Terms of Service

1. Acceptance of Terms

By accessing or using Master CaseSync, you agree to these Terms and our Privacy Policy. If you use the Service for an organization, you represent that you are authorized to bind that organization to these Terms. “You” means the individual user and, where applicable, the organization that owns or controls the account.

2. Service Description

Master CaseSync provides a multi-tenant business platform that may include workflow, directory, events, forms, documents, email (including sending via a connected Gmail account), Sign-In with Google, WhatsApp, SMS, voice, calendaring, reporting, and related tools. Features may depend on third-party providers (for example Meta, Google, Twilio, Stripe, and email delivery providers) and may change as those providers update their platforms. We may add, modify, or discontinue features with reasonable notice when practicable.

3. Accounts, Passwords, and Security

You are responsible for maintaining accurate account information, protecting credentials, assigning appropriate user permissions, and promptly reporting suspected unauthorized access. You are responsible for activity performed through your account and for ensuring that each user complies with these Terms.

You must not share login credentials in a way that bypasses access controls, attempt to access another organization’s tenant data, or interfere with security features of the Service.

Password and credential responsibility. You and your authorized users are solely responsible for creating, choosing, and safeguarding passwords and other authentication credentials (including Google Account credentials used for Sign-In with Google). This includes using strong, unique passwords; not reusing passwords from other sites; not sharing passwords; enabling available security features; securing devices used to access the Service; and keeping recovery email addresses current.

To the maximum extent permitted by law, Master CaseSync, LLC is not responsible for unauthorized access, account takeover, data loss, data disclosure, alteration, or other harm arising from: (a) weak, reused, guessed, stolen, shared, or otherwise insecure passwords created or managed by you or your users; (b) phishing, social engineering, or credential theft targeting you or your users (including compromise of a linked Google Account); (c) failure to secure endpoints, email accounts, or recovery methods under your control; or (d) any other compromise of credentials that you or your users chose, stored, or disclosed. Such events are considered under your control and risk, not a failure of the Service for which Master CaseSync, LLC is liable.

4. Google Sign-In and Gmail

Master CaseSync may offer optional Google integrations:

• Sign-In with Google. Where enabled, you may authenticate using your Google Account. Google provides us with basic identity information (such as Google user ID, email, and profile details) solely to verify your identity and grant access to your existing Master CaseSync account. Sign-In with Google does not create a right to register an account that has not already been provisioned by an authorized administrator, except where we expressly allow otherwise.
• Gmail for sending email. An authorized user may connect a Google/Gmail account so the Service can send email on that user’s behalf through the Gmail API (for example invitations, reminders, form links, and other platform mailings). Connecting Gmail is optional and requires your explicit OAuth consent. You may disconnect Gmail in Settings or revoke access in your Google Account.

Your responsibilities. By using Sign-In with Google or connecting Gmail, you represent that you are authorized to use that Google Account for those purposes, and that sending mail from the connected mailbox complies with Google’s terms, Gmail policies, anti-spam laws, and your organization’s policies. You must not use Gmail sending to spam, phish, spoof, or send unlawful content.

Our role. We store OAuth tokens as needed to keep the connection working and to send messages you request. We use Google user data only for authentication and sending as described in our Privacy Policy, and in accordance with the Google API Services User Data Policy (including Limited Use). We do not sell Google user data or use it for advertising.

Google may change, rate-limit, or revoke API access. Delivery via Gmail is not guaranteed. If Google access is revoked or tokens expire, outbound Gmail sending and/or Sign-In with Google may stop until you reconnect.

5. Email Communications

Master CaseSync and your organization may send emails in connection with the Service. These may include:

• Transactional and service emails — account verification, password resets, security alerts, invitation links, form submission notices, billing receipts, system status, and similar operational messages required to provide the Service.
• Customer-initiated emails via Gmail or other providers — messages your organization chooses to send to clients, contacts, invitees, or other recipients using the platform (for example event invitations, reminders, form links, or mailings), including messages sent through a connected Gmail account.
• Product or administrative notices — updates about features, policy changes, or important account information.

Your responsibilities when sending email through or from the Service:

• Send only to recipients you are authorized to contact and for whom you have a lawful basis (consent, contractual relationship, or other applicable legal ground).
• Provide accurate sender identification and do not spoof domains, forge headers, or misrepresent the origin of messages.
• Include a clear way to unsubscribe or opt out where required by law (including applicable U.S. CAN-SPAM and similar rules for commercial email).
• Honor opt-out, unsubscribe, and suppression requests promptly.
• Do not send spam, phishing, deceptive offers, malware, or unlawful content.
• Comply with recipient expectations, industry rules, Google/Gmail policies (when using a connected Gmail account), and your own privacy notices.

Our role. We may send transactional emails related to your account and platform operation. Where your organization configures outbound email content or recipient lists—including via Gmail—your organization is the sender/controller of those communications and is responsible for their legality and content. We may use Google’s Gmail API and/or third-party email delivery providers to transmit mail.

We may delay, throttle, filter, or block email that appears abusive, unlawful, harmful to deliverability, or in violation of these Terms or provider policies. Delivery to every inbox is not guaranteed.

6. SMS, WhatsApp, and Voice Messaging

You may only send WhatsApp, SMS, or related communications to recipients when you have a lawful basis and all required consent. You must honor opt-outs, suppression requests, carrier requirements, Meta policies, Twilio policies, A2P 10DLC / Trust Hub rules, and applicable privacy and communications laws. Unsolicited, deceptive, abusive, or unlawful messaging is prohibited.

SMS message frequency varies by the organization and service selected. Message and data rates may apply. Recipients may reply STOP to opt out and HELP for assistance. Consent to receive SMS is not a condition of purchasing goods or services unless clearly stated and permitted by law.

You are responsible for registering brands/campaigns where required, maintaining accurate business profile information, and ensuring message content matches approved use cases.

7. Electronic Communications and Notices

You consent to receive agreements, notices, disclosures, and other communications from us electronically (including by email or in-product notices). Electronic communications satisfy any legal requirement that such communications be in writing, to the extent permitted by law. You are responsible for keeping a current email address on your account.

8. Third-Party Services and Charges

Connected services are governed by their own terms and billing. Charges from Meta, Twilio, Google, Stripe, telecommunications carriers, email providers, or other vendors are separate from any Master CaseSync subscription unless expressly stated otherwise. You are responsible for maintaining valid payment methods with those providers and for compliance with their acceptable-use and messaging policies, including Google’s terms when using Sign-In with Google or Gmail sending.

9. Subscriptions, Wallet, and Billing

If you purchase a subscription, add wallet credit, or authorize paid features (for example messaging-related fees charged through the platform), you agree to pay the applicable fees and taxes. Fees may be billed in advance or as usage occurs, depending on the product.

• Failure to pay may result in suspension or limitation of features.
• Wallet or prepaid balances may be non-refundable except where required by law or expressly stated.
• You authorize us and our payment processors to charge the payment method you provide.
• Pricing may change with notice; continued use after the effective date constitutes acceptance of the new pricing for subsequent periods.

10. Acceptable Use

You may not use the Service to:

• Violate laws or regulations, including privacy, healthcare, consumer protection, anti-spam, or export rules.
• Infringe intellectual property or other rights.
• Transmit malware, attempt unauthorized access, probe systems, or disrupt the platform.
• Misrepresent identity, affiliation, or the purpose of communications.
• Send spam or scrape data without authorization.
• Process information you are not authorized to possess.
• Use the Service to harass, threaten, or discriminate unlawfully.
• Circumvent usage limits, security controls, or billing mechanisms.
• Abuse Google Sign-In or a connected Gmail account (including sending bulk unsolicited mail or accessing Google data beyond the authorized login and send purposes).

11. Customer Data and Healthcare Content

You retain ownership of and responsibility for data submitted by your organization (“Customer Data”), including its accuracy, legality, retention, and the permissions required to process it. Our handling of personal information is described in the Privacy Policy.

If you enter health-related, clinical, or other sensitive information into the Service, you represent that you have authority to do so and that you will use the Service in compliance with applicable healthcare privacy laws (including HIPAA where it applies to you). Unless we have executed a separate written Business Associate Agreement (BAA) or similar contract with you, you should not treat the Service as a substitute for your own HIPAA compliance program, and you remain responsible for determining whether and how regulated data may be stored or transmitted through the platform and its integrations.

Master CaseSync does not provide legal, medical, billing, coding, or regulatory advice. Content generated or stored in the Service does not replace professional judgment.

12. Intellectual Property

The Service, including software, design, trademarks, and documentation, is owned by Master CaseSync or its licensors and is protected by intellectual property laws. Except for the limited right to use the Service under these Terms, no rights are granted to you. You may not copy, reverse engineer, or create derivative works of the Service except as permitted by law.

Feedback you provide may be used by us to improve the Service without obligation to you.

13. Availability and Disclaimers

The Service is provided on an “as is” and “as available” basis to the extent permitted by law. We do not guarantee uninterrupted operation, error-free performance, or delivery by third-party networks (including Google/Gmail, email, SMS, WhatsApp, or carrier networks). Scheduled maintenance, outages, or provider failures may occur.

14. Limitation of Liability

To the maximum extent permitted by law, Master CaseSync, LLC and its affiliates, officers, employees, and agents will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, business interruption, or cost of substitute services, arising out of or related to the Service or these Terms, even if advised of the possibility of such damages.

Without limiting the foregoing, Master CaseSync, LLC is not liable for unauthorized access to, or loss, disclosure, or misuse of, Customer Data or account information resulting from insecure passwords, compromised credentials, shared logins, phishing, or similar causes attributable to you or your users, except to the extent such exclusion is prohibited by applicable law.

Our aggregate liability arising out of or relating to the Service will not exceed the amounts you paid to us for the Service in the twelve (12) months preceding the claim (or, if none, one hundred U.S. dollars), except where liability cannot be limited under applicable law.

15. Indemnification

You will defend, indemnify, and hold harmless Master CaseSync, LLC and its affiliates from and against claims, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your Customer Data; (b) your communications (email via Gmail or otherwise, SMS, WhatsApp, or voice); (c) your use of Sign-In with Google or a connected Gmail account; (d) your violation of these Terms, Google’s terms, or applicable law; (e) disputes between you and your end users, patients, clients, or contacts; or (f) unauthorized access or data incidents caused by insecure or compromised credentials under your or your users’ control.

16. Suspension and Termination

Access may be suspended or terminated for security risks, nonpayment, unlawful activity, material violation of these Terms, or conduct that threatens the platform, recipients, or third parties. You may stop using the Service at any time, subject to applicable contractual and payment obligations. You may disconnect Google/Gmail at any time; disconnection does not by itself cancel your Master CaseSync subscription. Provisions that by their nature should survive (including ownership, disclaimers, liability limits, and indemnity) will survive termination.

17. Governing Law

These Terms are governed by the laws of the State of Florida, United States, without regard to conflict-of-law principles, except where mandatory local consumer or privacy rules require otherwise. Courts located in the State of Florida will have exclusive jurisdiction over disputes arising from these Terms, except where prohibited by law. If any provision is found unenforceable, the remaining provisions remain in effect.

If your organization requires a different governing law or venue in a signed commercial agreement, that agreement controls for the parties to it.

18. Changes

We may update these Terms to reflect changes in the Service, law, or third-party requirements. The revised version will be posted here with an updated date. Continued use after an update constitutes acceptance of the revised Terms, except where additional consent is required by law.

19. Contact

Questions about these Terms may be sent to no-reply@mastercasesync.com.