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Terms of Service

These Terms of Service govern your access to and use of DasherOS websites, DasherHQ applications, consulting, implementation, automation, practice-operations, technology, training, support, and notary services.

Effective date: July 18, 2026
01Services are scope-based

The applicable proposal, order, or written confirmation defines the services, deliverables, schedule, and fees.

02You remain responsible

Clients remain responsible for business decisions, regulatory compliance, data accuracy, and final approvals.

03Third parties have separate terms

Google, Stripe, BlueNotary, and other providers operate under their own agreements and policies.

04Notary services are limited

A notarization verifies a notarial act; it does not provide legal advice or guarantee document acceptance.

On this page1. About these Terms2. Services covered3. Proposals, orders, and scope of work4. Client responsibilities5. Accounts, access, and authorized users6. Google Workspace and Google API services7. Third-party services8. Fees, invoices, and payment9. Cancellations, rescheduling, and refunds10. Notary services11. No professional legal, medical, or financial advice12. Client content and data13. Privacy and security14. Confidentiality15. Intellectual property and deliverables16. Acceptable use17. Service changes, support, and availability18. Review and acceptance of work19. Limited warranties and disclaimers20. Limitation of liability21. Indemnification22. Independent contractor relationship23. Suspension and termination24. Events outside reasonable control25. Electronic communications26. Governing law and disputes27. General provisions28. Changes to these Terms

1. About these Terms

These Terms of Service are a legally binding agreement between you and DasherOS LLC, referred to in these Terms as “DasherOS,” “we,” “us,” or “our.”

“You,” “your,” or “Client” means the individual or entity that accesses our websites, requests or purchases services, authorizes work, uses DasherHQ, receives a deliverable, or accepts these Terms.

When you use our services on behalf of a business, organization, practice, or other entity, you represent that you have authority to accept these Terms and bind that entity.

These Terms apply unless DasherOS and the Client have signed a separate written agreement that expressly replaces or modifies a provision of these Terms.

2. Services covered

DasherOS may provide one or more of the following services:

Practice and business operations

Workflow design, operational assessment, process documentation, implementation support, administrative coordination, and practice-operations consulting.

DasherHQ applications

Internal dashboards, request-management tools, tracking systems, communication tools, reporting pages, and operational applications.

Websites and digital pages

Google Sites pages, web content, forms, public information pages, intranet pages, landing pages, and embedded applications.

Automations and integrations

Google Workspace configuration, Apps Script automation, email workflows, spreadsheets, calendar tools, forms, APIs, and third-party integrations.

Training and support

Setup assistance, onboarding, documentation, user education, troubleshooting, maintenance, and operational support when included in the applicable service scope.

Notary services

New Jersey in-person notarial services and coordination of online notarization sessions through an approved remote notarization platform.

Custom project work

Custom design, development, configuration, data migration, reporting, document preparation, and other services described in a proposal or written confirmation.

Additional services

Other lawful services that DasherOS agrees to perform in writing, including services added through a change request, estimate, order, or invoice.

The availability, features, and scope of a service may vary. DasherOS is not obligated to provide a service unless the work has been accepted or confirmed in writing.

3. Proposals, orders, and scope of work

A proposal, statement of work, order form, estimate, email confirmation, or invoice may identify:

  • The specific services and deliverables.
  • The project schedule or estimated completion date.
  • The Client’s responsibilities and required materials.
  • Fees, deposits, payment milestones, and expenses.
  • Included revisions, support, or maintenance.
  • Third-party services, subscriptions, or licenses.
  • Any project-specific terms.

Estimates are based on the information available when they are prepared. They may change when the Client changes the scope, provides incomplete or inaccurate information, delays required approvals, or requests work not included in the original scope.

Work outside the agreed scope may require a new estimate, change order, updated invoice, or written approval.

Order of precedence

In the event of a conflict, the following order generally controls:

  1. A separately signed written agreement.
  2. An accepted statement of work or proposal.
  3. An accepted order form or project-specific confirmation.
  4. These Terms of Service.

4. Client responsibilities

The Client agrees to:

  • Provide complete, accurate, and timely information, instructions, content, and access needed to perform the work.
  • Identify an authorized contact who can make decisions, approve work, and provide instructions.
  • Review deliverables and promptly report errors, omissions, or requested corrections.
  • Maintain appropriate backups of information, records, credentials, and systems under the Client’s control.
  • Obtain all permissions, licenses, releases, and consents required for content, data, trademarks, images, documents, and accounts supplied to DasherOS.
  • Use appropriate security measures, including strong passwords, multifactor authentication, and prompt removal of access for former personnel.
  • Comply with laws, regulations, professional obligations, licensing rules, record-retention requirements, and contractual obligations applicable to the Client.
  • Confirm that any workflow, policy, form, communication, charge, clinical process, billing process, or business decision is appropriate for the Client before implementation.
DasherOS may provide recommendations and operational tools, but the Client remains responsible for final business, compliance, employment, financial, clinical, billing, regulatory, and legal decisions.

5. Accounts, access, and authorized users

Certain services may require access to a Google Workspace account, DasherHQ page, shared drive, spreadsheet, email account, third-party platform, or other protected system.

The Client is responsible for:

  • Maintaining the confidentiality of usernames, passwords, API credentials, recovery codes, and authentication methods.
  • Limiting access to authorized users.
  • Promptly notifying DasherOS of suspected unauthorized access, account compromise, or security incidents.
  • Ensuring that users follow these Terms and any applicable organizational policies.

DasherOS may restrict or suspend access when reasonably necessary to protect data, prevent misuse, investigate a security concern, comply with law, or address nonpayment.

6. Google Workspace and Google API services

DasherOS applications may use Google Workspace services, including Gmail, Google Sheets, Google Drive, Google Calendar, Google Sites, Google Apps Script, and related Google APIs.

By authorizing a Google connection, the authorized user gives DasherOS permission to perform the functions clearly presented by the application and described in the applicable privacy disclosures.

Depending on the service, these functions may include:

  • Reading and updating approved spreadsheet records.
  • Sending service-related emails.
  • Locating and displaying relevant email conversations.
  • Detecting customer or requester replies.
  • Creating or updating calendar events.
  • Accessing files selected or authorized by the user.
  • Supporting dashboards, alerts, and workflow automation.

Use of Google services is also subject to Google’s applicable terms, policies, availability, security controls, quotas, and technical limitations.

DasherOS does not guarantee that a Google service, API, feature, permission, or integration will remain continuously available or unchanged.

DasherOS’s use and transfer of information received from Google APIs will follow the Google API Services User Data Policy, including its Limited Use requirements, as described in our Privacy Policy.

7. Third-party services

DasherOS services may depend on or connect with independent third-party products such as:

  • Google Workspace and Google Cloud services.
  • Stripe and other payment processors.
  • BlueNotary and other notarization platforms.
  • Website, domain, email, hosting, and security providers.
  • Electronic signature and document-management platforms.
  • Communications, analytics, and support platforms.
  • Other applications selected or approved by the Client.

Third-party products are governed by their own terms, privacy policies, fees, service levels, security practices, and support procedures.

DasherOS does not control and is not responsible for a third-party provider’s:

  • Availability, outages, delays, or discontinued features.
  • Pricing, billing, refunds, or account restrictions.
  • Data handling or security practices.
  • Changes to APIs, permissions, or technical requirements.
  • Acceptance or rejection of a transaction or document.

The Client is responsible for reviewing and accepting any third-party terms required to use the applicable service.

8. Fees, invoices, and payment

Fees are stated in the applicable proposal, estimate, order, invoice, service page, or written confirmation.

Unless otherwise stated in writing:

  • Payment is due by the deadline shown on the applicable invoice.
  • The Client is responsible for applicable taxes, third-party charges, travel charges, platform fees, filing fees, shipping expenses, and approved out-of-pocket costs.
  • A deposit or advance payment may be required before work, travel, scheduling, or platform setup begins.
  • DasherOS may pause work or withhold delivery when an invoice is overdue.
  • Additional work requested outside the accepted scope may be separately invoiced.

Payment providers

Payments may be processed through Stripe, BlueNotary, or another approved provider. Payment-card information is processed by the payment provider and should not be submitted through ordinary email or a general request form.

Disputed charges

Questions or disputes concerning an invoice should be submitted promptly and should identify the applicable invoice, request, or project number.

9. Cancellations, rescheduling, and refunds

Cancellation, rescheduling, credit, and refund terms may be stated in the applicable proposal, invoice, appointment confirmation, service description, or third-party platform.

Refund eligibility may depend on:

  • Whether work has started or been completed.
  • Whether time or an appointment was reserved.
  • Whether travel or third-party expenses were incurred.
  • Whether a license, subscription, or platform fee was paid.
  • Whether a custom deliverable was created.
  • Whether the Client failed to provide required information.

Third-party fees are subject to the third party’s own refund and cancellation policies.

Nothing in these Terms limits any refund, cancellation, or consumer right that cannot lawfully be waived.

10. Notary services

General notary terms

DasherOS may provide in-person notary services through a commissioned New Jersey notary public and may coordinate remote online notarization through BlueNotary or another approved platform.

A notarial act does not:

  • Make a document legally valid or enforceable.
  • Confirm that a document is accurate or complete.
  • Confirm that a transaction is lawful or advisable.
  • Guarantee acceptance by a court, agency, recorder, bank, foreign government, or other recipient.
  • Replace advice from a licensed attorney.

Signer responsibilities

Each signer is responsible for:

  • Providing acceptable and unexpired identification.
  • Appearing as required for the requested notarial act.
  • Understanding the document being signed.
  • Signing willingly and without coercion.
  • Providing a complete document with the appropriate notarial certificate or instructions.
  • Confirming whether witnesses are required and arranging acceptable witnesses unless otherwise agreed.
  • Confirming document requirements with the attorney, agency, institution, or recipient that will use the document.

Right to decline or stop a notarization

A notary may decline, postpone, or stop a notarial act when permitted or required by law, including when:

  • Identity cannot be satisfactorily verified.
  • The signer is not present as required.
  • The signer does not appear willing or aware.
  • The document is incomplete or contains blank material sections.
  • The requested act is unlawful or outside the notary’s authority.
  • The notary has a prohibited conflict or direct financial interest.
  • Required technology, communication, recording, or identification procedures cannot be completed.
  • The notary reasonably suspects fraud, coercion, or misrepresentation.

Remote online notarization

Online notarization sessions are conducted through the applicable remote-notarization platform. The signer may need:

  • A supported computer or mobile device.
  • A reliable internet connection.
  • A working camera and microphone.
  • An acceptable identification document.
  • Successful identity verification.
  • Payment through the platform.
  • Compliance with the platform’s terms and technical requirements.

BlueNotary or the applicable platform may separately process identity verification, session records, platform charges, and payment.

In-person service and travel

In-person service is subject to location, availability, identification requirements, document readiness, travel approval, and confirmation of applicable service and travel charges.

Required New Jersey notice:
I am not an attorney licensed to practice law and may not give legal advice about immigration or any other legal matter or accept fees for legal advice.

11. No professional legal, medical, or financial advice

Unless expressly stated in a separate written professional engagement, DasherOS services are operational, administrative, technological, educational, or notarial in nature.

DasherOS does not provide:

  • Legal advice or legal representation.
  • Tax or accounting advice.
  • Investment or financial advice.
  • Clinical diagnosis or patient-specific medical advice through DasherHQ business services.
  • Regulatory certification or a guarantee of compliance.

Templates, workflows, policies, educational materials, and technology configurations should be reviewed by the Client’s qualified legal, financial, clinical, compliance, security, or other professional advisers when appropriate.

12. Client content and data

“Client Content” includes information, text, files, images, trademarks, records, credentials, messages, documents, and other materials supplied or authorized by the Client.

The Client retains ownership of Client Content. The Client grants DasherOS a limited permission to access, host, process, reproduce, modify, transmit, and use Client Content as reasonably necessary to:

  • Provide the requested services.
  • Create and maintain deliverables.
  • Operate authorized integrations and workflows.
  • Provide support and correct errors.
  • Protect security and prevent misuse.
  • Comply with law and the Client’s lawful instructions.

The Client represents that it has the legal right and authority to provide Client Content to DasherOS and authorize its use for the requested services.

Sensitive and regulated information

The Client must not submit protected health information, government-identification images, Social Security numbers, payment-card numbers, account passwords, or other highly sensitive information through an unapproved form, ordinary email, or public website field.

Unless DasherOS expressly agrees in writing and any required agreement has been signed, including a business associate agreement when applicable, the services are not intended to receive or store regulated health information on the Client’s behalf.

The Client must use only the secure transmission and storage methods approved for the applicable project.

13. Privacy and security

DasherOS’s collection, use, disclosure, retention, and protection of personal information are described in the DasherOS Privacy Policy.

The Privacy Policy is incorporated into these Terms by reference.

DasherOS uses reasonable administrative, technical, and organizational safeguards. However, no website, email system, cloud platform, API, network, or electronic storage method can be guaranteed to be completely secure or continuously available.

The Client is responsible for security controls and data handling within Client-managed accounts, devices, networks, systems, and personnel.

Review the full Privacy Policy at:

DasherOS Privacy Policy

14. Confidentiality

Each party may receive nonpublic business, technical, operational, financial, or other confidential information from the other party.

Each party agrees to use reasonable care to protect confidential information and to use it only for the applicable business relationship.

Confidential information does not include information that:

  • Is publicly available through no breach of these Terms.
  • Was lawfully known without a duty of confidentiality.
  • Is independently developed without using the other party’s confidential information.
  • Is lawfully received from a third party without a duty of confidentiality.
  • Must be disclosed under law, court order, or lawful government request.

A party required to make a legal disclosure may provide notice when legally permitted and reasonably practical.

15. Intellectual property and deliverables

Client materials

The Client retains ownership of Client Content, trademarks, branding, and materials supplied by the Client.

DasherOS materials

DasherOS retains ownership of its preexisting and general:

  • Software, source code, scripts, libraries, and components.
  • Templates, frameworks, dashboards, and design systems.
  • Methods, processes, techniques, and operational know-how.
  • Documentation, educational materials, and reusable tools.
  • Improvements and general skills developed while providing services.

Custom deliverables

Ownership or licensing of custom deliverables may be stated in the applicable proposal or written agreement.

Unless otherwise stated in writing, after full payment, DasherOS grants the Client a nonexclusive, nontransferable license to use the completed deliverables for the Client’s own internal business operations.

The Client may not resell, sublicense, publish, distribute, or provide DasherOS source code, templates, dashboards, or proprietary materials to another party unless DasherOS provides written authorization.

Third-party materials

Third-party software, fonts, images, platforms, libraries, applications, and other materials remain subject to their respective licenses and terms.

16. Acceptable use

You may not use DasherOS services to:

  • Violate any law, regulation, court order, or third-party right.
  • Commit fraud, impersonation, harassment, or deception.
  • Transmit malware, malicious code, or harmful instructions.
  • Access data, accounts, systems, or communications without authorization.
  • Interfere with or disrupt a service, network, API, or user.
  • Circumvent access, security, usage, or technical restrictions.
  • Send unlawful spam or deceptive communications.
  • Upload content that infringes intellectual-property or privacy rights.
  • Use a notary service for an unlawful, fraudulent, or deceptive transaction.
  • Reverse engineer or attempt to extract proprietary source code except where such restriction is prohibited by law.
  • Resell or commercially exploit a service without written authorization.

DasherOS may suspend or terminate access when it reasonably believes these restrictions have been violated.

17. Service changes, support, and availability

DasherOS may update, repair, modify, replace, or discontinue a feature when reasonably necessary for security, functionality, provider requirements, legal compliance, or business operations.

Unless expressly included in writing:

  • Ongoing maintenance and support are not included.
  • Future revisions or redesigns are not included.
  • Third-party subscription fees are not included.
  • Data migration or restoration is not included.
  • Training beyond the agreed scope is not included.
  • Compatibility with future third-party changes is not guaranteed.

Maintenance windows, third-party outages, account restrictions, API changes, internet failures, and events outside DasherOS’s control may interrupt or delay service.

18. Review and acceptance of work

The Client should inspect deliverables promptly and notify DasherOS of material errors or deficiencies within the review period stated in the applicable proposal or written confirmation.

When no review period is stated, the Client should report material issues within a reasonable time after delivery.

Use, publication, deployment, approval, or payment of a deliverable may be treated as acceptance, subject to any non-waivable rights.

Requests for new features, stylistic changes, expanded scope, or changes made after acceptance may be considered additional work.

19. Limited warranties and disclaimers

DasherOS will use commercially reasonable care in performing accepted services.

Except for any express written warranty in an applicable agreement, and to the maximum extent permitted by law, the services and deliverables are provided “as is” and “as available.”

DasherOS does not guarantee:

  • Uninterrupted, error-free, or completely secure operation.
  • That every error or compatibility issue will be corrected.
  • A specific financial, operational, marketing, clinical, regulatory, or business result.
  • Approval by Google, Stripe, BlueNotary, an insurer, a government agency, or another third party.
  • Continued availability of a third-party feature or API.
  • Acceptance of a notarized document by its intended recipient.

Some jurisdictions do not permit certain warranty exclusions, so portions of this section may not apply in every situation.

20. Limitation of liability

To the maximum extent permitted by law, DasherOS will not be liable for indirect, incidental, special, exemplary, consequential, or punitive damages, including loss of profits, revenue, goodwill, business opportunities, data, or anticipated savings.

To the maximum extent permitted by law, DasherOS will not be responsible for losses caused by:

  • Client instructions, errors, omissions, or delays.
  • Inaccurate or incomplete Client Content.
  • Unauthorized access caused by Client-controlled accounts or devices.
  • Third-party platforms, outages, fees, policies, or actions.
  • Internet, network, email, hosting, or cloud failures.
  • Use of a deliverable outside its intended purpose.
  • Failure to implement recommended security or backup practices.
  • Changes made by the Client or another provider.

To the maximum extent permitted by law, DasherOS’s aggregate liability arising from a specific service or project will not exceed the amount actually paid to DasherOS for that specific service or project during the six months immediately preceding the event giving rise to the claim.

Nothing in these Terms excludes liability that cannot lawfully be excluded or limited.

21. Indemnification

To the extent permitted by law, the Client agrees to defend, indemnify, and hold harmless DasherOS and its owners, personnel, contractors, and representatives from third-party claims, losses, liabilities, damages, penalties, and reasonable expenses arising from:

  • The Client’s unlawful or unauthorized use of a service.
  • Client Content that infringes another party’s rights.
  • The Client’s violation of these Terms.
  • The Client’s violation of law or professional obligations.
  • Instructions or business decisions made by the Client.
  • Access granted by the Client to an unauthorized person.

This section does not require the Client to indemnify DasherOS for claims caused solely by DasherOS’s unlawful conduct where such indemnification is prohibited by law.

22. Independent contractor relationship

Unless a separate written agreement states otherwise, DasherOS provides services as an independent contractor.

These Terms do not create an employment, partnership, joint venture, franchise, fiduciary, or agency relationship between the parties.

Neither party has authority to enter into an agreement or incur an obligation on behalf of the other party unless expressly authorized in writing.

23. Suspension and termination

DasherOS may suspend or terminate a service or project when:

  • An invoice is overdue.
  • The Client materially breaches these Terms.
  • The Client requests unlawful or unethical activity.
  • Continued work creates a security or compliance risk.
  • A required third-party account becomes unavailable.
  • The Client fails to provide required information, cooperation, access, or approvals.
  • DasherOS is unable to provide the service safely or lawfully.

The Client may terminate an ongoing service according to the applicable proposal, subscription, order, or written agreement.

Termination does not eliminate payment obligations for work performed, reserved time, approved expenses, licenses, subscriptions, or nonrefundable third-party charges incurred before termination.

Provisions concerning payment, confidentiality, privacy, intellectual property, limitations of liability, indemnification, dispute resolution, and other provisions that by their nature should survive will remain effective after termination.

24. Events outside reasonable control

DasherOS will not be responsible for delays or failure caused by events outside its reasonable control, including:

  • Natural disasters or severe weather.
  • Utility, internet, telecommunications, or hosting failures.
  • Cyberattacks or widespread security incidents.
  • Government actions, emergencies, or changes in law.
  • Labor disputes, transportation interruptions, or illness.
  • Third-party platform, API, banking, or payment outages.

DasherOS will use reasonable efforts to resume affected services when practical.

25. Electronic communications

You consent to receive service-related communications electronically, including by email, website notification, dashboard message, online invoice, electronic signature, or third-party platform.

Electronic communications may include:

  • Proposals and project confirmations.
  • Appointment and scheduling information.
  • Invoices and payment confirmations.
  • Service notices and support messages.
  • Security and account notifications.
  • Updates to policies and terms.

You are responsible for maintaining an accurate email address and monitoring messages associated with an active request or account.

26. Governing law and disputes

These Terms are governed by the laws of the State of New Jersey, without regard to conflict-of-law principles.

Before filing a legal claim, the parties agree to make a reasonable good-faith effort to resolve the dispute through direct written communication.

Unless applicable law requires otherwise, any legal action arising from these Terms or the services will be brought in a state or federal court with jurisdiction in New Jersey.

Nothing in this section prevents either party from seeking emergency injunctive relief, filing an eligible small-claims action, or exercising a right that cannot legally be waived.

27. General provisions

Entire agreement

These Terms and the applicable proposal, order, invoice, statement of work, privacy policy, and signed agreements form the entire agreement concerning the applicable service.

Severability

If a provision is found unenforceable, it will be modified only to the extent necessary, and the remaining provisions will remain effective.

No waiver

Failure to enforce a provision does not waive the right to enforce it later.

Assignment

The Client may not assign these Terms or transfer access to a service without DasherOS’s written consent. DasherOS may assign these Terms as part of a merger, restructuring, sale, or transfer of its business or relevant assets.

Headings

Section headings are provided for convenience and do not change the meaning of these Terms.

No third-party beneficiaries

Unless expressly stated otherwise, these Terms do not create enforceable rights for any third party.

28. Changes to these Terms

DasherOS may update these Terms to reflect changes in services, technology, third-party platforms, security practices, or legal requirements.

Updated Terms will be posted on this page with a revised effective date.

Material changes may also be communicated through email, dashboard notice, service notification, or another reasonable method.

Continued use of a service after updated Terms become effective constitutes acceptance of the updated Terms, except where applicable law requires additional consent.

Questions

Contact DasherOS.

Send questions about this document, privacy requests, or account matters to info@dasheros.com.

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