Coreflow Subscription Terms

Streamline Digital Limited

These terms apply to all orders placed with Streamline Digital Limited for Coreflow. By placing an order you confirm that you have read and agree to be bound by these terms.

1. Definitions and interpretation

1.1In these terms the following words have the meanings set out below.

1.2References to writing include electronic form. The singular includes the plural and vice versa. Headings do not affect interpretation. "Including" and similar words are illustrative and do not limit what precedes them.

2. The Agreement and its parts

2.1The Agreement is made up of these terms, the Order Confirmation, the Module Schedules for the Modules you take, and the DPA. Together they are the whole agreement between us on Coreflow.

2.2Where the parts conflict, they take precedence in this order:

2.2.1the DPA, on data protection matters only;

2.2.2the Order Confirmation;

2.2.3the applicable Module Schedule;

2.2.4these terms.

2.3A Module Schedule applies only to the Module it covers, and only if that Module is in your Order Confirmation.

2.4We may update these terms from time to time. We will notify you of material changes at least thirty (30) days before they take effect. Continued use after that date constitutes acceptance. We will not make a change during a Subscription Term that materially reduces the service or increases the fees, other than as clause 5 allows.

3. Coreflow and the Modules

3.1Coreflow is a connected business platform, made up of Modules. Coreflow Integration is the constant and is included in every subscription. Coreflow Operations, Coreflow AI and Coreflow Signable are optional, and apply only where your Order Confirmation says so.

3.2We grant you a non-exclusive, non-transferable licence to use Coreflow during the Subscription Term for your own business purposes.

3.3Not every Module is built and operated by Streamline, and Coreflow relies on and connects to systems we do not control. Clause 12 sets out what we are and are not responsible for, and the relevant Module Schedule says which category a Module falls into.

3.4Your subscription includes unlimited logins for the staff who run your operation, at no per user cost. This is subject to fair usage: logins for a separate, unrelated business operation are chargeable, and we will raise it with you before charging.

3.5You must not: (a) resell, sub-licence or otherwise commercially exploit Coreflow; (b) reverse engineer or copy it; (c) use it for any unlawful purpose; or (d) use it to build a competing product or service.

3.6Clause 3.5(a) does not prevent you from sending documents, messages or forms to your own customers, members, suppliers or other third parties in the ordinary course of using Coreflow, or from giving them access to a portal we provide for that purpose.

3.7We may update or modify Coreflow from time to time and will notify you of material changes that affect how you use it. We will use reasonable endeavours to avoid a material degradation in the service.

4. Commencement, term and renewal

4.1This Agreement applies from the date the Order Confirmation is issued. The Subscription Term and Minimum Term run from the Subscription Commencement Date.

4.2The Minimum Term is twelve (12) months unless the Order Confirmation states otherwise. You may pay monthly or annually in advance, as stated in the Order Confirmation. The payment cycle does not change the length of the commitment: either way the subscription is for the Minimum Term, and clause 5.6 applies.

4.3After the Minimum Term the subscription renews for further periods of twelve (12) months. An alternative renewal period may be agreed in writing.

4.4We will notify you of each upcoming renewal at least six (6) weeks before the renewal date. Either party may stop the renewal by giving written notice of non-renewal at least thirty (30) days before the renewal date. If our notification reaches you later than six (6) weeks before the renewal date, your deadline for giving notice moves back by the same number of days, so that you always have the same time to decide.

5. Fees and payment

5.1The fees are set out in the Order Confirmation. All fees are exclusive of VAT, which is added at the prevailing rate.

5.2Your platform fee is a flat fee for your Band. It does not vary with the number of Users.

5.3Migration, onboarding and configuration are a separate one-off project, scoped and quoted before work begins, and invoiced as set out in the Order Confirmation. They are not part of the platform fee.

5.4Subscription fees are payable in advance, monthly or annually as stated in the Order Confirmation. Where you have chosen annual payment, the annual fee is invoiced in advance for the year.

5.5If you fail to pay any undisputed amount within fourteen (14) days of its due date we may: (a) charge interest at 8% per annum above the Bank of England base rate; and (b) suspend your access until payment is made in full.

5.6All fees are non-cancellable during the Minimum Term. If you end the subscription early without cause, all remaining fees for the unexpired Minimum Term become immediately due. This does not affect your rights under clause 10.

5.7We may review fees at renewal on no less than thirty (30) days’ written notice.

5.8If the provider of a Third Party Service increases its charges to us during a Subscription Term, we may pass on that increase on thirty (30) days’ written notice, in which case you may end the affected Module without penalty by written notice within that period. Otherwise fees are fixed for the Subscription Term.

6. Your Band and the annual review

6.1Your Band is set from your Scale Metric at the time of the Order Confirmation, plus 10% headroom for growth.

6.2We review your Band once a year, not every time your Scale Metric moves. If you have grown past your Band plus headroom, you move up. If you have shrunk into a lower Band, you move down. A change takes effect from the start of the next annual period, on thirty (30) days’ written notice.

6.3For the business brokers niche the Scale Metric is active listings, and "active" means a record with activity in the last ninety (90) days. For the supporters groups niche the Scale Metric is members. Your Order Confirmation states which applies to you.

6.4The Scale Metric is measured by Coreflow itself. The count taken from the platform is the record for Band purposes, absent manifest error, and you can see your current count in the platform at any time.

6.5The definition governs the measurement. The platform measures the Scale Metric as defined in clause 6.3 and your Order Confirmation. If the platform’s measurement ever diverges from that definition, the definition prevails and we will correct the measurement. A change to how the platform counts is not a change to your Band or your fees unless clause 6.2 says so.

6.6If you think the count is wrong, tell us and we will check it together before any Band change takes effect.

7. Usage allowance

7.1Your subscription includes a combined monthly usage allowance covering messaging, e-signatures and Coreflow AI, at the level stated in the Order Confirmation.

7.2The allowance is a single monthly pot. It is for the month only. Unused allowance does not carry over and is not refundable.

7.3If you exceed the allowance we will tell you, and further usage is charged at the rates in the Order Confirmation or, for a Module, in its Module Schedule. We will not charge for overage without telling you first.

7.4Usage is metered by the platform. Usage records taken from Coreflow, or from the underlying platform of a Resold Platform, are the record of usage for billing purposes, absent manifest error.

8. Support

8.1Support hours are 9am to 5pm, Monday to Friday, excluding bank holidays, at every support level.

8.2Basic support is included free on every subscription. Premium and Premium Plus add faster response, more channels and more Support Credits, at the rates in the Order Confirmation.

8.3Every support level includes the AI support assistant, the how-to library, advice and signposting, and resolution of genuine platform faults under clause 9.

8.4Support Credits are a unit of support consumption. They are not compensation for any failure by us, and they are not a service credit or a remedy. Resolution of a genuine platform fault under clause 9 does not consume Support Credits.

8.5Response targets in clause 8.2 apply to support requests. They are targets, not guarantees. We are not liable for failing to meet them where the cause is outside our reasonable control, including a Third Party Service outage.

8.6We do not provide support where the problem results from use contrary to this Agreement or our instructions, your negligence, or a malfunction of your own hardware, systems or software.

9. Service levels

9.1Where Coreflow genuinely breaks, we prioritise by severity. These targets apply within support hours and to every support level.

9.2Response targets are commitments. Resolution targets are targets, and reflect the priority we give the work rather than a guaranteed time to fix.

9.3These service levels apply to faults in the parts of Coreflow we build and operate. Where a fault originates in a Third Party Service, clause 12 applies instead.

9.4We assign the severity, acting reasonably, having heard your view.

10. The 30-day guarantee

10.1You may end this Agreement by written notice within thirty (30) days of the Subscription Commencement Date, for any reason. Clause 5.6 does not apply.

10.2If you do, we will refund the platform fees you have paid for the Subscription Term. The guarantee covers platform fees. It does not cover the one-off migration, onboarding and configuration project under clause 5.3, or usage above your allowance, both of which are work already done and remain payable.

10.3We will help you move back to your previous systems: we will export your Customer Data in a commonly used machine-readable format, and give you up to four (4) hours of our time at no charge to support the move. Beyond that we will help at our standard rates.

10.4The guarantee applies once, to your first Subscription Term.

11. Your responsibilities and acceptable use

11.1You are responsible for: (a) ensuring Users comply with this Agreement; (b) the security of login credentials; (c) giving us timely access, information and co-operation; and (d) ensuring your use of Coreflow complies with all applicable laws.

11.2You must not send, store, publish or transmit through Coreflow any material which: is unlawful, harmful, threatening, defamatory, obscene, infringing, harassing, or racially or ethnically offensive; infringes any third party’s intellectual property or privacy rights; facilitates illegal activity; breaches any applicable law, regulation, code of practice, licence or authorisation; depicts sexually explicit images; promotes unlawful violence; spreads hate; involves malicious intent or phishing; contains a virus or anything else likely to damage or affect the platform or a Third Party Service; is discriminatory on the grounds of any protected characteristic; or which may bring Streamline or the provider of a Third Party Service into disrepute.

11.3We, and the provider of a Third Party Service, may each monitor use and remove or block material, or suspend access, where we reasonably believe clause 11.2 has been breached.

11.4You must tell us promptly if you become aware of a breach of this Agreement by a User.

11.5Delays caused by your failure to co-operate may affect delivery timescales, and we are not liable for them.

12. Third Party Services

12.1Coreflow is a connected platform. It is built on, relies on, and connects to Third Party Services. This clause sets out what we are and are not responsible for. It applies to every Third Party Service, whether or not it is named in a Module Schedule or the Register at the date of your Order Confirmation, and to any Third Party Service added later.

12.2We are responsible for: selecting Third Party Services with reasonable skill and care; contracting with them on terms that let us provide Coreflow to you; managing them; and for the parts of Coreflow we build and operate ourselves.

12.3We do not control any Third Party Service. We give no warranty and accept no liability for its functionality, availability, security, performance, accuracy, pricing, continued existence or development, for any change its provider makes to it, or for any act or omission of its provider.

12.4Resold Platforms. Where a Module is a Resold Platform, you have no contract with, and no direct rights against, its provider. We hold the account and we are your point of contact for support, billing and changes. We give you no commitment about that platform beyond what its provider gives to us.

12.5Supporting Providers. We use Supporting Providers to deliver Coreflow. They are listed in the Register. You do not contract with them and they are not supplied to you as a Module. We may add, change or remove a Supporting Provider at any time, and will update the Register. Where a Supporting Provider processes personal data, clause 15 and the DPA apply.

12.6Connected Systems. A Connected System is yours. You contract with its supplier, you pay for it, and you are responsible for it, including its availability, its accuracy, its data, its licence terms and its own compliance. Our responsibility is limited to the connector we build between Coreflow and it. Connecting a system does not make it ours.

12.7Where a fault, outage, error, delay, data loss or data corruption originates in a Third Party Service:

12.7.1we will escalate it promptly and keep you informed;

12.7.2for a Resold Platform or a Supporting Provider, we will use reasonable endeavours to pursue the provider on your behalf, and will pass on to you any remedy, credit or refund we recover that relates to your subscription. Our liability is limited to what we recover;

12.7.3for a Connected System, your remedy lies with its supplier. We will support your claim with such information as we reasonably hold;

12.7.4the resolution targets in clause 9 do not apply, because we do not control the time to restore. The response targets do still apply to our own response and communications, and we will keep you informed until service is restored. No Support Credits are consumed by the fault itself;

12.7.5some providers will only engage with, or act on the authority of, their own customer. Where a provider requires your referral, authorisation or direct contact before it will deal with us or progress an issue, you will provide it promptly on our request, and time spent waiting for it does not count against any target.

12.8Changes made by a third party. Third parties change their software, their interfaces and their terms, and we cannot stop them. Where that happens:

12.8.1we will use reasonable endeavours to keep Coreflow and your connectors working, to keep ourselves aware of changes announced by the providers of Resold Platforms and Supporting Providers that will affect your connectors, and to tell you promptly if a change will affect you or if we cannot maintain a connector;

12.8.2we cannot see inside your Connected Systems or your business processes. You must tell us promptly of any change you make, or become aware of, to a Connected System or to a process that a connector or workflow depends on. We are not liable for the consequences of a change we were not told about;

12.8.3routine maintenance of a connector is part of your platform fee and is not charged separately;

12.8.4where a change needs more than routine maintenance, the work may be met from your Support Credits, and we will tell you before any are consumed. Where the work is substantial, for example the withdrawal of an interface, a forced migration to a new version, or a rebuild of a connector, or where it exceeds your available Support Credits, it is a separate project: we will scope and quote it under clause 5.3 and will not begin work until you approve the quote;

12.8.5until that work is done the affected connector or Module may not function, in whole or in part, and we are not liable for that or for any resulting loss.

12.9Swapping a system you choose to replace. Coreflow is built so that nothing is welded in. If a tool you use is no longer fit for purpose, you can replace it, and connecting the replacement is part of what we do. This clause is how that works:

12.9.1tell us what you want to replace, what with, and why. We will tell you honestly whether the replacement is like for like, what the swap involves, and whether it carries any charge, before anything is agreed or begun;

12.9.2a like-for-like swap, meaning a replacement with broadly equivalent function, scope and interface to the system it replaces, is connected at no additional platform charge;

12.9.3where the replacement is not like for like, for example a system with a materially different function, data model or interface, or one that needs a new connector built rather than an existing one adapted, we may charge. Smaller work may be met from your Support Credits; larger work is scoped and quoted under clause 5.3. Either way we will tell you before any work begins or any credit is consumed, and nothing is chargeable without your agreement;

12.9.4a swap is a co-operative project, not an instruction. Scope, plan and timescale are agreed between us before work starts, and depend on your co-operation under clause 11.1 and, for the new system, clause A8. We do not commit to a deadline set unilaterally;

12.9.5we assess whether a swap is like for like, acting reasonably, having heard your view.

12.10Withdrawal and substitution. If a Third Party Service stops being available to us, or its provider materially changes or ends our arrangement, we may:

12.10.1where it is a Supporting Provider, substitute an equivalent and update the Register, without needing your consent, provided there is no material change to Coreflow; or

12.10.2where it is a Resold Platform, either substitute an equivalent platform on thirty (30) days’ written notice, or end the affected Module and refund the fees for the unexpired part of the Subscription Term for that Module. That is your sole remedy.

12.11If the provider of a Third Party Service suspends or ends our account or arrangement for a reason attributable to you, you remain liable for the fees for the remainder of the Minimum Term, and clause 19 applies.

12.12Nothing in this clause limits our obligation under clause 17.1 to provide the parts of Coreflow we build and operate with reasonable skill and care.

13. Intellectual property

13.1All intellectual property rights in Coreflow and its underlying technology remain with Streamline, except that intellectual property rights in a Third Party Service belong to its operator. Nothing in this Agreement transfers any such rights to you.

13.2You retain ownership of Customer Data. You grant us a limited licence to process it only so far as necessary to provide Coreflow.

13.3You warrant that Customer Data belonging to third parties is used with their consent.

14. Your data, export and no lock-in

14.1Your data is yours. You may export it, in a commonly used machine-readable format, at any time during the Subscription Term and for thirty (30) days after it ends, at no charge.

14.2We do not use lock-in to keep you. We will not withhold Customer Data to secure payment of a disputed sum.

14.3Customer Data is backed up daily and retained for fourteen (14) days.

15. Data protection

15.1The DPA governs the processing of personal data under this Agreement and is incorporated into it. Where this Agreement and the DPA conflict on data protection matters, the DPA prevails.

15.2Where Coreflow processes personal data on your behalf, you are the controller and Streamline is the processor. Where you are yourself a processor for your own clients, we are a sub-processor, and the DPA sets out how that works.

15.3The providers of Third Party Services that process personal data are our sub-processors. They are set out in the Register, together with what each one does, where it processes data, and the safeguard that applies. The Register is maintained outside these terms so that it can be kept current without varying your Agreement.

15.4Where a sub-processor imposes on us an objection window shorter than the one the DPA gives you, the relevant Module Schedule says so and sets the window that applies instead. We cannot give you longer than we hold ourselves.

15.5Where a Third Party Service retains data for a period we cannot override, the relevant Module Schedule or the Register says so, and the DPA’s deletion and return obligation applies subject to that.

15.6You warrant that you have a lawful basis for any personal data you put into Coreflow and that you have given appropriate privacy notices to data subjects.

16. Confidentiality

16.1Each party will keep the other’s confidential information strictly confidential and will not disclose it to any third party without prior written consent. This does not apply to information that is publicly available, already known to the recipient, independently developed, or required to be disclosed by law.

16.2Confidentiality obligations survive termination for five (5) years.

17. Warranties

17.1We warrant that we will provide Coreflow with reasonable skill and care, and that it will comply in all material respects with the Order Confirmation.

17.2We warrant that we have the rights necessary to grant the rights we grant under this Agreement, including to resell any Module identified in a Module Schedule as resold.

17.3Other than as set out in this Agreement, and to the fullest extent permitted by law, all warranties, conditions and other terms implied by statute or common law are excluded. We do not warrant that Coreflow is error free or uninterrupted, or that it is fit for any purpose you have not told us about.

18. Liability

18.1Nothing in this Agreement excludes or limits either party’s liability for death or personal injury caused by negligence, for fraud, or for any liability that cannot lawfully be excluded.

18.2Subject to clause 18.1, neither party is liable for any indirect or consequential loss, or for loss of profit, revenue, data, business, goodwill or opportunity, whether or not foreseeable.

18.3Subject to clauses 18.1 and 18.2, our total liability in respect of all claims arising in any twelve (12) month period shall not exceed the total fees paid by you in the twelve (12) months preceding the event giving rise to the claim.

18.4Clause 18.3 states our entire liability. Other than as set out in the DPA, we give no indemnity to you, and clause 18.3 applies to every claim including any brought under an indemnity, save that it does not limit liability for fines imposed by the Information Commissioner arising from our own breach of the UK GDPR, or claims by data subjects in respect of our own unlawful processing, as the DPA provides.

18.5We are not liable for failures arising from inaccurate or incomplete information you supply, or from your own systems.

18.6You do not limit your liability for failure to pay the fees.

19. Indemnity

19.1You will indemnify us against all costs, expenses, liabilities, losses, damages and judgments we incur or are subject to as a result of: (a) your misuse of Coreflow; (b) your breach of this Agreement, including clause 11.2; (c) your negligence or other default; or (d) any claim brought against us by the provider of a Third Party Service arising from your use of Coreflow.

19.2Your liability under clause 19.1 is not limited by clause 18.3.

19.3We will tell you promptly of any claim, give you reasonable co-operation in defending or settling it at your expense, and give you sole authority to defend or settle it.

20. Suspension

20.1We may suspend your access, in whole or in part, on notice, if: you have not paid an undisputed sum when due; you are in breach of clause 3.5 or 11.2; we are required to by law; or we reasonably believe suspension is necessary to protect the platform, our other customers, or a Third Party Service.

20.2We will restore access as soon as the cause is resolved, and we will not suspend for longer than is reasonably necessary.

21. Termination

21.1Either party may terminate immediately on written notice if the other: (a) commits a material breach not remedied within fourteen (14) days of written notice; or (b) becomes insolvent, enters a voluntary arrangement under Section 1 of the Insolvency Act 1986, is unable to pay its debts within Section 123 of that Act, has a receiver, manager, administrator or administrative receiver appointed over all or a substantial part of its assets, passes a resolution for winding up, is the subject of a winding-up or administration petition, or ceases, or threatens to cease, to trade.

21.2On termination or expiry: your licence to use Coreflow ends and you must cease all use of it; all outstanding fees become due; each party returns or destroys the other’s confidential information; Customer Data and personal data are handled in accordance with clause 14 and the DPA; and clause 14.1 continues to apply for thirty (30) days.

21.3Termination does not affect any accrued rights or remedies, or any provision intended to survive.

22. AI features

22.1Coreflow includes, and may in future include, artificial intelligence features provided by us or through a Third Party Service ("AI Features"). They fall into four categories: AI chat (conversational agents, including voice agents, deployed by you to interact with your customers and leads); AI workflows (automation that executes, sequences or makes decisions without human instruction at each step); AI content (generated written material, including marketing copy, email and social content); and AI analytics (generated insights, recommendations and predictions drawn from your data). This clause applies to all of them, whether available now or introduced later.

22.2AI output is probabilistic and is generated without human review by us. It may be wrong. Outputs may contain errors, omissions or content that is misleading or inconsistent with your brand, your intent or the law. AI analytics are indicative only and must not be the sole basis for business, financial, legal or regulatory decisions. AI workflows may not handle edge cases a human would catch. AI chat and voice agents may not accurately reflect your products, prices or policies without configuration and ongoing review by you.

22.3You are responsible for: reviewing and approving AI content before it is published or sent to anyone; configuring, testing and monitoring AI chat, voice agents and AI workflows so they behave as you intend and comply with the law; ensuring AI output complies with consumer protection law, advertising standards, data protection law and any regulation specific to your niche; validating AI analytics before acting on them; and making any disclosure required by law that a person is interacting with an automated system before deploying AI chat or voice agents to your customers.

22.4We give no warranty as to the accuracy, completeness, fitness for purpose or legality of any AI output. AI Features are provided as is. We do not warrant that they will operate without interruption, error or bias.

22.5The intellectual property status of AI-generated content is developing law. We give no warranty that AI content is free from third party intellectual property claims, and you are responsible for any clearance you consider necessary before using it commercially.

22.6AI Features may process Customer Data, including personal data, to generate output. That processing is governed by the DPA, and you must ensure your use of AI Features is consistent with your obligations as controller and with the privacy notices you have given your data subjects.

22.7In addition to clause 11.2, you must not use AI Features to: generate content that is defamatory, discriminatory or harassing or that violates anyone’s rights; produce or spread misinformation or synthetic media intended to deceive; make automated decisions about individuals with legal or similarly significant effects without the human oversight and safeguards the law requires; impersonate any person, organisation or brand without consent; or circumvent content moderation or safety mechanisms.

22.8Without prejudice to clause 18, we have no liability for loss, damage, claims or regulatory action arising from your use of or reliance on AI output, from errors, hallucinations or bias in it, or from your failure to review, validate or supervise it before use. Your remedy for AI Features failing to perform is under clauses 9 and 12, as applicable.

22.9AI Features change quickly, and may be changed, improved or withdrawn by us or by the provider of a Third Party Service. We will use reasonable efforts to tell you about material changes likely to affect your workflows or your customer-facing deployments, and clause 12 applies to changes made by a third party.

23. Force majeure

24.1Neither party is liable for a breach caused by an event beyond its reasonable control, including power failure, internet or hosting provider failure, industrial action, civil unrest, theft, fire, flood, storm, earthquake, terrorism, war, epidemic or pandemic, or government action.

24.2The affected party will tell the other promptly. If the event continues for more than three (3) months, either party may terminate on written notice without liability.

24. General

24.1Entire agreement. This Agreement is the entire agreement between us and supersedes all prior agreements, promises, representations and understandings on its subject matter. Neither party relies on any statement not set out in it. This does not limit liability for fraud.

24.2Variation. Except as clause 2.4 allows, this Agreement may be varied only in writing signed by both parties.

24.3Assignment. You may not assign, transfer or sub-contract any of your rights or obligations without our prior written consent. We may assign or sub-contract to an affiliate, or in connection with a merger, acquisition or sale of all or substantially all of our business, provided the assignee assumes our obligations.

24.4No partnership or agency. Nothing in this Agreement creates a partnership, agency or employment relationship between us, and neither party may bind the other.

24.5Third party rights. This Agreement does not give rise to any rights under the Contracts (Rights of Third Parties) Act 1999.

24.6Severance. If any provision is held invalid it is deemed deleted, and the rest continues in full effect.

24.7No waiver. Failure or delay in enforcing a right is not a waiver of it.

24.8Notices. Notices must be in writing and sent by email, with acknowledgement of receipt, or by first-class post to the address in the Order Confirmation. Email notices are effective on the business day of confirmed receipt. Posted notices are effective two business days after posting. Notices to Streamline: Streamline Digital Limited, Jubilee House, East Beach, Lytham St Annes, FY8 5FT. Legal proceedings may not be served by email.

24.9Governing law and jurisdiction. This Agreement is governed by the laws of England and Wales, and the courts of England and Wales have exclusive jurisdiction.

Schedule A: Coreflow Integration

Included in every subscription.

A1Coreflow Integration is our own integration engine. It connects the systems and tools you keep and weaves them into one working platform.

A2Coreflow Integration is built and operated by Streamline. It is not a Resold Platform. Clause 12 does not apply to the engine itself, and the service levels in clause 9 apply to it in full.

A3It is self-hosted on our own Microsoft Azure infrastructure in the United Kingdom. Your data stays in the UK.

A4Connecting your systems is part of your platform fee, not a separate charge. The initial connection work forms part of the migration and onboarding project under clause 5.3 where the Order Confirmation says so.

A5The systems we connect to are Connected Systems, and clause 12.6 applies to them. Our responsibility is the connector. It is not the system at the far end, its availability, or the accuracy of the data it gives us.

A6We will keep your connectors working for the Subscription Term as part of your platform fee. Where a Connected System changes or withdraws its interface, clause 12.8 applies: routine maintenance is included, a rebuild is a separate quoted project.

A7Coreflow Integration passes data between systems. It does not correct it. Where a Connected System supplies wrong, incomplete or duplicated data, Coreflow will pass it on, and we are not liable for that or for anything downstream of it.

A8You are responsible for holding a valid licence or subscription for each Connected System, and for any fee its supplier charges for interface or integration access. Tell us before we connect if a system’s terms restrict integration.

A9Where the Order Confirmation provides for a User Testing Notification, the Subscription Commencement Date for Coreflow Integration is the date stated in that notification.

Schedule B: Coreflow Operations

Applies only if stated in the Order Confirmation.

B1Coreflow Operations is the operations layer of the platform, covering sales and quoting, customers, service and automation. It is not a CRM.

B2Coreflow Operations is operated by Streamline on infrastructure we control. The underlying application software is Espo, self-hosted by us. It is not a Resold Platform: we run it, and the service levels in clause 9 apply to it in full. Intellectual property rights in the underlying software belong to its owner, and clause 13.1 applies accordingly.

B3Coreflow Operations is hosted on our Microsoft Azure servers in London (Azure UK South), with backups in Cardiff (Azure UK West). Your operational data stays in the United Kingdom.

B4Clauses 12.4 and 12.10.2 do not apply to Coreflow Operations. The rest of clause 12 applies to the Supporting Providers and Connected Systems it depends on.

Schedule C: Coreflow AI

Applies only if stated in the Order Confirmation.

C1Coreflow AI is the marketing and communications layer of the platform, covering your website, funnels, forms, AI chat and workflows, WhatsApp, SMS, email and reputation.

C2Coreflow AI is a Resold Platform, operated by HighLevel, Inc. We do not build or operate the underlying platform. Clause 12 applies to it in full, including clause 12.4.

C3Coreflow AI is hosted on enterprise-grade infrastructure in the United States. Where personal data is transferred outside the United Kingdom it is protected by the transfer mechanism set out in the DPA and on our Trust Centre. Those protections travel with the data.

C4If UK data residency matters to you for a particular process, tell us and we will tell you straight whether Coreflow AI is the right place for it. Coreflow Operations and Coreflow Integration are UK-hosted.

C5HighLevel, Inc. is our sub-processor for Coreflow AI. HighLevel allows us fourteen (14) days to object to a change to its own sub-processors, after which we are deemed to have consented. That is shorter than the objection period in the DPA. We will tell you of a proposed change as soon as reasonably practicable, and you must raise any objection within seven (7) days so that we are able to object in time.

C6Messaging, AI and related usage draws on the combined allowance under clause 7.

C7Clause 22 (AI features) applies to all AI chat, voice, workflow, content and analytics capability delivered through Coreflow AI.

Schedule D: Coreflow Signable

Applies only if stated in the Order Confirmation.

D1Definitions for this Schedule:

D2Coreflow Signable is the e-signature layer of the platform. It is a Resold Platform, operated by Signable. Clause 12 applies to it in full, including clause 12.4.

D3Signable hosts your data in the United Kingdom and holds ISO 27001 certification.

D4Allowance. Your e-signature allowance is measured in Envelopes, not in completed signatures. It draws on the combined allowance under clause 7, or is stated separately in the Order Confirmation. Where an annual Envelope allowance is stated, it is released in full at the start of the Subscription Term, is for that term only, does not carry over, and is not refundable.

D5Additional Envelopes are supplied in blocks at the price stated in the Order Confirmation. Part blocks are not sold. We invoice for each block as it is taken.

D6Usage records taken from the Signable platform are the record of usage for billing purposes, absent manifest error.

D7Use of electronic signatures. You decide whether a document may lawfully be signed electronically, and whether the signature type used is appropriate for the document, the parties and the jurisdiction. You should take independent legal advice where a document may need a different form, for example wills, powers of attorney, and some property and court documents.

D8Neither Streamline nor Signable is a party to any document signed through Coreflow Signable. Neither advises on, nor warrants, the legal effect, validity or enforceability of any document or signature. You are responsible for the content, quality and format of every document you send, and for any dispute arising from a document signed through the service.

D9Recipients. Clause 3.6 applies. Sending Envelopes to Recipients in the ordinary course of using the service is permitted.

D10Retention. Signable retains Envelopes and associated data for approximately seven (7) years from the end of the provision of the service, including after this subscription ends, and destroys them after that period. You instruct Streamline and Signable to retain the data for that period. The deletion and return obligation in the DPA applies subject to this paragraph. You may ask at any time during that period for the data to be returned and deleted, and we will pass the request to Signable.

D11Sub-processor changes. Signable allows us ten (10) business days to object to a new sub-processor, after which we are deemed to have authorised it. That is shorter than the objection period in the DPA. We will tell you of a proposed change as soon as reasonably practicable, and you must raise any objection within seven (7) days so that we are able to object in time.