Terms of Service

These Terms of Service (the “Terms”) form a binding agreement between you and LeadForge LLC (“LeadForge,” “we,” “us,” or “our”) regarding your access to and use of the LeadForge website, applications, software, and related services (collectively, the “Service”). By creating an account, accessing the Service, or using any LeadForge feature, you agree to these Terms and to the policies incorporated by reference through the LeadForge Legal & Trust Center.

If you use the Service on behalf of a company, agency, organization, or other legal entity, you represent that you have authority to bind that entity to these Terms. In that case, “you” and “your” also refer to that entity.

If you do not agree to these Terms, you may not access or use the Service.

LeadForge is an agency operating and sales-intelligence platform that helps users discover businesses, build and manage territories, maintain lead and customer-development records, research opportunities, collaborate with team members, create sales materials, conduct and analyze meetings, operate outbound email workflows, and use AI-assisted tools to support business decisions and execution.

The Service may include Discovery, the LeadForge business index, Targeted and Copilot-assisted discovery, Lead Intelligence, territories, Vault and workflow records, Daily Actions, dashboards and analytics, LeadForge Copilot, Business Partner Tasks, Pitch Decks, Team Threads and direct messaging, Team Video Chat, Meeting Intelligence, Lead Imports, Email Campaigns, notifications, Support, and other features that LeadForge may add, modify, or retire.

Features, limits, interfaces, providers, and availability may vary by subscription, role, workspace access, selected data scope, device, geography, or product configuration. A reference in these Terms to a feature does not guarantee that the feature is included in every plan or will remain available indefinitely.

You must be at least 18 years old and legally capable of entering into a binding agreement to use LeadForge. You are responsible for providing accurate account information and for keeping your sign-in credentials and connected accounts secure.

You are responsible for activity performed through your account unless the activity results from a security failure for which LeadForge is legally responsible. You must promptly notify LeadForge if you believe your account, credentials, connected mailbox, or workspace access has been compromised.

LeadForge may use third-party identity providers to authenticate users and maintain secure sessions. Your use of those identity services may also be subject to the provider’s applicable terms.

LeadForge supports both Personal and Workspace contexts. The data, permissions, visibility, and actions available to a user may depend on the selected context, the user’s role, and whether the user has been granted Workspace access.

Personal records and Workspace records are not automatically interchangeable. A user may own or control certain Personal records while Workspace owners or administrators may have authority over shared Workspace records, membership, access, configuration, and other Workspace-level functions.

Joining, leaving, or being removed from a Workspace may change a user’s ability to view or modify Workspace data without necessarily deleting that data. Workspace records may remain with the Workspace after an individual user’s access ends. Additional rules regarding team roles, access, ownership, and shared records are described in the Team Management Policy.

Paid plans may include recurring subscription access together with stated limits or allowances for Discoveries, AI-assisted processing, seats, and other metered or capacity-based features identified in the applicable plan, checkout flow, order, or account interface.

Lead unlocks are not a paid usage unit. LeadForge may permit users to unlock or work with leads without charging a separate unlock credit, subject to plan access, product rules, abuse controls, and technical limits.

Certain Discovery modes may consume Discoveries differently. LeadForge may also meter AI-assisted operations differently depending on the feature, model, processing cost, or product rule disclosed in the applicable interface or Billing & Usage Policy.

LeadForge may offer capacity packs, seat capacity, or other add-ons. Add-ons may be subject to eligibility requirements, expiration rules, usage priority, or plan dependencies disclosed at purchase. Usage or capacity is a contractual service allowance and does not represent ownership of LeadForge infrastructure, provider capacity, or underlying third-party data.

If you purchase a recurring subscription, you authorize LeadForge and its payment provider to charge the payment method associated with your account for the applicable subscription fees, taxes, and authorized add-ons at the disclosed billing interval until the subscription is canceled.

Prices, plan limits, included capacity, and taxes may change. When required by applicable law or contract, LeadForge will provide notice before a material pricing change takes effect for an existing subscription.

Failure to pay amounts when due may result in suspension, restriction, downgrade, or termination of paid features. Billing administration may be performed through third-party payment services, and LeadForge does not use its application database as a repository for full payment-card details.

You may cancel a recurring subscription through the cancellation method made available for your account. Unless otherwise stated at purchase or required by applicable law, cancellation prevents future renewal charges and does not automatically refund charges already incurred for the current billing period.

Access to paid features may continue through the end of the paid billing period unless the account is suspended or terminated for cause. Refund eligibility, billing corrections, duplicate charges, service failures, and other payment adjustments are governed by the Refund Policy and applicable law.

LeadForge may retrieve, organize, enrich, cache, index, or analyze publicly available business information and information supplied by users. Business records may include names, locations, categories, websites, public contact details, ratings, reviews, social or online-presence information, and other business-related signals available from public or authorized sources.

LeadForge does not guarantee that third-party or public business data is complete, current, accurate, or suitable for a particular purpose. You are responsible for verifying information before relying on it for outreach, contracting, legal compliance, credit decisions, employment decisions, or other consequential uses.

You may not use LeadForge to scrape, extract, resell, redistribute, or reconstruct platform data at scale except as expressly permitted by the Service or a written agreement. Additional restrictions and permitted uses are described in the Acceptable Use Policy and Data Usage & Discovery Policy.

You may provide LeadForge with lead lists, CSV files, business records, contact information, notes, and other data for import or processing. You represent that you have the rights and authority necessary to provide that information to LeadForge and to instruct LeadForge to process it for the requested purpose.

LeadForge may retain original import source rows and related mapping information to preserve migration accuracy, remapping, reporting, and auditability. Imported records may also be normalized into LeadForge data structures. Deleting or editing a resulting lead does not necessarily delete the original import source record unless the applicable product control or deletion process expressly does so.

You remain responsible for the legality, accuracy, and appropriate use of customer-provided data.

LeadForge uses artificial intelligence and automated systems across multiple product features, including LeadForge Copilot, Business Partner Tasks, Lead Intelligence, Pitch Decks, Discovery assistance, Meeting Intelligence, and AI-assisted Support. These systems may use information from the current page, selected Personal or Workspace scope, relevant leads or territories, prior interactions, authorized memory, uploaded or connected data, and other context required to perform the requested task.

AI-generated content may be incomplete, inaccurate, outdated, or unsuitable for a particular business, legal, financial, compliance, or strategic decision. You are responsible for reviewing outputs before relying on, sending, publishing, or acting on them.

LeadForge may use different models, providers, deterministic systems, or fallback methods for different features. LeadForge does not guarantee a particular model, response, recommendation, ranking, score, or business outcome.

The AI & Automated Systems Policy and other applicable Legal & Trust Center documents contain additional information about AI processing, context, memory, and automated features.

Email Campaigns allows authorized users to connect supported mailboxes and send outbound messages through those connected accounts. LeadForge may provide campaign composition, recipient selection, scheduling or execution controls, suppression, unsubscribe handling, delivery-state tracking, and related workflow features.

You are solely responsible for determining whether you may lawfully contact a recipient and for ensuring that your message content, sender identity, subject lines, recipient selection, disclosures, physical-address information, and other elements of your outreach comply with applicable laws, regulations, contractual obligations, provider rules, and industry requirements.

You must not use LeadForge to send unlawful spam, deceptive commercial messages, prohibited solicitations, harassment, or communications to recipients who must be suppressed or have validly opted out. You must not remove, evade, or interfere with LeadForge suppression or unsubscribe safeguards.

LeadForge may restrict, pause, or disable sending when necessary to protect recipients, provider relationships, platform reputation, deliverability, or legal compliance.

Meeting Intelligence may capture meeting audio, transcribe speech, generate meeting artifacts, identify decisions or follow-up information, and create permitted Personal or Workspace memory or context from a meeting.

Meeting Intelligence may only be used when required participant notice and consent have been obtained. LeadForge provides a participant-facing consent flow, but you remain responsible for using Meeting Intelligence in compliance with the laws applicable to the participants, meeting, and jurisdictions involved.

You must not use Meeting Intelligence to secretly record, intercept, monitor, or process communications where doing so is unlawful. A Workspace owner’s or administrator’s authority to operate a meeting does not eliminate any legal obligation to obtain participant consent.

LeadForge may temporarily retain raw capture media for processing and may retain transcripts, artifacts, consent records, provenance, and approved memory separately. Additional retention details are described in the Data Retention & Deletion Policy.

LeadForge may provide Team Threads, direct messages, shared-work cards, notifications, video calls, and other collaboration features. Users may communicate within a Workspace and, where the product permits, directly with other LeadForge users outside the current Workspace.

You are responsible for the content you send or share and for respecting the rights, confidentiality, and privacy of other users and third parties. You may not use collaboration features for harassment, impersonation, unlawful solicitation, malicious content, credential theft, or other prohibited conduct.

Closing a direct-message view or losing access to a Workspace does not necessarily delete conversation history retained for other participants or the Workspace.

LeadForge may allow you to connect third-party services such as Google or Microsoft accounts. By connecting a service, you authorize LeadForge to access and use the permissions you approve for the purpose described in the connection flow.

Connected-service availability depends on the third-party provider. LeadForge is not responsible for provider outages, account restrictions, permission changes, API limitations, or provider actions outside LeadForge’s control.

You are responsible for complying with the terms that apply to your third-party accounts. You may remove supported connections through the controls LeadForge makes available, subject to retention of historical records where described in the applicable policy.

You may use LeadForge only for lawful purposes and in accordance with these Terms, the Acceptable Use Policy, and all applicable laws and regulations.

You may not interfere with the Service, bypass access controls or usage limits, attempt unauthorized access, exploit vulnerabilities, reverse engineer the Service except where applicable law expressly permits it, use the Service to facilitate fraud or harm, misuse AI or communications features, or obtain or redistribute data in a manner prohibited by LeadForge or the rights of others.

LeadForge may investigate suspected abuse and may restrict features, rate-limit activity, suspend access, or terminate accounts or Workspaces when reasonably necessary to protect the Service, users, third parties, or LeadForge.

As between you and LeadForge, you retain the rights you hold in content and data that you provide to LeadForge, subject to Workspace ownership and authority rules applicable to shared records.

You grant LeadForge a limited, non-exclusive right to host, copy, transmit, transform, process, display, and otherwise use customer-provided content and data only as reasonably necessary to provide, secure, maintain, support, and improve the requested Service, comply with law, enforce these Terms, and perform obligations described in the applicable policies.

This operational license does not transfer ownership of your customer-provided content to LeadForge.

LeadForge and its licensors retain all rights in the Service, software, interfaces, designs, models, workflows, documentation, branding, trademarks, and other LeadForge technology, excluding customer-provided content and third-party materials.

Except for the limited right to use the Service under these Terms, no intellectual-property rights are granted to you. You may not copy, sell, license, distribute, create a competing service from, or commercially exploit LeadForge technology except as expressly authorized in writing.

If you voluntarily provide suggestions, ideas, or feedback about LeadForge, you grant LeadForge the right to use that feedback without restriction or compensation, provided that this does not give LeadForge ownership of confidential customer data or customer-provided content merely because the feedback references the Service.

LeadForge may modify, improve, replace, limit, suspend, or discontinue features as the Service evolves. LeadForge may also change third-party providers, models, integrations, technical architecture, or product workflows.

LeadForge does not guarantee uninterrupted or error-free availability. Maintenance, infrastructure events, provider outages, security incidents, capacity constraints, software defects, or other events may affect the Service. Additional availability information is described in the Service Availability Policy and, where applicable, an executed Service Level Agreement.

LeadForge may suspend or terminate access when you materially violate these Terms or another applicable policy, fail to pay amounts due, create security or legal risk, misuse the Service, threaten platform integrity, or where suspension or termination is otherwise permitted by law or contract.

You may stop using LeadForge at any time and may cancel paid subscriptions through the applicable cancellation process. Termination or account closure does not automatically erase obligations, payment liabilities, compliance records, Workspace records, or other data that may lawfully or contractually survive termination.

Provisions that by their nature should survive termination, including provisions concerning intellectual property, payment obligations, disclaimers, limitations of liability, indemnification if applicable, data retention, and dispute-related obligations, will survive to the extent permitted by law.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” LEADFORGE DOES NOT WARRANT THAT THE SERVICE, BUSINESS DATA, AI OUTPUTS, SCORES, RECOMMENDATIONS, CAMPAIGN RESULTS, MEETING OUTPUTS, OR THIRD-PARTY INTEGRATIONS WILL BE ACCURATE, COMPLETE, UNINTERRUPTED, SECURE, ERROR-FREE, OR SUITABLE FOR YOUR PARTICULAR PURPOSE.

LeadForge is a business software platform and does not provide legal, financial, tax, employment, credit, or regulatory advice. You are responsible for obtaining professional advice where appropriate and for evaluating whether your use of the Service complies with applicable law.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, LEADFORGE AND ITS AFFILIATES, OFFICERS, EMPLOYEES, CONTRACTORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST BUSINESS OPPORTUNITIES, LOSS OF GOODWILL, OR LOSS OF DATA ARISING OUT OF OR RELATING TO THE SERVICE.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, LEADFORGE’S TOTAL LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE AMOUNT YOU PAID TO LEADFORGE FOR THE SERVICE DURING THE TWELVE MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

Some jurisdictions do not allow certain exclusions or limitations. In those jurisdictions, the exclusions and limitations in these Terms apply only to the maximum extent permitted by law.

The Service depends on third-party infrastructure, APIs, data sources, authentication services, payment processors, AI providers, video services, email providers, and other external systems. LeadForge does not control those third parties and is not responsible for their independent acts, omissions, terms, content, outages, or data accuracy.

Your use of third-party services may be governed by separate terms between you and the provider. The Subprocessors & Service Providers document identifies material providers used in the current LeadForge architecture.

LeadForge may update these Terms as the Service, business model, or legal requirements change. The current version and effective date will be published in the Legal & Trust Center.

If a change materially affects your rights or obligations, LeadForge may provide additional notice when required by law or reasonably appropriate. Your continued use of the Service after revised Terms become effective constitutes acceptance of the revised Terms to the extent permitted by applicable law.

These Terms are governed by the laws of the State of Missouri, without regard to conflict-of-laws principles, unless an applicable order form, enterprise agreement, or other written agreement between you and LeadForge provides otherwise. This governing-law provision is subject to any non-waivable rights or protections available under applicable law.

If an executed enterprise agreement, order form, Data Processing Agreement, or Service Level Agreement conflicts with these general Terms, the more specific executed agreement controls for the subject matter of that conflict. The policies in the Legal & Trust Center supplement these Terms and do not override an executed agreement unless that agreement expressly provides otherwise.