Terms of Service

Effective date: 2026-05-11 · Last updated: 2026-05-11

These Terms of Service ("Terms") form a binding agreement between Yash Patel Consulting Inc., a corporation registered in the Province of Ontario, Canada and doing business as "Escalate" ("we", "us") and the legal entity or individual subscribing to the Service ("you", "Customer"). By installing the Escalate Slack or Microsoft Teams app, signing up via Stripe Checkout, or otherwise using the Service, you accept these Terms.

1. The Service

Escalate automatically creates dedicated chat channels for cross-functional sales deals (legal / security / compliance / other), covers those channels for stalled sub-threads, and alerts the nominated founder-CTO via direct message when intervention is likely warranted. The Service integrates with Slack or Microsoft Teams for messaging and with Salesforce or HubSpot for deal data.

2. Account eligibility

  • You must be authorized to bind the workspace and CRM tenants you connect (typically: workspace admin on Slack, team owner on Microsoft Teams, Connected-App-installer on Salesforce, OAuth-grantor on HubSpot).
  • You must be using the Service for legitimate business purposes consistent with the workspace's governing employment policies.
  • You must be at least 18 years old.

3. Pricing and billing

3.1 Plans

  • Retail monthly: $2,500/month, billed every 30 days via Stripe.
  • Retail annual prepay: $25,500/year ($2,125/month equivalent — 15% discount), billed once per 365-day period.
  • Design Partner (DP): $1,500/month for the first 6 months, available only via the Calendly intake call at our discretion. After month 6, your subscription automatically rolls to the retail monthly plan unless cancelled. Hard cap: 3 DP slots total; new prospects join the retail or annual plan or the waitlist.

3.2 Payment

  • All payments are processed by Stripe. By providing payment information you authorize Stripe to charge your method on each billing date.
  • Fees are exclusive of taxes; you are responsible for any sales, use, VAT, or similar tax that applies to your jurisdiction.
  • Failed payments trigger a 14-day dunning window; if payment is not restored we may suspend the Service.

3.3 Cancellation and refunds

  • You can cancel at any time via the Stripe Customer Portal accessible from the customer account portal.
  • Cancellation bills through the current period end. We do not pro-rate refunds for mid-period cancellations.
  • Read-only grace period: 30 days after the period ends, your data remains in our systems but the Service stops dispatching alerts. You can re-subscribe to restore full functionality, or download a final audit-export, during this window. After 30 days your data is scheduled for deletion.
  • No money-back guarantee. We do not offer refunds for fit-mismatch, dissatisfaction, or any other reason. The ICP qualifier on our checkout flow exists to prevent this kind of mismatch up front. DP-slot customers may receive a discretionary partial refund only at our sole judgment in cases where the partnership goes sideways in a manner that is our fault.
  • We may terminate or refuse service for non-payment, use that violates Section 4 or Section 5, or any pattern of use that materially harms the Service or other customers. We will provide notice and a reasonable opportunity to cure where the cause permits it.

4. Acceptable use

You agree NOT to:

  • Use the Service to surveil, retaliate against, or build adverse performance records on individual employees. The product is founder-CTO-facing by design; alerts are not visible to AEs, GCs, or other channel members.
  • Use the Service in violation of applicable employment, privacy, or labor laws in your jurisdiction.
  • Reverse-engineer, scrape, decompile, or otherwise extract our source code or model weights.
  • Attempt to gain access to another customer's data via API probing, parameter manipulation, or any vulnerability discovered in the Service. Vulnerability reports are welcome at hello@tryescalate.com and will be acknowledged within 5 business days.
  • Use the Service to send unsolicited bulk messaging or to engage in any spam, phishing, harassment, or unlawful conduct.
  • Resell, sublicense, or white-label the Service without our written agreement.

5. Your data and content

  • Ownership: Customer Data (messages, CRM records, dismissal feedback, audit log) is and remains yours. We process it on your behalf solely to operate the Service, as described in the Privacy Policy and the Data Processing Addendum.
  • License to operate: you grant us a limited, non-exclusive, royalty-free license to process Customer Data only for the duration and only to the extent necessary to deliver the Service to you.
  • No cross-customer training: we do not use your Customer Data to train or improve any product feature that benefits another customer. Per-customer corpus reuse for your own future drafting is a V2-roadmap feature that ships under its own opt-in addendum.
  • Aggregated, anonymized statistics: we may use purely aggregated statistics (e.g., "median number of deals covered per customer") in our public marketing, provided no individual customer can be identified.

6. Our intellectual property

Escalate retains all right, title, and interest in the Service itself — including the codebase, classifier prompts, threshold logic, alert formats, documentation, and the tryescalate.com brand. Nothing in these Terms grants you any ownership in our product; you receive only the limited right to use the Service while your subscription is active.

7. Service availability and changes

  • No formal SLA at V1. We observe uptime and publish status to a public status page once UptimeRobot wiring ships. We commit to best-effort availability, transparent incident response, and timely customer notification when the Service is degraded.
  • Maintenance windows: we deploy to production via a CI workflow with brief (~30 second) restart windows. We do not announce these in advance.
  • Material changes to the Service that would remove or downgrade a feature you actively use will be announced at least 30 days in advance via email to the founder contact on your workspace.

8. Confidentiality

Each party agrees to treat the other's non-public information with the same degree of care it uses to protect its own confidential information (and in no event less than reasonable care). This obligation survives termination of these Terms for three years. Information already public, independently developed, or required to be disclosed by law is excluded.

9. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE". WE DISCLAIM ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING (BUT NOT LIMITED TO) WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTY ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VULNERABILITIES, OR THAT IT WILL DETECT EVERY STALLED SUB-THREAD OR AVOID EVERY FALSE POSITIVE. ESCALATE IS A DECISION-SUPPORT TOOL, NOT A SUBSTITUTE FOR THE FOUNDER'S OWN JUDGMENT AND DEAL-DESK DISCIPLINE.

10. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE TO THE OTHER FOR ANY INDIRECT, CONSEQUENTIAL, SPECIAL, INCIDENTAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, GOODWILL, OR DATA, ARISING FROM OR RELATED TO THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Each party's total cumulative liability for any and all claims arising from or relating to these Terms is capped at the fees paid or payable by Customer to Escalate in the twelve months preceding the event giving rise to the claim. Nothing in this section limits liability that cannot be excluded under applicable law (e.g., gross negligence, willful misconduct, fraud, or indemnification obligations under Section 11).

11. Indemnification

  • By Escalate: we will defend Customer against any third-party claim alleging that the Service, as provided by us and used by Customer in accordance with these Terms, infringes such third party's intellectual property rights, and we will pay any final judgment or settlement we agree to.
  • By Customer: you will defend Escalate against any third-party claim arising from your Customer Data, your use of the Service in violation of Section 4 (Acceptable Use) or applicable law, or your breach of these Terms, and you will pay any final judgment or settlement you agree to.
  • The indemnifying party's obligations are conditioned on the indemnified party promptly notifying the indemnifying party of the claim, giving sole control of the defense and settlement, and providing reasonable cooperation.

12. Term and termination

  • These Terms remain in effect for as long as you have an active subscription.
  • You may terminate at any time per Section 3.3.
  • We may terminate or suspend for material breach (including non-payment after the 14-day dunning window) immediately upon notice.
  • On termination, Sections 5, 6, 8, 9, 10, 11, and 13 survive.

13. Governing law and disputes

These Terms are governed by the laws of the Province of Ontario, Canada and the federal laws of Canada applicable therein, without regard to its conflicts-of-laws principles. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

The parties agree to resolve disputes first through good-faith negotiation between authorized representatives. If that fails within 60 days of written notice of the dispute, the parties consent to the exclusive jurisdiction of the courts of the Province of Ontario, Canada (sitting in the City of Toronto), subject only to the optional alternative below.

Optional ADR: by mutual written agreement, the parties may instead resolve the dispute by binding arbitration administered by the ADR Institute of Canada under its Simplified Arbitration Rules, seated in Toronto, Ontario, with the award enforceable in any court of competent jurisdiction.

Each party retains the right to seek injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual-property or confidential-information rights without first exhausting negotiation or arbitration.

14. Changes to these Terms

We may update these Terms from time to time. Material changes will be announced via email to the founder contact on your workspace at least 30 days before they take effect. Continued use of the Service after the effective date constitutes acceptance of the updated Terms; if you do not accept, your remedy is to cancel per Section 3.3.

15. Miscellaneous

  • Entire agreement: these Terms, the Privacy Policy, and (if executed) the DPA constitute the entire agreement between you and Escalate.
  • No assignment by either party without the other's written consent, except that either may assign to a successor in connection with a merger, acquisition, or sale of substantially all assets.
  • Severability: if any provision is found unenforceable, the rest remains in effect.
  • No waiver: a failure to enforce any right is not a waiver of that right.
  • Force majeure: neither party is liable for failures caused by events beyond reasonable control.
  • Notices: notices to us must be sent to hello@tryescalate.com (and, for legal-process correspondence, also by registered mail to our registered office in Ontario — address available on request).
  • Operating entity: Yash Patel Consulting Inc., a corporation registered in the Province of Ontario, Canada, doing business as "Escalate".