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Terms of Service
These Terms of Service ("Terms") govern your access to and use of the Process Place website at process.place, the application at app.process.place, and any related services we provide (collectively, the "Service"). The Service is provided by Process Place LLC, a Delaware limited liability company ("Process Place," "we," "us," or "our").
By creating an account, accessing, or using the Service, you agree to be bound by these Terms and by our Privacy Policy, which is incorporated by reference. If you do not agree to these Terms, do not use the Service.
1. The Service
Process Place is a customer relationship management (CRM) platform that helps you organize companies, contacts, deals, communications, and meetings. The Service includes optional integrations with Google Workspace (Gmail and Google Calendar), AI-assisted features, meeting recording and transcription through third-party tools, invoicing with optional payment collection, and other features we may offer from time to time.
AI-assisted features include, among others: company enrichment, AI-generated proposals and contracts, AI brief generation, email writing-style (voice) profiles and email drafting, and call summaries and insights. These features are described further in §5 (AI Features).
We may add, modify, or remove features at our discretion. For material adverse changes that affect a paying subscription, we will provide reasonable advance notice.
2. Eligibility
To use the Service, you must:
- Be at least 16 years old (or 13 in the United States, where permitted by law) and legally capable of entering into a binding contract.
- Provide accurate and complete registration information and keep it up to date.
- Not be prohibited from using the Service under the laws of the United States, the European Union, or any other jurisdiction in which you are located.
If you are using the Service on behalf of an organization, the organization is the customer of record, and the individual creating the account represents that they are authorized to bind the organization to these Terms.
3. Account and Security
You are responsible for:
- Maintaining the confidentiality of your login credentials.
- All activity that occurs under your account.
- Notifying us promptly at support@process.place if you suspect unauthorized access to your account.
We support sign-in via email one-time codes and via Google Sign-In. Workspaces are multi-tenant and role-based: members hold an Owner, Admin, or Member role, and access to data and settings is governed by these roles. The Owner is responsible for managing membership and billing. We may suspend or terminate your account if we reasonably believe it has been compromised, is being used in violation of these Terms, or poses a risk to other users or to the Service.
4. Free Trial, Subscription, and Billing
4.1 Free Trial
New workspaces receive a 14-day free trial. No payment information is required to start a trial. A trial includes one seat, the paid feature set at reduced usage allowances, and begins when you create your workspace. When the trial ends, access to paid features stops until you start a paid subscription. We may modify or discontinue the trial offering at any time.
4.2 Plans and Seats
Paid subscriptions are offered in tiers (currently Starter and Pro) and are billed per seat, per organization, monthly or annually as you select. Starter includes the CRM and company enrichment; Pro additionally includes the AI features (such as AI proposals, contracts, briefs, call recording, and call insights). All members of a workspace share a single plan. Current pricing and the features included in each tier are shown in the Service and on our pricing page.
Seats are managed automatically. When you invite a member and the invitation is accepted, a seat is added and a prorated charge applies immediately. Deactivating a member does not credit or refund the seat for the current billing period; seat count is reconciled downward at the next renewal. Plan upgrades take effect immediately and are prorated; downgrades take effect at the end of the current billing period.
4.3 AI Usage Limits
Paid plans include per-seat, per-billing-period allowances for AI usage — for example, AI proposal and contract generations, AI brief submissions, enrichment credits, and call-recording minutes. When an allowance is exhausted, the corresponding AI feature is unavailable until the next billing period or until you add seats or change plans. We also reserve the right to throttle, limit, or temporarily suspend AI features in cases of abnormal, excessive, or abusive usage. Current allowances are shown in the Service and may change with notice as described in §4.8.
4.4 Auto-Renewal
Subscriptions are billed in advance and automatically renew for successive periods of the same length (the monthly or annual term you selected) at the then-current rate, charged to the payment method on file. Renewal takes effect at the end of the current period. To avoid the next charge, you must cancel through the billing portal (§4.6) before the renewal date. You will continue to have access until the end of the period for which you have paid.
4.5 Payment Processing
Subscription payments are processed by Stripe, Inc. Your payment information is provided directly to Stripe and is governed by Stripe's terms and privacy policy. We do not store full payment-card numbers on our servers. If a charge fails, we may retry it, suspend access, or terminate your subscription after notice.
4.6 Cancellation
You can manage or cancel your subscription at any time through the billing portal in the Service, which directs you to Stripe's customer portal. Cancellation takes effect at the end of the current billing period; your subscription remains active until then, and you will not be billed for the next period.
4.7 No Refunds
Except where required by applicable law, all fees are non-refundable, including for partially used billing periods, deactivated seats, downgrades, and unused AI allowances. If you are a consumer in a jurisdiction that grants statutory withdrawal or refund rights (for example, certain EU countries within the cooling-off period), those rights apply to the extent required by law.
4.8 Taxes and Price Changes
Fees are exclusive of any applicable taxes, levies, or duties (such as VAT, GST, or sales tax). You are responsible for any such amounts that apply to your purchase, except for taxes based on our net income. We may change our prices and usage allowances. For existing subscribers, price increases will not take effect for at least 30 days from the date we provide notice (typically by email). If you do not accept a change, you may cancel before it takes effect.
5. AI Features
The Service uses third-party AI providers (currently Anthropic, OpenAI, Google, and xAI), reached through the Vercel AI Gateway, to power AI features such as company enrichment, AI proposals and contracts, AI briefs, voice profiles and email drafting, and call summaries and insights. To generate these outputs, your CRM data — and, where you have connected Google Workspace and request it, your Gmail and calendar content — is sent to these providers as transient context only at the time of processing.
Customer Content and data received from Google APIs are never used to train generalized AI or machine-learning models. The AI providers operate under API terms that prohibit training on, and retention of, your data beyond what is necessary to return a result. See our Privacy Policy for details.
AI OUTPUT IS GENERATED BY THIRD-PARTY MODELS, IS PROVIDED "AS IS," AND MAY BE INACCURATE, INCOMPLETE, OR OUT OF DATE. YOU ARE SOLELY RESPONSIBLE FOR REVIEWING AND VERIFYING AI OUTPUT BEFORE RELYING ON IT.
This is especially important for AI-generated documents that carry legal or financial weight, such as proposals, contracts, and invoices. AI output does not constitute legal, financial, tax, or other professional advice, and Process Place does not warrant its accuracy, completeness, or fitness for any particular purpose.
6. Acceptable Use
You agree not to:
- Use the Service in violation of any applicable law, regulation, or third-party right.
- Send unsolicited bulk email ("spam"), phishing messages, or other deceptive, unlawful, or abusive communications through the Service, including through the Gmail-send and transactional-email features. When you send email through the Service, you must comply with all applicable email and anti-spam laws (including the U.S. CAN-SPAM Act, Canada's CASL, and the GDPR and ePrivacy rules where applicable), have a lawful basis or the required consent to email each recipient, and honor opt-out and unsubscribe requests.
- Upload, store, or transmit malware, viruses, or other harmful code.
- Attempt to gain unauthorized access to the Service, other users' accounts, or our infrastructure.
- Interfere with or disrupt the Service or its underlying networks, or circumvent usage limits or access controls.
- Reverse engineer, decompile, or disassemble any part of the Service, except to the extent applicable law expressly permits.
- Use the Service, or any AI output, to build or train generalized AI/ML models that compete with the Service.
- Resell, sublicense, or use the Service to provide services to third parties outside your organization, without our written agreement.
- Use the Service for activities that violate the export-control or sanctions laws of the United States, European Union, United Kingdom, or other applicable jurisdiction.
Meeting recording consent. The Service offers optional meeting recording: when you enable it, a third-party bot (Recall.ai) joins your meeting, records audio and video, and generates a transcript. You are solely responsible for obtaining all legally required consent from every meeting participant before recording, and for complying with all applicable recording, wiretap, and one-party / two-party / all-party consent laws. The Service does not collect or verify participant consent on your behalf; the only in-meeting notice is the bot's visible presence in the participant list.
7. Your Content
7.1 Ownership
You retain all rights in the content you create, upload, import, or generate through the Service ("Customer Content"), including CRM records, notes, files, recordings, transcripts, emails, proposals, contracts, and invoices. We do not claim ownership of Customer Content.
7.2 License to Us
You grant Process Place a worldwide, non-exclusive, royalty-free license to host, store, transmit, display, and process Customer Content, and to share it with the subprocessors and AI providers identified in our Privacy Policy, solely as needed to provide and maintain the Service for you. This license ends when you delete the Content from your workspace, except for copies retained in routine backups for a limited period and where retention is required by applicable law.
7.3 No Training on Your Content
We do not use Customer Content — including data received from Google APIs — to train, develop, or improve generalized or non-personalized AI or machine-learning models. AI features that process your content do so only through third-party AI providers under contracts that prohibit training on, and retention of, your data.
7.4 Your Responsibility for Content
You are solely responsible for Customer Content and for ensuring that you have the rights and permissions necessary to upload, import, and process it through the Service. Where Customer Content includes personal data of third parties (for example, your contacts, your prospects who complete a public brief or booking form, or external signers of a contract), you represent that you have a lawful basis to collect, store, and process it, and that you act as the controller of that data, with Process Place acting as your processor.
7.5 Removal
We may remove or refuse to host Customer Content that we reasonably believe violates these Terms, third-party rights, or applicable law. We will give you notice where reasonably possible.
7.6 Data Protection
Where Customer Content includes personal data for which you are the controller, Process Place acts as your processor and processes that personal data only on your documented instructions (which these Terms and your use of the Service constitute), except where applicable law requires otherwise. We maintain appropriate technical and organizational security measures (described in our Privacy Policy), engage subprocessors only under written terms that flow down equivalent data-protection obligations, and will notify you without undue delay after becoming aware of a personal-data breach affecting your Customer Content. If you require a separate Data Processing Addendum (for example, to satisfy GDPR Art. 28), our standard DPA is available on request and, once executed, is incorporated into and governs these Terms with respect to such processing. You may request it at privacy@process.place.
8. Third-Party Integrations
8.1 Connected Services
The Service integrates with third-party platforms, including Google Workspace (Gmail and Google Calendar), Recall.ai (meeting recording) and Deepgram (transcription), Stripe (billing and payment collection), the AI providers listed in our Privacy Policy, and Brave Search (enrichment). Your use of these third-party services is governed by the applicable third party's own terms and privacy policy. We are not responsible for the practices of third parties.
You may also connect external meeting-notes sources (such as Fathom, Fireflies, Granola, or tl;dv) using your own credentials. These are sources you authorize us to read from on your behalf to import your own meeting notes; we do not send your CRM data to them.
You can revoke our access to any connected service at any time, either from inside Process Place (Settings → Integrations) or from the third party's own settings. Revoking access stops future sync but does not, by itself, delete data already imported; see our Privacy Policy for how to delete imported data.
8.2 Google Workspace and Limited Use
When you connect Google Workspace, you authorize Process Place to read your Gmail messages, send email on your behalf, and read and write Google Calendar events, using the scopes described in our Privacy Policy. Process Place's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. You may disconnect at any time, which revokes our access at Google; a separate action permanently deletes synced Google data.
8.3 Payment Collection (Stripe Connect)
The Service lets you connect your own Stripe account and collect payments from your own clients through invoices you create in the Service. For these transactions, you are the merchant of record. Your relationship with Stripe is governed by Stripe's Connected Account Agreement and other Stripe terms. Process Place is not a party to, and is not responsible for, payments between you and your clients; we do not take custody of those funds, charge an application fee on them, or act as a money transmitter. You are responsible for the legality of your invoices, your tax obligations, and any disputes or chargebacks with your clients. Process Place does not verify the legal, tax, or accounting correctness of invoices you create or send and provides no warranty as to their amounts, tax treatment, or enforceability; consistent with §5, you are solely responsible for invoice content and compliance.
9. Intellectual Property
Process Place and its licensors retain all right, title, and interest in and to the Service, including all software, designs, trademarks, logos, documentation, and other materials. Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your internal business purposes during your subscription.
We welcome feedback and suggestions about the Service. If you provide them, you grant us a perpetual, irrevocable, royalty-free license to use them without restriction or compensation.
10. Confidentiality
In the course of using the Service, each party may receive non-public information of the other ("Confidential Information"). The receiving party will use Confidential Information only to perform under these Terms, protect it with reasonable care, and not disclose it to third parties except to employees, contractors, and service providers who need access and are bound by similar confidentiality obligations.
Confidential Information does not include information that: (a) is or becomes publicly available without breach of these Terms; (b) was already known to the receiving party without an obligation of confidentiality; (c) is independently developed by the receiving party without reference to the disclosing party's Confidential Information; or (d) is rightfully obtained from a third party without breach of any obligation. The receiving party may also disclose Confidential Information to the extent required by law, regulation, or legal process, provided that, where legally permitted, it gives the disclosing party prompt notice and reasonable cooperation so the disclosing party can seek protective treatment.
These confidentiality obligations survive termination of these Terms for three (3) years, and indefinitely for any Confidential Information that constitutes a trade secret for as long as it remains a trade secret under applicable law.
11. Term and Termination
11.1 Term
These Terms apply from the moment you first access the Service and continue until your account is terminated.
11.2 Termination by You
You may stop using the Service at any time. You can cancel your subscription as described in §4.6. To permanently delete your account and associated workspace data, contact support@process.place; we will process the request within 30 days. Individual members can be deactivated (which retains their associated data) by an Owner or Admin, and Owner responsibilities can be transferred within the workspace.
11.3 Termination by Us
We may suspend or terminate your account, with or without notice, if you materially breach these Terms (including non-payment), if your account creates a security or legal risk to the Service or other users, or if continued provision is no longer commercially or technically viable. Where reasonable, we will give you advance notice and an opportunity to cure.
11.4 Effect of Termination
On termination, your right to use the Service ends immediately. For 30 days after termination or expiration, and absent abuse, we will on request provide reasonable means for you to export Customer Content; after that period we may delete it, except for copies retained in routine backups and where retention is required by applicable law. This export window aligns with the 30-day deletion-on-request timeline in §11.2 and with the retention periods in our Privacy Policy. You are responsible for exporting any Customer Content you wish to keep within this window. We will otherwise retain or delete your data in accordance with our Privacy Policy and applicable law. Fees already paid are non-refundable, except as required by applicable law (see §4.7). Sections of these Terms that by their nature should survive termination (including §§5, 7, 9, 10, 12–15) will continue to apply.
12. Disclaimers
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE", WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, PROCESS PLACE DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.
We do not warrant that the Service will be uninterrupted, error-free, secure, or free from viruses or other harmful components. AI-generated content, enrichment results, and transcripts may be inaccurate, incomplete, or out of date; you should review and verify them before relying on them for any material business, legal, or financial decision.
13. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL PROCESS PLACE OR ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUES, LOST DATA, BUSINESS INTERRUPTION, OR LOSS OF GOODWILL, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
PROCESS PLACE'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE GREATER OF (i) THE AMOUNTS YOU PAID TO PROCESS PLACE FOR THE SERVICE IN THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO THE LIABILITY, OR (ii) ONE HUNDRED U.S. DOLLARS (USD 100).
The cap on aggregate liability and the exclusion of indirect and consequential damages above do not apply to: (a) your indemnification obligations under §14; (b) your breach of §6 (Acceptable Use) or of the license restrictions in §9; (c) amounts you owe for the Service; or (d) any liability that cannot be limited or excluded under applicable law (such as liability for fraud, willful misconduct, gross negligence, or death or personal injury caused by negligence).
Some jurisdictions do not allow the exclusion or limitation of certain damages, so some of the above may not apply to you.
14. Indemnification
You agree to defend, indemnify, and hold harmless Process Place and its affiliates from any claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your Customer Content; (b) your use of the Service in violation of these Terms or applicable law, including your obligations to obtain meeting-recording consent under §6 and your obligations as merchant of record under §8.3; or (c) your violation of any third-party right.
15. Governing Law and Dispute Resolution
15.1 Governing Law
These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws principles.
15.2 Venue
You and Process Place agree to the exclusive jurisdiction of the state and federal courts located in New Castle County, Delaware, USA for any dispute arising out of or related to these Terms or the Service.
15.3 Consumers Outside the United States
If you are a consumer located outside the United States, the choice of law and venue in §§15.1–15.2 do not deprive you of the protection of mandatory consumer-protection laws of your country of residence.
16. Modifications to These Terms
We may modify these Terms from time to time. For material changes, we will provide reasonable advance notice (typically by email and a notice in the Service) before the changes take effect. Your continued use of the Service after a change takes effect constitutes acceptance of the revised Terms.
17. General
17.1 Entire Agreement
These Terms, together with our Privacy Policy and any order forms or addenda we may sign with you, constitute the entire agreement between you and Process Place regarding the Service and supersede any prior agreements on the subject.
17.2 Severability
If any provision of these Terms is held to be invalid or unenforceable, the remaining provisions will continue in effect, and the invalid provision will be replaced with a valid one that most closely reflects the parties' intent.
17.3 No Waiver
Our failure to enforce any right or provision of these Terms is not a waiver of that right or provision.
17.4 Assignment
You may not assign these Terms or any rights or obligations under them without our prior written consent. We may assign these Terms (in whole or in part) in connection with a merger, acquisition, financing, reorganization, or sale of assets, with notice to you.
17.5 Force Majeure
Neither party is liable for any failure or delay in performance to the extent caused by events beyond its reasonable control, including natural disasters, war, terrorism, civil unrest, government action, labor disputes, internet or telecommunications failures, or pandemic.
17.6 No Agency
Nothing in these Terms creates a partnership, joint venture, employment, or agency relationship between you and Process Place.
17.7 Notices
We may provide notices to you by email to the address associated with your account or by posting in the Service. You may provide notices to us at support@process.place or to the address in §18.
17.8 Export Compliance
You agree to comply with all applicable export-control and sanctions laws of the United States, the European Union, the United Kingdom, and any other applicable jurisdiction.
17.9 U.S. Government End-Users
The Service is "commercial computer software" within the meaning of FAR 12.212 and DFARS 227.7202. Use, modification, and reproduction by U.S. Government users are subject to these Terms.
18. Contact
For questions about these Terms:
Process Place LLC
General support: support@process.place
Legal and privacy: privacy@process.place
Mailing address: 440 N Barranca Ave #2198, Covina, CA 91723, USA