Terms of Service

Vendor Advisor is a record-keeping tool. It lets a firm list its vendors, record contract and renewal dates, note which vendors touch client information, store the documents and questionnaire answers a vendor provides, and print that record. Some features use third-party AI models to research vendors from public sources, draft due diligence reviews, and propose dates from an uploaded document. An optional agent can prepare next steps, such as emails asking a vendor for its SOC 2 report, for a person at your firm to approve. Everything the Service produces is a starting point for your own review. Nothing in the Service is a finding, certification, or conclusion by Alles about any vendor or about your firm.

The Service is a beta. It is provided free of charge, on an "as is" and "as available" basis, while it is under active development, and features (including the AI and email features) may be incomplete, behave unexpectedly, or produce wrong results. We may change, suspend, limit, or discontinue any part of it, or the whole of it, at any time, with or without notice. If we ever offer paid plans, they will be covered by separate written terms and nothing in these Terms obligates you to pay anything.

The Service is not legal, compliance, regulatory, tax, cybersecurity, or investment advice, and it is not a substitute for any of those. Template questionnaires, red-flag indicators, readiness checks, AI-drafted reviews, and references to Regulation S-P or any other rule are general information that may be incomplete, out of date, or wrong for your situation. Alles makes no representation that using the Service, or any output of it, satisfies any law, regulation, examiner expectation, or contractual duty. Your firm is solely responsible for its own regulatory obligations and for obtaining its own professional advice.

Using the Service does not make Alles your firm's consultant, compliance officer, managed service provider, agent, fiduciary, or representative, and does not create any professional or advisory relationship. Alles does not act for your firm toward vendors, clients, auditors, or regulators. Any services Alles performs for a firm are governed only by a separate signed agreement, and these Terms do not expand, imply, or replace one. Questionnaires you send through the Service are sent by your firm, in your firm's name, and Alles is not a party to them or to any arrangement between you and a vendor. You may not state or imply to any third party that Alles has reviewed, approved, or vouched for a vendor, a document, or your firm's compliance.

You are responsible for everything entered into your workspace, for having the right to enter it, for checking any AI output before you rely on it, and for the activity of the people you invite. Keep sign-in credentials and questionnaire links confidential; anyone holding a link can submit answers under it. Do not enter your clients' nonpublic personal information; the Service is for vendor records, not client data. Keep your own copies of anything you cannot afford to lose, and use the export features for that purpose.

If you connect your Microsoft 365 mailbox, the Service can send vendor emails (questionnaire invitations and reminders, SOC 2 requests and follow-ups) from that mailbox, in your name. Your firm is the sender of every such email; Alles is not. An email is sent only when a person at your firm sends or approves it, or when your firm has switched on an automation that sends it. Every workspace starts in test mode, in which vendor emails are delivered to the sender instead of the vendor, until someone at your firm turns live sending on.

The Service applies safety rules to vendor email: fixed templates only, one recipient who must be the vendor's saved contact, on the vendor's own domain, or confirmed by a person, and daily, hourly, per-vendor, and per-recipient limits. These rules reduce risk but are not a guarantee. You are responsible for whom you email, for having a legitimate business reason to contact them, for complying with laws that apply to your communications, and for reviewing an email before you approve it. You can pause vendor email at any time in Settings.

If your firm turns on the agent workflow, the Service prepares next steps for your vendors and drafts reviews on its own, but vendor emails wait for a person to approve them and AI-drafted reviews are signed off only by a person. Your firm may connect AI assistants to the Service through its MCP server; an assistant acts with the access of the user who connected it, and your firm is responsible for what its users and their assistants do. Assistants cannot approve vendor emails unless your firm allows it in Settings, and can never sign off a review.

If you answer a questionnaire through a link a firm sent you, you do so on behalf of your employer, your answers go to that firm, and the firm, not Alles, decides how they are used. Alles stores them on the firm's behalf and makes no judgment about them. Contact the firm that sent the link with any questions about the request.

Do not misuse the Service, attempt to reach another firm's data, probe or disrupt its operation, send questionnaire links or other email to people who have not agreed to receive business communications from you, use it for bulk, marketing, or unsolicited email, try to get around the email safety rules or rate limits, or use it to violate any law or anyone's rights. Automated access is allowed only through the documented API with your own keys.

Your firm owns the records it enters and the answers its vendors submit. You grant Alles a non-exclusive license to host, process, transmit, and display that data as needed to run the Service, deliver the webhooks you configure, and make the AI features work when you turn them on. The Privacy Policy describes how data is handled. If your workspace closes, we will try to make an export available for a reasonable period, but we are not obligated to retain your data.

To the fullest extent permitted by law, Alles disclaims all warranties, express, implied, or statutory, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, and uninterrupted or error-free operation. No advice or information obtained from Alles or through the Service creates any warranty. Some jurisdictions do not allow certain disclaimers, so some of these may not apply to you.

To the fullest extent permitted by law, Alles and its owners, employees, and suppliers will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost data, business interruption, regulatory fines or findings, or the cost of substitute services, arising out of or related to the Service, however caused and under any theory of liability, even if advised of the possibility. Because the Service is free, Alles's total aggregate liability for all claims relating to the Service will not exceed one hundred US dollars (US $100). These limits are a basis of the bargain under which the Service is offered without charge.

You will defend and hold Alles harmless from claims, losses, and expenses (including reasonable attorneys' fees) arising from your firm's use of the Service, the data you enter or send, your questionnaires and the people you send them to, or your breach of these Terms or of any law.

You may stop using the Service at any time. We may suspend or end access to any workspace or user at any time, for any reason or none, including misuse, inactivity, or the end of the Service itself. The sections on advice, relationship, warranties, liability, indemnity, and governing law survive termination.

We may revise these Terms by posting the new version here with a new date. Continued use after that date is acceptance of the revised Terms. If you do not agree, stop using the Service.

These Terms are the entire agreement between you and Alles about the Service and replace any earlier understanding. If a provision is held unenforceable, the rest remain in effect. A failure to enforce is not a waiver. You may not assign these Terms without our consent; we may assign them to a successor. These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law rules, and any dispute will be brought exclusively in the state or federal courts located in Texas. Questions can be sent to legal@allestechnology.com.