These Terms and Conditions ("Terms") constitute a legally binding agreement between RIVAL PRACTICE ("RIVAL PRACTICE," "we," "us," or "our") and the individual or professional entity purchasing or accessing our platform, tools, or services ("Client," "you," or "your"). By accessing our platform, using our free tools or resources, or purchasing a subscription, you explicitly agree to be bound by these Terms. If you do not agree to these terms, you are strictly prohibited from using our site, tools, or services.

RIVAL PRACTICE provides an AI-powered growth platform and related services for tax, accounting, legal, and professional-services firms. The platform is a staff-only system for growing the firm; it is not practice-management or case-management software, and it does not store the firm's clients' tax returns, financial records, or identity documents. Depending on the plan you purchase, the Service may include: a done-for-you marketing website hosted on our infrastructure; a branded team workspace for your staff; a smart CRM and pipeline; a 24/7 AI receptionist, AI web chat, and lead forms; AI-powered communications, email campaigns, follow-up, and reputation (reviews) tools; a command center and AI analyst that work from your firm's own statuses and metrics; AI-visibility (answer-engine) optimization; high-volume email sending and inbound email routing through our Switchboard services (Repeater for sending and Relay for inbound routing); and market-intelligence products such as Rival Radar.

We also make available free informational tools and resources- for example, the AI-Visibility Sweep, revenue and missed-call calculators, local market snapshots, and downloadable guides such as our AEO & website playbook. The specific features available to you depend on your subscription tier and any add-ons, and are described at the point of sale and within your account. We may add, change, or discontinue features over time.

CRITICAL COMPLIANCE NOTICE: RIVAL PRACTICE IS A TECHNOLOGY, TEMPLATE, AND EDUCATIONAL ENVIRONMENT PROVIDER. WE ARE NOT A LAW FIRM, WE ARE NOT A CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM, AND WE DO NOT PROVIDE LEGAL, TAX, COMPLIANCE, MALPRACTICE, OR FORMAL FINANCIAL ADVICE.

All software, website content, materials, workflows, guides, and AI-generated outputs (including drafts, summaries, scores, estimates, and recommendations) are provided solely as technical and educational tools for your business use. As part of our done-for-you services, RIVAL PRACTICE writes educational marketing content for your firm under the editorial policy you sign during onboarding; this content is informational and is not legal, tax, financial, or other professional advice. Laws, state bar ethics rules, and IRS regulations vary significantly by jurisdiction and change frequently, so you review and approve each page before it is published, and you remain responsible for compliance with the professional-conduct, advertising, and solicitation rules that apply to your field. We recommend you have your own qualified counsel or compliance specialist review your editorial policy, and any content you have questions about, before it is used with the public or with clients. RIVAL PRACTICE disclaims all liability stemming from your reliance on the Service or any content or output it generates.

We offer free tools, reports, and informational content- including the AI-Visibility Sweep and its scores and recommendations, revenue and missed-call calculators, local market snapshots, downloadable guides, and any AI-generated drafts, summaries, or estimates produced by the Service. These are provided for general informational purposes only, on an "as-is" basis, without any guarantee of accuracy, completeness, availability, or results.

Scores, estimates, and recommendations are directional- they are not promises of performance, search or AI rankings, revenue, lead volume, or any specific outcome. AI features can produce inaccurate, incomplete, or outdated output; you are responsible for reviewing and verifying any AI-generated content before relying on it, sending it, or publishing it under your name. Nothing produced by these tools is legal, tax, financial, or other professional advice. (Ownership of the platform and its content is addressed in Section 6.)

Subscriptions & setup fees. Platform subscriptions (such as the Managed, Growth, and Authority tiers) are billed monthly in advance to the payment method on file, and certain plans include a one-time onboarding/setup fee. Rival Radar is billed monthly and you may cancel it at any time; the first month may be priced differently and include a one-time competitive market report as described at checkout. Payments are processed securely by Stripe; we do not store full payment-card numbers.

Rival Credit (prepaid usage). Certain features are usage-based, including AI Receptionist calls, text messages and AI-assisted features in the platform (for example, AI analysis, briefs, writing and background processing). Your plan includes a monthly amount of AI usage, which is applied first, resets each month and does not carry over. Usage beyond the included amount is drawn from Rival Credit, a prepaid balance you fund in advance, at the rates shown in your account on the Rival Credit & usage page. We may update those rates from time to time; updated rates apply to usage after the change and are always shown on that page. You can set a monthly budget and other limits in your account. If you enable automatic reload, you authorize us to charge your saved payment method for the amount you selected whenever your balance falls below the threshold; you can turn automatic reload off at any time. When your balance is insufficient, usage-based features may pause until you add credit.

About Rival Credit. Rival Credit is purchased in advance for use with Rival Practice services only. It is not a bank account, deposit or stored-value product, has no cash value, does not earn interest and cannot be transferred. Rival Credit is consumed as services are used and does not expire while your account is active. Applicable taxes may apply. AI-generated output may be inaccurate; you are responsible for reviewing it before relying on or sending it.

Ask Rival (AI analyst). Ask Rival answers questions using your workspace's own data and, when you ask, prepares actions such as adding notes or tags, updating a contact, sending one email to one contact, creating a draft email campaign, booking an appointment, setting a reminder or running a question on a schedule. Nothing is changed or sent until an authorized person on your team confirms it; group changes require an Owner or Admin, and draft campaigns are only sent when you send them. You are responsible for reviewing what you confirm. Ask Rival may read notes, messages and support-ticket text in your workspace to answer questions; your Owner can turn this off at any time. Conversations are private to the person who asked and kept for 12 months; answers you share are visible to your team. A "firm memory" your Owners and Admins control is used to tailor answers; don't store your customers' sensitive information in it. Ask Rival usage is billed as described under Rival Credit.

Cancellation. You may cancel a subscription at any time. Cancellation takes effect at the end of the then-current billing period, and your access continues until then. Free tools and resources are provided at no charge and require no subscription.

Refunds & non-payment. Except where required by applicable law, fees are non-refundable- including one-time setup fees and prepaid balances- because access and services are provided on an ongoing basis. We may change pricing with notice, effective on your next billing cycle. Failure to pay an outstanding balance may result in suspension or termination of your access to the Service.

The Platform is ours; your content and brand are yours. RIVAL PRACTICE LLC ("Rival Practice," "we") owns and retains all rights to the Platform - our software, team workspace, AI systems, website templates and design system, and all code, structured data, and infrastructure we generate to build, host, and operate your website and workspace. Your subscription grants you a limited, non-exclusive, non-transferable license to access and use the Platform, and the website we build for you, for the duration of your active paid subscription. Nothing in these Terms transfers ownership of the Platform or any part of it to you.

Your Content stays yours. "Your Content" means the materials and brand assets you provide, or that we assemble on your behalf from your inputs- your business name, biographies, practice descriptions, copy, logos, images, and trademarks. You retain all ownership of Your Content and your brand. You grant us a non-exclusive license to host, display, adapt, format, and modify Your Content solely as needed to build and operate your website and provide the service.

In short: you own what your firm says and how it's branded; we own how it's built and delivered- the platform, design system, and the code and AI-generated infrastructure behind it. You agree not to copy, resell, reverse-engineer, or repurpose the Platform, its templates, or its underlying code and design system.

You own your data, and you can take it with you. "Your Data" means the business records you and your team enter or upload- your CRM contacts and leads, documents, communications, and related operational records. You own Your Data; we hold and process it only to provide the service.

Export anytime- no lock-in on your data. You can export your CRM and contact lists yourself at any time from your workspace (CSV), and download your firm's business documents from your document storage whenever you like. We will never hold your operational data hostage.

Your website is a managed service (there is no self-serve website export). We design, build, and host your public website for you as part of the service- it is not a self-edit website builder or CMS. Because of this, there is no self-serve export of the website itself, its source code, its templates, or its design system, which are our intellectual property. On request, we will provide you a copy of the content and brand assets you supplied to us (your text, images, and logo) in a standard format, so your own materials are always available to you.

Your domain is yours. You own your custom domain name. If you ever leave Rival Practice, you keep your domain and may point it to any provider you choose.

Either of us may end the subscription in accordance with the subscription and billing terms. Fees already paid are governed by those billing terms.

What happens when your subscription ends. On cancellation or expiration, your access to the Platform ends and the hosted services we provide - your website, team workspace, AI receptionist, and related features - are deactivated. We recommend exporting Your Data (CRM/contacts and documents) before your access ends. After your subscription ends, we may retain or delete Your Data in accordance with our Privacy Policy and applicable law; Your Data will remain available for export for 30 days after cancellation, then deleted on a rolling basis.

What you keep: your custom domain, the data you exported, the answer pages and drafts we wrote and published for you, and- on request- a copy of the content and brand assets you provided to us.

What we keep: the Platform and all intellectual property in it, including the code, templates, design system, and any AI-generated build powering your website. We are not obligated to transfer, license, hand over, or continue hosting the website's source code, design system, or infrastructure after your subscription ends.

Call Recording & Consent. If you enable the AI receptionist, calls to and from the phone numbers you connect may be recorded, transcribed, and processed to provide the service and its features (such as call summaries and follow-ups). The AI receptionist announces that the call is being recorded; full call transcripts are deleted after 90 days, and call summaries we retain are scrubbed of identity and account numbers. Recording and monitoring laws vary by jurisdiction, and some require the consent of all parties to a call. You are solely responsible for complying with all applicable call-recording, wiretapping, and privacy laws in connection with your use of the AI receptionist- including providing any legally required notice to callers and obtaining any legally required consent before a call is recorded. You agree to configure and use the service in a manner consistent with those obligations, and you will defend, indemnify, and hold harmless Rival Practice and its affiliates from any claims, damages, or liabilities arising out of your failure to provide required notice or obtain required consent.

Our digital assets and services are provided strictly on an "as-is" and "as-available" basis, without warranties of any kind, either express or implied. RIVAL PRACTICE does not warrant that our templates will meet your specific local regulatory requirements, that they will be completely error-free, or that your access to our platform will be entirely uninterrupted.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL RIVAL PRACTICE OR ITS PARENT ENTITIES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES - INCLUDING BUT NOT LIMITED TO LOSS OF PRACTICE PROFITS, LOSS OF FIRM DATA, CLIENT DISPUTES, OR REGULATORY PENALTIES - ARISING OUT OF YOUR USE OF OR INABILITY TO USE OUR TEMPLATES AND RESOURCES. OUR TOTAL AGGREGATE LIABILITY FOR ANY CLAIM LINKED TO THIS AGREEMENT SHALL BE STRICTLY LIMITED TO THE EXACT MONETARY SUM PAID BY YOU TO RIVAL PRACTICE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE ACCRUAL OF THE DISPUTE.

You agree to defend, indemnify, and hold harmless RIVAL PRACTICE, its parent companies, officers, directors, and employees from and against any lawsuits, compliance fines, professional liability claims, or legal expenses arising directly or indirectly from your use, modification, or deployment of our templates in your professional practice.

These Terms shall be governed by and interpreted exclusively in accordance with the laws of the State of Texas, without regard to its conflict-of-law principles. Any legal action, dispute, or litigation arising out of this agreement must be brought and adjudicated strictly and exclusively within the state or federal courts presiding over the State of Texas.

We reserve the right to modify this legal framework at any time to reflect updates to our digital delivery model or changes in prevailing regulations. Any modifications become active immediately upon being posted to our website. Your continued use of our platform following a published update constitutes your binding acceptance of the revised Terms.

Service and account emails.

By creating an account, you agree to receive transactional and service-related messages necessary to operate your workspace- including sign-in/magic links, billing and payment notices, security alerts, provisioning and onboarding updates, and support responses. These are required to provide the Service and cannot be opted out of while your account is active.

Weekly Status Digest (auto-enrollment / opt-out).

When your workspace is activated, you are automatically enrolled in our periodic Status Digest- a summary email covering your workspace activity, leads, and performance metrics. This is a convenience feature, and you may opt out at any time at no penalty by (a) toggling "Weekly Status Digest" off in your portal under Communications, or (b) using the one-click unsubscribe link in the footer of any digest email. Opting out of the digest does not affect required service and account emails.

Emails we send on your behalf.

The Service lets you send email to your own clients and contacts ("Firm Communications"), optionally branded with your firm's name, logo, and domain. You are the sender of record for all Firm Communications and are solely responsible for their content and for complying with all applicable laws, including the CAN-SPAM Act, TCPA, and any anti-spam or privacy regulations that apply to you and your recipients. You represent that you have the necessary consent to contact each recipient. Every Firm Communication includes your firm's physical mailing address and a functioning unsubscribe mechanism, as required by law; you agree to keep your address of record accurate and to honor unsubscribe requests promptly.

Our compliance safeguards.

We apply commercially reasonable deliverability and compliance safeguards - including first-party open/click tracking only, bounce and spam-complaint suppression, sending-rate limits, and an address-of-record attestation requirement for automated sends. High-volume email sending and inbound reply routing are handled through our Switchboard services (Repeater for sending and Relay for inbound routing). These safeguards supplement, but do not replace, your own legal obligations as the sender of record.