Master Services Agreement
Checkbox Software, Inc. · Legal
Master Services Agreement
These Terms govern your access to and use of the Checkbox software and the related services. Please read Section A before accepting. The Checkbox entity you contract with, and the governing law and venue, depend on where you are based — see Section 1.3.
Which version applies to you
- Version
- 2026.1
- Published
- 28 July 2026
- Applies to
- Orders with an Effective Date on or after 28 July 2026
The version that governs your Order is the one published as at the Effective Date of that Order. Material changes take effect at your next renewal, never mid‑term — see Section A.4. Earlier versions are kept in the archive.
Contents
- AAcceptance of these Terms
- 1Scope of the Agreement
- 2Licence Rights
- 3Authorised Users
- 4Customer Data, Usage Data and Analytics
- 5Support, Professional Services and Service Levels
- 6Your Responsibilities and Obligations
- 7Payment and Taxes
- 8Mutual Confidentiality
- 9Intellectual Property Rights
- 10Data Protection, Privacy and Security
- 11Artificial Intelligence
- 12Warranties
- 13Liability and Indemnities
- 14Insurance
- 15Term and Renewal
- 16Termination, Data Retention and Exit
- 17Dispute Resolution
- 18General
- 19Definitions
AAcceptance of these Terms
Acceptance. These Terms govern your access to and use of the Checkbox Software and the related Services. You accept these Terms, and enter into a binding agreement with the Checkbox entity determined under Section 1.3 (“Checkbox”, “us” or “we”) — Checkbox Operations Pty Ltd if you are domiciled in Australia, and Checkbox Software, Inc. in every other case, including the United States — by doing any of the following: clicking or otherwise selecting a control indicating your acceptance; executing or accepting an Order that references these Terms; or accessing or using the Software. Whichever occurs first is the point of acceptance.
Authority. If you are accepting these Terms on behalf of a company or other legal entity, you represent and warrant that you have the authority to bind that entity to these Terms, and “you” and “Customer” mean that entity. If you do not have that authority, you must not accept these Terms or access or use the Software.
Business use only. The Software is provided for business use. It is not offered to consumers, and you must not accept these Terms or use the Software for personal, domestic or household purposes.
Changes to these Terms. Checkbox may modify these Terms from time to time. Where a modification is material, Checkbox will give you at least thirty (30) days’ notice before it takes effect, by email to your notice address, by notice within the Software, or both. A material modification does not apply to your then-current License Term. It takes effect in respect of your Order at the start of the next renewal of that License Term occurring after the notice period ends, and if your Order does not renew it does not apply to you at all. Modifications that are not material — including the correction of typographical errors, clarifications that do not change the substance of either Party’s rights or obligations, and changes to Checkbox’s contact details — take effect when published. Your continued access to or use of the Software after a modification has taken effect in accordance with this Section A.4 constitutes your acceptance of it. Checkbox will not modify these Terms during the term of an Order then in effect in any way that reduces the liability caps in Section 13.4, the data retention and export commitments in Section 16.4, or the confidentiality obligations in Section 8.
Which version applies to you. The version of these Terms that applies to an Order is the version published as at the Effective Date of that Order, as subsequently modified in accordance with Section A.4. Checkbox maintains an archive of all previous versions, and will provide the version applicable to any of your Orders on request.
If you do not agree. If you do not agree to these Terms, do not accept them and do not access or use the Software. If you have already accepted them and no longer agree, your remedy is to allow your Order to expire in accordance with Section 15.2; these Terms do not give either Party a right to terminate for convenience.
1Scope of the Agreement
Scope. This Agreement governs your initial purchase of the Software and Support, as well as any future purchases made by you that reference this Agreement, including any Orders and Statements of Work.
Order of precedence. If there is any inconsistency between the documents forming this Agreement, the following order applies: (a) the Data Processing Addendum, in respect of Personal Data only; (b) an Order or Statement of Work, in respect of its own subject matter only; (c) the body of this Agreement; (d) the Service Level Agreement; and (e) the Appendices.
Contracting entity, governing law and venue. The Checkbox entity with which you contract, and the governing law and venue that apply, are determined by the country in which you are domiciled or have your principal place of business: (a) if that country is Australia, you contract with Checkbox Operations Pty Ltd, and Section 18.7(b) applies; and (b) in every other case, including the United States, you contract with Checkbox Software, Inc., a Delaware corporation, and Section 18.7(a) applies. In this Agreement “Checkbox”, “us”, “we” and “our” mean the entity determined under this Section 1.3, and that entity is identified in each Order. Each Order forms a separate agreement with the Checkbox entity identified in it. Neither Checkbox entity has any obligation or liability of any kind in respect of an Order entered into by the other, and nothing in this Agreement makes either Checkbox entity a guarantor of the other.
2Licence Rights
Your Licence Rights. Subject to your compliance with this Agreement, Checkbox grants you a non-exclusive, non-transferable and non-sublicensable (except as otherwise permitted under this Agreement) licence to access and use the Software during the License Term, for your use and enjoyment of the Software as contemplated by this Agreement.
Restrictions. Unless expressly authorised in this Agreement, you will not: (a) reproduce, modify, adapt or create derivative works of the Software; (b) rent, lease, distribute, sell or transfer the Software to a third party; (c) interfere with or circumvent mechanisms in the Software intended to limit your use; (d) reverse engineer, disassemble, decompile, translate or otherwise seek to obtain or derive the source code, underlying ideas, algorithms, file formats or non-public APIs of any Software, except to the extent expressly permitted by applicable law and then only on advance notice to us; (e) remove or obscure any proprietary or other notices contained in any Software; (f) use the Software for competitive analysis or to build competitive products; (g) use the Software, or any output of the Software, to develop, train, fine-tune or improve any machine learning or artificial intelligence model not provided by Checkbox; or (h) encourage or assist any third party to do any of the foregoing.
3Authorised Users
Authorised Users. Authorised Users may access and use the Software. Some Software may allow you to designate different types of Authorised Users, and the pricing and functionality of the Software may vary according to the type of Authorised User.
Responsibility for Authorised Users. You are responsible for all fees incurred by Authorised Users and for all applicable fees incurred from adding additional Authorised Users as detailed in the relevant Order. You are responsible for compliance with this Agreement by all Authorised Users and must ensure that all use of the Software by you and your Authorised Users is within the Scope of Use.
External Users. In addition to the Scope of Use, and subject to payment of applicable fees, you may grant users outside your or your Affiliates’ personnel (“External Users”) limited rights to use the Software solely so that they may view and interact with it as an end user in accordance with this Agreement. You may not permit External Users to use the Software for purposes unrelated to supporting your own offerings, or grant them administrator, configuration or similar use. You are responsible under Section 3.2 for all External Users as “Authorised Users” and are solely responsible for your own products and service offerings to them. Notwithstanding anything to the contrary, to the maximum extent permitted by law, Checkbox provides no direct or indirect warranty or indemnity and has no liability (including any Liability) or obligations of any kind to External Users.
4Customer Data, Usage Data and Analytics
Ownership of Customer Data. You retain all right, title and interest in and to your Data in the form submitted to the Software. Nothing in this Agreement transfers or assigns any ownership of your Data to Checkbox.
Limited licence to use your Data. You grant Checkbox a limited, non-exclusive, non-transferable, royalty-free licence to copy, transmit, store, back up and otherwise access, use and make reference to your Data, solely for the following purposes and solely in accordance with this Agreement, the Data Processing Addendum, the Privacy Policy and applicable law: (a) to fulfil the Order, including to enable Authorised Users to access and use the Software; (b) to supply the Professional Services; (c) for diagnostic, troubleshooting and support purposes in relation to the Services; (d) to configure, tune, test and train your instance of the Software and your account, including any AI Technology made available to you, so that the Software operates as intended for you, in accordance with Section 11; (e) to generate Usage Data in accordance with Section 4.4; and (f) as reasonably required for the performance of Checkbox’s obligations under this Agreement, or as required by applicable law.
No training of Checkbox or third-party models on your Data. Checkbox does not use your Data to train, fine-tune or improve any general-purpose or multi-customer machine learning or artificial intelligence model, whether Checkbox’s own or a third party’s. Section 4.2(d) permits Checkbox to configure and train only your own instance or account, and any resulting configuration, tuning or model state is segregated to your instance and is not made available to, or used for the benefit of, any other Checkbox customer. This Section 4.3 prevails over any inconsistent provision of this Agreement.
Usage Data. Checkbox may create, collect and use data, reports, metrics, benchmarks, insights and analytics relating to the provision, use, configuration and performance of the Software and the Services (“Usage Data”). Checkbox owns the Usage Data. Usage Data will at all times be maintained in an aggregated and de-identified form such that it cannot reasonably be used, alone or in combination with other information, to identify you, any Authorised User or any individual, and Checkbox will not attempt to re-identify it. Checkbox will not disclose Usage Data to any third party other than in aggregated and de-identified form combined with data of other customers. Usage Data does not include, and Checkbox asserts no ownership over, your Data itself or the substantive content of any Authorised User input or output.
Data Compliance Obligations. You represent and warrant that all Data supplied by you or otherwise made accessible by you to Checkbox through the Software is your sole and exclusive property, or that you have secured all authorisations, consents and rights necessary to allow us to use the Data as contemplated by this Agreement.
Liability regarding Data. Checkbox will not be responsible for any loss, corruption or destruction of Data to the extent caused by the acts or omissions of you or your Authorised Users, and not by the acts or omissions of Checkbox.
5Support, Professional Services and Service Levels
Support and Service Levels. Checkbox will provide the support services for the Software in accordance with the Service Level Agreement, during the period for which you have paid the applicable fee. Where we provide support services, you agree to assist us in investigating and ascertaining the cause of any applicable issue and to provide us with access to all reasonably necessary and relevant information. Any service credits available under the Service Level Agreement are your sole and exclusive financial remedy for any failure to meet the service levels, and any service credit paid or applied counts towards, and does not increase, the applicable cap in Section 13.4.
Professional Services. You may request Professional Services by written notice to Checkbox, following which Checkbox may issue a Statement of Work. If you accept the Statement of Work, by signing it, confirming acceptance by email, or instructing Checkbox in writing to proceed, Checkbox agrees to provide the Professional Services subject to this Agreement and that Statement of Work.
Updates. Checkbox may from time to time automatically Update the Software. You consent to such automatic updating provided it is at no cost to you and does not reduce or materially and detrimentally affect your rights or use of the Software. Checkbox will give you reasonable advance notice of any Update that Checkbox reasonably expects to have a material adverse effect on the functionality of the Software as used by you.
6Your Responsibilities and Obligations
Cooperation with Checkbox. You must, at your own expense: (a) provide any materials reasonably required by Checkbox from time to time for Checkbox to fulfil the Order or Statement of Work; (b) provide all reasonable assistance and cooperation to enable Checkbox to fulfil the Order or Statement of Work in an efficient and timely manner, including obtaining from Authorised Users any consent necessary to provide them access to the Software; (c) use reasonable endeavours to ensure the integrity of the Data; (d) permit Checkbox and its Personnel reasonable access to Your Environment as necessary to fulfil the Order or Statement of Work; (e) ensure that only Authorised Users access and use the Software, and that such use and access is in accordance with this Agreement; (f) notify Checkbox of incidents, vulnerabilities and security concerns related to your use of the Software, including information security breaches, as they are identified and within a reasonable and practical timeframe, and provide access to relevant information to aid in resolution; (g) notify Checkbox of changes to technical or administrative contact information; (h) ensure the supervision, management and control of the use of the Software by your Personnel; (i) maintain your own disaster recovery and business continuity plans that address the inability to access or use the Software; and (j) ensure that security configurations within your control meet your security requirements, including any APIs or integrations.
Responsibility of Users. You are responsible for your (and your Personnel’s and Authorised Users’) use of the Software and must ensure that no person uses the Software: (a) to break any law or infringe any person’s rights, including Intellectual Property Rights; (b) to transmit, publish or communicate material that is defamatory, offensive, abusive, indecent, menacing or unwanted; or (c) in any way that damages, interferes with or interrupts the supply of the Software, including any security breaches.
Third Party Inputs. To the extent you use Third Party Inputs, you are responsible for the purchase of, the requirements of, and the licensing obligations related to, the applicable Third Party Input, including third party software and services. Checkbox is not responsible for the applications, services, software or other products of Third Party Inputs, unless agreed otherwise in writing.
7Payment and Taxes
Payment. You will pay all fees in accordance with each Order or Statement of Work, by the due dates and in the currency specified, without any set-off or deduction. If you require a purchase order, you are responsible for providing it at the time of purchase. Any terms and conditions attached to, or applying to, your purchase order will not apply to, and are expressly excluded from, this Agreement.
Payment Term. Except as otherwise set out in the applicable Order or Statement of Work, fees are payable annually in advance and are due within thirty (30) days from the date of a valid invoice.
Taxes. Your fees exclude any taxes or duties payable in respect of the Software or Professional Services in the jurisdiction where payment is made or received, including sales, services, use and excise taxes and any goods and services tax (GST), value added tax or similar tax imposed by any local, state, federal or national law or government authority, but excluding taxes imposed on our income. To the extent any such taxes or duties are payable by Checkbox, you must pay Checkbox the amount of them in addition to any fees owed. Where you have obtained an exemption, you may provide Checkbox with the exemption information and Checkbox will use reasonable efforts to provide such invoicing documents as may enable you to obtain a refund or credit from the relevant revenue authority, if available.
Withholding Taxes. If you are required by law to deduct or withhold tax from any amount payable to us, you agree to pay us an additional amount that will, after the deduction or withholding, leave us with the same amount we would have been entitled to receive absent the requirement.
Increased Scope of Use. During your License Term you may increase your Scope of Use (for example, by adding Authorised Users or increasing usage limits or instances) by placing a new Order or, if made available by Checkbox, directly through the Software. Any increase will be subject to additional fees as set out in the applicable Order.
Price Increase Cap. At the conclusion of the term of each Order, the fees for the Services under that Order may be increased by no more than ten percent (10%) annually, provided Checkbox gives you written notice of the increase at least thirty (30) days before the start of the renewal period. For the avoidance of doubt, such variations do not apply to fees already paid upfront.
Invoice Dispute. If you reasonably dispute an invoice, you must deliver a written statement to Checkbox no later than ten (10) days prior to the due date of that invoice, listing all disputed items with a reasonably detailed description of each. The Parties will then work together in good faith to resolve the dispute. If you do not notify Checkbox within that period, the invoice is deemed undisputed and the right to dispute it is waived. Undisputed portions of the invoice remain payable on the original due date.
Non-Payment. If undisputed fees remain unpaid for thirty (30) days after the applicable due date, Checkbox may give you written notice demanding payment. If you do not pay within ten (10) Business Days of receiving that notice, Checkbox has the right to: (a) apply a late payment charge of 1.5% of the outstanding balance per month, or the maximum rate permitted by law, whichever is lower; (b) suspend access to the Software without liability to you; (c) cease providing the Professional Services (if applicable); (d) engage debt collection services for any unpaid and undisputed debt; and (e) commence legal proceedings for any outstanding amounts owed. You are liable for and will pay all reasonable costs of recovery, including debt collection costs, commission, legal fees and out-of-pocket expenses. If you rectify non-payment after access has been suspended, Checkbox will recommence provision of the Software as soon as reasonably practicable.
8Mutual Confidentiality
Confidential Information. Each Party agrees that Confidential Information disclosed to it (the “Receiving Party”) by the other Party (the “Disclosing Party”) constitutes the confidential property of the Disclosing Party. “Confidential Information” means information of a Party and its Affiliates, including trade secrets, know-how and proprietary, technical, developmental, operating, financial, performance, cost, process and other business information, that is (a) marked or accompanied by documents clearly designating it as confidential or the equivalent; (b) identified by the Disclosing Party in writing as confidential before, during or promptly after disclosure; or (c) information that, given its nature or the circumstances of its disclosure, a reasonable person would understand to be confidential.
Customer Data deemed confidential. The Parties acknowledge that the Software is used to process legal documents, legal requests and related materials. Accordingly, all Data and all other information and materials provided by you or your Authorised Users to the Software or to Checkbox are deemed to be your Confidential Information, whether or not marked or identified as such, and Checkbox will treat them as such without the need for any designation. Nothing in this Agreement, and no provision of the Services, operates as a waiver of legal professional privilege, attorney-client privilege, attorney work-product protection or any equivalent protection attaching to your Data. Any Service performance information, pricing terms and documentation relating to the Services is deemed Checkbox’s Confidential Information.
Obligations of the Receiving Party. Except as expressly authorised in this Agreement, the Receiving Party will (a) hold in confidence and use the same degree of care in maintaining the confidentiality of the Disclosing Party’s Confidential Information as it uses for its own, but no less than a reasonable degree of care, and not disclose it to third parties; and (b) not use it for any purpose other than fulfilling its obligations and exercising its rights under this Agreement. The Receiving Party may disclose Confidential Information to its and its Affiliates’ Personnel having a legitimate need to know, provided they are bound by confidentiality obligations no less protective than this Section 8 and the Receiving Party remains responsible for their compliance.
Exclusions. The Receiving Party’s confidentiality obligations do not apply to information which the Receiving Party can document: (a) was rightfully in its possession or known to it prior to receipt; (b) is or has become public knowledge through no fault of the Receiving Party; (c) is rightfully obtained from a third party without breach of any confidentiality obligation; or (d) is independently developed by Personnel of the Receiving Party who had no access to it.
Compelled disclosure; equitable relief. The Receiving Party may disclose Confidential Information where required by a regulation, law or court order, but only to the minimum extent required and, where legally permitted, with advance notice to the Disclosing Party. The Receiving Party acknowledges that disclosure in breach of this Agreement would cause substantial harm for which damages alone would not be a sufficient remedy, and that the Disclosing Party will be entitled to appropriate equitable relief in addition to any other remedies at law.
Survival. The obligations in this Section 8 survive for five (5) years following expiration or termination of this Agreement, except that for Confidential Information constituting a trade secret under applicable law, they survive for so long as that status is maintained.
9Intellectual Property Rights
No transfer of Intellectual Property Rights. A Party’s ownership of, or any right, title or interest in, any and all Intellectual Property Rights in all products, services, software, documentation and other material provided by either Party under this Agreement, including any developments, updates, advancements, modifications or adaptations of them, will not be altered, transferred or assigned by virtue of this Agreement. For the avoidance of doubt: (a) Checkbox is and remains the owner of the Software, all documentation relating to the Software, all Intellectual Property Rights in the Professional Services, all Usage Data, and all workflows, templates, models, configurations, prompts, logic, tooling and methodologies used or created by Checkbox in providing the Services; and (b) you are the owner of, or have secured all authorisations and rights necessary to allow us to use, all Data, designs, documentation and other inputs provided by you to Checkbox or included or generated in the creation or use of the Software.
Your Outputs. As between the Parties, you own the Outputs, being the substantive work product generated for you through your use of the Software and derived from your Data, together with all Intellectual Property Rights in them. To the extent any Intellectual Property Rights in the Outputs vest in Checkbox on creation, Checkbox assigns them to you on creation. This Section 9.2 does not transfer, and expressly excludes, any Intellectual Property Rights in the Software or in anything described in Section 9.1(a); and to the extent any Checkbox Intellectual Property Rights are incorporated in or necessary to use an Output, Checkbox grants you a perpetual, irrevocable, worldwide, royalty-free, non-exclusive licence to use, reproduce and prepare derivative works of that Checkbox Intellectual Property solely as incorporated in, and as necessary for your use of, that Output for your internal business purposes.
Use of your Intellectual Property. You grant Checkbox a non-exclusive, royalty-free, non-transferable, non-sublicensable and revocable licence to use your Intellectual Property Rights solely as reasonably required for Checkbox to provide the intended operation of the Software and the Services to you.
Software developments and Professional Services. Any Intellectual Property Rights created as a result of modifications or developments to the Software, or as a result of the provision of the Professional Services (unless otherwise specified in the Statement of Work), vest in Checkbox on creation, and to the extent they do not automatically vest in Checkbox you must promptly do all acts reasonably requested by Checkbox for them to do so. Where Intellectual Property Rights are created exclusively for you under a Statement of Work and are not reasonably capable of use for any other Checkbox customer, Checkbox grants you a perpetual, irrevocable, worldwide, royalty-free, fully paid-up, non-exclusive licence to use, reproduce, modify and prepare derivative works of them for your internal business purposes. Checkbox retains all rights in its pre-existing materials, technology and Intellectual Property Rights, and in any general know-how, skills or techniques developed in the course of the engagement.
10Data Protection, Privacy and Security
Data Processing Addendum. To the extent Checkbox receives, processes or otherwise has access to Personal Data provided by or obtained on behalf of you, Checkbox will comply with the Data Processing Addendum, which is incorporated into and forms part of this Agreement and sets out the Parties’ respective rights and obligations in relation to information security, technical and organisational measures, security incident notification, sub-processing, data subject rights, international transfers, audit and assurance, and deletion and return of Personal Data.
Precedence. In the event of any conflict between this Agreement and the Data Processing Addendum in relation to Personal Data, the Data Processing Addendum prevails. In all other respects, this Agreement prevails.
Sub-processors and service providers. Checkbox engages sub-processors and third-party service providers to provide the Software and the Services, including hosting, infrastructure, logging, communications, support and AI model providers. The Data Processing Addendum governs Checkbox’s appointment of and responsibility for sub-processors and the notification Checkbox provides in relation to changes. Nothing in this Agreement grants you a right to approve, consent to or object to the appointment or replacement of any sub-processor or service provider, and Checkbox may change them from time to time in accordance with the Data Processing Addendum.
Assurance materials. On written request, no more than once in any twelve (12) month period (or following a security incident affecting your Data), Checkbox will make available its then-current independent audit report or attestation, penetration test summary or attestation letter, and such other information as is reasonably necessary to demonstrate compliance with this Section 10, subject to Section 8.
11Artificial Intelligence
General. Where you have access to features of the Software that rely on artificial intelligence, you acknowledge and agree: (a) to the use and incorporation of artificial intelligence technology into the Software by us (“AI Technology”); (b) the AI Technology is based on algorithms and models developed by us and artificial intelligence models provided by third-party providers (“AI Model Providers”), which may change over time through updates and improvements; (c) the effectiveness, accuracy and outcomes of the AI Technology depend on various factors, including the quality and quantity of your Data input into the Software, the configuration of the Software, and our ongoing development efforts; (d) you must not rely solely on the AI Technology’s outputs, recommendations or results when making critical decisions or taking actions that could have significant legal, financial or operational consequences; (e) you must exercise judgment, due diligence and appropriate oversight when interpreting and applying the AI Technology’s outputs; and (f) to the maximum extent permitted by law, we are not liable for, and you release us from, any direct, indirect, consequential or other claim or damages arising from your reliance on the AI Technology’s outputs or recommendations without exercising the judgment, due diligence and oversight described in paragraph (e).
Model training. Checkbox does not train, fine-tune or improve any general-purpose or multi-customer artificial intelligence model on your Data. Checkbox does, however, need to configure, tune, test and train your own instance of the AI Technology and your account using your Data in order for the Software to operate as intended for you, and you authorise Checkbox to do so. Any configuration, tuning or model state resulting from that activity is segregated to your instance, is used solely for your benefit, and is not made available to, or used for the benefit of, Checkbox’s other customers or Checkbox’s general product development.
AI source data. Checkbox does not use publicly scraped or public web data as source material for the AI Technology’s substantive outputs. The source material for outputs generated for you is your Data, together with any materials you or your Authorised Users provide or designate for that purpose, and the underlying general capabilities of the AI Model Providers’ models.
Your Data and AI Model Providers. Checkbox agrees that your Data input into the Software for use with the AI Technology: (a) will not be made available, directly or indirectly, to the public; (b) will not be used to train or improve any model or service offering of Checkbox or of any AI Model Provider, other than as expressly permitted by Section 11.2; (c) will only be sent to AI Model Providers to the extent required to perform the Services for you; and (d) will not be retained by AI Model Providers, except as required by law or to prevent abuse and misuse, in which case the Data will be deleted after that purpose is fulfilled.
Notice of material AI model changes. Checkbox may change, add or replace the AI Model Providers and models used to provide the AI Technology from time to time. Where Checkbox makes a change that it reasonably considers will have a material adverse effect on the accuracy, functionality or performance of the AI Technology as used by you, Checkbox will give you notice of that change. For the avoidance of doubt, this Section 11.5 confers a right to notice only, and does not confer any right to approve, consent to, object to or reject any change to an AI Model Provider or model.
AI Model Provider policy changes. If Checkbox becomes unable to meet its obligations under Section 11.4 as a result of a change in the policies of an AI Model Provider, Checkbox will notify you promptly. You may then give Checkbox written notice to cease all use and access of the AI Technology, and Checkbox will refund any prepaid Software fees directly relating to the access or use of the AI Technology covering the remainder of the then-current License Term after the effective date of that notice.
12Warranties
General Warranties. Each Party warrants that: (a) it has the right, power, authority and entitlement to execute this Agreement and perform its obligations; (b) this Agreement constitutes a legal, valid and binding obligation enforceable in accordance with its terms; (c) in entering into and performing its obligations it has not, and will not, be in breach of any relevant law or any obligation owed to another person; (d) there is no current, pending or threatened litigation, arbitration, investigation, inquiry or proceeding in which it is involved that will or may have an adverse effect on its ability to comply with this Agreement; and (e) it has all necessary licences, approvals, permits and consents to enter into and perform its obligations. You further warrant that (f) you have all hardware, software and services necessary to access and use the Software; and (g) all information and documentation you provide to us in connection with this Agreement is true, correct and complete in all material respects, and you acknowledge that we will rely on it in order to provide the Software and Professional Services.
Software and Services Warranties. Checkbox warrants that (a) to the best of its knowledge, the Software does not infringe the Intellectual Property Rights of any third party and there are no actual or threatened proceedings for intellectual property infringement in relation to the Software; (b) it will take reasonable commercial efforts to ensure that the Software, in the form and when provided to you, will be free of any viruses, malware or other harmful code; (c) the Software will perform materially in accordance with the applicable documentation during the License Term; and (d) the Professional Services will be performed in a professional and workmanlike manner. For any breach of the foregoing warranties, your sole and exclusive remedy, and Checkbox’s sole obligation, is to remediate the affected Software or re-perform the non-conforming Professional Services promptly upon notice.
Warranty Disclaimer. Except as expressly set out in Sections 12.1 and 12.2, Checkbox and its suppliers expressly disclaim all warranties and representations of any kind, including any warranty of non-infringement, title, fitness for a particular purpose, functionality or merchantability, whether express, implied or statutory. To the maximum extent permitted by law, Checkbox will not be liable, and you waive and release Checkbox from any liability (including any Liability), for delays, interruptions, service failures or other problems inherent in the use of the internet and electronic communications or other systems outside the reasonable control of Checkbox. To the maximum extent permitted by law, Checkbox does not represent, warrant or guarantee that: (a) the Software will operate in combination with any other hardware, software, system or data, unless expressly stated by Checkbox; (b) the Software, or any products, services, information or other material purchased or obtained by you through the Software, will meet your requirements or expectations; (c) non-substantive and non-material errors or defects will be corrected; or (d) except as set out in Section 12.2(b), the Software is free of viruses or other harmful components.
Statutory Rights. Nothing in this Agreement excludes any applicable statutory right that applies to you and cannot be excluded, restricted or modified (“Statutory Rights”). If any Statutory Rights apply, the duration of the applicable statutorily required warranties, if any, will be limited to the shortest period permitted by law. Where you contract with Checkbox Operations Pty Ltd, nothing in this Agreement excludes, restricts or modifies any guarantee, right, warranty or remedy conferred by the Australian Consumer Law that cannot lawfully be excluded, restricted or modified, and to the extent Checkbox is permitted to limit its liability for a failure to comply with such a guarantee, Checkbox’s liability for that failure is limited, at Checkbox’s option, to supplying the Services again or to paying the cost of having the Services supplied again.
13Liability and Indemnities
General Indemnity. To the maximum extent permitted by law, each Party will at all times indemnify the other Party from and against any Liability arising out of or in connection with any proceedings commenced by a third party against the other Party where that Liability results from (a) any fraudulent or unlawful act or omission of the first Party or its Personnel; or (b) any breach of confidentiality obligations by the first Party or its Personnel.
Indemnity for Intellectual Property. Checkbox will defend, indemnify and hold harmless the Customer from and against any third-party claims, demands, lawsuits, actions, liabilities, damages and losses arising out of or in connection with any allegation that the Software or the Services infringe, misappropriate or otherwise violate the Intellectual Property Rights of any third party, provided Checkbox has sole control over the defence and settlement of the claim, and provided further that Checkbox will not, without your prior written consent, enter into any settlement that imposes a non-monetary obligation on, or requires an admission of fault by, you. Checkbox’s obligations under this Section do not apply to any claim arising from (a) use of the Software in a manner not authorised by this Agreement or the documentation; (b) modifications made to the Software by anyone other than Checkbox or its authorised agents; or (c) the combination of the Software with any hardware, software or other products not provided or authorised by Checkbox, where the infringement would not have occurred but for that combination. If the Software becomes the subject of an infringement claim, Checkbox may procure the right for you to continue using the Software, replace or modify it so that it is non-infringing without materially reducing functionality, or terminate the affected Order and provide a pro-rata refund of prepaid, unused fees.
Indemnity for Misuse. You will indemnify Checkbox against any third-party claims arising from your use of the Software in breach of Section 2.2 (Restrictions), or from your provision of Data that you did not have the right to provide, except to the extent such claims result from Checkbox’s negligence or breach of this Agreement.
Liability Cap. To the maximum extent permitted by law, each Party’s and its suppliers’ aggregate liability for all Liability to the other arising out of or related to this Agreement will not exceed the amount actually paid by you to us under this Agreement in the twelve (12) months immediately preceding the date on which the Liability arose. This limitation does not apply to a Party’s (a) infringement or misappropriation of Intellectual Property Rights; (b) data protection and privacy obligations; or (c) indemnification obligations under Sections 13.1 to 13.3, in respect of which each Party’s and its suppliers’ aggregate liability will instead not exceed the greater of three (3) times the amount actually paid by you to us under this Agreement in the twelve (12) months immediately preceding the date on which the Liability arose, or one million United States dollars (US$1,000,000). The limitations in this Section 13.4 do not apply to, and do not limit Checkbox’s right to recover in full, any amounts you owe to Checkbox under this Agreement, including fees and charges under any Order or Statement of Work, amounts payable under Sections 7.3 and 7.4, late payment charges and costs of recovery under Section 7.8, and amounts payable on termination under Section 16.5 (together, “Amounts Owed”).
No unlimited liability. For the avoidance of doubt, and notwithstanding anything to the contrary in this Agreement, no Liability of either Party under or in connection with this Agreement is uncapped. Every category of Liability, however arising and whether or not the subject of an exclusion or carve-out elsewhere in this Agreement, is subject to a monetary cap set out in Section 13.4, save only to the extent that a cap is prohibited by applicable law or the Liability comprises Amounts Owed.
Proportionate Liability. To the maximum extent permitted by law, each Party’s liability for any Liability under this Agreement will be reduced proportionately to the extent that the Liability was caused, or contributed to, by the acts or omissions of the other Party.
Liability Waiver. To the maximum extent permitted by law, in no event will a Party be liable to the other for any Consequential Loss. This Section 13.7 does not apply to Amounts Owed.
Exclusions. To the maximum extent permitted by law, Checkbox will not be liable to you for any Liability to the extent caused or contributed to by: (a) a fault or defect in any item of Your Environment; (b) any Force Majeure Event; or (c) any act, omission, failure, outage, defect, change in terms or discontinuation of any third-party service provider, licensor, sub-processor, infrastructure or hosting provider, or AI Model Provider used to provide the Software or the Services, or of any Third Party Input. Checkbox does not control, and does not accept responsibility for the acts or omissions of, the third parties referred to in paragraph (c). Checkbox will use reasonable commercial efforts to select and manage those third parties, and to mitigate the effect on you of any failure by them, but the Parties acknowledge that Checkbox does not warrant their performance.
Refunds. Any refund payable by Checkbox under this Agreement, including under Sections 11.6, 13.2, 16.3(d) and 18.2, is limited to fees that you have actually paid to Checkbox and that are not the subject of a dispute notified under Section 7.7, pro-rated for the unexpired portion of the then-current License Term or, where applicable, for the Services not provided. Checkbox has no obligation to refund any amount that has not been paid, that remains the subject of a dispute, or that relates to Software or Services already provided or Professional Services already performed. Any refund paid counts towards, and does not increase, the applicable cap in Section 13.4.
14Insurance
Coverage. During the term of this Agreement Checkbox will maintain, at a minimum, (a) commercial general liability insurance of no less than US$1,000,000 per occurrence and US$2,000,000 in the aggregate; (b) cyber liability and media liability insurance of at least US$5,000,000 per occurrence and in the aggregate; and (c) workers’ compensation insurance as required by applicable law.
No effect on liability caps. The insurance Checkbox maintains under Section 14.1 does not extend, increase or otherwise affect the limitations of liability in Section 13, and the availability of insurance proceeds is not a basis for any Liability in excess of the caps in Section 13.4.
15Term and Renewal
Term. This Agreement is effective as of the Effective Date and continues until there are no existing Orders or Statements of Work, unless extended by mutual written agreement or terminated earlier under Section 16.
Renewal. The renewal basis for each Order is as elected in that Order. Where an Order does not specify a renewal basis, paragraph (a) applies. (a) Automatic renewal: at least thirty (30) days prior to the expiry of any License Term, either Party may notify the other that it does not wish for the term to be renewed, in which case the Order will expire at the end of the then-current License Term; if neither Party gives notice, the Order will automatically renew for successive periods equal to the initial License Term, and any discounts to the fees will be removed unless otherwise agreed in writing, subject in all cases to Section 7.6. (b) Renewal by agreement: where an Order so elects, the Order will expire at the end of the then-current License Term and any renewal or extension will require the mutual written agreement of the Parties. In either case, if a Party wishes to vary any terms of an Order, it must give at least thirty (30) days’ notice prior to expiry of the current License Term to enable the Parties to discuss the proposed variation.
16Termination, Data Retention and Exit
Termination for Cause. Either Party may terminate this Agreement (including all related Orders) if the other Party: (a) fails to remedy any material breach of this Agreement within thirty (30) days after written notice of the breach; (b) ceases operation without a successor; or (c) seeks protection under any bankruptcy, receivership, trust deed, creditors’ arrangement, composition or comparable proceeding, or if any such proceeding is instituted against that Party and is not dismissed within sixty (60) days.
No termination for convenience. Except as expressly set out in Section 16.1, or elsewhere in this Agreement in relation to a specified event, neither Party may terminate this Agreement or any Order for convenience, without cause, or on notice alone. Any purported termination other than in accordance with this Agreement is of no effect.
Effects of Termination for Checkbox. Upon termination or expiry, Checkbox will: (a) stop providing access to the Software and related services; (b) stop providing the Professional Services (if applicable); (c) stop placing orders for supplies or services required in connection with providing access to the Software and related services; and (d) where you have terminated under Section 16.1, refund any prepaid Software fees covering the remainder of the then-current License Term after the effective date of termination, in accordance with Section 13.9.
Data retention, export and deletion. The following applies to your Data on termination or expiry. (a) Retention period: Checkbox will retain your Data, and keep it available for export by you through the Software or in a commonly used, machine-readable format, for ninety (90) days following the effective date of termination or expiry (the “Retention Period”). (b) Deletion: at the end of the Retention Period Checkbox will delete or destroy your Data and, on written request made within the Retention Period, will provide written certification of that deletion or destruction within thirty (30) days of the request. (c) Charges for extended retention or assisted export: if you request that Checkbox retain your Data beyond the Retention Period, or that Checkbox perform or assist with any data export, extraction, migration or transition activity, Checkbox will do so subject to your written agreement to pay Checkbox’s then-current standard rates or such other fees as the Parties agree; Checkbox is not obliged to retain Data beyond the Retention Period, or to provide any assisted export or transition assistance, absent such agreement. (d) Legally required retention: notwithstanding paragraphs (a) to (c), Checkbox may retain your Data for so long as, and to the extent that, Checkbox is required to do so by applicable law, regulation, legal process or a legal hold obligation, or as required for the establishment, exercise or defence of legal claims; Data retained under this paragraph will continue to be held in accordance with Section 8 and the Data Processing Addendum and will be deleted once the obligation or purpose ceases to apply. (e) Other property: upon written request, Checkbox will return to you or destroy all other property, including Confidential Information and Intellectual Property, in its possession that belongs to you.
Effects of Termination for you. Upon termination or expiry, you will: (a) immediately cease and desist from any use of the Software; (b) promptly return to Checkbox, or destroy, all property, including Confidential Information and Intellectual Property, in your possession that belongs to Checkbox; (c) pay any fees payable to Checkbox for the period prior to the effective date of termination; and (d) where Checkbox has terminated under Section 16.1, pay any unpaid fees, including any fees covering the remainder of the then-current License Term, promptly after the effective date of termination, together with any fees for Professional Services delivered by that date.
Survival. Expiry or termination is without prejudice to any rights or liabilities accrued prior to that date. The following survive any termination or expiration: Sections 2.2, 4.1, 4.4, 4.5, 7, 8, 9, 10, 12.3, 13, 16, 17, 18 and 19.
17Dispute Resolution
Informal Resolution. If a dispute arises out of or in relation to this Agreement, no Party may commence court or arbitration proceedings (other than for urgent interlocutory or equitable relief) unless it has complied with this Section. A Party claiming a dispute has arisen must give written notice specifying its nature. On receipt, the Parties’ representatives must endeavour in good faith to resolve it expeditiously. Failing agreement within thirty (30) days of the notice, either Party may refer the dispute to the Parties’ senior leadership (or their nominees), who must cooperate in good faith to resolve it within thirty (30) days of referral.
Formal Resolution. If senior leadership fail to resolve the dispute within thirty (30) days of referral, the Parties must, at the written request of either Party and within fourteen (14) days of receipt of the request, submit to mediation, expert evaluation or determination, or a similar technique agreed by them. If the Parties do not agree within seven (7) days of the request on the technique, procedures, timetable and selection and remuneration of any independent person required, the Parties must mediate in accordance with the Commercial Mediation Procedures of the American Arbitration Association, which will appoint the mediator and determine the mediator’s remuneration.
Jury Waiver. To the maximum extent permitted by applicable law, each Party irrevocably waives any and all right to trial by jury in any legal proceeding arising out of or in connection with this Agreement or the relationship contemplated by it.
18General
Notices. A notice must be in writing in English and may be (a) delivered personally; (b) given by an agent of the sender; (c) left at a Party’s current delivery address for notices; (d) sent by prepaid mail to a Party’s current postal address for notices; or (e) sent by email to a Party’s current email address for notices. Checkbox’s addresses for notices are those published at the foot of these Terms. Your addresses for notices are those set out in the applicable Order or, where the Order does not specify them, the contact details associated with your account. A notice is taken to have been given when left at the delivery address; if sent by prepaid mail, on the fourteenth day after posting; or if sent by email, when sent, unless the sender receives a notification of delivery failure within twenty-four (24) hours. You must keep the contact details associated with your account current.
Force Majeure. If performance of this Agreement or any obligation under it is prevented, restricted or interfered with by causes beyond either Party’s reasonable control (a “Force Majeure Event”), including fire, lightning strike, flood, earthquake, natural disaster, sabotage, pandemic, nuclear contamination, terrorism, war or civil riot, and the affected Party is unable to carry out its obligations and gives prompt written notice, then the affected Party’s obligations are suspended to the extent necessary. The affected Party must use reasonable efforts to remove the prevention, restriction or interference, or to limit its impact, and must continue to perform with reasonable dispatch when the event is removed. If a Force Majeure Event continues for more than sixty (60) consecutive days, either Party may terminate this Agreement on written notice, and Checkbox will refund any prepaid fees for Services not provided as at the effective date of termination.
Assignment. This Agreement is personal to the Parties. Neither Party may assign or deal with the whole or any part of its rights or obligations without the other Party’s prior written consent (not to be unreasonably withheld), provided that either Party may assign without consent to (a) an Affiliate, or (b) in connection with a merger, acquisition, reorganisation, or sale of all or substantially all of its assets, upon written notice to the other Party. Any purported assignment in breach of this Section is of no effect.
Waiver. Any failure or delay by a Party in exercising a power or right (wholly or partially) does not operate as a waiver or prevent that Party from exercising that or any other power or right. A waiver must be in writing.
Severability. If any provision (or part of it) is held unenforceable or invalid in any jurisdiction, it will be interpreted as narrowly as necessary to allow it to be enforceable or valid. If it cannot be so interpreted, it must be severed and the remaining provisions remain valid and enforceable.
Entire Agreement. These Terms, together with all Orders, Statements of Work, Appendices, the Service Level Agreement and the Data Processing Addendum, constitute the entire agreement between the Parties with respect to their subject matter and supersede all prior or contemporaneous negotiations, discussions or agreements, whether written or oral. You agree that acceptance under Section A.1 has the same legal effect as a handwritten signature, and that neither Party will contest the validity or enforceability of this Agreement on the ground that it was formed electronically. Where you and Checkbox have signed a negotiated master services agreement covering the Software, that agreement governs and these Terms do not apply to you.
Governing Law and Jurisdiction. The governing law and venue depend on the Checkbox entity with which you contract under Section 1.3. (a) Checkbox Software, Inc.: this Agreement is governed by and construed under the laws of the State of Delaware, without regard to its conflicts of law provisions, and each Party irrevocably and unconditionally submits to the exclusive jurisdiction of, and agrees that any legal proceeding arising out of or in connection with this Agreement will be brought in, the state courts operating in Delaware (or, if such court lacks subject matter jurisdiction, in any appropriate federal court within the State of Delaware). (b) Checkbox Operations Pty Ltd: this Agreement is governed by and construed under the laws of New South Wales, Australia, and each Party irrevocably and unconditionally submits to the exclusive jurisdiction of, and agrees that any legal proceeding arising out of or in connection with this Agreement will be brought in, the courts of New South Wales and the courts competent to determine appeals from those courts. In each case each Party irrevocably waives any objection or defence based upon lack of personal jurisdiction or venue, and the United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement.
Relationship of the Parties. Nothing in this Agreement creates any relationship of agency, employment, joint venture or partnership. This Agreement is for the sole benefit of the Parties and their respective successors and permitted assigns, and nothing in it is intended to confer upon any other party any legal or equitable right, benefit or remedy.
Interpretation. Each Party represents that it has had the opportunity to seek independent legal advice, and any rule of law or legal decision that would require interpretation of claimed ambiguities against the drafting party has no application and is expressly waived. “Including” and words of similar meaning mean “including, without limitation”. Headings are for convenience only and do not affect interpretation.
19Definitions
Capitalised terms are defined in this Section 19, and others are defined contextually in this Agreement.
- “Affiliate”
- means an entity which, directly or indirectly, owns or controls, is owned or is controlled by, or is under common ownership or control of a Party, where “control” means the power to direct the management or affairs of an entity and “ownership” means beneficial ownership of greater than 50% of the voting equity securities or equivalent voting interests.
- “AI Model Providers”
- means the third-party providers of artificial intelligence models used in the AI Technology, as referred to in Section 11.1(b).
- “AI Technology”
- means the artificial intelligence technology incorporated into the Software, as referred to in Section 11.1(a).
- “Authorised Users”
- means the specific individuals for whom you have paid the required fees and whom you designate through the applicable Software. Authorised Users may be your or your Affiliates’ Personnel, and include any External Users you permit to use the Software, subject to Section 3.3.
- “Business Day”
- means a day on which banks are open for general banking business in the place of the Checkbox entity determined under Section 1.3, being the State of Delaware for Checkbox Software, Inc. and Sydney, New South Wales for Checkbox Operations Pty Ltd, excluding Saturdays, Sundays and public holidays in that place.
- “Consequential Loss”
- means any consequential, indirect, special or incidental loss, real or anticipated loss of profit, loss of benefit, loss of revenue, loss of business, loss of goodwill, loss of opportunity, loss of savings, loss of reputation, loss of use, and loss or corruption of data, whether under statute, contract, equity, tort (including negligence), indemnity or otherwise.
- “Data”
- means all information, documents, content, code, video, images and other data provided by you or your Authorised Users, or made available by you or your Authorised Users to the Software, or otherwise accessed by Checkbox in providing the Software.
- “Data Processing Addendum”
- means the Checkbox Data Processing Addendum at https://www.checkbox.ai/legal/data-processing-addendum, in the version in effect as at the Effective Date, or such other data processing addendum as the Parties execute.
- “Effective Date”
- means in respect of each Order, the effective date stated in that Order or, where none is stated, the date on which the Order is accepted by both Parties.
- “Force Majeure Event”
- means has the meaning given in Section 18.2.
- “Intellectual Property Rights”
- means any and all intellectual and industrial property rights throughout the world, including copyright (past, present and future copyrights and rights in the nature of or analogous to copyright), inventions, patents, designs, registered and unregistered trademarks, know-how and circuit layout rights, whether registrable or not.
- “Liability”
- means any expense, cost, liability, loss, damage, claim, notice, entitlement, investigation, demand, proceeding or judgment (whether under statute, contract, equity, tort (including negligence), indemnity or otherwise), howsoever arising, whether direct or indirect, and whether present, unascertained, future or contingent, and whether involving a third party or a Party to this Agreement.
- “License Term”
- means your permitted licence term for the Software, as set out in an Order.
- “Monthly Equivalent Fee”
- means the annual fee for the Software divided by twelve (12).
- “Order”
- means Checkbox’s applicable ordering documentation or purchase flow referencing this Agreement, which may include purchases of Software licences, Support, renewals, or purchases to increase or upgrade your Scope of Use.
- “Outputs”
- means has the meaning given in Section 9.2.
- “Party”
- means a party to this Agreement, and “Parties” means both of them.
- “Personal Data”
- means information relating to an identified or identifiable natural person, and includes “personal information” and equivalent terms under applicable data protection law.
- “Personnel”
- means employees, representatives, consultants, contractors, agents, or other third parties acting for a Party on that Party’s behalf.
- “Privacy Policy”
- means the Checkbox Privacy Policy at https://www.checkbox.ai/legal/privacy-policy, in the version in effect as at the Effective Date.
- “Professional Services”
- means the services we agree to provide to you under Section 5.2, as further particularised in the Statement of Work.
- “Scope of Use”
- means your authorised scope for the Software as specified in the applicable Order, which may include number and type of Authorised Users; number of applications or workflows; number of requests or submissions in a given period; storage or capacity; entity, division, business unit, website or field of use; or other restrictions or billable units.
- “Service Level Agreement”
- means the Checkbox Service Level Agreement at https://www.checkbox.ai/legal/checkbox-service-level-agreement, in the version in effect as at the Effective Date, or such other service level agreement as the Parties agree in an Order.
- “Services”
- means the provision of the Software, Support and any applicable Professional Services.
- “Software”
- means the Checkbox automation and workflow software platform and its variations. Your Order will specify the Software, including the variation, that you may use.
- “Statement of Work”
- means a document outlining the nature and scope of the engagement for Professional Services from Checkbox, including objectives, project phases, deliverables and specifications, operating guidelines, acceptance testing procedure (if applicable), and the relevant fees.
- “Support”
- means Checkbox’s support services for the Software, as further described in the Service Level Agreement.
- “Terms”
- means these Checkbox Master Services Agreement terms, as published at this address and as modified from time to time in accordance with Section A.4. References in these Terms to “this Agreement” mean these Terms together with each Order and the other documents listed in Section 18.6.
- “Third Party Inputs”
- means third parties, or any goods and services provided by third parties, which you have chosen to use together with the Software, for example through system integration, excluding Checkbox’s licensors, sub-processors and contractors engaged to provide services or technology to deliver the Services.
- “Updates”
- means available updates to the Software, such as bug fixes, patches, upgrades, enhanced functions, plug-ins and new versions.
- “Usage Data”
- means has the meaning given in Section 4.4.
- “Your Environment”
- means any hardware, software, information technology and telecommunications services and systems, network or device controlled by you or your Personnel.
Previous versions. Superseded versions of these Terms are retained and available at checkbox.ai/legal/archive.
Related documents. Data Processing Addendum · Service Level Agreement · Privacy Policy
Notices to Checkbox. Address notices to the Chief Legal Officer at legal@checkbox.ai, and to the entity you contract with:
Checkbox Software, Inc. — 99 Wall St #1574, New York, NY 10005, United States. Delaware law and venue.Checkbox Operations Pty Ltd — 5/24 Campbell Street, Haymarket, NSW 2000, Australia. New South Wales law and venue.
Version 2026.1 · published 28 July 2026