⚖️ IMPORTANT — ARBITRATION AND CLASS ACTION WAIVER NOTICE

1. Acceptance of Terms

By accessing or using any Max AI product or service — including MaxAssistant, MaxDockets, MaxLedgers, MaxServices, Sarah AI, or NorthOS (collectively, "the Service") — you agree to be bound by these Terms of Service ("Terms"). Your continued access to or use of the Service, including browsing our website without creating an account, constitutes your acceptance of these Terms and our Privacy Policy. If you do not agree, do not use the Service.

These Terms form a binding legal agreement between you and Max AI, Inc., a Texas corporation ("Max AI," "we," "us," or "our"). If you are using the Service on behalf of a company or organization, you represent that you have authority to bind that entity to these Terms.

Notice to users: These Terms apply to all users of Max AI services, including visitors who have not registered for an account. Access to the Max AI homepage, marketing pages, documentation, or any publicly accessible portion of our services constitutes acceptance of these Terms.

These Terms apply to all Max AI products and services regardless of how you access them — including mobile applications, web interfaces, API access, and voice interfaces such as Sarah AI.

2. Description of Services

Max AI provides AI-powered personal assistant and productivity tools:

• MaxAssistant — AI personal assistant for everyday tasks, scheduling, research, and more
• MaxDockets — AI-assisted legal case management and document tools (not legal services)
• MaxLedgers — AI-assisted bookkeeping and financial organization (not financial advice)
• MaxServices — Service management and automation tools
• Sarah AI — AI phone receptionist for businesses
• NorthOS — AI-native mobile operating system

We reserve the right to modify, suspend, or discontinue any feature or the Service at any time, with reasonable notice where practicable.

3. Account Creation and Security

To use most features, you must create an account. You agree to:

• Provide accurate and complete information
• Keep your password secure and confidential
• Notify us immediately of unauthorized access at [email protected]
• Be responsible for all activity that occurs under your account
• Not share your account with others or create accounts on behalf of others without authorization

You must be at least 13 years old to create an account. Users aged 13–17 must have verifiable parental or guardian consent.

4. Acceptable Use Policy

You agree not to use the Service to:

• Violate any applicable law, regulation, or third-party rights
• Harass, threaten, or harm any person
• Generate, distribute, or store illegal content, including child sexual abuse material (CSAM) — violation results in immediate account termination and law enforcement referral
• Impersonate any person or entity, or misrepresent your affiliation
• Attempt to circumvent or disable AI safety measures, content filters, or system prompts
• Reverse engineer, decompile, or extract source code from the Service
• Use the Service to train competing AI models
• Send spam, phishing messages, or unsolicited commercial communications through the Service
• Introduce malware, viruses, or harmful code
• Interfere with or disrupt the integrity or performance of the Service
• Access the Service via automated means without our written permission
• Resell or sublicense access to the Service without authorization

Fair Use — AI Document Generation (MaxPro)

MaxPro's document generation features are designed for individual business owners and small teams conducting normal business operations. Your subscription plan includes the document generation limits described at maxassistant.ai/pricing.

• Automated, scripted, or programmatic access to document generation features — including use of bots, scripts, or third-party automation tools — is prohibited except where expressly authorized by Max AI in writing.
• Accounts generating more than 5,000 AI-generated documents per calendar month may be subject to review, throttling, or plan reclassification.
• Document generation is limited to 50 requests per hour per account. Requests exceeding this limit will receive an error response and may retry after the current hour window resets.
• Max AI reserves the right to suspend, throttle, or terminate accounts that use MaxPro in a manner inconsistent with its intended purpose. Where possible, Max AI will contact the account holder before taking action.

Document Upload & Processing Limits

The following limits apply to all document uploads through Max AI services. These limits exist because AI language models have finite context windows and processing capacity; documents exceeding these thresholds cannot be reliably analyzed and may degrade service quality for all users.

• Maximum file size: 20MB per upload. Files exceeding this limit will be rejected at the time of upload.
• Text-based PDFs (documents with selectable, machine-readable text): 300-page maximum per upload.
• Scanned or image-based PDFs (documents consisting of photographed or scanned pages that require optical character recognition to extract text): 50-page maximum per upload. Scanned documents may face lower effective limits in practice due to the additional processing overhead of optical character recognition.
• Token density cap: documents estimated to contain more than 150,000 tokens — regardless of page count or file size — may be rejected. This limit applies to documents formatted to concentrate an unusually high volume of text per page, such as those using abnormally small fonts or highly condensed layouts.
• Limits subject to change: these thresholds may be adjusted at Max AI’s sole discretion as model capabilities and infrastructure evolve. Current limits are published at maxassistant.ai/pricing.
• No Credit refund for limit violations: Max AI does not issue Credit refunds for uploads rejected or for processing jobs stopped because a document exceeds the limits above. Where technically feasible, the system checks limits before any Credits are consumed; however, this check is not guaranteed in every case.
• Circumventing limits is prohibited: splitting a single document into multiple uploads to evade page or token caps, reformatting files to evade size limits, or using any automated or manual method to bypass upload restrictions violates these Terms and may result in account suspension or termination.

Max AI reserves the right to reject, truncate, or stop processing any document that exceeds these limits or that, in Max AI’s reasonable judgment, poses an unreasonable processing burden on shared infrastructure. These limits apply to all upload pathways and are subject to change at Max AI’s discretion.

Violation of this section may result in immediate account suspension or termination, and we may report illegal activity to appropriate authorities.

5. AI-Generated Content Disclaimer — Product Design and Intended Use

Max AI uses artificial intelligence to generate responses, suggestions, summaries, and other content. You acknowledge that:

• AI-generated content may be inaccurate, incomplete, outdated, or unsuitable for your specific situation
• AI responses are not a substitute for professional advice
• Nothing Max AI generates constitutes legal advice, and no attorney-client relationship is formed
• Nothing Max AI generates constitutes medical advice, and no doctor-patient relationship is formed
• Nothing Max AI generates constitutes financial or investment advice, and no advisor relationship is formed
• You should independently verify important information before relying on it
• Max AI is a tool to assist your thinking — not to replace your judgment

Product Design and Intended Use. Max AI is designed and intended for use as a general-purpose AI productivity tool by adults who understand the limitations of AI systems. Our products are not designed, marketed, or intended to be addictive, manipulative, or harmful to users of any age. Max AI's design prioritizes user wellbeing, privacy, and autonomy over engagement metrics. We do not use dark patterns, infinite scroll, variable reward mechanisms, or other design elements intended to exploit behavioral psychology to increase compulsive use.

Parental Controls and Minor Protections. If a user is under 18, a parent or guardian must consent to use of the Service. Parents may contact [email protected] to request account review, usage limits, or deletion of a minor's account at any time. Max AI does not knowingly collect personal data from children under 13.

Always consult qualified professionals for legal, medical, financial, or other specialized decisions.

6. MaxDockets — Professional Services Disclaimer

MaxDockets is a legal case management and document organization tool. It is not a law firm and does not provide legal services. Specifically:

• No attorney-client relationship is created between you and Max AI by your use of MaxDockets
• Document templates and suggestions generated by MaxDockets are starting points — not legal advice
• Deadline calculations and docket tracking are tools to assist you — not substitutes for professional legal judgment
• You are responsible for verifying all legal information, deadlines, and requirements with a licensed attorney
• Max AI is not responsible for adverse outcomes resulting from reliance on MaxDockets features without independent legal review

7. Subscription and Payment Terms

Energy Credits Model

Max AI operates on an Energy credit system. Credits power AI processing, voice features, and other compute-intensive capabilities. Credits may be purchased individually or as part of a subscription plan.

• Subscriptions renew automatically on the billing cycle (monthly or annual) unless cancelled before renewal
• You may cancel your subscription at any time from Settings → Billing; cancellation takes effect at the end of the current paid period
• Consumed credits are non-refundable — once used, they cannot be returned
• Unused credits purchased as part of a subscription do not roll over unless otherwise stated in your plan
• Credits purchased separately (not part of a subscription) expire 12 months from purchase
• We reserve the right to modify credit pricing with 30 days' notice

Refund Policy

Refunds are not available for consumed credits or used subscription periods. Unused credits in a non-subscription purchase may be refunded within 7 days of purchase if no credits have been used. To request a refund, contact [email protected].

Payment Processing

All payments are processed by Stripe. By providing payment information, you authorize us to charge your payment method for the amounts described. You agree to Stripe's terms of service in addition to ours.

8. Intellectual Property

Your data is yours. You retain full ownership of all content you upload, create, or share through the Service. You grant Max AI a limited license to process your content solely to provide the Service to you. This license ends when you delete your content or account.

The platform is ours. Max AI, Inc. owns all rights in the Service, including the software, design, trademarks, trade names, and all AI models we develop. Nothing in these Terms transfers ownership of Max AI's intellectual property to you.

You may not use the name "Max AI," our logos, or other Max AI trademarks without prior written permission.

9. Privacy

Your use of the Service is also governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Service, you agree to our Privacy Policy.

Short version: We don't sell your data, don't train AI on your conversations without consent, and you can delete everything at any time.

10. Termination

Your right to cancel: You may cancel your account at any time from Settings → Account → Delete Account. Cancellation results in deletion of your account and all associated data per our Privacy Policy.

Our right to terminate: We may suspend or terminate your account immediately, without notice, if we determine you have violated these Terms — particularly for illegal activity, CSAM, abuse, or circumventing safety measures. For less serious violations, we will generally provide notice and opportunity to remedy.

Upon termination, your right to access the Service ceases immediately. Sections 5, 6, 8, 11, 12, 13, 14, and 15 of these Terms survive termination.

11. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, MAX AI DISCLAIMS ALL WARRANTIES INCLUDING:

• Merchantability and fitness for a particular purpose
• Non-infringement of third-party rights
• Accuracy, completeness, or reliability of AI-generated content
• Uninterrupted or error-free operation
• Security of data (though we take reasonable security measures)

AI-generated content is produced by probabilistic models and may be incorrect. Do not rely on AI output for critical decisions without independent verification.

12. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, MAX AI, INC. AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND LICENSORS WILL NOT BE LIABLE FOR:

• Indirect, incidental, special, consequential, or punitive damages
• Loss of profits, revenue, data, business, or goodwill
• Damages resulting from reliance on AI-generated content
• Damages resulting from unauthorized access to your account
• Any claim alleging that the Service was designed to cause psychological harm, addiction, or compulsive use — the Service is not designed with that intent, and this disclaimer applies to any such allegation

OUR TOTAL AGGREGATE LIABILITY TO YOU FOR ANY CLAIMS ARISING FROM OR RELATED TO THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID TO MAX AI IN THE 12 MONTHS PRECEDING THE CLAIM, OR (B) $100.

Some jurisdictions do not allow limitation of liability for certain damages. In those jurisdictions, our liability is limited to the maximum extent permitted by law.

13. Indemnification

You agree to indemnify, defend, and hold harmless Max AI, Inc. and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses — including reasonable attorneys' fees — arising out of or related to:

• Your use of the Service in violation of these Terms
• Your violation of any applicable law or regulation
• Content you upload, generate, or share through the Service
• Your infringement of any third-party intellectual property or privacy rights

14. Governing Law

Texas Law Governs. These Terms and any dispute, claim, or controversy arising out of or relating to the Service, these Terms, or their breach, termination, enforcement, interpretation, or validity — including any question about scope or applicability — shall be governed by and construed in accordance with the laws of the State of Texas, without giving effect to any choice-of-law provisions or conflict-of-law rules.

The United Nations Convention on Contracts for the International Sale of Goods does not apply to these Terms.

15. Dispute Resolution — Binding Arbitration and Class Action Waiver

15.1 Informal Resolution — Required First Step. Before filing any formal legal claim, you must first contact Max AI at [email protected] with a written description of the dispute, your name, account information, and the relief sought. The parties shall use good-faith efforts to resolve the dispute informally within sixty (60) days of notice. If the parties cannot resolve the dispute within that period, either party may initiate arbitration as provided below. This informal resolution requirement is a precondition to arbitration.

15.2 Binding Individual Arbitration. If informal resolution fails, you and Max AI agree that any dispute, claim, or controversy arising out of or relating to: (a) these Terms; (b) any Max AI product or service, including MaxAssistant, MaxDockets, MaxLedgers, MaxServices, Sarah AI, and NorthOS; or (c) the breach, termination, enforcement, interpretation, or validity of these Terms, including the determination of the scope or applicability of this agreement to arbitrate, shall be determined by binding arbitration administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules then in effect, except as modified herein.

Arbitration shall be conducted by a single neutral arbitrator. The seat of arbitration shall be Travis County, Texas, unless you and Max AI agree otherwise. Arbitration may be conducted by video conference. The arbitrator shall have authority to award the same damages and relief as a court could award under applicable law, subject to the limitations in Section 12. The arbitrator's decision shall be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.

15.3 AAA Rules and Fees. The AAA's Consumer Arbitration Rules are available at www.adr.org. Filing, administration, and arbitrator fees will be governed by the AAA Rules. If you are an individual and the claim is for $10,000 or less, Max AI will pay all AAA filing, administration, and arbitrator fees unless the arbitrator determines your claim is frivolous.

15.4 CLASS ACTION WAIVER — WAIVER OF JURY TRIAL. YOU AND MAX AI AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, CONSOLIDATED, PRIVATE ATTORNEY GENERAL, OR REPRESENTATIVE PROCEEDING. YOU WAIVE YOUR RIGHT TO A JURY TRIAL AND YOUR RIGHT TO PARTICIPATE IN CLASS ACTION LITIGATION. The arbitrator may not consolidate more than one person's claims and may not otherwise preside over any form of a class or representative proceeding. If this class action waiver is found to be unenforceable with respect to a particular claim or request for relief, then that claim or request for relief shall be severed from arbitration and may be pursued in court, but all other claims and requests for relief remain subject to arbitration on an individual basis.

15.5 Small Claims Court Exception. Notwithstanding the foregoing, either you or Max AI may bring an individual action in a small claims court of competent jurisdiction for disputes within the jurisdictional limits of that court, provided the matter remains in small claims court and is not transferred, removed, or appealed to a court of general jurisdiction.

15.6 Injunctive and Equitable Relief. Notwithstanding the arbitration agreement, either party may seek emergency, preliminary, or other interim injunctive or equitable relief from a court of competent jurisdiction to prevent irreparable harm, protect intellectual property rights, or preserve the status quo, without waiving the right to arbitrate the underlying dispute.

15.7 Forum Selection and Exclusive Jurisdiction — Travis County, Texas. For any claim or dispute not subject to arbitration under this Section (including any claim that is found non-arbitrable, any action to enforce an arbitration award, any claim for injunctive relief, or any claim in small claims court that is transferred to a court of general jurisdiction), you and Max AI irrevocably consent to the exclusive personal jurisdiction and venue of the state courts of Travis County, Texas, or the United States District Court for the Western District of Texas (Austin Division). You waive any objection to personal jurisdiction in those courts and waive any claim of inconvenient forum ("forum non conveniens").

15.8 Statute of Limitations. Any claim or cause of action arising out of or related to the Service or these Terms must be filed within one (1) year after the claim arose, regardless of any statute of limitations to the contrary. Claims not filed within this period are permanently barred.

15.9 Opt-Out of Arbitration — 30-Day Window. YOU MAY OPT OUT OF THIS ARBITRATION AGREEMENT AND CLASS ACTION WAIVER BY SENDING WRITTEN NOTICE TO [email protected] WITHIN THIRTY (30) DAYS OF FIRST CREATING YOUR MAX AI ACCOUNT OR FIRST AGREEING TO THESE TERMS. Your opt-out notice must include: (1) your full name; (2) your account email address; (3) a clear statement that you are opting out of the arbitration agreement; and (4) your signature (electronic is acceptable). Opting out of arbitration does not affect any other provision of these Terms. If you opt out, disputes will be resolved in Travis County, Texas courts as specified in Section 15.7, and you retain the right to bring individual claims in small claims court. After the 30-day opt-out period expires, you will have waived your right to opt out.

15.10 Severability of Dispute Resolution. If any portion of this Section 15 (other than the class action waiver in Section 15.4) is found invalid or unenforceable, the remaining provisions of this Section shall continue in full force and effect. If Section 15.4 (the class action waiver) is found unenforceable in whole or in part, then this entire Section 15 shall be null and void with respect to such claim, and the parties will resolve such claim in court in Travis County, Texas.

15.11 Changes to This Section. Max AI will provide thirty (30) days' advance notice before any material change to this Section 15. If you do not agree with the change, you may close your account before the change takes effect. If you continue to use the Service after the effective date of the change, you will be deemed to have accepted the new terms. Changes do not apply retroactively to disputes already pending.

16. General Provisions

Entire Agreement. These Terms, along with our Privacy Policy, Cookie Policy, AI Disclaimer, and Acceptable Use Policy, constitute the entire agreement between you and Max AI regarding the Service and supersede all prior agreements and understandings.

Severability. If any provision is found unenforceable, the remaining provisions remain in full force.

No Waiver. Failure to enforce any provision is not a waiver of future enforcement.

Assignment. You may not assign your rights under these Terms without our consent. We may assign ours in connection with a merger, acquisition, or sale of assets.

Updates. We may update these Terms. We will notify you by email and in-app notice for material changes, with at least 30 days before the new terms take effect for existing users. Continued use after the effective date constitutes acceptance. Changes to Section 15 (Dispute Resolution) are governed by Section 15.11.

Force Majeure. Max AI is not liable for delays or failures caused by circumstances beyond its reasonable control, including natural disasters, government action, or third-party infrastructure failures.

Construction. These Terms shall not be construed against either party as drafter. Headings are for convenience only and do not affect interpretation.

17. Contact

Max AI, Inc.
Legal inquiries: [email protected]
Arbitration opt-out: [email protected]
Billing: [email protected]
Parent/guardian requests: [email protected]
Security: [email protected]
Austin, Texas

Max AI, Inc. · Austin, Texas · [email protected]
Effective March 28, 2026  ·  Last Updated July 7, 2026  ·  Applies to all Max AI, Inc. products