Last updated: June 23, 2026
Please read these Terms carefully before using IntelliAssis. They explain the rules for using our Service, your responsibilities, and the legal terms that apply to your subscription.
These Terms & Conditions (the “Terms”) form a binding agreement between you and IntelliAssis (“IntelliAssis”, “we”, “us”, or “our”) and govern your access to and use of our websites, applications, and services (together, the “Service”).
By creating an account, accessing, or using the Service, you agree to be bound by these Terms and by our Privacy Policy. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind that entity, in which case “you” refers to that entity. If you do not agree, you must not use the Service.
IntelliAssis is a multi-tenant operations management platform that helps professional service teams manage contacts, cases, quotations, tasks, and related documents, with workflows tailored to immigration and similar service practices.
We may add, change, or remove features over time. We will use commercially reasonable efforts to keep the Service available, but it is provided on an “as available” basis and may be subject to maintenance, updates, and occasional downtime.
IntelliAssis is a software tool for managing your practice. It is not a law firm, is not a substitute for professional judgment, and does not provide legal, immigration, tax, or other professional advice. Any templates, checklists, forms, suggestions, or automated outputs are provided for convenience only.
You are solely responsible for the professional services you deliver to your own clients, for complying with all laws and professional rules that apply to your practice, and for reviewing and verifying any output of the Service before relying on it. You must not present the Service to your clients as the source of professional advice.
You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for keeping your account credentials confidential and for all activity that occurs under your account and your Organization.
You agree to provide accurate information, to keep it up to date, and to notify us promptly at support@intelliassis.com of any unauthorized use of your account. The Organization owner is responsible for managing User access and roles.
Paid Subscriptions are billed in advance on a recurring (monthly or yearly) basis through our third-party payment processor. By subscribing, you authorize us and our processor to charge your payment method for the applicable fees and taxes.
We may change our prices on reasonable prior notice; changes take effect at your next renewal.
As between you and IntelliAssis, you own and are responsible for all Customer Data. You grant us a limited, worldwide license to host, process, and transmit Customer Data solely to provide and support the Service.
You represent and warrant that you have all rights, consents, and lawful bases necessary to:
You are responsible for the accuracy, quality, and legality of Customer Data and for maintaining your own copies. Where we process personal data on your behalf, we act as a processor and you act as the controller.
You agree not to, and not to permit any User or third party to:
We may suspend access to investigate suspected violations or to protect the Service, our users, or third parties.
The Service, including its software, design, and content (excluding Customer Data), is owned by IntelliAssis and its licensors and is protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Service during your Subscription, subject to these Terms. All rights not expressly granted are reserved. If you provide feedback, you grant us a perpetual, royalty-free license to use it.
The Service relies on third-party providers (for example, payment processing, cloud hosting, document storage, and email delivery) and may interoperate with third-party tools you choose to connect. We are not responsible for third-party services, and your use of them may be subject to their own terms. Our sub-processors are described in our Privacy Policy.
Each party may receive confidential information of the other. The receiving party will use it only to perform under these Terms, protect it with reasonable care, and not disclose it except to those who need to know and are bound by similar obligations. This does not apply to information that is public, independently developed, or required to be disclosed by law.
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT ANY OUTPUT WILL BE ACCURATE OR COMPLETE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL. EXCEPT FOR YOUR PAYMENT OBLIGATIONS, EACH PARTY’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL NOT EXCEED THE AMOUNTS YOU PAID TO US FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE LIABILITY.
You will defend, indemnify, and hold harmless IntelliAssis and its affiliates from and against any claims, damages, and expenses (including reasonable legal fees) arising out of or related to your Customer Data, your use of the Service, your provision of professional services to your clients, or your breach of these Terms.
These Terms remain in effect while you use the Service. Either party may terminate if the other materially breaches these Terms and does not cure the breach within 30 days of notice. We may suspend or terminate access immediately for serious violations, non-payment, or to comply with law.
On termination, your right to use the Service ends. We will make Customer Data available for export for a limited period after termination, after which we may delete it in accordance with our Privacy Policy and applicable law. Provisions that by their nature should survive (including fees owed, IP, disclaimers, liability limits, and indemnities) will survive termination.
We may update these Terms from time to time. If we make material changes, we will provide reasonable notice (for example, by email or in-app notice). Changes take effect on the date stated, and your continued use of the Service after that date constitutes acceptance of the updated Terms. If you do not agree, you must stop using the Service.
These Terms are governed by the laws applicable at IntelliAssis’s principal place of business, without regard to conflict-of-laws principles. You agree to submit to the exclusive jurisdiction of the competent courts of that location, except that either party may seek injunctive relief in any court of competent jurisdiction to protect its intellectual property or confidential information.
These Terms, together with the Privacy Policy and any order or plan you select, are the entire agreement between you and IntelliAssis regarding the Service. If any provision is held unenforceable, the remaining provisions remain in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. Neither party is liable for delays caused by events beyond its reasonable control.
Questions about these Terms? Contact us at legal@intelliassis.com.