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Legal

Terms of Service

Last updated 4 August 2026

EverBird.ai is a product of Kinsei Lab. These Terms are the agreement between you and Kinsei Lab for using it. They cover what you get, what you pay, what you may and may not do with the Service, what happens to your data, who carries which risk, and how a dispute is resolved.

The Service is supplied for business use (Section 4). Some clauses matter more than others, and rather than bury them: the limits of electronic signatures are at Section 18 and Section 21, your responsibility for messages sent through the Service at Section 28, what happens to your data when a subscription ends at Section 23, and the disclaimers and liability caps at Sections 77–80.

If you received a link from someone using EverBird.ai and do not have an account, Section 10 is the only part that applies to you.

Part 1 — Formation & Scope

1.Agreement Overview and Acceptance

These Terms of Service (the “Terms”) are a binding agreement between Kinsei Lab (“we”, “us”, “our”), which operates EverBird.ai, and the business or person that opens an account or uses the Service (“you”, “your”, the “Customer”). They take effect on 4 August 2026 and replace any earlier version.

You accept these Terms when you first do any of the following:

  • create an account, or accept an invitation to join a Workspace;
  • subscribe to a paid plan, reserve a seat, or make any payment; or
  • use any part of the Service.

If you are accepting on behalf of a company or other organisation, Section 3 applies and you confirm you have authority to bind it. If you do not agree, do not use the Service.

Several documents govern the relationship, and where they conflict Section 105 decides which wins. Terms written with an initial capital have the meaning given in Section 2. Every clause is numbered and separately linkable — /terms#43 goes to the pricing-lock clause.

2.Definitions

Service
EverBird.ai — the websites at everbird.ai, the application, the recipient-facing document and portal surfaces, the automated follow-up system, and anything else we make available under these Terms.
Workspace
The tenant that owns data in the Service. Every Document, Client record, folder and link belongs to exactly one Workspace. Also called an organisation in the product.
Customer
The business or person the Workspace belongs to. Where a Workspace has an owner, that owner holds it on the Customer’s behalf.
Authorized User
A person you invite into your Workspace — owner, administrator, member or viewer. Seats are counted per Authorized User (Section 6).
Client
One of your customers, whose details you store in the Service and to whom you send Documents. Not a party to these Terms (Section 11).
Recipient
Anyone who opens, reads, signs, comments on, or pays through a link you send. A Recipient has no account and is bound only by Section 10.
Content
Everything you or your Authorized Users put into the Service: Documents, uploaded files, images, Client records, branding, text, and the details you enter about your business.
Document
An invoice or other item created in the editor, or a file you upload for sharing and tracking.
Thread
A single client relationship in the product, holding the Documents, activity and follow-ups for that relationship. Threads are the unit your monthly plan limit is counted in (Section 38).
Share Link
The URL that lets a Recipient reach a Document without an account. The link itself is the credential.
Follow-Up
A message composed by the automated follow-up system and sent to a Recipient on your instruction (Section 24Section 36).
Connected Mailbox
An email account you connect so Follow-Ups can be sent from your own address (Section 27).
Founding Rate
A subscription rate locked under the pre-launch or founding programme, governed by Section 43.
Order
Your selection of a plan, add-on or one-time purchase, whether made in the product, at checkout, or under a separate signed order form.
Privacy Policy
The policy published at everbird.ai/privacy, incorporated into these Terms by Section 62.

3.Who May Use EverBird

To use the Service you confirm that:

  • you are at least 18 years old. The Service is not directed at children and is not intended for anyone under 18. We do not currently verify age at sign-up, so this is a term you are agreeing to rather than a check we perform;
  • you have the legal capacity to enter into a binding contract, and have not previously been suspended or removed from the Service;
  • if you are accepting on behalf of a company, partnership or other entity, you are authorised to bind that entity and “you” means that entity. If you lose that authority, you must tell us and hand the Workspace to someone who has it (Section 6); and
  • you are not subject to sanctions and are not located in a sanctioned territory (Section 110).

We may refuse, suspend or close an account where any of these is not met (Section 87).

4.Business Use Only — No Consumer Use

EverBird.ai is a business tool, supplied for commercial and professional purposes only. It is sold to businesses to invoice their clients, send business documents and collect signatures. It is not a consumer product and is not offered for personal, family or household use.

You represent that you are entering into these Terms in the course of a trade, business, craft or profession, and not as a consumer. You acknowledge that consumer-protection statutes that apply only to consumer contracts do not apply to this agreement.

Nothing here removes a right that the law says cannot be removed. If you are a consumer in a place whose law nonetheless applies to you, those rights survive and prevail over any inconsistent clause (Section 107).

This clause does not affect your Clients or Recipients, who may well be consumers. Your obligations towards them are yours (Section 11, Section 29).

5.Account Registration, Credentials, and Account Security

You must give accurate registration details and keep them current. You are responsible for everything that happens under your account and under the accounts of your Authorized Users.

How sign-in works
Email and password, a one-time code sent to your email address, or Google sign-in. You choose which.
What we do not offer today
There is no two-factor authentication, and no passkey support. We would rather tell you that than let you assume otherwise. Use a strong, unique password, and keep the email account attached to your login secure — anyone who controls that mailbox can reset your password.
Your obligations
Keep credentials confidential; do not share a login (invite a seat instead); tell us promptly at hello@everbird.ai if you suspect unauthorised access; and review your active sessions, which you can revoke individually from your account settings.
Our position
We are not liable for loss arising from your failure to keep credentials secure, or from someone using your account with credentials you allowed them to have (Section 80).

6.Workspaces, Seats, Teams, and Authorized Users

Data belongs to a Workspace, not to an individual. You may invite Authorized Users up to your plan’s seat limit — currently 1 seat on Solo, 5 on Pro and 25 on Max, plus any seat add-ons you buy. The limit is enforced by the product.

Owners and administrators can see every Document in the Workspace. Folder and library restrictions constrain ordinary members; they do not constrain owners and administrators, including Documents a member created in a folder they believed was private to them. Tell your team this before they put anything personal in a Workspace. The same point is made in the Privacy Policy Section 50.

You are responsible for your users
Their acts and omissions in the Service are treated as yours. You must ensure they comply with these Terms.
Ownership of work
Content created by an Authorized User in your Workspace belongs to the Workspace and stays with it when that person leaves.
Ownership transfer
A Workspace has exactly one owner, and ownership can be transferred to another member. If your owner leaves the business, transfer ownership before removing them.
Personal workspaces
Every account gets a personal Workspace that cannot be deleted separately from the account itself.

7.Description of the Service and Right to Modify or Discontinue Features

The Service lets you create invoices, upload and share documents, track whether they are opened and read, collect electronic signatures, take payment from your Clients through a third-party processor, and send automated Follow-Ups.

We may change the Service. We may add, modify or discontinue features, change how something works, or change the limits attached to a plan. Where a change materially reduces functionality you are paying for, we will give reasonable notice and you may cancel under Section 40 before it takes effect.

Two limits on that right. It does not let us increase the price of a plan for which you hold a Founding Rate (Section 43), and it does not let us change these Terms without following Section 101 and Section 102.

8.Beta, Early Access, and Experimental Features

Parts of the Service are made available before general release, and we say so where that is the case — for example features marked beta or early access, and the pre-launch programme running ahead of general availability.

  • Beta features are provided as-is, may be incomplete, may change substantially, and may be withdrawn without notice.
  • They are excluded from any commitment about availability or support in Section 76, and from the indemnity in Section 82.
  • Data created in a beta feature may not be migrated if the feature is withdrawn. Export anything you need (Section 63).
  • If we ask for feedback on a beta feature, Section 58 governs what we may do with it.

Where you have paid specifically for a plan whose stated features include something still in beta, and that feature is withdrawn permanently, Section 7 gives you the right to cancel.

Part 2 — The Two-Sided Relationship

9.Roles of the Parties: You, Your Clients, and EverBird

Three parties matter, and only two of them have a contract with each other.

You and us
These Terms. You subscribe; we provide the Service.
You and your Client
Your own agreement, on your own terms, about your own work. We are not part of it (Section 11).
Us and your Client
Nothing, other than the limited terms in Section 10 that apply when they use a link you sent.

For data protection the split is the same one set out in the Privacy Policy Section 4: we are the controller of your account, billing, product measurement, link measurement and signature audit records; we are your processor for Document contents, uploaded files, your Client records and your Recipients’ details. You are the controller of that data and you decide what goes in it.

10.Client Recipients and Portal Visitors — Terms Applicable to Non-Account Users

This clause is for you if you received a link. You do not have an account and you have not signed up for anything. A short set of terms still applies while you use the link, and nothing beyond them.

By opening a link we host, you agree that you will not:

  • attempt to reach documents, workspaces or accounts other than the one the link was for;
  • probe, scan, overload or interfere with the Service, or attempt to bypass a password, expiry or access control on a link;
  • sign a document in a name you have no authority to sign in, or impersonate anyone; or
  • use a comment or payment-claim field to post unlawful, abusive or infringing material.

What you should know. Signing is legally significant and records evidence about you — your name, the email you supply, the time, your IP address, browser and approximate location, and a fingerprint of the document (Section 19, Privacy Policy Section 13). This is disclosed to you before you sign, and the way to decline is to not sign. Your visit is also measured for the sender, and you can stop that immediately using the Privacy control at the foot of the page (Privacy Policy Section 38).

Who to ask about the document. The business that sent it — they control its contents and the details they hold about you. If you cannot reach them, write to hello@everbird.ai (Privacy Policy Section 51).

The limitations and disclaimers in Section 77Section 80 apply to your use of the link, to the extent the law allows.

11.EverBird Is Not a Party to Your Client Agreements

We are the conduit through which your documents travel. We are not a party to anything you agree with your Client.

We take no position, and accept no responsibility, on:

  • whether a proposal, contract or invoice you send is formed, valid, or binding on anyone;
  • whether either side has performed, breached, or is entitled to anything;
  • the accuracy, legality or suitability of the terms you put in a Document;
  • whether an invoice is owed, disputed, or ever paid; or
  • any dispute between you and your Client, including a dispute about a signature (Section 22).

We are not your agent, broker, escrow, collections agency, guarantor or legal representative. Where a Client contacts us about a document you sent, we will point them back to you.

12.Your Responsibility for Content, Documents, and Communications You Send

You decide what goes into a Document, who receives it, and when. All of that is yours. You are responsible for ensuring that Content and communications you send through the Service:

  • are accurate, lawful, and not misleading in the place they are received;
  • are yours to send — you own the rights, or have the permissions you need;
  • comply with the rules governing your own profession or industry, including anything your regulator requires of a client document;
  • rest on a lawful basis for contacting that person, which matters most for Follow-Ups (Section 28, Section 29); and
  • respect the restrictions in Section 17 (excluded document types), Section 53 (prohibited content) and Section 71 (regulated data).

We do not review what you send. No system in EverBird.ai scans, classifies or moderates Document contents. Nothing we do is a check on your work, and nothing about the Service operating normally implies we have approved anything you put in it.

Your indemnity for this sits at Section 81.

13.No Legal, Tax, Accounting, or Financial Advice

We are a software company. Nothing in the Service is legal, tax, accounting or financial advice, and nothing we provide creates a professional relationship of any kind between us and you.

This applies to all of it — without exception:

  • templates, starter documents and anything in the library;
  • suggested wording, default clauses, payment terms, tax fields or numbering formats;
  • the text of an automatically generated Follow-Up;
  • anything on our website, in our help material, in a support reply, or in a research or blog page; and
  • any statement about electronic signatures, ESIGN, UETA, eIDAS or enforceability (Section 16, Section 21).

No member of our team is acting as your lawyer, accountant or adviser, and no communication with us is privileged. Get advice from a qualified professional in your own jurisdiction before relying on any document you produce with the Service.

14.Templates and Document Library — No Warranty of Legal Sufficiency

Templates and library items are starting points for you to adapt. They are drafting conveniences, not vetted instruments.

We do not warrant that any template, default wording or library item:

  • is legally sufficient, valid or enforceable anywhere, or for any purpose;
  • is suitable for your jurisdiction, your industry, or the particular transaction you are using it for;
  • complies with any statute, regulator, professional standard or tax authority;
  • contains everything a document of that type ought to contain, or omits nothing important; or
  • is current — law changes, and a template that was reasonable when written may not be now.

You are responsible for reviewing and adapting every template before you use it, and for having it reviewed professionally where the stakes justify that (Section 13). Content you place inside a template remains yours (Section 54).

Part 3 — Electronic Signatures

15.Electronic Signatures and Electronic Records — Consent to Transact Electronically

By using the Service to send or sign documents, you and each signer consent to transact electronically and agree that electronic signatures and records satisfy any requirement that a document be in writing or signed.

The consent shown to a signer before they sign is this, and it appears above the signature field:

“By adding your signature you agree to sign this document electronically. Your name, email, IP address, browser and the time of signing are recorded in this document’s audit trail.”

Hardware and software
A current web browser with JavaScript enabled and an internet connection. Signed documents are produced as PDFs; you need a PDF reader to retain a copy.
Withdrawing consent
A signer withdraws consent by not signing. There is no separate consent toggle, because the act of signing is the consent.
Paper copies
We do not provide paper copies. The sender can download the signed PDF and a Certificate of Completion (Section 19); a signer can request a copy from hello@everbird.ai.
Retaining a copy
Signers should download and keep their own copy at the time of signing. Access through a Share Link is not guaranteed to persist (Section 23).

16.ESIGN Act, UETA, and eIDAS — Scope and Limitations

Electronic signature law generally provides that a signature, contract or record may not be denied legal effect solely because it is electronic. The principal regimes are the U.S. Electronic Signatures in Global and National Commerce Act (ESIGN), the Uniform Electronic Transactions Act (UETA) as adopted by U.S. states, and Regulation (EU) No 910/2014 (eIDAS) in the EU, together with its retained UK equivalent.

The Service is built to produce the kind of record those regimes rely on: an attributable act, a record of the process, and evidence that the document has not changed since signing (Section 19, Section 20).

Its limits, stated precisely:

  • Signatures produced by the Service are simple electronic signatures. They are not advanced or qualified electronic signatures under eIDAS, are not backed by a qualified trust service provider, and carry no qualified certificate. Where a transaction requires an advanced or qualified signature, the Service is not suitable for it.
  • These regimes do not apply to every document (Section 17), and they do not make an otherwise invalid agreement valid.
  • Whether a particular signature binds a particular person is a question of fact for a court or tribunal, not something software can determine (Section 21).
  • Other countries have their own rules. We make no representation about any jurisdiction beyond those named above.

17.Excluded Document Types

Some documents are excluded from electronic signature legislation by statute, or require formalities the Service does not provide, such as witnessing or notarisation. The Service does not restrict what you upload, so this restriction is contractual and enforcement of it is entirely on you.

You agree not to use the Service to create, send or sign any of the following:

  • wills, codicils, testamentary trusts, or any other testamentary instrument;
  • powers of attorney, advance healthcare directives or living wills, where local law excludes electronic execution;
  • adoption, divorce, separation, custody and other family-law instruments;
  • court orders, pleadings, filings, notices or any document intended for submission to a court or tribunal, unless that court expressly accepts them;
  • documents governed by Articles of the Uniform Commercial Code other than Articles 2 and 2A, including negotiable instruments and documents of title;
  • notices of cancellation or termination of utility services, health, life or home insurance, or benefits;
  • notices of default, acceleration, repossession, foreclosure, eviction, or the right to cure under a primary-residence credit agreement;
  • product recalls or notices of a material failure affecting health or safety;
  • documents required by law to accompany the transport of hazardous, toxic or dangerous materials; and
  • any document your own jurisdiction requires to be notarised, witnessed, sworn, apostilled, or executed on paper.

This list is illustrative and not exhaustive — the law in your jurisdiction governs. Determining whether a document may lawfully be signed electronically is your responsibility (Section 13), and doing so anyway is a breach of these Terms for which you indemnify us (Section 81).

18.Signer Identity Verification — Limits of Authentication

Read this before you rely on a signature for anything that matters. The Service does not verify who a signer is.

What the link is
The Share Link is the credential. Anyone holding it can sign any open signature field on it. We cannot tell whether the person who opened it is the person you sent it to, or someone they forwarded it to.
The name
Set by you when you build the document, not typed by the signer. It records the role that was signed, not proof of who signed it.
The email address
Optional, and stored exactly as typed without any verification. Nothing is sent to it to confirm it, and nothing checks it belongs to the signer. The Certificate of Completion says so on its face.
What we do not offer
No one-time passcode, no email verification, no SMS verification, no identity-document check, no knowledge-based authentication, and no per-signer access code. None of these exists in the Service.
What you can control
You may set a password on a Share Link, and you may set an expiry. Both are optional and both are set by you. A password shared with the wrong person protects nothing.
What is recorded automatically
The IP address observed by our own infrastructure, the browser user-agent, an approximate location, and the exact time (Section 19). These are circumstantial evidence, not identity verification.

You decide whether this level of assurance is appropriate for a given transaction. Where it is not — high value, high risk, a counterparty you do not know, or a regulator that expects verified identity — use a service that performs identity verification. We do not.

19.Audit Trails, Certificates of Completion, and Evidentiary Records

Each signature creates an audit record containing:

  • the name of the signature field and the name signed under;
  • the email address supplied by the signer, if any, unverified;
  • the exact time of signing, with timezone offset;
  • the signature image;
  • the IP address, observed server-side by our infrastructure and never taken from what the browser claims about itself;
  • the browser user-agent string and an approximate location; and
  • a SHA-256 fingerprint of the exact document content at the moment of signing.

A Certificate of Completion can be downloaded from the document’s audit trail by anyone with access to the Workspace, setting out each signature and its record. It prints its own qualifications — where an email was not supplied, where an IP was not independently verified, and where a signature was taken through a fallback path.

One correction to how this is sometimes described. The audit trail is a stored record plus a cryptographic fingerprint plus a separately downloadable certificate. It is not embedded inside the signed PDF file itself. If you need the record to travel with the file, download and keep the Certificate alongside it.

Audit records are retained for as long as the signed document has legal effect and deliberately outlive deletion of the document they relate to (Privacy Policy Section 19). They are exempt from erasure requests under Article 17(3)(e) GDPR, and we will say so explicitly rather than quietly declining (Privacy Policy Section 42).

20.Document Integrity, Tamper-Evidence, and Retention

Integrity is enforced by the Service, not merely asserted by it:

Fingerprinting
Every saved version is hashed with SHA-256 over its canonical content. That hash is what a signature attests to.
Pre-signature re-check
Immediately before a signature is committed, the document is re-hashed and compared. If it no longer matches what was published, the signature is refused and the signer is told the document has changed.
Signed documents are frozen
Once signed, a document is locked. There is no reopen path, and the lock is never cleared — not by deleting signatures from the link, and not by us.
Append-only audit
Audit records are added, never edited or removed.
IP integrity
Signing runs through our own infrastructure, which observes the IP address and passes it to our backend over an authenticated internal channel. A signer cannot strip their own IP from the record.

What tamper-evidence means and does not mean. It means an alteration to a signed document’s content is detectable by comparing the fingerprint. It does not mean the file cannot be copied, altered outside the Service, or misrepresented by someone holding a downloaded PDF. Verification requires the record we hold.

21.No Guarantee of Enforceability of Signed Documents

We provide software that records a signing event. We do not guarantee, and cannot guarantee, that any document signed through the service is valid, binding, admissible, or enforceable against anyone, in any jurisdiction, for any purpose.

Whether a signature binds a person depends on facts entirely outside our control: who actually signed, whether they had authority, whether they intended to be bound, whether the underlying agreement was properly formed, whether the document type is one the law permits to be signed electronically (Section 17), whether formalities such as witnessing were required, and what the court or tribunal makes of the evidence.

Statements on our marketing pages that signatures are “legally binding” or that an audit trail “stands up in court” describe the general effect of electronic signature legislation and the kind of evidence the Service produces. They are not a warranty, a guarantee, or legal advice, and this clause prevails over them (Section 105).

Given Section 18 — that the Service performs no identity verification — you should assume a signature may be challenged on attribution and should decide accordingly whether the Service fits the transaction. Loss arising from a signature being held unenforceable is expressly excluded at Section 80.

22.Signature Disputes Between You and Your Client

A dispute about whether something was signed, by whom, or with what effect is between you and the other party. We are not an arbiter, adjudicator, witness or expert, and we take no side.

What we will do
Provide the audit record we hold, to the Workspace that owns the document, and to a signer asking what was recorded about their own signature. Respond to valid legal process (Privacy Policy Section 32).
What we will not do
Determine who signed, attest to anyone’s identity, certify enforceability, alter or delete an audit record at either party’s request, or act as a witness of fact without lawful compulsion.
Costs
If we are drawn into a dispute between you and a third party because of your use of the Service, Section 81 applies and we may recover our reasonable costs of responding.

23.Post-Termination Access to Signed Documents

Read this before you cancel. Access to the Service ends when your subscription ends, and there is no retrieval window. We would rather set this out plainly than let you discover it.

When a subscription lapses, is cancelled, or payment fails beyond the grace period in Section 51:

  • you cannot open your Workspace. Documents, client records, threads and folders become unreachable in the product;
  • you cannot download your own PDFs, because export runs inside the application;
  • you cannot download a Certificate of Completion for a document you have already had signed;
  • you cannot collect new signatures or take new payments; and
  • there is no read-only mode and no export-only mode.

What continues to work:

  • Share Links you already published keep serving Recipients, so a client who has your document does not lose it;
  • a Recipient can still download from that link, if you allowed downloads on it; and
  • your data is retained, not deleted, on the criteria in Privacy Policy Section 19 — it is unreachable, not destroyed, and restoring the subscription restores access.

Your responsibility: export everything you need before you cancel. Section 63 lists what the Service can export and how. If you have already lost access and need your data, write to hello@everbird.ai — we will help where we reasonably can, but nothing in these Terms obliges us to, and we do not commit to a timeframe.

We recognise that holding executed contracts behind an active subscription is a real limitation. It is the current behaviour of the Service and this clause describes it accurately rather than promising a facility that does not exist. If that changes, this clause changes with it (Section 101).

Nothing in this clause affects Kinsei Lab’s retention of audit records under Section 19.

Part 4 — Automated Follow-Ups & AI

24.Description of AI-Assisted Features and How They Operate

The Service can write and send the follow-up when a Client goes quiet. It watches the state of a Thread, decides when a nudge is due, composes the message, and either hands it to you as a draft or sends it — as you have configured (Section 30).

What it reads
Engagement signals — whether a Document was sent, opened, which pages were read and for how long, whether it has been signed, whether it has been paid, and how long since each of those. And contact details — the Recipient’s name and email address, so the message can be addressed and delivered.
What it does not read
The contents of your Document are not an input. Line items, amounts, attachments, the body of what you wrote and uploaded files are not read to generate a Follow-Up.
Where it runs
On our own infrastructure. No third-party model provider receives your content (Section 35).
When it stops
Follow-Ups are off until you turn them on, and stop when the Thread is signed, paid or closed.

This description is the contractual one and matches Privacy Policy Section 21.

25.AI Disclosure — You Are Interacting With an Automated System

Follow-Ups are generated and timed by an automated system, not written individually by a person.

Messages sent through the Service carry a disclosure making that clear to the Recipient. You must not remove, obscure or misrepresent it, and you must not hold out an automated message as having been personally composed by a named individual where it was not.

This reflects the transparency expectation in Article 50 of the EU Artificial Intelligence Act and equivalent duties elsewhere. Where your own jurisdiction or your regulator requires a different or additional disclosure, meeting it is your responsibility as the sender (Section 28).

The system makes no decision producing legal or similarly significant effects about any person, performs no scoring or profiling of Recipients, and is described in those terms in the Privacy Policy Section 23.

26.Automated Sending Authorization — Your Consent to Send on Your Behalf

By enabling Follow-Ups on a Thread you instruct and authorise us to compose and transmit messages to the Recipients on that Thread on your behalf, in your name, until you turn it off.

Scope of the authority
Limited to the Thread you enabled it on, to the Recipients already on that Thread or the linked Client record, and to the purpose of following up an outstanding signature or payment.
Revocation
Immediate and unilateral. Turn Follow-Ups off for a Thread, disconnect a Connected Mailbox (Section 27), or cancel a scheduled message before it sends.
Our role
We act on your instruction. We do not choose your Recipients, do not decide whether contacting them is lawful, and do not review the message before it goes.
Our discretion
We may decline to send, throttle, or suspend Follow-Ups where we reasonably believe sending would breach these Terms, applicable law, or a provider’s policies, or would damage deliverability for other customers (Section 36).

27.Sending From Your Email Address and In Your Name — Mailbox Connection and OAuth Scope

To send Follow-Ups from your own address, you connect a mailbox. We support Google (Gmail and Google Workspace) and Microsoft (Outlook and Microsoft 365). Connection is by OAuth — you authorise it on the provider’s own screen and we never see or store your email password.

Scopes requested — send only
Google: gmail.send. Microsoft: Mail.Send. These permit one thing: sending a message as you.
What we therefore cannot do
We cannot read your inbox. We cannot read your sent mail, your drafts, your folders, your contacts or your calendar. We cannot search, index or download anything from your mailbox, and we cannot delete anything in it. The scope does not permit it.
What we store
The access and refresh tokens needed to send, the address the connection is for, and the connection’s status. Tokens are held only for as long as the connection exists.
Replies
Because the message is sent as you, replies go to your mailbox directly. We do not receive them and cannot act on them.
Disconnecting
Disconnect at any time in your settings, or revoke access from your Google or Microsoft account. Sending stops immediately and the stored tokens are deleted. You must disconnect before you close the mailbox or leave the organisation that owns it.
Your authority over the mailbox
You warrant that you are entitled to send from the address you connect, and that connecting it does not breach your employer’s or provider’s policies. If the mailbox belongs to an organisation, you warrant you have its permission.
If no mailbox is connected
Follow-Ups are sent from our own sending address, showing your Workspace name. Replies then go to the reply address configured on your Workspace.

Use of Google and Microsoft data is subject to their respective API terms and limited-use requirements, and we handle it in accordance with the Privacy Policy. Google and Microsoft are named as subprocessors for this purpose (Section 65).

28.You Are the Sender of Record

You are the sender of every message sent through the service. We provide the tool; you choose the recipient, the timing and the content. Compliance with every law governing that message is your responsibility, not ours.

This applies whether the message leaves from a Connected Mailbox or from our infrastructure on your behalf. In the language of the statutes, you are the sender, the initiator and the party on whose behalf the message is sent.

You are responsible for compliance with, at least:

  • CAN-SPAM (US) — accurate headers and subject lines, identification of the message, a valid physical postal address, a working unsubscribe honoured within ten business days;
  • CASL (Canada) — express or implied consent before sending, sender identification, and a functioning unsubscribe;
  • GDPR and ePrivacy (EEA) and PECR (UK) — a lawful basis for contacting the person, consent or the soft opt-in where required, and the right to object;
  • UAE law, including Federal Decree-Law No. 45 of 2021 and applicable telecommunications regulation; and
  • any equivalent law in the Recipient’s country, and any rules imposed by your own regulator or professional body.

We do not undertake any of this for you. We do not assess whether you may lawfully contact a Recipient, do not verify consent, do not maintain your suppression list (Section 29), and do not review message content. Nothing about the Service functioning normally implies a message was lawful to send.

Your indemnity for claims, penalties and regulatory action arising from messages you cause to be sent is at Section 81, and it is the reason that clause exists.

29.Recipient Consent, Suppression, Unsubscribe, and Do-Not-Contact Obligations

Follow the rules for your own contacts. Specifically, you agree that:

  • you have a lawful basis for contacting every Recipient you enable Follow-Ups for — normally an existing client relationship in which they gave you the address for this purpose;
  • you will not use purchased, rented, scraped or harvested lists, and will not upload contacts obtained without their knowledge;
  • you will honour every unsubscribe and do-not-contact request promptly — including ones made by reply to a message sent from your Connected Mailbox, which we never see (Section 27), and which you must therefore action yourself;
  • you will maintain your own suppression list and will not re-enable Follow-Ups for someone who has opted out; and
  • you will stop contacting a Recipient who objects, and will tell us if you need help stopping a scheduled message.

We do not maintain a suppression list on your behalf, and there is no global do-not-contact database in the Service. A Recipient who asks us to stop will be told to contact you, and we will pass the request on and act ourselves where the law puts the duty on us (Privacy Policy Section 51).

Persistent complaints, high bounce rates or spam reports are grounds for throttling or suspending Follow-Ups on your account (Section 36, Section 87).

30.Approval Modes, Autonomous Sending, and Your Duty to Review

You choose, per Thread, how much autonomy the system has.

Draft for review
The message is composed and held. Nothing is delivered until you read it and send it. You can edit it freely or discard it.
Automatic send
Messages go out on their own schedule once you enable it. You can pause the Thread, cancel a scheduled message before it sends, or switch back to draft-only at any time.

Choosing automatic send does not transfer responsibility for what goes out. You remain the sender of record (Section 28), and you remain responsible for the content, the timing and the recipient of every message, including ones you never personally read. If you are not comfortable with a message being sent without your eyes on it, use draft-for-review.

You should review your enabled Threads periodically, particularly after changing a Client record, and confirm that the Recipients and cadence are still appropriate.

31.Accuracy and Limitations of AI Output — No Reliance

Automatically generated content may be inaccurate, inappropriate, poorly timed, or wrong for the relationship. Do not rely on it without review.

We do not warrant that a Follow-Up will be:

  • factually accurate about the document, the amount or the dates;
  • appropriate in tone for the recipient, the culture or the relationship;
  • well timed, or sent at a moment that helps rather than harms the deal;
  • free of error, repetition, or awkward phrasing; or
  • effective — it may produce no response, or a negative one.

Generated text is not legal, tax, accounting or financial advice (Section 13), must not be used to communicate a contractual position you have not reviewed, and should never be the sole basis for a decision that matters. Loss arising from a message that was sent, not sent, mistimed or badly worded is expressly excluded at Section 80.

32.Ownership of Inputs and Outputs

Inputs
Everything you put in — Documents, Client records, engagement data generated by your Threads — remains yours (Section 54).
Outputs
As between you and us, you own the Follow-Ups generated for your Threads and may use, edit, send and keep them without restriction. We claim no ownership in them.
Our licence
Limited to what Section 54 permits: generating, sending, storing and displaying the message so the Service works.
Similarity
Generated text is produced from templates and patterns. Similar inputs may produce similar output for different customers, and we make no representation that any output is unique or original to you.
Your warranty
You are responsible for the output you choose to send, exactly as if you had written it yourself (Section 12).

33.Use of Your Data for Model Training and Improvement

We do not train, fine-tune, or otherwise improve any model on your Documents, your uploaded files, your Clients’ data, or the contents of anything you send. Not for you, and not for anyone else.

We do not use one customer’s data to produce output for another. A Follow-Up generated for your Thread is produced from that Thread’s own signals.

There is accordingly no opt-out to offer, and we are not going to present a switch that does nothing. If we ever want to change this position, it will require an amendment to these Terms and to the Privacy Policy, notice before it takes effect, and — where consent is the right basis — your consent rather than your silence (Section 102, Privacy Policy Section 24).

34.Prohibited AI Uses

You must not use the Follow-Up system to:

  • send unsolicited bulk email, or contact people with whom you have no existing business relationship;
  • contact anyone who has unsubscribed, objected, or asked you to stop (Section 29);
  • harass, intimidate, threaten or pressure a Recipient, or send messages at a frequency intended to wear someone down;
  • impersonate another person or organisation, or send from an address you are not entitled to use;
  • misrepresent the message as personally written where Section 25 requires disclosure, or remove that disclosure;
  • pursue debt collection in a manner regulated by consumer debt-collection law, or send anything resembling a formal legal demand;
  • send political, charitable-solicitation or marketing campaigns unrelated to an outstanding document;
  • evade rate limits, quotas or throttling, including by splitting activity across Workspaces or accounts; or
  • generate content that is unlawful, defamatory, discriminatory or infringing (Section 53).

Breach is grounds for immediate suspension of the feature or the account (Section 87).

35.Third-Party AI Model Providers and Sub-Processors

Follow-Up generation runs on Kinsei Lab’s own infrastructure. No third-party model provider receives your content, your Documents, your Clients’ details, or the engagement signals described in Section 24.

There is accordingly no AI or model vendor in our subprocessor list (Section 65, Privacy Policy Section 29). Google and Microsoft appear there for mailbox sending only (Section 27), and receive the message you are sending because they are delivering it — not for any generative purpose.

If that changes, we will name the provider in the subprocessor list, state what would be sent to it and on what terms, and amend these Terms and the Privacy Policy before the change takes effect — not after.

36.Follow-Up Quotas, Fair Use, and Anti-Spam Rate Limits

Each plan includes a monthly Follow-Up allowance, currently 50 on Solo, 150 on Pro and 500 on Max. Allowances reset on your billing anniversary, do not roll over, and are per-Workspace. Where a plan describes Follow-Ups as included without a stated number, the fair-use standard below applies instead of an unlimited entitlement.

Fair use
Follow-Ups are for chasing your own outstanding documents. Volume materially beyond ordinary use for a business of your size, or use resembling a mail campaign rather than a chaser, is outside fair use.
Our remedies
We may throttle sending, pause the feature, require you to move to a higher plan, or suspend the feature or the account. We will give notice and a chance to correct, unless the conduct is causing immediate harm to deliverability or to other customers.
Deliverability protection
We may rate-limit sending, delay messages, or refuse to send where bounce rates, complaint rates or spam reports indicate a problem — including where a Connected Mailbox provider is throttling us.
No stockpiling
Allowances may not be pooled, transferred, sold, or split across Workspaces or accounts to circumvent a limit.

Exceeding an allowance does not create an overage charge. It stops further Follow-Ups for the period unless you upgrade or buy an add-on (Section 38). Questions about a limit go to hello@everbird.ai.

Part 5 — Payments

37.Subscription Plans, Seats, and Included Usage Limits

The Service is sold as a subscription. What you get is what was displayed on the plan you bought, at the time you bought it, as enforced in the product.

Before launch
Reservations and purchases made before 1 September 2026 are governed by the pre-launch offer in force at the time: Solo, Pro and Max may be reserved free with no card and no charge, and Lifetime is the only plan charged during that period. Seat caps are 1, 5 and 25 respectively.
From launch
Purchases on or after 1 September 2026 are governed by the pricing published at that time.
Founding Rates carry across
A rate locked under the pre-launch programme survives the transition and continues to apply on the terms in Section 43.
Seats
A seat is one Authorized User (Section 6). Seats are a cap, not a per-seat charge — the plan price is flat. Add-on packs increase the cap.
Included usage
Each plan includes a monthly Thread allowance and a monthly Follow-Up allowance, plus storage. Current figures and how they behave are in Section 38.

Where a published plan description and the limits enforced by the product disagree, tell us at hello@everbird.ai and we will correct the error. Until corrected, the more favourable of the two applies to you for the period in which you relied on it.

38.Usage Caps, Overages, Add-On Packs, and Fair Use

Where the Service describes something as “unlimited”, it means there is no per-item charge and no envelope or document counter — not that the limits below do not exist. Signatures, documents and invoices are unlimited in that sense on every paid plan. They remain bounded by the following, which are real and enforced:

Storage
1 GB per Workspace on every plan, plus any storage add-on and any promotional bonus. When the limit is reached, further uploads are refused until you free space or add capacity. Nothing is deleted to make room.
Client Threads
30 per month on Solo, 100 on Pro, 300 on Max. Counted per billing period and reset on your billing anniversary. The count is not reduced by deleting a Thread within the same period.
Follow-Ups
50 / 150 / 500 per month — see Section 36.
Retained versions
30 finalised versions per Document. At the ceiling a new version is refused; nothing existing is deleted.
Uploads
250 MB per file, and PDF, DOCX, PPT and PPTX only. Other formats are refused.

Overages. There are none — we do not bill you for exceeding a limit. Exceeding one stops the activity for the period until you upgrade or buy an add-on.

Add-on packs increase threads, storage or seats. They attach to the Workspace, are billed alongside the subscription, stack with each other, and end when the subscription ends.

Fair use. All allowances assume ordinary use by a single business. Activity that degrades the Service for others, resembles resale or bureau use, or is engineered to circumvent a limit — including splitting work across Workspaces or accounts — is outside fair use, and Section 87 applies.

39.Billing, Auto-Renewal, and Recurring Charges

Paid subscriptions renew automatically. Unless you cancel before the renewal date, your payment method is charged for the next period at the then-applicable rate.

What renews and when
Monthly plans renew every month on the anniversary of purchase. Annual plans renew every twelve months. Add-on packs renew on the same cycle as the subscription they attach to.
Amount
The rate applicable to your plan at renewal — your Founding Rate if you hold one (Section 43), otherwise the standard rate, subject to notice under Section 42.
Method
The payment method on file, charged by our processor. You authorise recurring charges to it and must keep it current.
Lifetime purchases
A one-time charge. Nothing recurs and no renewal takes place.
Failure
Section 49 and Section 51 govern what happens if a charge fails.
How to stop it
Cancel at any time before the renewal date — Section 40. There is no cancellation fee.

Charges appear on your statement under Kinsei Lab or EverBird.ai. Receipts are issued to the billing email on the account.

40.Cancellation and How to Cancel

Cancelling is self-serve and takes no more steps than signing up did. Go to Billing in your dashboard and cancel. We do not require you to call anyone, email anyone, wait for business hours, sit through a retention offer, or explain yourself.

  • Cancellation takes effect at the end of the current billing period. You keep access until then and are not charged again.
  • No refund is given for the remainder of a period (Section 41).
  • You may re-subscribe later. If you hold a Founding Rate, it is restored on the terms in Section 43.
  • Export what you need before the period ends — access stops when the subscription does, and there is no retrieval window (Section 23, Section 63, Section 88).

If the in-product route ever fails, email hello@everbird.ai and we will action the cancellation from the date you sent it. Deleting your account is separate and additional (Section 86).

41.Refund Policy

Fees are non-refundable. Subscription payments, one-time purchases, add-on packs and partial periods are not refunded, in whole or in part. Cancelling stops the next charge; it does not return the current one.

We do not refund for periods you did not use the Service, for downgrades mid-period, or for features withdrawn under Section 7 where Section 7 gives you a right to cancel instead.

Two things this clause does not do:

  • It does not reach backwards. If you purchased before this policy took effect and were shown a refund promise at the point of payment, that promise stands and we will honour it on the terms you were shown. A term published later cannot withdraw a representation you relied on when you paid.
  • It does not exclude a statutory right to a refund that cannot be excluded, or a refund where we are at fault — a duplicate charge, a billing error, or a charge taken after a valid cancellation. We correct those without argument.

Refund requests, and anything you think falls into the exceptions above, go to hello@everbird.ai.

42.Price Changes and Notice Period

We may change our standard prices. Where a change affects a subscription you already hold:

  • we will give at least 30 days’ notice by email to the address on your account;
  • the new price applies from your next renewal after the notice period, never mid-period;
  • you may cancel before it takes effect and pay nothing further (Section 40); and
  • if you hold a Founding Rate on that plan, the increase does not apply to you at all (Section 43).

Introductory, promotional and discounted rates last for the period stated when you took them and revert to standard pricing afterwards, with notice. Add-on pack pricing changes on the same basis. Nothing here permits a change to the price of a Lifetime purchase already made.

43.Founding / Early-Bird “Locked For Life” Pricing

Some customers hold a rate locked under the founding or pre-launch programme. It is a real, ongoing commitment, and this clause defines it exactly.

What it is
A rate lock. The price you pay for your plan does not rise when our standard price for that plan rises. This is what “locked for life” means and it is the whole of what it means.
It is per plan, not per account
The lock attaches to the plan tier it was earned on. A locked Solo rate applies to Solo. Moving to a different tier means paying the current rate for that tier; it does not carry a discount across. Returning to the original tier restores the lock.
It is non-transferable
The lock belongs to the Workspace and cannot be sold, assigned, gifted or moved to another account or Workspace, and does not survive a change of control of your business (Section 104).
It protects against price rises only
It is not a promise that the plan’s contents, quotas, seat cap or bundled features never change. Those are governed by Section 7 and Section 38 like everyone else’s. It is not a promise of any particular feature in perpetuity.
Cancelling does not forfeit it
If you cancel and later re-subscribe to the same plan in the same Workspace, your locked rate is restored. We do not use a lapse to push you onto standard pricing.
Lifetime purchases
A Lifetime purchase is a one-time payment for ongoing access with no recurring charge. It is subject to the same non-transferability and the same Section 7 right to change the Service, and to Section 87 if the account is terminated for cause.
What ends it
Termination of the account for cause (Section 87); deletion of the Workspace; or fraud in obtaining the lock, including referral fraud (Section 45). Nothing else.

“For life” means for as long as we offer the plan. If we discontinue a plan entirely we will give notice, move you to the nearest equivalent, and carry the locked rate across to it rather than use the discontinuation to reprice you.

44.Waitlist Reservations — No Guarantee of Availability, Pricing, or Launch Date

A pre-launch reservation on Solo, Pro or Max is free. No card is taken and no charge is made.

What a reservation gives you
A place in the founding programme, a seat number, and eligibility for the Founding Rate on the plan reserved, subject to Section 43 and Section 45.
What it does not give you
No guarantee that the Service will launch, launch on any particular date, launch with any particular feature, or launch at the price indicated. A reservation is not a contract to supply and creates no entitlement to damages if plans change.
Launch date
Any date we have given is an estimate and may move.
Expiry
A reservation may lapse if not converted within a reasonable period after launch, on notice to you.
If we do not launch
Free reservations are cancelled and nothing is owed either way. Amounts actually paid for a Lifetime purchase would be refunded — this is the one situation in which Section 41 does not apply.

45.Referral and Invite Program Terms

Referring other businesses can unlock a lower locked rate. The threshold and reward are as published at the time you take part.

What counts
A referral counts when a genuinely separate business creates an account through your link or code and completes the qualifying step described in the programme.
What does not count
Self-referrals; additional accounts you or your team control; accounts created with disposable, aliased or generated addresses; duplicate or fabricated businesses; incentivised or purchased sign-ups; and accounts that never activate.
Our discretion
We may withhold, reverse or revoke credits and any rate unlocked by them where we reasonably believe the programme has been manipulated, and may suspend the account (Section 87). We will tell you why and you may respond.
Changes
We may change or end the programme prospectively on notice. Rewards already properly earned are not withdrawn (Section 43).
No cash value
Credits and unlocked rates have no cash value, are not exchangeable, and are non-transferable.
Your conduct
Promote honestly. Do not spam, do not misrepresent the Service, and do not imply we endorse you.

46.Taxes, VAT, and Withholding

Prices are stated exclusive of tax unless expressly said otherwise. You are responsible for all taxes arising from your purchase and your use of the Service, other than taxes on our own income.

  • Where we are required to collect VAT, GST, sales tax or a similar tax, it is added to the amount charged.
  • Where you are required to self-assess or account for tax under a reverse-charge mechanism, doing so is your responsibility. Give us a valid tax registration number if one applies to you.
  • Payments must be made free of withholding. If law requires you to withhold, you must gross up so that we receive the full amount, and give us the withholding certificate.
  • You are responsible for the accuracy of the tax details you enter on your own invoices to your Clients. The Service is not a tax engine and does not calculate, validate or file anything for you (Section 13).

47.Client Payments and Invoicing — Third-Party Payment Processor

You can let Clients pay your invoices from the document itself. That runs through Stripe, on a connected account you open in your own name.

You are the merchant of record
The payment is between your Client and you. Money moves to your Stripe account, not ours.
Your agreement with Stripe
Connecting requires you to accept Stripe’s own terms and complete its identity and compliance checks directly with Stripe. That is a separate agreement between you and Stripe, and we are not a party to it.
What we see
Whether your account can accept charges and receive payouts, its country and currency, and — for each payment — the amount, the currency, the document and client name as they appear on your invoice, and the status. Your Client’s email and billing address are collected by Stripe on its own page and do not pass through us.
Your obligations
Invoice accurately, deliver what you invoiced for, handle your own refunds and disputes, and comply with the law and the card-network rules that apply to you as a merchant.
Availability
Payment acceptance depends on Stripe supporting your country and business type, and on Stripe approving your account. We do not control that decision.

48.EverBird Does Not Hold, Process, or Guarantee Client Funds

We never take custody of your money or your clients’ money. We are not a bank, a payment institution, a money transmitter, an escrow agent, a collections agency, or a guarantor of any payment.

Concretely:

  • Funds never touch an account we control. Payments are direct charges to your own connected Stripe account.
  • We take no fee, commission or cut from a payment your Client makes to you (Section 50).
  • We do not hold funds in escrow, do not release funds on conditions, and cannot reverse, freeze, redirect or recover a payment.
  • We do not guarantee that any invoice will be paid, that a payment will clear, or that funds will reach you. Payment risk sits with you.
  • We do not pursue your debtors. Follow-Ups are reminders, not collection activity, and must not be used as such (Section 34).
  • Payouts, holds, reserves and account reviews are Stripe’s, under your agreement with Stripe. We cannot influence them.

Unpaid invoices are expressly excluded from our liability at Section 80.

49.Chargebacks, Disputes, Failed Payments, and Suspension for Non-Payment

Your subscription fails
Our processor retries on its own schedule. Your subscription enters a past-due state and we email you. Section 51 sets out the grace period and what follows.
You charge back a subscription payment
Tell us first — most billing problems are a mistake we will simply fix. A chargeback raised without contacting us may result in immediate suspension, and we may recover the amount plus any fee our processor charges us.
Your Client charges back an invoice
That is between your Client, you and Stripe. We are not a party and cannot intervene, contest or reverse it (Section 48). We may record the outcome so your dashboard is accurate.
Disputing a charge from us
Raise it at hello@everbird.ai within 60 days of the charge. We will investigate and correct anything that is our error.
Suspension
We may suspend access for non-payment after the grace period. Suspension is not termination — data is retained and access is restored on payment (Section 51, Section 87).

50.“Zero Transaction Fees” — Scope and Processor Fees Excluded

We charge nothing on payments your Clients make to you. No platform fee, no commission, no percentage, no per-invoice charge. Your subscription is what you pay us, and it is all you pay us. That is what “zero transaction fees” means.

It does not mean the payment is free of all cost. Stripe charges its own processing fees on every transaction, and those fees are yours to pay. They are set by Stripe, vary by country, card type and payment method, and are deducted by Stripe from the payment before it reaches you. We do not set them, do not receive any part of them, and do not mark them up.

Currency conversion, payout, dispute and chargeback fees charged by Stripe, and any bank charges on a transfer your Client makes directly to you, are likewise yours. Check Stripe’s current pricing for your country before relying on a margin.

51.Delinquency, Collections, and Interest

Grace period
After a failed payment your subscription remains fully usable for up to 21 days past the end of the paid period while our processor retries. We do not cut you off on the first failure.
After the grace period
Access is suspended. Data is retained, not deleted (Section 23), and paying the outstanding amount restores access.
Termination
A subscription left unpaid for a prolonged period may be terminated, and the Workspace deleted after notice (Section 87, Section 88).
Interest and costs
Overdue amounts may carry interest at the lower of 1% per month and the maximum permitted by law, and we may recover reasonable costs of collection.
Set-off
You may not withhold or set off fees against a claim. Raise the claim under Section 92 instead.

Talk to us before it gets to this. A payment problem raised early at hello@everbird.ai is nearly always resolvable.

Part 6 — Conduct, Content & IP

52.Acceptable Use Policy

Use the Service for its purpose and do not interfere with it. You must not:

  • break the law, or help anyone else break it, through the Service;
  • access or attempt to access a Workspace, Document or account you were not given access to;
  • probe, scan, penetration-test or stress the Service without our written permission;
  • circumvent a password, expiry, quota, rate limit, seat cap or entitlement check, or help anyone do so;
  • introduce malware, or upload a file intended to damage or compromise a recipient;
  • use the Service to send unsolicited bulk messages (Section 34);
  • impose a load that degrades the Service for others, or automate use in a way not offered through the interface (Section 73); or
  • resell, sublicense, rent or operate the Service as a bureau for third parties, except under a white-label or partner agreement signed with us.

Report abuse of the Service to hello@everbird.ai. Breach is grounds for suspension or termination under Section 87.

53.Prohibited Content and Prohibited Activities

You must not use the Service to store, send or share content that:

  • infringes copyright, trademark, trade secret or other rights (Section 60);
  • is unlawful, defamatory, harassing, threatening, or promotes violence or discrimination;
  • is sexually explicit, or depicts or exploits minors in any way;
  • is fraudulent, deceptive, or impersonates a person or organisation — including invoices for goods or services never supplied, and documents designed to look like they come from someone else;
  • is phishing, or is designed to obtain credentials or payment details under false pretences;
  • relates to activity that is illegal in your jurisdiction or the Recipient’s; or
  • falls within the excluded document types in Section 17 or the regulated-data restrictions in Section 71.

We do not scan, classify, moderate or review Document contents. No filter enforces this clause. We act when a problem is reported or otherwise comes to our attention, and when we do we may remove content, disable a link, or suspend the account (Section 87). Nothing here obliges us to monitor, and not acting on something we have not seen is not a waiver (Section 106).

54.Your Content — Ownership and License Granted to EverBird

You own your Content. We claim no ownership in your Documents, your files, your Client records or your branding.

To operate the Service we need permission to handle it. You grant Kinsei Lab a non-exclusive, worldwide, royalty-free licence to host, store, back up, reproduce, transmit, render, reformat, display and — where you instruct it — send your Content, for the sole purpose of providing the Service to you and your Authorized Users.

  • The licence is limited to running the Service. It does not permit us to use your Content for our own marketing, to disclose it beyond Section 65, or to train any model (Section 33).
  • It ends when your Content does. Deleting Content or your Workspace ends the licence for it, subject to the retention in Section 69 and the audit records in Section 19, and subject to backup cycles.
  • It extends to processing necessary to deliver a Share Link to a Recipient you chose, and to generating a Follow-Up on a Thread you enabled.

You warrant that you have the rights to grant this licence for everything you put in, and that doing so infringes nobody (Section 12, Section 81).

55.Your Branding, Logos, and Portal Customization — License to Display

The Service puts your name, logo, colours and profile on the documents and portals your Clients see. You grant us a licence to display those brand assets for that purpose, and only that purpose:

  • on Documents, invoices and exported PDFs you produce;
  • on Share Links, thread pages and the client portal;
  • in email we send on your behalf, including Follow-Ups (Section 26); and
  • on your public founding-member page, if you have opted in (Section 59).

You warrant you own or are licensed to use those assets. The licence ends when you remove the asset or close the Workspace, other than copies already delivered to a Recipient or embedded in a document already sent, which we cannot recall.

Use of your brand for our marketing is a different thing and is governed by Section 59, which is opt-out.

56.EverBird Intellectual Property and Reservation of Rights

The Service — its software, design, interface, templates, document layouts, documentation, and the EverBird.ai and Kinsei Lab names and logos — is ours or our licensors’, and is protected by intellectual property law.

We grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Service during your subscription, for your own business purposes, in accordance with these Terms. That is the whole of what you get.

All rights not expressly granted are reserved. Nothing transfers ownership of anything, and no right arises by implication, estoppel or course of dealing. Documents you produce using our templates are yours (Section 54); the templates themselves are not.

57.Restrictions: No Reverse Engineering, Scraping, Benchmarking, or Competitive Use

You must not, and must not permit anyone else to:

  • copy, modify, translate or create derivative works of the Service;
  • reverse engineer, decompile or disassemble it, or attempt to derive its source code or underlying ideas, except to the extent that restriction is unenforceable by law;
  • scrape, crawl, harvest or bulk-extract data or content from the Service, or use automated means to access it other than through an interface we provide (Section 73);
  • publish benchmarks, performance tests or comparative analyses of the Service without our prior written consent;
  • access the Service to build, inform or market a competing product, or do so on behalf of a competitor; or
  • remove or obscure any proprietary notice, or the automation disclosure required by Section 25.

The benchmarking restriction does not prevent honest, factual statements of your own experience as a customer.

58.Feedback and Suggestions — Perpetual Royalty-Free License

Tell us what is wrong with the product — we want to hear it. But be clear about what happens to a suggestion.

If you send us feedback, ideas, feature requests, bug reports or suggestions, you grant Kinsei Lab a perpetual, irrevocable, worldwide, royalty-free, sublicensable licence to use them for any purpose, without restriction, attribution or compensation.

We may implement, modify or ignore any of it. Feedback is not confidential and does not create an obligation on us. If you have an idea you want to keep or be paid for, do not send it as feedback — send it as a proposal and we will discuss terms first.

This does not affect ownership of your Content (Section 54), and does not license anything of yours other than the suggestion itself.

59.Customer Identification, Logos, and Case Study Rights

We may identify you as a customer and use your name and logo in our marketing — on the website, in decks, and in materials about the Service.

Scope
Name, logo and a factual statement that you use the Service. Nothing about your Documents, Clients, revenue or activity.
Founding-member wall
If you opted in, your Workspace name, logo, website and the tagline you wrote appear on a public page. Turning the setting off removes the listing.
Case studies and quotes
Require your separate prior approval in each case. We will not attribute a quote to you or publish a story about your business without asking.
Opt-out
Email hello@everbird.ai and we will stop using your name and logo and remove them from materials we control at the next reasonable opportunity. No reason needed, and it does not affect your subscription (Section 48 of the Privacy Policy notwithstanding — this is a marketing question, not a data one).
Your brand guidelines
Tell us if you have any and we will follow them.

60.Copyright / DMCA Notice and Takedown; Repeat Infringer Policy

We respond to notices of claimed copyright infringement in content hosted on the Service, including documents shared through a Share Link.

Send a notice to hello@everbird.ai with “Copyright” in the subject line, containing:

  • your physical or electronic signature;
  • identification of the work claimed to be infringed;
  • identification of the material claimed to be infringing, with enough detail for us to locate it — normally the Share Link URL;
  • your name, address, telephone number and email address;
  • a statement that you believe in good faith the use is not authorised by the owner, its agent or the law; and
  • a statement, under penalty of perjury, that the information is accurate and that you are the owner or authorised to act for them.

What we do. We review, and where the notice is adequate we remove or disable access to the material and notify the customer who posted it. They may send a counter-notice containing equivalent information and a statement under penalty of perjury that the material was removed by mistake or misidentification; we may restore the material after a reasonable period unless the claimant tells us they have filed a court action.

Repeat infringers. We terminate, in appropriate circumstances, the accounts of customers who are repeat infringers.

Knowingly misrepresenting that material is infringing may make you liable for damages. We do not currently maintain a separate designated-agent address; use hello@everbird.ai until we publish one.

61.Trademark and Brand Usage Guidelines

EverBird.ai, Kinsei Lab, our logos and our visual identity are our trademarks. You may:

  • state factually that you use EverBird.ai, in plain text; and
  • use our name and logo as supplied when you take part in the referral programme (Section 45).

You may not:

  • alter, recolour, distort or recompose our logo, or combine it with your own mark;
  • use our marks in your product name, company name, domain name, app name, social handle or as a keyword in paid advertising targeting our brand;
  • use them in a way that suggests partnership, endorsement, certification or affiliation that does not exist; or
  • register or attempt to register anything confusingly similar.

Where the Service displays attribution on documents or portals under your plan, you must not remove or obscure it unless your plan expressly permits removal. Ask at hello@everbird.ai if you are unsure — we would rather answer than enforce.

Part 7 — Data, Privacy & Security

62.Privacy Policy Incorporation

The Privacy Policy is incorporated into these Terms and forms part of them. It sets out what personal data we handle, why, on what legal basis, who else sees it, how long it is kept, and what rights you and your Recipients have.

Where the Privacy Policy and these Terms describe the same thing, they are written to agree. If they nonetheless conflict on a matter of personal data, the Privacy Policy prevails (Section 105). On any other matter, these Terms prevail.

Changes to the Privacy Policy are notified under its own Section 60, which commits us to announcing material changes before they take effect.

63.Data Ownership and Your Right to Export

Your data is yours (Section 54). You may export it at any time while your subscription is active. Here is exactly what that means today, without overstatement.

Documents
Download as PDF, individually or as a bundle. Bundles can also be exported as a single merged PDF.
Signature records
A Certificate of Completion per document, downloadable from its audit trail (Section 19).
Share analytics
CSV or JSON.
Revenue
CSV.
What does not exist
There is no one-click account-level export of everything. Client records, thread history and workspace settings have no bulk-export button. We would rather say so than let you plan around a feature we do not have.
Portability requests
Ask at hello@everbird.ai and we will assemble a copy by hand, on the timescales in Privacy Policy Section 61. This is how data portability under Article 20 is serviced today.

Export before you cancel. Access ends with the subscription and there is no retrieval window (Section 23, Section 88).

64.Data Processing Addendum, Controller/Processor Roles, and SCCs

For Content, Client records and Recipient data, you are the controller and we are your processor. For your account, billing, product measurement, link measurement and signature audit records, we are the controller. The split is set out in Section 9 and in the Privacy Policy Section 4.

As your processor we will:

  • process personal data only on your documented instructions;
  • keep it confidential and impose confidentiality on people who handle it;
  • apply the security measures set out in Section 67 below;
  • engage subprocessors on terms no less protective, and tell you about changes (Section 65);
  • assist you, so far as we reasonably can, with data-subject requests, impact assessments and regulator enquiries;
  • notify you without undue delay of a breach affecting your data (Section 68); and
  • delete or return personal data on the criteria in Section 69.

If you need a signed Data Processing Addendum, ask at hello@everbird.ai and we will provide one. We are not going to assert that a completed set of executed DPAs already exists with every party — Privacy Policy Section 54 describes our current transfer position honestly, including that we rely on Standard Contractual Clauses where a subprocessor offers them and on Article 49(1)(b) necessity for transfers to us in the UAE, which is not the subject of an adequacy decision.

65.Sub-Processors and Notification of Changes

Our current subprocessors are listed in Privacy Policy Section 29, with what each one does. In summary: Convex (database, backend), Cloudflare (hosting, edge and file storage), Tinybird (link measurement), Stripe (billing and payments), Resend (email delivery), and — conditionally — Google and Microsoft.

Google and Microsoft
For sign-in, if you use it, and for sending Follow-Ups from a Connected Mailbox (Section 27). Where you connect a mailbox, the provider necessarily handles the message being sent.
Conditional third parties
Microsoft Office Online receives a link to a file when a legacy Office document is previewed; YouTube or Vimeo are contacted only where a Workspace sets an intro video on its portal.
No AI or model vendor
None, and none is planned (Section 35).
Changes
We will update the list and, where a change materially affects processing of your Content, give notice before it takes effect. You may object on reasonable data-protection grounds; if we cannot resolve it, you may cancel without penalty for the unused period.

66.Confidentiality

Each of us may learn confidential information of the other. Your Content is your confidential information. Non-public details of the Service, its security and its roadmap are ours.

Each party will use the other’s confidential information only to perform this agreement, protect it with at least reasonable care, and disclose it only to people who need it and are bound by equivalent obligations.

These obligations do not apply to information that:

  • is or becomes public through no fault of the recipient;
  • was already known without a duty of confidence;
  • is independently developed without use of the other’s information; or
  • is lawfully received from a third party free to disclose it.

Disclosure compelled by law is permitted, with notice to the other party where lawful so they can seek protection (Privacy Policy Section 32). Obligations survive termination for three years, and indefinitely for anything that is a trade secret (Section 89).

Feedback is excluded from this clause (Section 58).

67.Security Measures and Shared Responsibility

We apply technical and organisational measures appropriate to the risk. The measures actually in place are listed in Privacy Policy Section 55 and include: HTTPS throughout; encryption at rest on the storage our infrastructure providers operate; httpOnly same-origin session cookies; salted PBKDF2 hashing of link and upload passwords, which we cannot recover; SHA-256 document fingerprinting; role- and workspace-scoped authorisation on every read and write; verified payment webhooks; rate limits; and a permanent audit log of staff actions.

We do not hold ISO 27001 or SOC 2 certification and we do not imply one. No system is completely secure and we do not warrant that the service will be free of vulnerabilities or unauthorised access.

Statements elsewhere — on marketing pages or in sales material — describing encryption or security in stronger or more specific terms are marketing descriptions, not warranties. Privacy Policy Section 55 and this clause govern (Section 105).

Your side of it: keep credentials secure (Section 5); manage who is in your Workspace and remember that owners and administrators see everything in it (Section 6); set link passwords and expiries where a document is sensitive; decide whether the absence of signer identity verification is acceptable for your use (Section 18); keep your own backups (Section 70); and do not put restricted data in the Service (Section 71).

Support access. A small number of named staff can enter a Workspace to investigate a problem. A banner is shown for the duration, sessions expire after 8 hours, and every start and stop is permanently logged (Privacy Policy Section 50). Ask at hello@everbird.ai if you want to know whether yours has been accessed.

68.Incident and Breach Notification

If we become aware of a personal data breach affecting data we process for you, we will notify you without undue delay and give you what you need to meet your own obligations as controller.

Our commitments, matching Privacy Policy Section 56:

  • notification to supervisory authorities within 72 hours where GDPR or UK GDPR applies and the breach is notifiable;
  • notification to the UAE Data Office as required;
  • notification to affected individuals without undue delay where the risk to them is high; and
  • a notice describing what happened, the categories and approximate number of records involved, the likely consequences, what we have done, what we recommend, and how to reach us.

We will not delay a notification to make it look better. A notice is not an admission of liability. Report a suspected vulnerability or incident to hello@everbird.ai — we would rather hear it early.

69.Data Retention, Deletion, and Post-Termination Destruction

Retention follows the criteria in Privacy Policy Section 19 rather than fixed durations. In outline:

While you are a customer
Content is kept until you delete it or delete the Workspace. We do not impose a lifetime on your own material.
After a subscription ends
Data is retained, not deleted — unreachable in the product, but recoverable if you re-subscribe (Section 23).
On deletion of a Workspace
Its documents, versions, files, clients, threads, folders, shares and comments are deleted, along with stored files.
What deliberately survives
E-signature audit records, which outlive the documents they relate to and are exempt from erasure under Article 17(3)(e) (Section 19); financial, tax and dispute records; and records of moderation action. These are necessary to defend legal claims and meet legal duties.
Backups
A deleted record can persist in a backup for a short period before being overwritten on the normal cycle.
Legal hold
Where data is subject to an active dispute, investigation or legal hold, we retain it until that ends.

You may request deletion at any time at hello@everbird.ai, subject to the exceptions above, which we will identify explicitly rather than quietly apply.

70.Backups — Your Responsibility to Maintain Copies

We take backups for our own operational resilience. They are not a service to you, are not a substitute for your own records, and we do not offer point-in-time restore of an individual customer’s data.

EverBird.ai is not an archival or record-keeping system. Keep your own copies of anything you would be harmed by losing — particularly executed contracts and their Certificates of Completion (Section 19, Section 63). This matters most at cancellation, when access stops and there is no retrieval window (Section 23).

We will try to help recover data lost through our error, but we do not guarantee recovery, and loss of data is excluded from our liability at Section 80.

71.Regulated Data Restrictions

The Service is not built or certified for regulated categories of data. You must not upload, store, send or collect any of the following through it:

  • Protected health information subject to HIPAA or equivalent health-privacy law. We are not a business associate and will not sign a business associate agreement.
  • Cardholder data subject to PCI DSS — full card numbers, magnetic-stripe data, CVV or PIN. Card details belong in Stripe’s own form, never in a Document (Section 47).
  • Criminal justice information subject to CJIS, and classified or government-restricted material.
  • Personal data of children, or data collected directly from anyone under 18 (Section 3).
  • Special-category data under Article 9 GDPR — health, biometric, genetic, racial or ethnic origin, political opinions, religious beliefs, trade union membership, sex life or orientation — unless you have your own lawful basis and have assessed the risk (Privacy Policy Section 15).
  • Government identity documents, national identifiers, or credentials of any kind.

Nothing in the Service enforces this. There is no scanning and no filter — the restriction is contractual and it is yours to observe. Uploading restricted data is a breach for which you indemnify us (Section 81), and the disclaimers in Section 77Section 80 apply in full to any consequence of it.

Part 8 — Third Parties & Integrations

72.Third-Party Services, Integrations, and Connected Mailboxes

There are exactly three things you can connect, and each is optional.

Google sign-in
Authenticates you and supplies your name, email and profile picture. You can unlink it as long as you have another way to sign in.
Stripe (payouts)
Lets your Clients pay your invoices directly to you. Governed by Section 47 and your own agreement with Stripe.
Connected Mailbox
Gmail or Outlook, send-only scope, so Follow-Ups go from your own address. Governed by Section 27.

Your relationship with each provider is your own. Their terms and privacy policies apply to what they do, we do not control them, and we are not responsible for their acts, outages, policy changes or decisions about your account.

  • You are responsible for having the right to connect an account, including permission from whoever owns the mailbox or the business.
  • A provider may suspend, throttle, change or withdraw access at any time, which may break a feature. That is not a failure of the Service and gives no right to a refund (Section 41, Section 80).
  • Disconnect at any time in your settings, or revoke from the provider’s side. Disconnecting stops the dependent feature immediately.

Other third parties are involved without you connecting anything — hosting, storage, email delivery, measurement, and the conditional document viewers and video embeds. They are named in Section 65.

73.MCP, API, and Developer Access Terms

EverBird.ai does not currently offer a public API, an MCP server, an SDK, developer keys, or outbound webhooks. No programmatic interface is available to customers or third parties, and none is documented or supported.

Accordingly:

  • automated or programmatic access to the Service is prohibited other than through the interfaces we provide — no scripted access, no headless browsing, no scraping, no reverse-engineered endpoints (Section 57);
  • internal endpoints the application happens to use are not a public interface. They are undocumented, unsupported, may change without notice, and using them is a breach of these Terms;
  • nothing here prevents you exporting your own data through the features in Section 63; and
  • we reserve the right to introduce an API or MCP interface later, under separate developer terms that will apply in addition to these.

If you have an integration need, talk to us at hello@everbird.ai rather than building against something unsupported.

74.Third-Party Links and Content — No Endorsement

The Service displays links and content we did not create — links a customer puts inside a Document, a website or booking link on a client portal, an embedded video, and links in our own marketing to other companies.

  • We do not review, endorse or take responsibility for any of it. Following a link takes you outside the Service and onto someone else’s terms.
  • Comparative statements we publish about other products reflect our understanding at the time of writing. Third-party pricing and features change, and you should verify anything you rely on.
  • A Recipient clicking a link inside a customer’s Document is dealing with that customer’s choice, not ours (Section 11).

75.Email and Telecom Deliverability — No Guarantee

We do not guarantee that any email sent through the service will be delivered, will arrive on time, will reach the inbox rather than the spam folder, or will be seen.

Delivery depends on things nobody controls: the recipient’s mail provider and its filters, the reputation of the sending domain, authentication records, content heuristics, greylisting, rate limiting, blocklists, full mailboxes, and the recipient’s own rules.

Where you use a Connected Mailbox (Section 27), deliverability depends on your domain’s reputation and your provider’s limits, not ours. Your provider may throttle or refuse sending. Configuring SPF, DKIM and DMARC for your own domain is your responsibility.

Where email leaves from our infrastructure, we maintain sending practices in good faith but make no commitment about inbox placement, and we may throttle or pause sending to protect deliverability for everyone (Section 36).

Do not rely on email alone for anything time-critical or legally significant. Loss arising from a message not arriving, arriving late, or landing in spam is expressly excluded at Section 80.

Part 9 — Risk Allocation

76.Service Availability, Uptime, and Support — No SLA Unless Separately Agreed

There is no service level agreement. We publish no uptime percentage and commit to none. We aim to keep the Service available and will give advance notice of planned maintenance where we reasonably can, but availability is a target, not a term.

Interruptions
The Service may be unavailable for maintenance, upgrades, failures of our providers, or events outside our control (Section 84). No credit, refund or remedy arises from downtime (Section 41).
Support
By email at hello@everbird.ai. We aim to reply within one business day, Monday to Friday. That is a target we work to, not a guarantee, and priority support on higher plans means your request is prioritised in the queue — it does not attach a response time.
Enterprise SLA
Where our materials mention a custom SLA, dedicated onboarding or a named contact, those are available only under a separate written agreement signed by both parties. Absent that, this clause governs.
Beta features
Excluded entirely (Section 8).

Nothing in this clause limits the data-protection response times we do commit to in the Privacy Policy.

77.Disclaimer of Warranties

The service, including all templates, documents, signatures, audit records, follow-ups, generated content and analytics, is provided “as is” and “as available”, with all faults and without warranty of any kind.

To the fullest extent permitted by law, Kinsei Lab disclaims all warranties, express, implied, statutory or otherwise, including any implied warranty of merchantability, fitness for a particular purpose, title, accuracy, quiet enjoyment, and non-infringement, and any warranty arising from course of dealing, course of performance or trade usage.

We do not warrant that the service will be uninterrupted, timely, secure or error-free; that defects will be corrected; that results obtained will be accurate or reliable; that any document will be delivered, opened, signed or paid; that any signature will be valid or enforceable; or that any message will reach its recipient.

Statements on our website, in marketing material, in sales conversations or in support replies do not create a warranty and do not vary these Terms. This includes any statement that signatures are legally binding or that an audit trail stands up in court (Section 21), any description of security or encryption (Section 67), and any performance or outcome figure in our research or marketing pages.

Some jurisdictions do not allow the exclusion of certain warranties. Where that applies, the exclusions above apply to the fullest extent permitted and the remainder stands (Section 107).

78.Limitation of Liability — Exclusion of Consequential and Lost-Profit Damages

To the fullest extent permitted by law, neither party is liable for any indirect, incidental, special, consequential, exemplary or punitive damages, or for any loss of profits, revenue, business, goodwill, opportunity, anticipated savings, contracts, clients or data, however caused and on any theory of liability, whether in contract, tort, negligence, strict liability or otherwise, and whether or not the party was advised of the possibility.

This exclusion applies to everything arising out of or relating to these Terms or the Service, including Section 80.

It does not apply to: your obligation to pay fees; your indemnity at Section 81; either party’s breach of Section 66; your breach of Section 56 or Section 57; or liability that cannot be excluded by law, including fraud, fraudulent misrepresentation, and death or personal injury caused by negligence.

79.Liability Cap

To the fullest extent permitted by law, Kinsei Lab’s total aggregate liability arising out of or relating to these terms and the service will not exceed the greater of (a) the total fees you actually paid us in the twelve months immediately before the event giving rise to the claim, and (b) one hundred united states dollars (US$100).

The cap is aggregate across all claims, is not multiplied by the number of claims or claimants, and applies whether the claim is in contract, tort, statute or otherwise.

  • Free and reserved accounts. Where you have paid us nothing, our total liability is limited to US$100.
  • Lifetime purchases. The amount actually paid for the Lifetime purchase is treated as fees paid, and the cap is the greater of that amount and US$100.
  • Recipients. A Recipient has paid us nothing; our liability to a Recipient is limited to US$100.

The cap does not apply to your obligation to pay fees, your indemnity at Section 81, or liability that cannot be limited by law. It is a deliberate allocation of risk reflected in the price (Section 83).

80.Specific Exclusions

A general exclusion tends to be read narrowly, so the failure modes this product actually has are named. Subject to Section 78 and Section 79, we are not liable for any of the following:

  • Lost deals — a proposal not accepted, a contract not signed, a client lost, or revenue not earned.
  • Missed, late or mistimed Follow-Ups — a message that should have gone and did not, or went at the wrong moment.
  • Wrongly sent messages — sent to the wrong person, sent after a client asked you to stop, sent with wrong or embarrassing content, or sent when you believed the feature was off.
  • Undelivered email — blocked, greylisted, filtered to spam, delayed, or refused by a provider, including by your own Connected Mailbox provider (Section 75).
  • Unpaid, disputed or charged-back invoices, and any failure of a Client to pay you (Section 48).
  • Signatures held invalid or unenforceable, disputed attribution, a signature applied by someone other than the intended signer, or use of the Service for an excluded document type (Section 17, Section 18, Section 21).
  • A Recipient being unable to open, read or sign a link — including through expiry, a lost password, browser incompatibility or an unsupported file type.
  • Loss of access on lapse or cancellation, including inability to retrieve documents, signed contracts or certificates (Section 23).
  • Loss, corruption or unavailability of data, including where your own backups were inadequate (Section 70).
  • Acts or omissions of your Authorized Users, including an administrator viewing, altering or deleting another member’s work (Section 6).
  • Third-party outages and decisions — our infrastructure, storage, email, measurement or payment providers, or Google or Microsoft suspending, throttling or changing access (Section 72).
  • Regulatory action or penalties arising from messages you caused to be sent, or from data you should not have put in the Service (Section 28, Section 71).
  • Reliance on generated content that was inaccurate, inappropriate or badly judged (Section 31).
  • Beta features changing or being withdrawn (Section 8).

This list is illustrative of, and does not limit, Section 78.

81.Your Indemnification of EverBird

You will defend, indemnify and hold harmless Kinsei Lab, its officers, employees and agents from any third-party claim, demand, investigation or proceeding, and any resulting loss, damage, penalty, fine, settlement or reasonable legal cost, arising out of or relating to:

  • your Content, and your use of the Service (Section 12);
  • any message sent through the Service on your instruction, including a claim under CAN-SPAM, CASL, GDPR, ePrivacy, PECR, UAE law or any equivalent, and any regulatory action about consent, unsubscribe handling or unsolicited contact (Section 28, Section 29);
  • your agreements and dealings with your Clients and Recipients, including any dispute about a document or a signature (Section 11, Section 22);
  • use of the Service for an excluded document type (Section 17), for prohibited content or activity (Section 52, Section 53), or for restricted data (Section 71);
  • a claim that your Content or brand assets infringe or misappropriate a third party’s rights (Section 54, Section 55);
  • your breach of these Terms or of any law; and
  • acts and omissions of your Authorized Users.

We will notify you of a claim, give you control of its defence with counsel of your choice, and cooperate at your expense. You may not settle in a way that imposes an obligation or an admission on us without our written consent. We may participate with our own counsel at our own cost.

82.EverBird’s Indemnification of You — IP Infringement

We will defend you against a third-party claim that the Service, as provided by us and used in accordance with these Terms, infringes that party’s copyright, trademark or trade secret, and will pay damages finally awarded or agreed in settlement.

Conditions: you notify us promptly, give us sole control of the defence and settlement, and cooperate at our expense.

Exclusions. This does not apply to a claim arising from:

  • your Content, brand assets, or anything you supplied;
  • combination of the Service with anything we did not provide, where the claim would not have arisen otherwise;
  • modification of the Service by anyone other than us;
  • use in breach of these Terms, or continued use after we told you to stop;
  • beta features (Section 8), or free or unpaid use; or
  • third-party services you connected (Section 72).

Our options. If the Service becomes, or we think it may become, the subject of such a claim, we may at our own cost procure the right for you to continue, modify it to be non-infringing, or terminate the affected part on notice and refund fees you have prepaid for the unused period — which is the one circumstance in which Section 41 yields.

This clause states our entire liability and your sole remedy for third-party intellectual property claims, and is subject to Section 79.

83.Essential Purpose and Allocation of Risk

The disclaimers, exclusions and caps in Section 77Section 80 are a fundamental part of the bargain between us. The Service is priced on the basis that we do not carry the commercial risk of your client relationships, your revenue, or the legal effect of your documents. Without that allocation we could not offer it at this price, or at all.

Those provisions apply even if a limited remedy is found to have failed of its essential purpose, and survive termination (Section 89). They apply to us, our affiliates and our suppliers, and to claims in contract, tort, statute or otherwise.

If any of them is held unenforceable in whole or in part, it is reduced to the minimum extent necessary and the remainder continues in force (Section 107).

84.Force Majeure

Neither party is liable for a failure or delay in performance caused by an event beyond its reasonable control — including act of God, natural disaster, fire, flood, epidemic, war, terrorism, civil unrest, government action, sanctions, embargo, strike, failure of power or telecommunications, internet or network failure, denial-of- service attack, and failure, suspension or discontinuation of a third-party service the Service depends on (Section 72).

The affected party will notify the other and use reasonable efforts to resume. If the event continues for more than 30 consecutive days, either party may terminate on notice, and you are not charged for the period during which the Service was unavailable.

Force majeure never excuses an obligation to pay amounts already due (Section 51).

Part 10 — Term, Termination & Enforcement

85.Term and Renewal

These Terms start when you first accept them (Section 1) and continue until terminated under this Part.

Subscription term
The billing period you chose — monthly or annual — renewing automatically under Section 39 until cancelled.
Lifetime purchases
No recurring term. Access continues for as long as we offer the Service, subject to Section 43 and Section 87.
Reservations
Continue until converted, cancelled or lapsed (Section 44).
Accounts without a subscription
These Terms still govern your account and any access you have, even where no fee is payable.

86.Termination by You

Two separate actions, and it is worth knowing the difference.

Cancel the subscription
Stops billing at the end of the current period. Your account continues to exist and your data is retained but unreachable (Section 23). Re-subscribing restores access, and your Founding Rate with it (Section 43). See Section 40.
Delete your account
Permanent. Done from your account settings; it requires your password, so if you have only ever signed in with Google you must set a password first. This ends these Terms as between us.
Delete a Workspace
Removes that Workspace and its documents, files, clients, threads, shares and comments. Irreversible. A personal Workspace cannot be deleted separately from the account.

Export everything you need first (Section 63). Termination does not entitle you to a refund (Section 41), and does not affect amounts already due. Certain records are deliberately retained after deletion — audit records, financial records and moderation records (Section 69).

87.Suspension and Termination by EverBird

For cause. We may suspend or terminate your access, a Workspace, or your account where:

  • you materially breach these Terms and do not cure it within a reasonable period after notice, where it is capable of cure;
  • fees are unpaid after the grace period (Section 51);
  • you breach Section 17, Section 34, Section 52, Section 53 or Section 71, or use the Service unlawfully;
  • your use threatens the security, integrity or availability of the Service, or the deliverability of email for other customers;
  • you are a repeat infringer (Section 60); or
  • we are required to by law, or continuing would expose us to legal liability.

Immediate suspension without notice is reserved for conduct causing active harm — attacks on the Service, fraud, illegal content, or a serious security risk. We will tell you as soon as practicable afterwards.

What suspension does
A suspended Workspace becomes inaccessible to its members and its public Share Links stop working immediately, so your Clients lose access too. Suspension is reversible and no data is destroyed.
What termination does
Deletion of the Workspace and its contents, cancellation of the subscription, and disconnection of your payout account. This is irreversible.
Notice and reasons
We will normally email the account owner with the reason. Affected members see a notice in the product explaining that the Workspace was removed.
Appeal
If you think we got it wrong, write to hello@everbird.ai and we will look again. Suspension decisions are reversible; deletions generally are not, which is why we prefer suspension while a question is open. There is no formal appeal body — it is a person reviewing it.
Account bans
Where an account is banned for serious abuse, every Workspace it owns is deleted, including the personal one. Reinstating a banned address restores sign-in; it does not restore data.

For convenience. We may terminate on 30 days’ notice without cause, and will refund fees prepaid for the unused period — the second and last exception to Section 41. We will give you the notice period to export.

No decision to suspend or terminate is automated. Every one is made by a person and logged (Privacy Policy Section 23).

88.Effect of Termination and Data Retrieval Window

On termination:

  • your right to use the Service ends immediately;
  • amounts accrued before termination remain payable;
  • no refund is due, except under Section 82 or on termination for convenience (Section 87);
  • licences granted to us under Section 54 and Section 55 end, other than for copies already delivered to a Recipient and for what Section 69 requires us to keep; and
  • Section 89 lists what survives.

There is no data retrieval window. Access ends when the subscription does. We are not going to imply a grace period that the Service does not provide — Section 23 sets out exactly what a lapsed customer can and cannot do, and the practical consequence is that you must export before you cancel (Section 63).

Data is retained rather than destroyed on lapse, so re-subscribing restores access. Where you have deleted a Workspace or account, or we have terminated for cause, deletion is real and immediate.

If you have lost access and need your data, write to hello@everbird.ai. We will help where we reasonably can. That is a statement of intent, not an obligation, and we commit to no timeframe.

89.Survival of Provisions

Termination does not end everything. The following survive, together with any provision that by its nature should:

  • Section 2 definitions, so the surviving clauses still mean something;
  • Section 11Section 14 — not a party, your responsibility, no advice, no template warranty;
  • Section 19Section 23 — audit records, integrity, no guarantee of enforceability, disputes, post-termination access;
  • Section 28 sender of record, and Section 33 no model training;
  • Section 41 refunds, Section 46 taxes, Section 48 no custody of funds, Section 51 amounts owed;
  • Section 54Section 58 — content licence to the extent needed for retained data, our IP, restrictions, feedback;
  • Section 66 confidentiality, Section 69 retention, Section 71 regulated data;
  • all of Part 9 (Section 77Section 84);
  • Section 88 and this clause; and
  • all of Part 11 — Section 90Section 100 — and Section 103, Section 105Section 112.

Part 11 — Disputes

90.Governing Law

These Terms, and any dispute or claim arising out of or in connection with them or their subject matter — including non-contractual disputes and claims — are governed by the laws of the United Arab Emirates, and the applicable laws of the Emirate of Sharjah, without regard to conflict-of-laws principles.

The United Nations Convention on Contracts for the International Sale of Goods does not apply.

Where the mandatory law of your own country gives you a protection that cannot be excluded by contract, this clause does not remove it (Section 107). Section 4 limits how often that arises, because the Service is supplied for business use.

91.Venue and Exclusive Jurisdiction

The the courts of Sharjah, United Arab Emirates have exclusive jurisdiction to settle any dispute or claim arising out of or in connection with these Terms or the Service. Each party irrevocably submits to that jurisdiction and waives any objection on grounds of venue or forum non conveniens.

You must complete Section 92 before commencing proceedings.

Small claims. Either party may bring an individual claim in a small-claims or equivalent low-value court in the other party’s home jurisdiction, provided the claim stays there, remains individual, and is not brought on a class or representative basis (Section 94). We include this because a jurisdiction clause that makes a small claim uneconomic to bring deserves an exception.

Section 99 permits either party to seek urgent injunctive relief wherever necessary.

92.Informal Dispute Resolution — Mandatory Pre-Filing Notice

Before starting any proceeding, you must send us a written notice of dispute and allow the cure period below to expire. This is a condition precedent. A proceeding filed without it may be stayed or dismissed.

Send the notice to hello@everbird.ai with “Notice of Dispute” in the subject line, and to our postal address (Section 114). It must include:

  • your name, the Workspace or account concerned, and contact details;
  • a description of the dispute and when it arose;
  • the specific relief you are seeking, and how any amount is calculated; and
  • your signature, or that of your authorised representative.
Cure period
30 days from receipt for most disputes, and 60 days for disputes about fees, billing, refunds or payments, during which we will try in good faith to resolve it. We may ask for a call; you should take it.
Our reciprocal obligation
The same applies to us. We will send you a notice of dispute and wait the same period before commencing proceedings against you.
Limitation period
The Section 98 period is paused while the cure period runs, so engaging with this clause never costs you a claim.
Individual notices
Each notice must concern one customer’s own dispute. A single notice covering multiple unrelated customers does not satisfy this clause (Section 95).
Exception
Not required for an application for urgent injunctive relief (Section 99).

93.No Arbitration — Court Resolution

These Terms contain no agreement to arbitrate. Disputes are resolved by the courts identified in Section 91, after the notice procedure in Section 92.

We say this expressly rather than by silence. Nothing in these Terms, in any marketing material, or in any prior version of these Terms should be read as committing either party to arbitration, and no arbitration provision is incorporated by reference from any other document.

The parties may of course agree to mediate or arbitrate a particular dispute after it arises. That requires a separate written agreement signed by both.

94.Class Action and Collective Action Waiver

Each party may bring claims against the other only in its individual capacity, and not as a plaintiff or class member in any purported class, collective, consolidated, coordinated or representative proceeding.

No court or tribunal may consolidate more than one person’s claims, or preside over any form of representative or class proceeding, without the written consent of both parties. Neither party may act as a private attorney general or bring a representative claim on behalf of others.

This waiver applies in any forum that takes jurisdiction, notwithstanding Section 91 — it is written to operate wherever a claim is actually heard, not only where we have said it should be.

You may opt out of this waiver under Section 97. If this clause is held unenforceable in a particular proceeding, it is severed for that proceeding only and the remainder of Part 11 continues (Section 107).

95.Coordinated and Mass Claims

Where 25 or more claims of a substantially similar nature are asserted against us by or with the assistance of the same law firm, representative or coordinated group, the following applies in addition to Section 92 and Section 94:

  • each claimant must serve their own individual notice of dispute under Section 92, containing that claimant’s own facts and relief sought. A template notice differing only in name does not satisfy the clause;
  • the parties will confer in good faith about case management, including sequencing a limited number of representative claims first to determine common issues;
  • at our election, claims may be grouped into batches of up to 25 for procedural purposes, with the limitation period in Section 98 tolled for every claim in the queue while earlier batches proceed; and
  • nothing here consolidates the merits of any claim or makes it a representative proceeding — each claim remains individual (Section 94).

The purpose is orderly and proportionate resolution. It is not a barrier to any individual claimant, whose claim proceeds on its own merits and whose limitation period is protected.

96.Jury Trial Waiver

To the fullest extent permitted by law, each party knowingly and voluntarily waives any right to a trial by jury in any proceeding arising out of or relating to these terms or the service.

This clause operates only where a right to jury trial would otherwise exist. The courts identified in Section 91 do not conduct jury trials, so the waiver is directed at any other forum that takes jurisdiction despite that clause.

You may opt out under Section 97.

97.Opt-Out Right and Procedure

You may opt out of the waivers in Section 94 and Section 96. Opting out costs you nothing, changes nothing else about your account, and is not held against you (Section 100).

How
Email hello@everbird.ai with “Opt-Out — Part 11” in the subject line, stating your name, the account or Workspace concerned, and that you are opting out of the class-action and jury-trial waivers.
When
Within 30 days of first accepting these Terms, or — if we later amend Part 11 in a way that materially affects you — within 30 days of that amendment taking effect.
Effect
Section 94 and Section 96 do not apply to you. Everything else in these Terms continues to apply, including Section 90, Section 91, Section 92 and Section 98.
Confirmation
We will confirm your opt-out in writing. Keep the confirmation.

98.Limitation Period for Claims

Any claim arising out of or relating to these Terms or the Service must be brought within one year after the claim arose. A claim not brought within that period is permanently barred, to the fullest extent permitted by law.

The period is paused while:

  • a Section 92 cure period is running; and
  • a claim sits in a batching queue under Section 95.

Where the law of a jurisdiction does not permit a limitation period to be shortened by contract, the shortest period that jurisdiction permits applies instead (Section 107). This clause does not apply to claims for unpaid fees, which follow the statutory period.

99.Injunctive Relief Carve-Out

Either party may seek urgent interim or injunctive relief in any court of competent jurisdiction, without first completing Section 92 and without regard to Section 91, to prevent or stop:

  • actual or threatened infringement or misappropriation of intellectual property (Section 56, Section 57);
  • breach of confidentiality (Section 66);
  • unauthorised access to, or interference with, the Service (Section 52); or
  • any conduct causing imminent and irreparable harm.

Seeking such relief does not waive any other provision of these Terms, and does not permit a claim for damages to bypass Section 91 or Section 92.

100.Attorneys’ Fees and Costs

In any proceeding between the parties, the substantially prevailing party is entitled to recover its reasonable legal fees and costs, to the extent the court permits.

  • We may recover our reasonable costs of enforcing payment of overdue amounts (Section 51).
  • Each party bears its own costs of the informal procedure in Section 92.
  • We will not seek costs against you merely because you exercised the opt-out in Section 97, brought a good-faith claim that did not succeed, or complained to a regulator.
  • A party that files a claim in breach of Section 92, Section 94 or Section 95 may be liable for the other’s costs of having it stayed or dismissed.

Part 12 — General

101.Changes to These Terms and Notice of Material Changes

We may update these Terms. The effective date at the top of the page is authoritative, and we keep previous versions (Section 115).

Material changes
A change that reduces your rights, increases your obligations, introduces a new category of processing, changes the dispute provisions in Part 11, or changes fees, is announced at least 30 days before it takes effect, by email to the account owner and in the product.
Minor changes
Clarifications, corrections and restructuring take effect when posted, with the date updated.
Your options
If you do not accept a material change, cancel before it takes effect (Section 40). Cancelling for this reason does not entitle you to a refund of the current period, except where the change is one we could not have made under Section 7.
Part 11 amendments
Trigger a fresh 30-day opt-out window under Section 97.
Privacy Policy
Changes to it follow its own notice provisions, which require notice before a material change takes effect (Privacy Policy Section 60).

102.Continued Use as Acceptance

For minor changes under Section 101, continuing to use the Service after they are posted means you accept them.

For material changes, continued use is not enough on its own. Where a change reduces your rights, increases your obligations, or introduces processing of personal data that requires consent, we will ask you to accept it explicitly — and where consent is the right legal basis, we will ask for consent rather than treat your silence as agreement.

This is deliberate. The Privacy Policy Section 60 makes the same commitment, and we would rather the two documents agree than have a blanket continued-use clause here that contradicts it.

If you do not accept a material change, your remedy is to cancel (Section 40). Until you accept or cancel, the previous version continues to govern your use.

103.Notices and Electronic Communications

How we notify you
By email to the address on your account, by a notice in the product, or by posting on the website where the notice is general. Notices about your account, billing and security are part of the Service and are sent regardless of your notification preferences.
How you notify us
By email to hello@everbird.ai. Notices under Section 92 must also go to our postal address (Section 114).
When notice is effective
Email, on the day sent, unless it bounces. Post, three business days after sending. In-product notice, when first displayed to you.
Keep your address current
You are responsible for maintaining a working email address on your account and for reading what we send there. A notice sent to a stale address is still effective.
Electronic form
You agree to receive communications electronically and that they satisfy any requirement that a communication be in writing.

104.Assignment and Change of Control

You may not assign or transfer these Terms, or any right under them, without our prior written consent. Any attempt to do so is void. This includes transferring an account, a Workspace, or a Founding Rate to another business (Section 43).

A change of control of your business is not by itself an assignment, but a Founding Rate does not survive one (Section 43). Tell us at hello@everbird.ai if your business is acquired and we will confirm what carries across.

We may assign these Terms in whole or in part to an affiliate, or in connection with a merger, acquisition, restructuring or sale of assets, on notice to you. Your data may transfer as part of that, on the terms in Privacy Policy Section 33.

These Terms bind and benefit each party’s permitted successors.

105.Entire Agreement and Order of Precedence

These Terms, together with the documents listed below, are the entire agreement between us about the Service, and supersede all prior and contemporaneous proposals, marketing statements, sales conversations, demonstrations and understandings. Neither party has relied on any statement not set out in these documents. Nothing here excludes liability for fraudulent misrepresentation.

Where documents conflict, this order applies:

  • 1. a separately signed order form, enterprise agreement or Data Processing Addendum — but only as to the subject matter it expressly covers;
  • 2. these Terms;
  • 3. the Privacy Policy — which prevails over these Terms on any question of personal data (Section 62);
  • 4. any acceptable-use, brand or programme guidelines we publish; and
  • 5. anything else — help pages, marketing copy, pricing pages, comparison pages, research pages and support replies, none of which vary these Terms or create a warranty (Section 77).

Your own purchase order or standard terms have no effect, even if we acknowledge or invoice against them.

106.No Waiver

A failure or delay in enforcing any provision of these Terms is not a waiver of it, and does not prevent later enforcement. A waiver is effective only if it is in writing and signed by the party giving it, and applies only to the instance and purpose stated. In particular, not acting on a breach — including one we did not know about, given that we do not monitor Content (Section 53) — does not waive the breach or any other.

107.Severability and Reformation

If any provision of these Terms is held invalid, illegal or unenforceable:

  • it is reformed to the minimum extent necessary to make it enforceable while preserving the parties’ original intent, and enforced as reformed;
  • if it cannot be reformed, it is severed and the remaining provisions continue in full force unaffected; and
  • severance in one jurisdiction or proceeding does not affect the provision anywhere else.

This applies with particular force to Part 9 and Part 11: a cap, exclusion or waiver held too broad is narrowed rather than discarded, and Section 83 continues to govern the allocation of risk.

108.No Third-Party Beneficiaries

These Terms are between you and Kinsei Lab. No other person has any right to enforce them.

In particular, your Clients and Recipients are not parties and acquire no rights against us under these Terms (Section 11). Section 10 imposes obligations on a Recipient using a link; it does not give them rights against us beyond those the law provides directly.

The one exception: our affiliates, officers, employees, agents and suppliers may rely on the disclaimers, exclusions, caps and indemnities in Section 77Section 83, which are expressed for their benefit as well as ours.

109.Relationship of the Parties — Independent Contractors

The parties are independent contractors. Nothing in these Terms creates a partnership, joint venture, agency, franchise, employment or fiduciary relationship. Neither party may bind the other, incur obligations on its behalf, or hold itself out as authorised to do so. In particular, we are not your agent for dealing with your Clients — sending a message on your instruction (Section 26) makes us a tool you used, not your representative (Section 28), and we are never your escrow, broker or collections agent (Section 48).

110.Export Controls, Sanctions, and Anti-Corruption

You represent, warrant and undertake that:

  • you are not located in, organised under the laws of, or ordinarily resident in a country or territory subject to comprehensive trade sanctions;
  • you are not, and are not owned or controlled by, a person on any applicable restricted-party or sanctions list maintained by the United Arab Emirates, the United Nations, the United States, the United Kingdom or the European Union;
  • you will not use the Service, or permit it to be used, in breach of any applicable export control, sanctions or anti-boycott law; and
  • you will comply with anti-bribery and anti-corruption law, including the UAE Penal Code provisions on bribery, the U.S. Foreign Corrupt Practices Act and the UK Bribery Act, and will not offer or accept anything of value to improperly influence anyone in connection with the Service.

We may suspend or terminate immediately, without notice or refund, where we reasonably believe continuing would breach any of the above (Section 87).

111.U.S. Government End Users

The Service is “commercial computer software” and “commercial computer software documentation” as those terms are used in 48 C.F.R. §12.212 and 48 C.F.R. §227.7202. If you are a U.S. government end user, or are acquiring the Service on behalf of one, you acquire only those rights granted to all other end users under these Terms, in accordance with 48 C.F.R. §12.212 and 48 C.F.R. §§227.7202-1 through 227.7202-4. No other rights are granted, and any provision inconsistent with federal procurement regulation is unenforceable. This clause does not alter Section 90 or Section 91.

112.Language and Translations

These Terms are written in English, and the English version governs. If we publish a translation, it is provided for convenience only; in the event of any discrepancy, ambiguity or conflict, the English version prevails and is the version by which these Terms are interpreted and enforced. Where the law of your jurisdiction requires a contract to be provided in another language, we will supply one at hello@everbird.ai on request. That does not displace this clause except to the extent the law requires. Notices under Section 92 must be in English or accompanied by an English translation.

113.Accessibility Statement

We want EverBird.ai to be usable by everyone, including people using screen readers, keyboard navigation, magnification or other assistive technology.

Where we actually stand, stated honestly. We build with semantic HTML and ARIA, run automated accessibility checks as part of development, and fix issues as we find them. We have not completed a formal WCAG 2.2 audit, do not publish a VPAT, and do not claim conformance to any level. Parts of the product — particularly the document editor and the signing canvas — are visual and interactive by nature and are likely to present barriers we have not yet resolved.

If something blocks you
Email hello@everbird.ai with “Accessibility” in the subject line, describing the barrier, the page, and the assistive technology you use. We will respond and work with you on an alternative way to complete the task while we fix it.
Alternative formats
We will provide a document, a legal notice or an audit record in an accessible format on request, at no charge.
Your obligations to your own Clients
Documents you create and send are yours. If you are subject to accessibility obligations towards the people you send them to, meeting them is your responsibility (Section 12).

This statement is a good-faith description of our position and our commitment to respond. It is not a warranty of conformance (Section 77).

114.Company Details and Contact Information

Legal entity
Kinsei Lab, which operates EverBird.ai. References to “EverBird”, “EverBird.ai”, “we”, “us” and “our” mean Kinsei Lab.
Registered address
Kinsei LabSharjah Media CitySharjahUnited Arab Emirates
General and legal contact
hello@everbird.ai
Notices of dispute
hello@everbird.ai with “Notice of Dispute” in the subject line, and by post to the address above (Section 92).
Privacy requests
hello@everbird.ai with “Privacy” in the subject line (Privacy Policy Section 61).
Copyright notices
hello@everbird.ai with “Copyright” in the subject line (Section 60).
Accessibility
hello@everbird.ai with “Accessibility” in the subject line (Section 113).

115.Effective Date and Version History

These Terms are effective from 4 August 2026 and replace all previous versions.

4 August 2026
Current version. Complete rewrite for the subscription product: adds definitions, eligibility and business-use scope; the two-sided relationship and the no-advice position; full e-signature terms including excluded document types, the limits of signer authentication and the absence of any enforceability guarantee; automated follow-up and connected-mailbox terms with the customer as sender of record; the complete commercial terms — plans, quotas, auto-renewal, cancellation, refunds, price-lock, referrals, tax, client payments and the money-transmission disclaimer; conduct and IP; data and security; risk allocation; termination; UAE governing law and jurisdiction with a mandatory pre-filing notice procedure; and the general provisions.
June 2026
Previous version. Six clauses covering use of the service, content ownership, a warranty disclaimer, a liability limitation and changes. Written for an earlier product in which documents were stored in the browser rather than hosted.

Ask at hello@everbird.ai for a copy of the version in force on a particular date, or for a summary of what changed and why. We keep previous versions and will provide them.

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