Trust & responsibility

Terms of Service

The terms that govern use of LiaisonIQ.

Last Revised: October 20, 2026

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1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you, whether personally or on behalf of an entity ("you," "User," or "Customer"), and NexReach, LLC, doing business as LiaisonIQ ("NexReach," "Company," "we," "us," or "our"), concerning your access to and use of the LiaisonIQ Physician PRM platform and services.

By accessing or using the Service, you confirm that you have read, understood, and agreed to be bound by these Terms. If you do not agree, you are expressly prohibited from using the Service and must discontinue use immediately. These Terms incorporate our Privacy Policy, Fair Usage Policy, and AI Usage Policy, each as posted on our website and in the app.

2. Service Overview & Eligibility

liaisonIQ is a Physician Relationship Management (PRM) platform designed for healthcare outreach, territory mapping, referral intelligence, pipeline and opportunity tracking, and automated territory and competitive monitoring. You must be at least 18 years old and a healthcare professional or authorized representative of a healthcare organization to use the Service. liaisonIQ is not an electronic health record (EHR/EMR) and does not replace your clinic's EHR/EMR.

3. Workspaces & Licensing

liaisonIQ is provided through a Workspace model. All content, data, and members are associated with a specific Workspace.

  • Workspace Ownership: The entity or individual that creates the Workspace is the "Workspace Owner." The Owner has full administrative control over data, team membership, and billing.
  • Co-Owners: A Workspace Owner may designate up to 3 co-owners per team, granting them full administrative rights over members, sites, targets, and team data. Designating a co-owner does not transfer billing responsibility, which remains with the original Workspace Owner. Ownership — including billing responsibility — may only change through an explicit ownership transfer action initiated and confirmed by the Workspace Owner.
  • Location Sites: A Workspace may contain multiple "Location Sites." Licensing fees may scale based on the number of active Sites or Team Members within a Workspace.
  • Individual (Solo) Plans: Billed via In-App Purchase (IAP) on the individual user's account. Solo users are both the Owner and the sole Member of their Workspace.
  • Enterprise (Team) Plans: Billed via web checkout (Stripe). Billing is centralized at the Workspace Owner level — the Owner's subscription covers the workspace and all member seats. Team members do not need a separate subscription; their access is granted and managed by the Workspace Owner.

4. Subscriptions & Billing

Services are provided on a subscription basis (monthly or annual). Subscriptions auto-renew unless cancelled at least 24 hours prior to the end of the current period.

  • IAP Subscriptions: Managed through the Apple App Store or Google Play Store for solo and individual plans. Cancellation and refunds are governed by the respective store policies.
  • Web Subscriptions: Managed via our Stripe-powered billing portal for Team Workspace Owners. The Owner is responsible for maintaining a valid payment method. The Owner's subscription covers all member seats in the workspace.
  • Price Changes: We may change subscription prices by giving at least 30 days' notice (in the app or by email) before the change applies to your next renewal. If you do not agree, cancel before the change takes effect; continuing after that is acceptance.
  • Free Trials: We offer a 15-day free trial for new accounts. If a trial is not converted to a paid subscription, access to Workspace data may be restricted until a license is purchased.

5. Free Trial, Automatic Renewal, and Taxes

Paid subscriptions renew automatically at the end of each billing period (monthly or annual) at the then-current price until you cancel. We will tell you the price, the billing period, and how to cancel before you subscribe.

To avoid being charged for the next period, cancel before the renewal date. For App Store and Google Play subscriptions, cancel in your device's subscription settings; deleting the app does not cancel a subscription. Stripe-billed team subscriptions can be cancelled by the Workspace Owner in plan settings or by emailing support@liaisoniq.app. If a free trial converts to a paid plan, you will be charged when the trial ends unless you cancel first.

Prices exclude applicable taxes, which are added where required. If a payment fails, we may retry it and may suspend access until the account is current.

6. Refund Policy

We do not offer refunds for partial billing periods. If you cancel, you retain access until the end of your current billing cycle.

  • App Store purchases: Refunds are governed by Apple's refund policy.
  • Google Play purchases: Refunds are governed by Google's refund policy.
  • Stripe-billed subscriptions: Contact us at support@liaisoniq.app within 7 days of a charge if you believe you were billed in error.

8. Prohibited Conduct & Compliance

You agree to use the Service only for lawful professional purposes. Specifically, you represent and warrant that your use of liaisonIQ will comply with all applicable healthcare laws and regulations, including but not limited to:

  • The Federal Anti-Kickback Statute.
  • The Physician Self-Referral Law (Stark Law).
  • Applicable federal and state privacy and data-protection laws, including HIPAA if you are a covered entity or business associate.

Prohibited Actions: You may not use the Service to scrape data, reverse engineer the Platform, share credentials with unauthorized users, or enter, upload, or attach any patient information or Protected Health Information (PHI) anywhere in the Service (see Section 9).

11. Your Content and Workspace Data

You (and your organization) own the data you enter ("Customer Data"). You are responsible for its accuracy and legality, for having the right to enter it, and for the notices and consents that law requires for the people it concerns, such as contacts at the clinics and practices you track.

In a team workspace, Customer Data belongs to the workspace, and the Workspace Owner controls access, roles, exports, and deletion. Members should expect their work content to remain with the workspace if they leave.

You grant us a limited license to host, copy, process, and display Customer Data only to provide and support the Service, keep it secure, and comply with law. Business contact details for providers and practices that come from public sources, such as the NPI Registry, are not Customer Data and remain subject to their sources' terms.

12. Email and Outreach Compliance

Campaign, outreach, and email features send messages on your behalf. You are the sender and are solely responsible for complying with laws such as the U.S. CAN-SPAM Act, Canada's Anti-Spam Legislation (CASL), and state laws, including identification of the sender, accurate subject lines, valid opt-out handling, and having a lawful basis to contact each recipient. Do not use purchased or scraped lists, and do not include patient information. We may rate-limit, block, or suspend messaging that appears to violate law or damages our sending reputation.

13. AI Features Disclaimer

liaisonIQ utilizes artificial intelligence to provide coaching, visit preparation, route planning, automated territory and competitive monitoring (the AI Territory Agent), and data insights. You acknowledge and agree that:

  • AI-generated content is advisory only and may be incomplete, inaccurate, or outdated. You must independently verify all AI suggestions before relying on them for any clinical, legal, compliance, or business decision.
  • liaisonIQ supports multiple healthcare verticals (healthcare, pharma, dental, cardiology, ambulatory surgery centers). Compliance and regulatory requirements differ across verticals. AI output is not tailored to the specific regulatory framework of your vertical; consult qualified professionals in your field for all compliance, billing, and clinical determinations.
  • AI output does not constitute medical, legal, regulatory, or compliance advice. AI-generated route plans, visit talking points, coaching scripts, and clinic recommendations are for informational assistance only.
  • You must not use AI output as the sole basis for clinical care, legal or regulatory determinations, or compliance decisions. Qualified professionals and your organization remain solely responsible for all such decisions.
  • The AI chat can look up your workspace data and, when you ask, perform actions such as creating a task, scheduling or logging a visit, or changing an account's stage. It asks you to confirm changes before making them, but you remain responsible for reviewing what it does.
  • The Company disclaims all liability for any decisions, actions, or outcomes based on AI-generated content.

14. NPI Data Accuracy

liaisonIQ enables provider discovery and profile enrichment using the National Provider Identifier (NPI) Registry (NPPES), a publicly available database maintained by the Centers for Medicare & Medicaid Services (CMS). You acknowledge and agree that:

  • NPI data sourced from NPPES is provided as-is. liaisonIQ does not independently verify, audit, or guarantee the accuracy, completeness, or currency of any NPPES data displayed in the Platform.
  • Fuzzy matching algorithms are used when searching for NPI-1 (individual provider) records. Fuzzy searches may return approximate, partial, or inexact matches. The provider or clinic displayed may not correspond exactly to your search intent.
  • You must independently verify all NPI data—including provider names, addresses, specialties, and identifiers—before relying on it for any business, clinical, compliance, billing, or legal purpose.
  • liaisonIQ is not the authoritative source for NPI information. For definitive data, consult the NPPES Registry directly at nppes.cms.gov.
  • liaisonIQ disclaims all liability for errors, omissions, or inaccuracies in NPI data, and for any decisions made based on NPI data displayed in the Platform.

15. Map and Route Accuracy

liaisonIQ provides map display and AI-generated route plans to assist with visit planning. You acknowledge and agree that:

  • Map display and geocoding are powered by third-party providers, including Google Maps API. liaisonIQ has no control over the accuracy, completeness, or timeliness of underlying map data, which may be outdated or inaccurate in certain regions.
  • AI-generated route plans are advisory suggestions only. Routes may not represent the most efficient, optimal, or safest path and do not account for real-time traffic, road closures, local regulations, or other conditions.
  • liaisonIQ is not a navigation tool and is not intended for turn-by-turn driving guidance. You must use a dedicated navigation application (such as Google Maps or Apple Maps) for actual driving and observe all applicable traffic laws.
  • liaisonIQ disclaims all liability for any navigation decisions, vehicle incidents, delays, or losses arising from reliance on map data or route plans generated by the Platform.

17. Integrations, Webhooks, and Third-Party Services

The Service connects with third-party services, such as Google (Maps, Places, Sheets, Calendar, sign-in), Apple and Google app stores, Stripe, RevenueCat, and webhooks you configure. Your use of them is governed by their own terms, and you must have the right to connect them. When you connect an account or send data to an endpoint you control, you authorize us to exchange the data needed for that feature, and you are responsible for the security of the receiving system.

Google Maps features are subject to the Google Maps/Google Earth Additional Terms of Service (https://maps.google.com/help/terms_maps/) and the Google Privacy Policy (https://policies.google.com/privacy). We are not responsible for third-party services, and they may change or stop working without notice.

18. Intellectual Property

Our Property: liaisonIQ owns all rights, title, and interest in the Platform, including software, design, algorithms, and branding.

Your Data: You retain ownership of all data you upload to the Workspace. You grant liaisonIQ a worldwide, non-exclusive license to host, process, and analyze your data solely for the purpose of providing and improving the Service to you.

19. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. NEXREACH EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

NEXREACH DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT DEFECTS WILL BE CORRECTED.

20. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEXREACH AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING LOST PROFITS, LOST DATA, LOSS OF GOODWILL, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SERVICE.

OUR TOTAL CUMULATIVE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE TOTAL AMOUNT YOU PAID TO NEXREACH FOR THE SERVICE DURING THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

Nothing in these Terms limits any liability that cannot be limited under applicable law, including liability for fraud, gross negligence, or willful misconduct. Some jurisdictions do not allow certain limitations of liability; in those jurisdictions, our liability is limited to the greatest extent permitted by law.

21. Indemnification

You agree to indemnify, defend, and hold harmless NexReach and its officers, directors, employees, agents, and licensors from and against any third-party claim, and the resulting liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees), to the extent arising out of: (a) your breach of these Terms; (b) your violation of applicable law or third-party rights; or (c) Customer Data or other content you submit to the Service, including any claim that it is unlawful, infringes third-party rights, or includes patient information in violation of Section 9. We will give you prompt notice of the claim and reasonable cooperation at your expense. You may not settle a claim in a way that imposes obligations or admissions on us without our written consent.

22. Termination

We may suspend or terminate your account immediately, without prior notice or liability, for any violation of these Terms, fraudulent activity, or if we reasonably believe your use poses a risk to other users or to the Service.

You may delete your account at any time via Profile → Delete Account. Upon termination, your right to use the Service ceases immediately and we may delete your data in accordance with our data retention policy.

Sections 7 (feedback, end-of-pilot data, and pilot liability), 9, 11, 16, 18, 19, 20, 21, 23, 25, and 26 survive termination of these Terms.

23. Suspension, Data Export, and Deletion

We may suspend access for non-payment, security risk, or violation of these Terms. Where practical we will tell you why and give you a chance to fix it.

While your subscription is active, Workspace Owners can export workspace data in the app. After a workspace ends, you may request an export by emailing support@liaisoniq.app within 30 days, after which we delete workspace data on the schedule in our Privacy Policy. Records we must keep by law or for compliance are retained as that policy describes.

24. Governing Law

These Terms are governed by the laws of the State of Illinois, United States, without regard to its conflict of law provisions. Subject to the arbitration agreement in Section 25, any legal action arising under these Terms shall be brought exclusively in the state or federal courts located in Illinois, and you and NexReach consent to their personal jurisdiction and venue. Arbitration under Section 25 will take place in Illinois or, at your choice, by videoconference or telephone.

25. Dispute Resolution & Arbitration

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS, INCLUDING YOUR RIGHT TO FILE A LAWSUIT IN COURT.

Informal Resolution: Before initiating formal dispute proceedings, you agree to first contact us at support@liaisoniq.app and attempt to resolve the dispute informally within 30 days.

Binding Arbitration: If informal resolution fails, both parties agree to resolve any claim, dispute, or controversy arising out of or in connection with these Terms or the Service (other than the exceptions below) through binding arbitration administered by JAMS under its Streamlined Arbitration Rules and Procedures. The arbitration will be conducted in English. Judgment on the award may be entered in any court of competent jurisdiction.

Arbitration Opt-Out: You may opt out within 30 days of creating your account by emailing support@liaisoniq.app with subject line "Arbitration Opt-Out." If you opt out, disputes will be resolved in the courts specified in Section 24.

Small Claims: Either party may bring an individual action in small claims court for disputes within that court's jurisdiction.

Exceptions: This arbitration agreement does not apply to (a) claims for injunctive or other equitable relief, including emergency relief, or (b) claims by either party for infringement or misappropriation of intellectual property rights or misuse of the Service.

Public Injunctive Relief: If a court decides that the class action waiver in Section 26 cannot be enforced as to a claim for public injunctive relief, that claim (and only that claim) will be severed from arbitration and stayed in court until the other claims are resolved in arbitration.

Time Limit: To the extent permitted by law, any claim arising out of these Terms or the Service must be filed within one (1) year after the claim arose, or it is permanently barred.

Jury Trial Waiver: To the extent permitted by law, if a dispute is heard in court rather than in arbitration, you and NexReach each waive the right to a jury trial.

Costs: Each party bears its own attorneys' fees and costs, except that the arbitrator may award fees and costs to the prevailing party where the law or the JAMS rules allow it.

26. Class Action Waiver

YOU AND NEXREACH AGREE THAT EACH PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, REPRESENTATIVE, OR PRIVATE ATTORNEY GENERAL ACTION. The arbitrator may not consolidate more than one person's claims and may not otherwise preside over any form of a representative or class proceeding. If this class action waiver is found to be unenforceable, the arbitration agreement in Section 25 will be null and void with respect to that claim.

27. Force Majeure

liaisonIQ shall not be liable for any failure or delay in performance resulting from circumstances beyond our reasonable control, including natural disasters, acts of war or terrorism, government actions, internet or telecommunications failures, power outages, or third-party service provider failures. We will use reasonable efforts to resume performance as soon as practicable.

28. Service Modifications

liaisonIQ reserves the right to modify, suspend, or discontinue any feature or aspect of the Service at any time. For material changes that remove significant functionality, we will provide at least 30 days' advance notice where reasonably practicable. We are not liable for any modification, suspension, or discontinuation of the Service.

29. Geographic Availability

The Service is primarily designed for use in the United States and Canada. It may be available in other regions, but we make no representation that the Service complies with local laws or regulations outside the United States. You are responsible for ensuring your use of the Service complies with all applicable local laws.

30. General Terms

  • Entire agreement. These Terms, the Privacy Policy, the Fair Usage Policy, the AI Usage Policy, and any signed order or pilot agreement are the whole agreement and replace earlier discussions. A signed agreement controls where it conflicts with these Terms.
  • Severability and waiver. If a provision is unenforceable, the rest stays in effect, and not enforcing a provision is not a waiver.
  • Assignment. You may not assign these Terms without our written consent. We may assign them in a merger, acquisition, or sale of assets.
  • No third-party beneficiaries, except as stated for Apple below.
  • Electronic communications and notices. You consent to receive notices electronically, by email to your account address or in the app. Notices to us go to support@liaisoniq.app.
  • Export and sanctions. You may not use the Service in a sanctioned country or if you are on a U.S. restricted-party list, and you will comply with U.S. export laws.
  • Apple App Store. If you use the iOS app, these Terms are between you and NexReach, not Apple. Apple has no obligation to provide maintenance or support, is not responsible for claims about the app, and, as a third-party beneficiary, may enforce these Terms against you. The app is also subject to Apple's Licensed Application End User License Agreement and Google Play terms for Android.
  • Changes. We may update these Terms with at least 30 days' notice for material changes. Continued use after the effective date is acceptance.

31. Contact

Questions? Contact us at support@liaisoniq.app

NexReach, LLC d/b/a LiaisonIQ
2501 Chatham Rd # 6587
Springfield, IL 62704
Phone: 630-866-8260

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