Terms of Service

2.1 Provision of Services

Subject to the terms and conditions of this Agreement, Sterling Labs will provide Subscriber access to the EstateGen Services as specified in the applicable Order Form. The EstateGen Platform operates as a locally-installed application on Subscriber's device, ensuring all data remains under Subscriber's direct control.

2.2 Local Data Storage

The EstateGen Services are designed with privacy as a core principle. Sensitive Subscriber Data, including but not limited to generated documents, recordings, transcripts, and notes, is stored locally on Subscriber's device with local encryption. Sterling Labs does not store, retain, access, or have any ability to view such sensitive content on any cloud servers or external systems. However, Sterling Labs may collect and store Client Metadata and Usage Data as defined in this Agreement to provide and improve the EstateGen Services.

2.3 Service Level

Sterling Labs will provide the EstateGen Services with reasonable skill and care, and in accordance with applicable laws and regulations. Sterling Labs does not warrant that the EstateGen Services will be uninterrupted or error-free.

2.4 Support

Sterling Labs will provide reasonable support for the EstateGen Services during regular business hours. Additional support services may be available for an additional fee.

3.1 Compliance

Subscriber will: (a) comply with all applicable laws and regulations in its use of the EstateGen Services; (b) be responsible for all activities that occur under its account; (c) use the EstateGen Services only for lawful purposes and in accordance with this Agreement; and (d) not interfere with or disrupt the EstateGen Services or servers or networks connected to the EstateGen Services.

3.2 Prohibited Uses

Subscriber will not:

• Use the EstateGen Services for any illegal or unauthorized purpose
• Attempt to gain unauthorized access to the EstateGen Services
• Reverse engineer, decompile, or disassemble the EstateGen Services
• Remove or alter any proprietary notices on the EstateGen Services
• Use the EstateGen Services to transmit harmful or malicious code

3.3 Account Security

Subscriber is responsible for maintaining the confidentiality of its account credentials and for all activities that occur under its account. Subscriber will notify Sterling Labs immediately of any unauthorized use of its account.

4.1 Fees

Subscriber will pay Sterling Labs the fees specified in the applicable Order Form. All fees are non-refundable except as expressly provided in this Agreement.

4.2 Payment Terms

Unless otherwise specified in an Order Form, fees are due and payable within thirty (30) days of the invoice date. Late payments may be subject to a service charge of 1.5% per month or the maximum rate permitted by law, whichever is less.

4.3 Taxes

All fees are exclusive of taxes, and Subscriber is responsible for all taxes associated with its purchase and use of the EstateGen Services.

5.1 Sterling Labs IP

Sterling Labs retains all right, title, and interest in and to the EstateGen Services, EstateGen Platform, Documentation, and all intellectual property rights therein. No rights are granted to Subscriber except as expressly provided in this Agreement.

5.2 Subscriber Data

Subscriber retains all right, title, and interest in and to Subscriber Data. Given the local storage architecture of the EstateGen Services, Sterling Labs has no access to sensitive Subscriber Data (documents, recordings, transcripts, notes) and therefore requires no license to such data. However, Subscriber grants Sterling Labs a limited, non-exclusive license to use Client Metadata and Usage Data solely to provide and improve the EstateGen Services. Sensitive Subscriber Data remains exclusively under Subscriber's control and ownership.

5.3 Feedback

Any feedback, suggestions, or improvements provided by Subscriber regarding the EstateGen Services may be used by Sterling Labs without restriction or compensation to Subscriber, provided such feedback does not include any Subscriber Data or confidential information.

6.1 Local Data Architecture

The EstateGen Services are architected to ensure complete data privacy and attorney-client privilege protection for sensitive content. Sensitive Subscriber Data including generated documents, recordings, transcripts, and notes is stored exclusively on Subscriber's local device with local encryption. Sterling Labs has no access to, does not collect, process, or retain such sensitive content on cloud servers or external systems.

6.2 Remote Data Collection

While sensitive content remains local, Sterling Labs may collect and store the following data on its servers:

• Client Metadata: Basic client identification information such as names and email addresses necessary for service provision
• Usage Data: Telemetry and analytics data including feature usage, performance metrics, error logs, and application interactions to improve service quality and reliability
• Account Information: Subscriber account details, subscription information, and billing data

This collected data does not include the content of documents, recordings, transcripts, or attorney-client privileged communications.

6.3 Data Security Features

The EstateGen Platform includes the following security features for locally stored data:

• Local encryption of all sensitive data to prevent access by other applications
• Configurable options to retain only notes without storing transcripts or recordings
• Instant deletion capabilities for complete data control
• No transmission of sensitive content to external servers or cloud storage

6.4 Training Data and Data Usage

Sterling Labs commits that sensitive Subscriber Data (documents, recordings, transcripts, notes) is never used for training artificial intelligence models or any other purpose beyond providing the EstateGen Services directly to Subscriber. Client Metadata and Usage Data may be used in aggregate and anonymized form to improve the EstateGen Services, but will not be used to train AI models on attorney-client privileged content.

6.5 Data Retention and Deletion

Subscriber maintains complete control over all locally stored sensitive data and may delete any or all such data at their discretion using the EstateGen Platform's deletion features. Sterling Labs will retain Client Metadata and Usage Data in accordance with its data retention policies and applicable legal requirements. Subscribers may request deletion of their Client Metadata by contacting Sterling Labs directly.

7.1 Term

The term of this Agreement will commence on the Effective Date and continue until all Order Forms have expired, unless terminated earlier in accordance with this Agreement. Each Order Form will have an initial term as specified therein and will automatically renew for successive renewal terms unless either party provides written notice of non-renewal.

7.2 Termination

Either party may terminate this Agreement upon written notice if the other party materially breaches the Agreement and does not cure such breach within thirty (30) days after written notice. Upon termination, all rights and obligations will cease except those that expressly survive termination.

9.1 By Sterling Labs

Sterling Labs will defend Subscriber against any third-party claim that the EstateGen Services infringe any patent, copyright, or trademark, and will pay damages finally awarded against Subscriber for such claim, provided Subscriber promptly notifies Sterling Labs of the claim and cooperates in the defense.

9.2 By Subscriber

Subscriber will defend Sterling Labs against any third-party claim arising from Subscriber's breach of this Agreement or misuse of the EstateGen Services, and will pay damages finally awarded against Sterling Labs for such claim.