Terms of Service

Terms and Conditions of Platform Use

Last updated: May 19, 2026

PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY. BY ACCESSING OR USING THE COLLECTION PILOT PLATFORM, YOU AGREE TO BE BOUND BY THE TERMS AND CONDITIONS DESCRIBED HEREIN AND ALL TERMS INCORPORATED BY REFERENCE. IF YOU DO NOT AGREE TO THESE TERMS, DO NOT USE THE COLLECTION PILOT PLATFORM.

These Terms and Conditions of Platform Use are an agreement between The Well-Designed Firm and Customer (the "Agreement"). This Agreement consists of the below terms and conditions and the pricing and payment terms made available relating to the Service. The Service also may contain other posted notices or codes of conduct, which are incorporated by reference into this Agreement.

The Well-Designed Firm reserves the right to change or modify any of the terms and conditions contained in the Agreement at any time and in its sole discretion by providing notice that the Agreement has been modified. Such notice may be provided by sending an email, by posting a notice on the Collection Pilot website at collectionpilot.com (the "Site"), or by posting the revised Agreement on the Site and revising the date at the top of the Agreement. Your continued use of the Service following the posting of the revised Agreement will constitute your acceptance of such changes. Any changes will be effective within thirty (30) days of notice unless you notify The Well-Designed Firm within such period that you do not agree and stop using the Service.

DEFINITIONS

"Affiliate" means any legal entity that a party owns, that owns a party, or that is under common ownership (control of more than a 50% interest in an entity).

"The Well-Designed Firm" means The Well-Designed Firm, the developer and operator of the Collection Pilot Platform, and its Affiliates.

"Collection Pilot Platform" means the Collection Pilot online service and software developed and operated by The Well-Designed Firm.

"Client Software" means any software provided to Customer related to the Service.

"Consulting Services" means any training, data migration, onboarding, or other services provided by The Well-Designed Firm to Customer.

"Content" means all data, including text, sound, video or image files and software, provided to The Well-Designed Firm by or on behalf of Customer and its Users through their use of the Service.

"Customer" means the entity that has entered into this Agreement. If an individual enters this Agreement on behalf of a company or other legal entity, such individual represents that they have the authority to bind such entity to this Agreement.

"License" means the rights granted by The Well-Designed Firm to Customer to access, display, and use the Service for Customer's internal business purposes.

"Order" means an order for Services and/or Consulting Services.

"Service" means the Collection Pilot Platform online services and software, including any updates, upgrades, support, and content made available to Customer by The Well-Designed Firm. The Well-Designed Firm may change the Service at any time and for any reason without notice.

"Subscription" means the part of the Order identifying the specific Services being ordered, including user quantity and other relevant information.

"Term" means the duration of a Subscription.

"Users" means individuals within Customer's organization who have the right to use the Services.

"User Licenses" refers to the named licenses that Customer has purchased under its Subscription.

LICENSE GRANT

The Well-Designed Firm grants Customer a non-exclusive, non-perpetual, non-transferable License to the Services ordered by Customer, subject to Customer's obligation to pay and any rights and limitations described in this Agreement. The Well-Designed Firm reserves all rights not expressly granted.

Only those individuals whom Customer designates as authorized Users may use and access the Service. User Licenses cannot be shared or used by more than one authorized User or reassigned except as permitted by this Agreement. An administrator User may delete an authorized User and add a new authorized User to replace the former.

Customer shall not reverse engineer, decompile, or disassemble the Service or Client Software, except where applicable law expressly permits. Customer shall not rent, lease, lend, resell, or host the Service or Client Software to or for third parties.

ORDERING, PRICING, PAYMENTS, RENEWALS AND TAXES

Customer shall place an Order for each Subscription via any means made available by The Well-Designed Firm. Each Subscription shall be for a defined Term. Subscription Fees are available via the Order or other means made available by The Well-Designed Firm and are due and must be paid in accordance with the Order.

Unless otherwise stated, Subscriptions will automatically renew at the expiration of the Term. Subscription Fees are subject to change at the beginning of any Subscription renewal.

All prices exclude applicable taxes. Customer is responsible for all applicable value added, sales, use, or like taxes. All charges are non-refundable unless expressly stated otherwise or required by law.

The Well-Designed Firm may assess a late charge if Customer does not pay on time. The late charge will be the lesser of 5% of the unpaid amount per month or the maximum rate permitted by law. The Well-Designed Firm may suspend or cancel the Service if Customer does not pay in full and on time.

CONSULTING SERVICES

Unless otherwise set forth in writing, The Well-Designed Firm shall own all right, title, and interest in any work product created in the course of performing Consulting Services, including all intellectual property rights. The Well-Designed Firm hereby grants to Customer a non-exclusive, non-transferable license to use any deliverables only in connection with Customer's use of the Collection Pilot Platform.

Training materials provided by The Well-Designed Firm may not be modified, translated, redistributed, disclosed to third parties, or transferred in any way without The Well-Designed Firm's written consent. Customer may copy Training Materials for internal use only.

The Well-Designed Firm warrants that Consulting Services will be performed by qualified personnel and will substantially conform to any applicable requirements set forth in writing. In the event of non-conformity, Customer's sole remedy is for The Well-Designed Firm to re-perform the applicable Consulting Services within a reasonable period of time, provided Customer notifies The Well-Designed Firm in writing within fifteen (15) business days of delivery.

EXCEPT AS EXPRESSLY PROVIDED ABOVE, THE WELL-DESIGNED FIRM DOES NOT MAKE OR GIVE ANY REPRESENTATION OR WARRANTY OF ANY KIND WITH RESPECT TO CONSULTING SERVICES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

TERM AND TERMINATION

The Well-Designed Firm may cancel or suspend Customer's use of the Service at any time if Customer violates the terms of this Agreement, if The Well-Designed Firm believes Customer's use represents a threat to network integrity or other users, or if required by law. Customer's right to use the Service will stop immediately upon such notification.

Customer may terminate a Subscription by providing written cancellation notice at least 30 days prior to the end of the Subscription cycle. There will be no refund of any pre-paid subscription. Any balance owed must be paid in full prior to the cancellation taking effect.

Upon termination, The Well-Designed Firm may delete Customer's Content permanently from its servers after a period of 60 days. Customer is solely responsible for backing up its Content prior to termination. The Well-Designed Firm will have no liability for deletion of Content pursuant to these terms.

PRIVACY

The Well-Designed Firm collects, uses, and protects Customer information as described in its Privacy Policy available at collectionpilot.com. The Well-Designed Firm may access or disclose Customer information, including the content of communications, in order to: comply with the law or respond to lawful requests; protect the rights or property of The Well-Designed Firm or its customers; or act when The Well-Designed Firm believes in good faith that such access or disclosure is necessary to protect the personal safety of The Well-Designed Firm's employees, customers, or the public.

Personal information collected through the Service may be stored and processed in the United States. By using the Service, Customer consents to any such transfer of information.

USE RIGHTS AND LIMITATIONS

In using the Service, Customer will: comply with all applicable laws; comply with any codes of conduct or other notices provided by The Well-Designed Firm; keep its password secure; and promptly notify The Well-Designed Firm of any security breach or unauthorized access related to the Service.

Customer may not: use the Service in any way that harms The Well-Designed Firm or its customers; engage in or facilitate unlawful conduct; damage, disable, or impair the Service or interfere with any other user's enjoyment of the Service; resell or redistribute the Service without a contract permitting such; use any unauthorized automated process to access the Service; reverse engineer, decompile, or disassemble the Service; or build a product or service using the ideas, features, functions, or graphics of the Service.

CUSTOMER CONTENT

Customer, its Users, and associated account Users may post or store Content through the Service. Customer acknowledges that certain technical processing may be required to store and retrieve the Content. Customer, not The Well-Designed Firm, shall have sole responsibility for the accuracy, quality, integrity, legality, reliability, and appropriateness of all Content. The Well-Designed Firm shall not be responsible or liable for the deletion, correction, destruction, damage, loss, or failure to store any Content.

The Well-Designed Firm performs regular backups of Content for recovery purposes. Notwithstanding the foregoing, Customer is solely responsible for maintaining and backing up any Content it uses with the Service.

Copyright Complaints. If Customer believes that anything on the Collection Pilot Platform infringes upon any copyright it owns or controls, it may file a notification with our Designated Agent:

Name: The Well-Designed Firm Legal Team

Address: 1000 Park Avenue, #1A, New York, NY 10028

Email: info@collectionpilot.com

Please see 17 U.S.C. §512(c)(3) for the requirements of a proper notification. Knowingly misrepresenting that material is infringing may result in liability for damages.

TRIAL PERIOD OFFERS

Use of the Service during a trial period is subject to the terms of this Agreement. At the end of the trial period, if Customer does not subscribe to the Service, The Well-Designed Firm will consider the Service terminated pursuant to the Term and Termination section of this Agreement.

CONFIDENTIALITY

The Well-Designed Firm and Customer shall treat the terms and conditions of this Agreement as confidential and shall not disclose them to any third party except in furtherance of the parties' business relationship with each other.

WARRANTIES

The Well-Designed Firm warrants that the Services and Client Software will conform substantially to the description of them contained in the applicable Collection Pilot Platform documentation during the Term. This limited warranty does not cover problems caused by accident, abuse, or use of the Services in a manner inconsistent with this Agreement, or resulting from events beyond The Well-Designed Firm's reasonable control.

If Customer notifies The Well-Designed Firm within the Warranty Period that a Service does not meet the limited warranty, The Well-Designed Firm will, at its option, either (1) return the amount paid for the Service during the Term or 12 months prior to delivery of notice, whichever is less, or (2) update such Service to make it conform. These are Customer's only remedies for breach of the limited warranty, unless other remedies are required under applicable law.

EXCEPT AS PROVIDED ABOVE, THE WELL-DESIGNED FIRM PROVIDES NO OTHER EXPRESS OR IMPLIED WARRANTIES AND DISCLAIMS ANY IMPLIED REPRESENTATIONS, WARRANTIES OR CONDITIONS, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, SATISFACTORY QUALITY, TITLE OR NON-INFRINGEMENT.

DEFENSE OF INFRINGEMENT CLAIMS

The Well-Designed Firm will defend Customer against any claims made by an unaffiliated third party that any Service or Client Software infringes that party's patent, copyright, or trademark or makes intentional unlawful use of its trade secret. Customer must notify The Well-Designed Firm promptly in writing of the claim and give The Well-Designed Firm sole control over its defense.

These obligations will not apply to the extent the claim is based on Customer's use of the Service after The Well-Designed Firm notifies it to discontinue due to a third party claim; Customer's combination of the Service with a non-Collection Pilot Platform product; or Customer's use of The Well-Designed Firm's trademarks without express written consent.

LIMITATION OF LIABILITY

To the extent permitted by applicable law, the liability of The Well-Designed Firm to Customer arising under this Agreement is limited to direct damages up to the amount Customer paid The Well-Designed Firm for the Service giving rise to that liability during the (1) Term or (2) twelve months prior to the filing of the claim, whichever is less.

TO THE EXTENT PERMITTED BY APPLICABLE LAW, NEITHER PARTY NOR ANY OF ITS AFFILIATES OR SUPPLIERS WILL BE LIABLE FOR ANY INDIRECT DAMAGES (INCLUDING CONSEQUENTIAL, SPECIAL OR INCIDENTAL DAMAGES, DAMAGES FOR LOST PROFITS OR REVENUES, BUSINESS INTERRUPTION, OR LOSS OF BUSINESS INFORMATION) ARISING IN CONNECTION WITH THIS AGREEMENT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

MISCELLANEOUS

Notices. Notices to The Well-Designed Firm in connection with this Agreement must be sent to: The Well-Designed Firm, 1000 Park Avenue, #1A, New York, NY 10028, or via email to info@collectionpilot.com.

Assignment. Customer may not assign this Agreement. The Well-Designed Firm may assign this Agreement to its Affiliates.

Severability. If a court holds any provision of this Agreement to be illegal, invalid, or unenforceable, the rest of the document will remain in effect.

Waiver. A waiver of any breach of this Agreement is not a waiver of any other breach. Any waiver must be in writing and signed by an authorized representative.

Governing Law. This Agreement is governed by the laws of the State of New York without regard to its conflict of laws principles. Any action to enforce this Agreement must be brought in the State of New York.

Force Majeure. Neither party will be liable for any failure in performance due to causes beyond either party's reasonable control, including fire, flood, natural disaster, acts of government, war, terrorism, or Internet disruptions. This does not apply to Customer's payment obligations.

Entire Agreement. This Agreement and the pricing and payment terms set forth in the Order constitute the entire agreement concerning the subject matter and supersede any prior or contemporaneous communications.

Survival. Provisions regarding fees, restrictions on use, limitations of liability, confidentiality, obligations on termination, and the Miscellaneous section will survive termination of this Agreement.

English Language Controls. The English language version of this Agreement controls.

Questions? Contact The Well-Designed Firm at info@collectionpilot.com.