The Standard CRM · Legal
Terms of Service
Effective Date:June 8, 2026 · Version: 2.0
Applies to www.thestandardcrm.io and related services.
Please read these Terms carefully.
These Terms of Service contain a binding arbitration provision and class-action waiver (Section 19) that affect how disputes are resolved, and provisions that limit our liability (Section 17) and require you to indemnify us (Section 18).
By creating an account, starting a free trial, or using the Services, you agree to be bound by these Terms. If you are using the Services on behalf of a business, you represent that you are authorized to bind that business.
1. Agreement to Terms
These Terms of Service (“Terms”) form a binding agreement between you (“you,” “your,” or “Customer”) and LB3 Legacy Group, LLC, an Arizona limited liability company, doing business as The Standard CRM (“The Standard,” “we,” “us,” or “our”).
The Terms govern your access to and use of our software-as-a-service platform, websites, applications, integrations, and related services (collectively, the “Services”). They incorporate by reference our Privacy Policy and any order forms, subscription plans, Data Processing Addendum, or supplemental policies we make available.
If you do not agree to these Terms, do not access or use the Services.
2. Definitions
- “Platform”: the multi-tenant CRM and communications software we make available, which is built on and integrates the HighLevel (GoHighLevel) platform together with our proprietary automation and AI orchestration layer.
- “Sub-Account”: an isolated tenant environment provisioned for you (or, where applicable, for your downline agents) within the Platform.
- “Customer Data”: all data, content, records, and information that you or your authorized users submit to, upload to, generate within, or instruct the Services to process, including Contact records, consent records, message content, call recordings, and transcripts.
- “Contact” or “End User”: an individual whose personal information is contained in Customer Data, such as a lead, prospect, client, or other person you communicate with through the Services.
- “Communications Services”: the outbound and inbound communications functionality of the Platform, including AI-assisted voice calling, live and automated telephone calls, SMS/MMS text messaging, ringless voicemail (where enabled), and email.
- “AI Voice”: any feature that uses artificial-intelligence or text-to-speech technology to generate, simulate, or deliver a human-sounding voice on a telephone call.
- “Opt-In Lead”: a Contact who has provided the prior express consent required by law for the specific seller/brand, communication channel, message type, technology, and campaign you direct the Services to use.
- “Subprocessor”: a third-party service provider we engage to process Customer Data in order to provide the Services.
- “Applicable Communications Laws”: all federal, state, and local laws, regulations, and industry rules governing your communications, including the Telephone Consumer Protection Act (“TCPA”) and FCC rules; the Telemarketing Sales Rule (“TSR”) and FTC rules; the National and applicable state Do-Not-Call (“DNC”) requirements; the CAN-SPAM Act; state “mini-TCPA” and telephone-solicitation statutes; call-recording and wiretapping laws; and applicable wireless-carrier and industry messaging requirements (including CTIA Messaging Principles and A2P 10DLC rules).
3. Eligibility & Accounts
- You must be at least 18 years old and use the Services only for lawful business purposes. The Services are not intended for personal, household, or consumer use.
- You must provide accurate, current, and complete registration information and keep it updated.
- You are responsible for safeguarding your login credentials and for all activity that occurs under your account and Sub-Accounts, whether or not authorized by you.
- You are responsible for the acts and omissions of your authorized users, employees, contractors, and any downline agents you provision Sub-Accounts for, as if they were your own.
- Notify us promptly at support@thestandardcrm.io of any unauthorized use or suspected security breach.
4. The Services
The Standard provides a CRM and communications platform for real-estate and insurance professionals. The Platform combines the operational capabilities of the underlying HighLevel (GoHighLevel) infrastructure with our proprietary automation, decisioning, and AI orchestration layer.
4.1 License
Subject to these Terms and your payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Services during your subscription term, solely for your internal business purposes.
4.2 Changes to the Services
We may add, modify, or discontinue features at any time. Some functionality depends on third-party services (including HighLevel and telephony, AI, data-enrichment, and payment providers) that may change or become unavailable outside our control.
4.3 Beta features
Features identified as beta, preview, early-access, or “Shadow Mode” are provided “as is,” may be changed or withdrawn at any time, and are excluded from any service commitments.
4.4 Provisioning during compliance onboarding
Certain Communications Services may be limited, throttled, or operated in a non-sending (“Shadow Mode”) state until required registrations (for example, A2P 10DLC brand and campaign registration) are completed and approved. You acknowledge these limitations are a compliance measure and not a defect.
5. Subscriptions, Trials & Fees
5.1 Plans
The Services are offered on subscription plans (such as Starter, Pro, and Elite) at the prices published at the time of purchase, billed monthly or annually. Annual plans may receive a discount as stated at checkout.
5.2 Free trial
We may offer a free trial (for example, 14 days). A valid payment method is required to start a trial. Unless you cancel before the trial ends, your paid subscription begins automatically and the payment method on file is charged the then-current plan fee. Trial eligibility and duration are determined by us and may change.
5.3 Auto-renewal
Subscriptions renew automatically for successive periods of the same length unless you cancel before the renewal date through your account or by contacting us. You authorize us (and our payment processor) to charge your payment method for all fees as they become due.
5.4 Usage-based charges
In addition to subscription fees, you are responsible for usage-based and pass-through charges, including telephony minutes, SMS/MMS segments, AI voice and transcription usage, data-enrichment lookups, physical-mail, carrier and registration fees, and similar consumption. These may be billed in arrears or drawn from a prepaid balance and may include a service markup as disclosed.
5.5 Taxes
Fees are exclusive of taxes. You are responsible for all applicable sales, use, and similar taxes, excluding taxes on our net income.
5.6 Price changes
We may change pricing on a prospective basis with notice (for example, by email or in-app) before your next renewal.
5.7 No refunds; chargebacks
Except where required by law or expressly stated, fees are non-refundable, including for partial periods and unused usage balances. Initiating a chargeback without first contacting us is a breach of these Terms and may result in suspension; we may dispute invalid chargebacks and recover associated costs.
5.8 Non-payment
If a charge fails or an invoice is overdue, we may suspend the Services and Communications Services until amounts are paid. Past-due amounts may accrue interest at the lower of 1.5% per month or the maximum permitted by law.
5.9 Carrier and registry penalties
You are responsible for all carrier, aggregator, registry, platform, and provider fees, surcharges, penalties, non-compliance charges, campaign rejection fees, remediation costs, chargebacks, and fines arising from your campaigns, content, opt-in flows, prohibited content, inaccurate registration details, excessive complaint rates, filtering evasion, or violation of carrier, provider, or platform rules. We may pass these amounts through to you, deduct them from prepaid balances, invoice them separately, suspend affected numbers or campaigns, disable Communications Services immediately, or terminate the account.
5.10 Auto-renewal and cancellation rights
At checkout and before renewal where required by law, we will disclose material subscription terms, including price, billing interval, renewal date, cancellation method, trial-to-paid conversion, and any applicable usage-based or pass-through charges. We will provide a cancellation method that is reasonably accessible and not materially harder than the method used to subscribe, where required by applicable law. If applicable law requires a refund, renewal notice, cancellation right, or other protection that conflicts with these Terms, the legally required protection will apply.
6. Acceptable Use Policy
You agree not to, and not to permit any user to, use the Services to:
- Violate any law, regulation, third-party right, or these Terms, or any Applicable Communications Law;
- Send communications to any person who has not provided the consent required by law, or who has opted out, revoked consent, or asked not to be contacted;
- Transmit content that is unlawful, fraudulent, deceptive, defamatory, harassing, obscene, or that infringes intellectual-property or privacy rights;
- Send messages in categories prohibited by carriers or the CTIA, including content relating to illegal substances, cannabis, firearms, adult content, gambling, hate, or prohibited high-risk financial offers (e.g., payday loans, debt relief), or to misrepresent your identity, brand, or message purpose;
- Engage in spam, phishing, “snowshoeing,” number spoofing, or evasion of carrier filtering, opt-out handling, or message-throughput limits;
- Upload or transmit malware, or attempt to gain unauthorized access to, probe, scan, overload, or interfere with the Services or any other party’s systems;
- Reverse engineer, decompile, scrape, resell, sublicense, or create a competing service from the Services, except to the extent this restriction is prohibited by law;
- Use the Services to make autodialed, prerecorded, artificial-voice, AI-voice, or text communications for marketing without the prior express written consent required by law;
- Purchase, rent, harvest, or otherwise acquire contact lists and load them for outreach without a documented, lawful basis for each Contact;
- Make deceptive, misleading, or unsubstantiated claims in any business-to-business or consumer outreach, including claims about insurance, real estate, savings, guarantees, pricing, licensing, agency relationships, AI capabilities, appointment availability, lead source, policy eligibility, carrier relationships, or the identity of the caller or sender;
- Misuse, exceed, or circumvent any plan limits, fair-use thresholds, or the platform-protection controls described in these Terms.
We may investigate suspected violations and cooperate with carriers, regulators, and law enforcement. Violation of this Section or Section 7 is a material breach.
7. Communications Compliance: TCPA, DNC, SMS, Email & AI Voice
This Section is fundamental to your use of the Communications Services. The Platform is designed for consent-based, opt-in outreach. You bear primary responsibility for the legality of the communications you originate. This Section is both a risk-allocation provision and a compliance operating standard you must follow.
7.1 You are the sender and initiator
You determine who is contacted, what is said, and when. For purposes of Applicable Communications Laws, you are the “caller,” “sender,” “telephone solicitor,” and/or “initiator” of every call, text, voicemail, and email you direct the Services to make or send. You are solely responsible for compliance, and you are the party who bears related regulatory and legal liability.
7.2 Consent: opt-in leads only
You represent and warrant that, for every Contact and every communication you direct through the Services, you have obtained and can document the consent required by law, including prior express written consent where required for marketing or telemarketing calls and texts made using an automatic telephone dialing system or an artificial, prerecorded, or AI-generated voice. You will use the Communications Services only to contact Opt-In Leads with consent that is valid for the specific seller/brand, communication channel, message type, technology, and campaign you intend to use, and appropriate to whether the message is marketing or transactional/informational.
7.3 Consent record minimums
For each Contact, you must maintain auditable consent records showing, at minimum: (a) the Contact’s name and telephone number and/or email address; (b) the date, time, and time zone of consent; (c) the URL, form, landing page, lead source, or other source where consent was collected; (d) the exact disclosure language presented at the time of consent; (e) the checkbox, button, keyword, written signature, electronic signature, verbal authorization, or other consent mechanism used; (f) IP address, user agent, device data, call recording, or comparable capture evidence where available; (g) the specific channel(s) authorized, including calls, SMS/MMS, voicemail, email, prerecorded/artificial voice, AI-generated voice, and/or automated technology; (h) whether the consent covered marketing, transactional, informational, service, or account messages; (i) the seller, brand, business, or affiliate names specifically authorized; (j) the applicable privacy policy and terms version in effect at the time of consent; (k) opt-out, revocation, and suppression history; and (l) any DNC, reassigned-number, state-law, or campaign-registration scrub results. You must be able to produce these records to us promptly on request.
7.4 Third-party lead sources
You may not upload, import, purchase, rent, license, transfer, or use third-party leads unless you have independently verified that each Contact’s consent is valid for the specific seller/brand, communication channel, message type, technology, and campaign you intend to use. You must be able to produce the complete consent record on request. Consent may not be assumed merely because a lead vendor, affiliate, agency, or upstream source labeled the lead as “opted in,” “TCPA compliant,” “exclusive,” “real time,” or similar. We may require you to provide sample consent records, screenshots, landing-page disclosures, lead-vendor agreements, suppression procedures, call scripts, sample messages, and campaign details before enabling or continuing Communications Services.
7.5 AI Voice and synthetic-voice disclosures
You acknowledge that, under FCC rulings, calls that use AI to generate a human-sounding voice are treated as “artificial or prerecorded voice” calls under the TCPA. You may use AI Voice only for lawful, consent-based communications. You are responsible for reviewing and approving all AI call scripts, prompts, disclosures, routing logic, escalation rules, appointment-setting logic, and post-call workflows before use. Each AI Voice campaign must:
- Clearly identify, at the start of the call, the business responsible for the call and provide a callback or contact telephone number;
- State the purpose of the call and include any legally required artificial-voice, prerecorded-voice, recording, monitoring, transcription, or AI disclosure;
- Provide an automated, interactive opt-out mechanism on telemarketing calls that allows the called party to be added to your Do-Not-Call list;
- Obtain prior express written consent for telemarketing calls and prior express consent for non-telemarketing calls to wireless numbers, as applicable.
You may not use AI Voice to impersonate a real person, misrepresent the caller’s identity, hide the artificial or automated nature of a call where disclosure is required, deceive a recipient, obtain information by confusion or coercion, or create a false impression that the recipient is speaking with a licensed professional, carrier, lender, insurer, government agency, real-estate broker, attorney, or other third party.
7.6 Do-Not-Call, opt-outs and revocation
- For any covered telemarketing campaign, access and scrub against the National Do-Not-Call Registry at least every thirty-one (31) days, and more frequently if required by law, platform rules, carrier rules, or us, maintain written DNC procedures, train personnel and vendors, maintain an internal company-specific suppression list, document scrubbing activity, monitor and enforce compliance, and scrub against applicable state DNC lists before initiating covered calls or texts;
- Honor any request to revoke consent or stop contact made through any reasonable method, and process it as soon as practicable and no later than ten (10) business days after receipt;
- Treat standard opt-out keywords, including STOP, QUIT, END, CANCEL, UNSUBSCRIBE, REVOKE, and OPT OUT, as immediate revocations, and respond to HELP with sender identity and support information;
- Unless you have implemented a legally compliant preference center that clearly supports narrower channel-specific or topic-specific choices, treat any opt-out, stop request, do-not-call request, unsubscribe request, or revocation received through any reasonable method as a revocation for future automated, prerecorded/artificial voice, AI Voice, SMS/MMS, voicemail, and marketing communications from or on behalf of you;
- Not contact a person again on the relevant subject after opt-out, except a single permissible confirmation message that contains no marketing content.
You may not override, delete, bypass, or circumvent suppression records. We may apply opt-outs globally across a Contact record, Sub-Account, campaign, number, or Customer account where we believe doing so is necessary to comply with law, carrier requirements, provider requirements, or platform-safety rules.
7.7 Calling hours and frequency
You will not call or text outside the hours permitted by law in the called party’s local time zone (federally, before 8:00 a.m. or after 9:00 p.m.), and you will comply with stricter state windows (for example, 8:00 a.m. to 8:00 p.m.) and state call-frequency caps (for example, limits on the number of solicitation calls or texts to the same number within a 24-hour period) where they apply.
7.8 State telemarketing and “mini-TCPA” laws
Many states impose requirements stricter than federal law, including their own consent standards, registration, bonding, licensing, content, hours, frequency, and private rights of action with significant statutory damages. You will comply with all state telemarketing and telephone-solicitation laws applicable to each Contact based on the Contact’s location; obtain and maintain any state registrations, surety bonds, and licenses required for your outreach; and apply the strictest applicable standard to any given Contact when federal and state (or multiple state) rules differ. See Appendix A: State Telemarketing Compliance Schedule.
7.9 Wrong and reassigned numbers
You will use commercially reasonable means to avoid contacting reassigned or incorrect numbers (including use of the Reassigned Numbers Database where required), and you will promptly suppress any number once you learn it has been reassigned or that you reached the wrong party.
7.10 SMS/MMS, A2P 10DLC & the Mobile Messaging Program
- Complete accurate brand and campaign registration (A2P 10DLC) before sending, and keep registration information truthful and current;
- Ensure message content matches your registered campaign use case, sample messages, opt-in flow, and registration details; deviating from the registered use case may cause carrier filtering or suspension;
- Maintain publicly accessible terms and privacy disclosures that identify the program or brand name, describe the product or service, describe the purpose of the messages, identify who will receive messages, disclose that message frequency may vary or that recurring messages may be sent, state “Message and data rates may apply,” provide customer-support contact information, include clear HELP instructions, include clear STOP/opt-out instructions, and link to the applicable privacy policy and terms;
- Ensure messaging consent is voluntary, separate from unrelated terms, not pre-checked, not hidden, not transferable, and not made a condition of purchase unless legally permitted for the specific message type;
- Comply with the CTIA Messaging Principles and carrier requirements, and not send messages in prohibited content categories or attempt to evade carrier filtering.
7.11 Email: CAN-SPAM
- Use accurate “from,” “to,” routing, and subject information that is not deceptive or misleading;
- Include a valid physical postal address and a clear, functioning opt-out/unsubscribe mechanism in every commercial email;
- Honor unsubscribe requests within ten (10) business days, keep the opt-out mechanism operational for at least 30 days after sending, and not require a fee or extra information to opt out;
- Not sell, transfer, or continue to email addresses that have opted out, and comply with applicable mailbox-provider (e.g., bulk-sender) requirements.
7.12 Call recording, monitoring, transcription and AI analysis
You must configure call recording, monitoring, transcription, AI summarization, quality-assurance review, and analytics features in a manner that complies with applicable federal and state call-recording, wiretapping, eavesdropping, privacy, and consumer-protection laws. Where all-party consent, two-party consent, beep tones, written consent, verbal notice, or pre-recording disclosures are required, you must provide them before recording, monitoring, transcribing, summarizing, or analyzing the call. You must not enable recording, transcription, or AI call analysis for a campaign unless you have determined that the required consent and disclosures are in place.
7.13 Cold/non-consented outbound
The Services are not provided for cold or non-consented outbound communications. Such use is prohibited unless we expressly enable a specific feature for you in writing and you have independently established and can document a lawful basis for that outreach. Even where enabled, you remain solely responsible for compliance.
7.14 Business-to-business outreach
Business-to-business outreach is not exempt from these Terms. You must not make deceptive, misleading, or unsubstantiated claims in any B2B or consumer outreach, and you must maintain records required by the Telemarketing Sales Rule and other applicable laws for both consumer and covered business outreach.
7.15 Customer content and campaign configuration
You are solely responsible for all campaign content and configurations, including call scripts, AI prompts, SMS/MMS message templates, emails, ringless voicemail content, workflows, triggers, audience segments, timing, frequency, opt-in language, opt-out handling, and integrations. You must review and approve all live campaigns before activation and must monitor campaigns for accuracy, complaints, opt-outs, and compliance issues.
7.16 Records, cooperation and audit
You will retain consent records, opt-out and suppression logs, campaign registrations, and disclosures, and will provide them to us promptly on request. You will reasonably cooperate with any carrier, registry, or regulator inquiry, and with our investigation of suspected violations.
Acknowledgment. Applicable Communications Laws are complex, vary by state, and change frequently. You are responsible for obtaining your own legal advice about your communications program. The features and controls we provide are tools to assist your compliance. They are not legal advice and do not guarantee that your communications comply with the law.
8. Compliance Tooling & Our Role
To support lawful, consent-based outreach, the Platform may provide compliance-oriented features, which may include consent and decision logging, Do-Not-Call/suppression handling, opt-out keyword processing, calling-window controls, pre-dial verification gates, and master, per-channel, and per-Contact “kill switches.”
These features are provided to assist you, but you remain solely responsible for the legality of your communications. We do not warrant that any feature will prevent a violation, capture every opt-out or DNC status, or satisfy any specific legal requirement.
8.1 Compliance holds and emergency disablement
We may immediately suspend, throttle, disable, or place on compliance hold any phone number, messaging campaign, workflow, AI Voice agent, script, template, Sub-Account, integration, or Communications Service if we believe it may violate law, carrier rules, provider rules, these Terms, or platform-safety requirements. We may require you to provide consent records, opt-in flows, scripts, sample messages, DNC procedures, campaign registrations, and lead-source documentation before restoring access. We are not liable for losses caused by good-faith compliance holds, throttling, blocking, or suspension.
9. Industry Compliance
The Standard CRM is a software platform and is not an insurance carrier, insurance agency, insurance producer, real-estate broker, mortgage broker, lender, credit reporting agency, law firm, compliance advisor, or regulatory consultant. You are solely responsible for all industry-specific laws, licensing requirements, advertising rules, disclosure obligations, appointment requirements, recordkeeping rules, and professional obligations applicable to your business, including insurance, real-estate, mortgage, financial-services, consumer-reporting, privacy, and marketing laws.
You may not use the Services to make eligibility, underwriting, credit, housing, insurance, lending, employment, or other regulated decisions unless you have independently determined that such use is lawful and have obtained any required consents, notices, licenses, and agreements.
10. Customer Data & Data Processing
As between you and us, you own your Customer Data. You grant us a worldwide, non-exclusive license to host, process, transmit, display, reproduce, and otherwise use Customer Data solely as necessary to provide, secure, support, troubleshoot, maintain, and improve the Services; comply with law; prevent abuse; enforce these Terms; and act on your instructions. We will not use Contact data, call recordings, transcripts, or message content for our own independent marketing, sale of leads, or third-party general-purpose model training. Any product-improvement use of Customer Data will be limited to operating and improving the Services and, where feasible, will use aggregated, de-identified, or anonymized data.
With respect to personal information about your Contacts, you are the controller/business and we act as your service provider/processor, processing such information on your documented instructions as described in our Privacy Policy and any applicable Data Processing Addendum. You represent that you have provided all notices and obtained all rights and consents necessary for us to process Customer Data on your behalf. You are responsible for the accuracy, quality, and legality of Customer Data and the means by which you acquired it.
You are responsible for maintaining your own backups. On termination, we will make Customer Data available for export for a limited period as described in Section 14, after which we may delete it in the ordinary course, subject to legal retention obligations.
11. White-Label, Sub-Accounts & Downline Users
If you provision Sub-Accounts, downline agents, team members, contractors, affiliates, agencies, or other users, you are responsible for ensuring that each such user complies with these Terms and with all Applicable Communications Laws. You must not represent that The Standard CRM provides legal advice, guarantees compliance, guarantees carrier approval, guarantees deliverability, guarantees appointment volume, or assumes responsibility for your communications. We may suspend or disable any Sub-Account, number, campaign, workflow, AI Voice agent, message template, or user that we believe creates legal, carrier, platform, security, reputational, or compliance risk, without suspending the entire Customer account.
12. Intellectual Property
The Services, including all software, the AI orchestration layer, configurations, templates, designs, and the “The Standard” brand, marks, and content (excluding Customer Data and third-party materials), are owned by us or our licensors and are protected by intellectual-property laws. No rights are granted except the limited license in Section 4.
If you provide suggestions or feedback, you grant us a perpetual, irrevocable, royalty-free license to use it without restriction or compensation.
13. Third-Party Services
The Services rely on and interoperate with third-party platforms and providers, including HighLevel (GoHighLevel) and providers of telephony/messaging, AI voice and language models, data enrichment, physical mail, hosting, analytics, and payment processing. Your use of those services may be subject to their own terms and policies, and we are not responsible for their acts, omissions, availability, accuracy, pricing, or changes. We may suspend or modify integrations if a third party changes or discontinues its service.
14. Suspension & Termination
You may cancel your subscription at any time effective at the end of the current billing period. We may suspend or terminate your access, in whole or in part, immediately and without liability if: (a) you breach these Terms (including Sections 6 or 7); (b) your use poses a security, legal, carrier, or compliance risk; (c) payment fails or is overdue; or (d) required by law or a third-party provider.
On termination, your license ends and you must stop using the Services. We will, on request made within thirty (30) days of termination, make your Customer Data available for export in a commercially reasonable format, after which we may delete it. Sections that by their nature should survive, including Sections 5, 7, 9, 10, 12, 13, 15, and 16 through 21, survive termination.
15. Representations & Warranties
You represent and warrant on an ongoing basis that: (a) you have the authority to enter into these Terms; (b) your use of the Services and all Customer Data and communications comply with Applicable Communications Laws and all other applicable laws; (c) you have obtained and documented all consents, and provided all notices, required to contact your Contacts through the chosen channels; and (d) you will not use the Services in any manner prohibited by Sections 6 or 7.
16. Disclaimers
THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT ANY COMMUNICATION WILL BE DELIVERED OR ACCEPTED BY A CARRIER, RECIPIENT, OR MAILBOX PROVIDER.
WE MAKE NO WARRANTY THAT USE OF THE SERVICES WILL RESULT IN ANY PARTICULAR OUTCOME (INCLUDING ANY BOOKING, CONVERSION, OR REVENUE RESULT) OR THAT YOUR USE WILL COMPLY WITH ANY LAW. ANY COMPLIANCE-ORIENTED FEATURE IS PROVIDED AS AN AID AND NOT AS A GUARANTEE OF LEGAL COMPLIANCE OR AS LEGAL ADVICE.
17. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, GOODWILL, OR DATA, ARISING OUT OF OR RELATED TO THE SERVICES OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US FOR THE SERVICES IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).
THESE LIMITATIONS DO NOT APPLY TO YOUR PAYMENT OBLIGATIONS OR YOUR INDEMNIFICATION OBLIGATIONS UNDER SECTION 18. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.
18. Indemnification
You will defend, indemnify, and hold harmless The Standard and its affiliates, officers, directors, employees, and agents from and against any and all claims, demands, suits, proceedings, losses, liabilities, damages, fines, penalties, settlements, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:
- Your communications, including any claim that a call, text, voicemail, or email you originated violated the TCPA, the TSR, a state telemarketing or “mini-TCPA” law, a DNC requirement, the CAN-SPAM Act, a call-recording or wiretapping law, or any carrier or messaging rule;
- Your Customer Data, including its content, accuracy, legality, or the means by which you acquired it, and any failure to obtain required consents or provide required notices;
- Your breach of these Terms (including Sections 6, 7, and 15) or violation of any law or third-party right; and
- Use of the Services by you or your users or downline agents.
We will provide notice of the claim, reasonable cooperation (at your expense), and control of the defense and settlement, except that you may not settle any claim in a way that imposes obligations on us or admits fault on our behalf without our prior written consent.
19. Governing Law & Dispute Resolution
19.1 Governing law
These Terms are governed by the laws of the State of Arizona, without regard to its conflict-of-laws rules, and excluding the U.N. Convention on Contracts for the International Sale of Goods.
19.2 Binding arbitration
Except for claims that may be brought in small-claims court and requests for injunctive relief to protect intellectual property or confidential information, any dispute arising out of or relating to these Terms or the Services will be resolved by final and binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The seat of arbitration will be Phoenix, Arizona, and the arbitration may be conducted by videoconference. Judgment on the award may be entered in any court of competent jurisdiction.
19.3 Class-action waiver
Disputes will be resolved only on an individual basis. You and we waive any right to participate in a class, collective, consolidated, or representative action. The arbitrator may not consolidate more than one party’s claims or preside over any form of representative or class proceeding.
19.4 Jury-trial waiver
To the extent any dispute proceeds in court, each party knowingly and irrevocably waives any right to a trial by jury.
20. Changes to These Terms
We may update these Terms from time to time. If we make material changes, we will provide reasonable notice (for example, by email or in-app notice) before they take effect. Your continued use of the Services after the effective date of the updated Terms constitutes acceptance. If you do not agree, you must stop using the Services.
21. General Provisions
- Entire agreement. These Terms, the Privacy Policy, any Data Processing Addendum, and any order forms are the entire agreement between you and us and supersede all prior agreements on the subject.
- Assignment. You may not assign these Terms without our prior written consent; we may assign them in connection with a merger, acquisition, or sale of assets.
- Force majeure. Neither party is liable for delays or failures caused by events beyond its reasonable control, including carrier outages, third-party platform failures, or regulatory action.
- Severability. If any provision is unenforceable, the rest remains in effect and the unenforceable provision is modified to the minimum extent necessary.
- No waiver. Failure to enforce a provision is not a waiver of it.
- Relationship. The parties are independent contractors; nothing creates a partnership, agency, or joint venture.
- Notices. We may provide notices by email or through the Services; you may send notices to legal@thestandardcrm.io and the address below.
22. Contact
Questions about these Terms can be sent to:
LB3 Legacy Group, LLC d/b/a The Standard CRM
Email: legal@thestandardcrm.io · Support: support@thestandardcrm.io
Appendix A: State Telemarketing Compliance Schedule
This Appendix forms part of these Terms and may be updated by us from time to time. It is a compliance operating reference and not legal advice. You must apply the strictest applicable federal, state, local, carrier, industry, and platform rule to each Contact based on the Contact’s location, phone number, area code, billing/service address, lead-source data, and any other available location indicator. State requirements may include prior express written consent, state-specific calling windows, daily call or text frequency caps, state DNC lists, state registrations, bonds, licensing, mandatory disclosures, call-recording consent, private rights of action, and higher statutory damages. You are responsible for determining which state laws apply and for obtaining legal advice before launching campaigns.
A.1 Federal baseline
- The TCPA applies to calls and texts covered by the statute and FCC rules; AI-generated human-sounding voice is treated as artificial/prerecorded voice for TCPA purposes.
- Telemarketing calls and texts using covered automated, artificial-voice, prerecorded-voice, or AI-voice technologies generally require prior express written consent where required by law.
- Consent revocation must be honored through any reasonable method (not limited to an exclusive opt-out channel) and processed as soon as practicable and no later than the applicable legal deadline.
- For covered telemarketing, scrub against a National Do-Not-Call Registry version no more than 31 days old, and maintain written DNC procedures, training, and an entity-specific DNC list.
A.2 Florida
- Obtain prior express written consent for covered automated sales calls, texts, voicemail transmissions, recorded messages, and prerecorded voicemail; maintain seller/brand-specific consent records; and clearly disclose that consent is not a condition of purchase.
- Apply stricter state-law controls when the Contact is in Florida or may be treated as Florida-based.
A.3 Maryland
- Obtain prior express written consent for covered telephone solicitations using automated systems, recorded/artificial voice, text message, voicemail, or prerecorded voicemail.
- Include the authorized telephone number and a clear non-condition-of-purchase disclosure in consent records.
A.4 Texas
- Determine whether registration, renewal, security/bonding, or exemptions apply before telephone solicitation to Texas purchasers or from Texas locations, and maintain proof of exemption or registration where applicable.
A.5 Oklahoma
- Restrict covered commercial telephone solicitation calls to 8:00 a.m. to 8:00 p.m. local time unless counsel approves a different rule.
- Limit covered calls to no more than three (3) in a 24-hour period on the same subject matter, regardless of originating number, where applicable.
- Do not conceal caller identity or use misleading caller-ID practices; obtain prior express written consent for covered automated/recorded commercial telephone solicitation where applicable.
A.6 Oregon
- Treat telephone solicitation as including both calls and text messages where applicable; restrict covered solicitations to 8:00 a.m. to 8:00 p.m.
- Limit covered solicitations to no more than three (3) separate times within a 24-hour period unless an established business relationship or other exception applies.
- Use area code as one location indicator, but do not rely solely on area code where better location data is available.
A.7 Other states
- Additional states impose their own telephone-solicitation and “mini-TCPA” requirements. You are responsible for identifying and complying with every state law applicable to your target market and for applying the strictest applicable standard to each Contact.
