, arising out of or connected with our possession of Access Credentials, accessing your Systems, or performing Administrative Services, except to the extent caused by our gross negligence or willful misconduct. You further agree to indemnify, defend, and hold harmless OfficeReady against any third-party claim arising from or relating to our use of the Systems you asked us to access or the Access Credentials you provided.

7. Client Responsibilities and Legal Compliance

7.1 Call Recording Consent

Call recording and transcription laws vary by state and country, and some jurisdictions require all-party consent. Recording settings are configurable, including disabled recording, recording with an announcement, transcript only, or summary only. You are solely responsible for selecting a configuration that is lawful in the jurisdictions where your callers are located, and for any additional disclosures your business is required to make.

7.2 Telephone and Messaging Compliance

If you use the Services to place outbound calls or send SMS messages, you must comply with, and are solely responsible for complying with, all applicable laws, rules, and regulations, including without limitation the Telephone Consumer Protection Act (47 U.S.C. § 227), the Telemarketing Sales Rule (16 C.F.R. Part 310), CTIA messaging guidelines, applicable carrier requirements including A2P 10DLC registration policies, and all other marketing, telemarketing, and telecommunication rules issued by the Federal Communications Commission and the Federal Trade Commission. The Services must not be used for spam, fraud, or third-party marketing. You must obtain and maintain all consents required to contact your callers and message recipients, and you must maintain accurate opt-in records, a compliant privacy policy, SMS terms, and unchecked-by-default consent mechanisms where required. You agree to notify us immediately of any violation of these rules. OfficeReady is not responsible for the content of any outbound communication sent at your direction, and you agree to indemnify, defend, and hold harmless OfficeReady against any third-party claim, demand, lawsuit, regulatory action, or other liability arising from or relating to your outbound calling or messaging.

7.3 No Professional Advice

The Services capture and relay information; they do not provide legal, medical, financial, or other professional advice. If your business is subject to professional, confidentiality, or regulatory obligations, you are responsible for configuring the Services consistently with those obligations. The Services are not intended to create, receive, maintain, or transmit protected health information under HIPAA, and no business associate relationship is created under these Terms unless a separate business associate agreement is executed in writing by OfficeReady.

7.4 Your Instructions

We follow your instructions in providing the Services. Please ensure your instructions comply with your own legal, contractual, and confidentiality obligations. We are not responsible for breaches of confidentiality that occur because we followed your instructions, such as transmitting information to a destination you specified, or for the acts or omissions of your staff.

8. Service Plans, Fees, and Payment

8.1 Service Plans

OfficeReady offers service plans on a month-to-month subscription basis, the details of which are described on the Platform or in your order form or quote. Plans may include a monthly platform fee, included usage (such as voice minutes and SMS messages), usage-based charges beyond included amounts, setup fees, and optional add-ons. You may change your plan by contacting support@officeready.ai; plan changes take effect at the start of the next billing cycle unless otherwise agreed, and overage charges apply until the new plan takes effect.

8.2 Subscriptions and Billing

Your subscription begins on the date of your first payment (the “Subscription Date”). By subscribing, you agree to pay all fees for your selected plan plus any usage or overage charges incurred. All payments are non-refundable except as expressly stated in these Terms or required by law. The monthly rate is charged on the Subscription Date and automatically on each monthly anniversary thereafter using the payment method on file, until you cancel. Usage and overage charges are billed with your next monthly charge or, if your plan is terminated, are due within ten (10) days of termination. You authorize OfficeReady to charge your payment method on file for all amounts due.

8.3 Failed Payments and Late Charges

If an automatic payment cannot be made, we will request another payment method. If payment is not made within five (5) business days, we may suspend the Services. If payment is not made within ten (10) business days, we may terminate your account and collect all amounts then due. Any payment not received within ten (10) days of when due is subject to a monthly late charge of $10 or 10% of the amount then due, whichever is greater, subject to any restrictions imposed by law. Following a material payment default, you are responsible for all reasonable legal fees and collection costs we incur.

8.4 Taxes

Our fees do not include any applicable sales, use, excise, value-added, or other tax, fee, or charge imposed by any governmental authority on the transaction between OfficeReady and Client. All such taxes shall be paid by Client in addition to the fees quoted or invoiced, unless Client provides a valid exemption certificate.

8.5 Discounts and Promotions

From time to time we may offer discounts, credits, or promotions. Unless the promotion states otherwise, each discount may be used once per Client, is for new Clients only, may not be combined with other offers, and may expire. We reserve the right to revoke a discount for improper use.

9. Telephone Numbers

Telephone numbers provisioned by OfficeReady for use with the Services (“Service Numbers”) are provided for use during your active subscription. Upon cancellation or termination, Service Numbers may be reclaimed. At our discretion, we may offer number porting or a temporary call-forwarding period. Numbers you own and forward to the Services remain yours.

10. Client Data, Confidentiality, and Ownership

10.1 Client Data

“Client Data” means all information collected by OfficeReady while providing the Services to you, including information received during calls and messages handled on your behalf, intake records, recordings, transcripts, summaries, and the configuration information you provide. As between the parties, you own the Client Data. You grant OfficeReady a limited license to host, process, transmit, and display Client Data solely to provide and support the Services, to relay messages and notifications to you, to identify spam and abuse, and to maintain and improve the reliability, security, and quality of the Services. We will not sell Client Data, and we will not share it in any manner not described in these Terms and our Privacy Policy.

10.2 Confidentiality

Client Data is kept confidential and is accessible only to OfficeReady personnel and subprocessors who need it to provide the Services, all of whom are bound by confidentiality obligations. Client Data is stored in logically segregated accounts so that each Client can access only its own data. Client Data is encrypted in transit and at rest.

10.3 Legal Demands

If we are required to disclose Client Data by law, we will notify you promptly upon receiving the request, unless legally prohibited from doing so, and will work with you to protect the confidentiality of the Client Data while honoring applicable legal obligations.

10.4 Deletion

We will respond to your written request to delete Client Data within three (3) business days. Deleting Client Data may require closing your account and may take up to thirty (30) days to complete. After confirming that you understand deletion is permanent, we will delete the requested data.

10.5 Security Incidents

We will report to you, with all relevant details, any event we reasonably believe represents unauthorized access to, disclosure of, use of, or damage to Client Data (a “Security Breach”) within 72 hours after confirming the Security Breach. In the event of a Security Breach, we will cooperate with you to identify the cause and affected data, assist in investigating and preventing recurrence, assist in any litigation or investigation against responsible third parties, and mitigate any harmful effects.

11. AI Services Disclaimer

The Services use artificial intelligence to conduct conversations, transcribe audio, extract information, and generate summaries. AI systems can produce errors, including mishearing information, misclassifying a request, or generating an inaccurate summary. While we design, test, and monitor the Services to minimize errors, you acknowledge that AI outputs may contain inaccuracies and agree that you are responsible for reviewing time-sensitive or business-critical information before acting on it. OfficeReady does not guarantee that any particular call will be answered, captured, routed, transcribed, or summarized without error or interruption, and does not guarantee any business outcome, including lead volume, booking rates, or revenue.

12. Restrictions on Use

You are prohibited from any of the following when using the Platform or Services:

• Using the Services in any way that is unlawful, illegal, fraudulent, or harmful, or in connection with any unlawful, illegal, fraudulent, or harmful purpose or activity.
• Transmitting or causing to be transmitted any material that is derogatory, racist, abusive, threatening, obscene, or hateful.
• Using the Services to spam, harass, defraud, or deceive others, or to place calls or send messages without required consent.
• Using the Services in any way that causes or may cause damage to or impairment of the availability or accessibility of the Platform or Services.
• Reproducing, distributing, modifying, creating derivative works of, republishing, downloading, storing, or transmitting any material on the Platform, except your own Client Data.
• Reverse engineering, decompiling, or attempting to extract the source code, models, prompts, or underlying components of the Platform or Services.
• Introducing viruses, trojan horses, worms, logic bombs, or other malicious or technologically harmful material, or using any device, software, or routine that interferes with the proper working of the Platform or Services.
• Reselling, white-labeling, or providing the Services to third parties without a written partner agreement with OfficeReady.

We reserve the right to block, restrict, suspend, or terminate the Services at any time, with or without notice, for any activity we believe, in our sole discretion, violates law, violates these Terms, violates any service provider policy applicable to us, or creates risk to OfficeReady, our Clients, or others.

13. Intellectual Property

OfficeReady owns or is the licensee of all right, title, and interest in and to the Platform and Services, including the software, AI configurations, prompts, workflows, designs, documentation, and all trademarks, service marks, and trade names associated with OfficeReady. Except for the limited right to use the Platform and Services during your subscription, no intellectual property rights are granted to you, and all rights not expressly granted are reserved. If you provide feedback, suggestions, or ideas about the Services, you grant OfficeReady a perpetual, irrevocable, royalty-free license to use them without restriction or compensation.

14. Third-Party Services

The Services integrate with third-party platforms, such as telephony carriers, CRMs, calendars, and messaging providers. Your use of a third-party service is governed by that provider’s terms and privacy policy. We are not responsible for third-party services, their availability, or their handling of your data, and we are not liable for the content of third-party websites or resources, including erroneous or out-of-date information.

15. Cancellation and Termination

15.1 By Client

You may cancel the Services at any time by notifying us at support@officeready.ai. Services continue until the end of the current subscription month. Cancellation must be made at least thirty (30) days before the end of the current subscription cycle; if you cancel within thirty (30) days of the end of the cycle, you will be billed for the following month. We do not refund or prorate unused portions of a subscription.

15.2 By OfficeReady

We may suspend or cancel the Services immediately, without refund or liability, if we have reason to believe the Services are being used to violate any law; if you fail to pay amounts when due; or if you violate these Terms, in which case we will provide notice of the violation. We also reserve the right to cancel the Services for any or no reason with notice to you.

15.3 After Termination

Upon cancellation or termination, Service Numbers assigned to you may be reclaimed as described in Section 9, and we are not responsible for the receipt or delivery of messages intended for you through the Services after termination. Data deletion follows Section 10.4.

16. Indemnification

You agree to indemnify, defend, and hold harmless OfficeReady and its directors, officers, employees, agents, successors, assigns, and affiliates from and against all third-party claims, judgments, costs, liabilities, damages, and expenses, including reasonable attorneys’ fees, arising out of or resulting from: (i) your breach of any provision, representation, or warranty in these Terms; (ii) your business, your services, or your dealings with your own customers and callers; (iii) your outbound calling or messaging conducted through the Services; and (iv) any content, instructions, or configuration you provide.

OfficeReady will indemnify, defend, and hold harmless Client and its directors, officers, employees, agents, successors, assigns, and affiliates from and against all third-party claims, judgments, costs, liabilities, damages, and expenses, including reasonable attorneys’ fees, arising out of or resulting from: (i) OfficeReady’s breach of any provision, representation, or warranty in these Terms; (ii) claims caused by the gross negligence or intentional misconduct of OfficeReady; or (iii) a third-party claim that the Platform or Services infringe that third party’s intellectual property rights, except to the extent the claim arises from content or configuration you provided.

17. Disclaimer of Warranties

THE PLATFORM AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTY OF ANY KIND EXCEPT AS EXPLICITLY SET FORTH IN THESE TERMS, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY OF CONTENT. OFFICEREADY MAKES NO WARRANTY OR REPRESENTATION THAT CLIENT’S USE OF THE PLATFORM OR SERVICES WILL MEET CLIENT’S REQUIREMENTS OR WILL BE UNINTERRUPTED OR ERROR-FREE, THAT ANY CALL OR MESSAGE WILL BE ANSWERED, CAPTURED, TRANSCRIBED, OR SUMMARIZED ACCURATELY, THAT DEFECTS WILL BE CORRECTED, OR THAT THE PLATFORM OR THE SERVERS THAT MAKE IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. THE FOREGOING DOES NOT AFFECT ANY WARRANTIES THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.

18. Exclusion of Liability

Client agrees and acknowledges that OfficeReady shall not be liable for any claims of any kind or nature whatsoever, including claims for negligence, that might arise directly or indirectly out of any act or omission, use, or misuse of any Services by Client, or for any delays, mistakes, or errors in conveying Client Data or messages to Client. To the extent this provision fails to fully exclude any claim, or to the extent any third party makes any claim against OfficeReady related in any way to Client’s use or misuse of the Services or any delays, mistakes, or errors in conveying Client Data to Client, Client indemnifies OfficeReady against all liabilities, losses, expenses, and costs suffered or incurred by OfficeReady as a direct or indirect consequence of such claims.

19. Limitation of Liability

EXCEPT AS OTHERWISE EXPRESSLY STATED, IN NO EVENT WILL OFFICEREADY BE LIABLE TO CLIENT OR ANY OTHER PARTY FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, REGARDLESS OF THE BASIS OR NATURE OF THE CLAIM OR LEGAL THEORY, WHETHER IN TORT, CONTRACT, OR OTHERWISE, RESULTING FROM THE SERVICES, ANY USE OF THE PLATFORM, OR ANYTHING PERTAINING TO THESE TERMS, INCLUDING WITHOUT LIMITATION ANY LOSS OF GOODWILL, LOST PROFITS, LOST OPPORTUNITIES OR LEADS, BUSINESS INTERRUPTION, LOSS OF DATA, OR COST OF PROCUREMENT OF SUBSTITUTE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT WILL OFFICEREADY’S AGGREGATE LIABILITY FOR ANY AND ALL OF CLIENT’S CLAIMS UNDER OR IN CONNECTION WITH THESE TERMS, OR ARISING OUT OF OR RELATED TO THE SERVICES OR PLATFORM, EXCEED THE AMOUNTS ACTUALLY PAID BY CLIENT TO OFFICEREADY DURING THE TWELVE (12) MONTHS BEFORE THE DATE A CLAIM IS MADE.

20. Assignment

OfficeReady may assign, transfer, or subcontract its rights and obligations under these Terms without notifying you or obtaining your consent. You may not assign, transfer, or subcontract your rights or obligations under these Terms without OfficeReady’s prior written consent.

21. Governing Law and Venue

These Terms, the Privacy Policy, and any dispute or claim arising from or related to them, including non-contractual disputes or claims, shall be governed by and construed in accordance with the internal laws of the State of Florida, without giving effect to any choice or conflict of law provisions or rules. Subject to the arbitration provision below, each party consents to the exclusive jurisdiction and venue of the state and federal courts located in Palm Beach County, Florida.

22. Arbitration

At OfficeReady’s sole discretion, it may require you to submit any dispute arising from these Terms, the Platform, or the Services, including disputes arising from or concerning their interpretation, violation, invalidity, non-performance, or termination, to final and binding arbitration under the Rules of Arbitration of the American Arbitration Association applying Florida law.

23. Waiver and Severability

No waiver by OfficeReady of any term or condition of these Terms shall be deemed a further or continuing waiver of that term or any other term, and any failure by OfficeReady to assert a right or provision under these Terms shall not constitute a waiver of that right or provision. If any provision of these Terms is held by a court or other tribunal of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, that provision shall be eliminated or limited to the minimum extent necessary so that the remaining provisions of the Terms continue in full force and effect.

24. Entire Agreement

These Terms and Conditions and our Privacy Policy, together with any order form or quote executed between you and OfficeReady, constitute the sole and entire agreement between you and OfficeReady, Inc. with respect to the Platform and the Services, and supersede all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, with respect to the Platform and the Services.

25. Contact and Notices

All feedback, comments, requests for technical support, and other communications relating to the Platform or Services should be directed to:

OfficeReady, Inc. (d/b/a OfficeReady.ai)

4521 PGA Boulevard, Suite 301, Palm Beach Gardens, Florida 33418

Legal: legal@officeready.ai  |  Support: support@officeready.ai