terms of service

By creating an account or otherwise using the Service, you confirm that you have read, understood, and agree to be bound by these Terms and by our Privacy Policy, which is incorporated by reference.

Needo provides an agent workspace, a client portal, and AI-assisted features such as daily briefs, message drafts, and relationship insights. Features may change, expand, or be discontinued as the Service evolves.

You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for keeping your sign-in credentials secure and for all activity under your account. You agree to provide accurate information and to keep it current.

You agree not to:

• use the Service for any unlawful purpose or in violation of any applicable law, including real estate, fair housing, and anti-spam regulations;
• upload data you have no lawful right to process;
• attempt to reverse engineer, scrape, overload, or disrupt the Service;
• use the Service to harass, defraud, or harm others.

You retain ownership of the contact, transaction, and note data you enter ("Your Content"). Much of Your Content is personal information about your clients and contacts. You represent that you have a lawful basis to collect and enter that information and to have Needo process it on your behalf. Our handling of that information is described in our Privacy Policy.

When you enter personal information about your clients and contacts, Needo acts as your service provider for that information. With respect to Your Content, we commit that we:

• process it only to provide, maintain, improve, secure, and support the Service for you, and as directed by your use of its features — not for our own separate purposes;
• do not sell it, use it for advertising, or use it to train AI models;
• share it only with the subprocessors named in our Privacy Policy, each engaged under terms that protect it, and with the people you direct us to share it with — such as a client you invite to your portal (section 7);
• protect it with the security measures described in the Privacy Policy;
• treat it as confidential, and limit our personnel's access to it to the operator access described in the Privacy Policy;
• on termination of your account, delete it, or return it to you if you ask, through the path in section 12 — except where the law requires us to retain it.

If a real estate agent invites you to their client portal, these Terms govern your use of it, with these specifics: the portal is provided to you at no charge, and the subscription and billing terms in section 9 do not apply to you. Your agent chose to invite you and is responsible for the information they enter about you; how we handle that information — and how you can make a request about it — is described in our Privacy Policy. You may decline an invitation or stop using the portal at any time.

Some features generate text and suggestions using AI. AI output can be inaccurate, incomplete, or out of date, and is not legal, financial, tax, or professional advice. You are responsible for reviewing any AI-generated content before relying on it or sending it to a client.

Paid plans are billed through our payment processor, Stripe. Fees, billing cycles, and any trial terms are presented at checkout. You can cancel at any time; cancellation stops future charges and takes effect at the end of the current billing period. Except where required by law, fees already paid are non-refundable.

Needo and its software, design, and branding are owned by Needo LLC. These Terms grant you a limited, non-exclusive, non-transferable right to use the Service. You retain all rights to Your Content.

The Service relies on third parties, including Google (sign-in and calendar sync), Apple (calendar sync), Stripe (payments), Anthropic (AI model provider), and cloud hosting and database providers. They are named individually in our Privacy Policy. Your use of the Service is also subject to those providers' terms where applicable.

You may stop using the Service at any time. To close your account and request an export or deletion of Your Content, email gborh1@gmail.com with the subject "Needo Privacy Request" — the request path described in our Privacy Policy. We handle these requests manually today and aim to respond within 30 days. We may suspend or terminate access if you violate these Terms or if required to protect the Service or other users.

The Service is provided "as is" and "as available," without warranties of any kind, to the fullest extent permitted by law. To the maximum extent permitted by law, Needo will not be liable for indirect, incidental, or consequential damages, and our total liability for any claim relating to the Service will not exceed the amount you paid us in the twelve months before the claim.

We may update these Terms from time to time. When we do, we will revise the "last updated" date above and, for material changes, take reasonable steps to notify you. Continued use of the Service after an update means you accept the revised Terms.

These Terms are governed by the laws of the State of California, USA, without regard to its conflict-of-laws rules. Any dispute will be resolved in the state or federal courts located in California, unless applicable law requires otherwise.

Questions about these Terms? Reach us at gborh1@gmail.com. The Service is operated by Needo LLC, a California limited liability company.