ORM OS
Legal

Terms of Service

Effective date: September 17, 2026

1. Who we are and what this covers

ORM OS ("the Service") is provided by Oakridge Media LLC, a Texas limited liability company, 7 Upper Balcones Rd, Boerne, TX 78006 ("Oakridge", "we", "us"). These Terms govern the Customer's and its Users' access to the Service at app.oakridge.media and any related APIs (including the MCP endpoint), documentation and support. By creating a workspace, accepting an invitation, or using the Service, you agree to these Terms on behalf of the Customer you represent. If you do not have authority to bind that Customer, do not use the Service.

2. The Service

2.1 What it does. ORM OS helps publishers sell advertising, produce issues, deliver them, invoice and collect, run client projects, and manage the people who do that work. It connects, at the Customer's choice, to third-party services including QuickBooks Online, Google Workspace (Drive, Gmail, Docs), WordPress, Metricool, and email delivery providers.

2.2 Workspaces and roles. Each Customer has one or more workspaces. The Customer's Owner decides who is a User and what role each holds. Oakridge does not review or approve those decisions and is not responsible for what a User does with the access the Customer gave them.

2.3 Changes. We improve the Service continuously and may add, change or retire features. We will give reasonable notice of changes that materially reduce core functionality.

2.4 Sample workspace. The public demo ("sample workspace") is shared, is reset on a schedule, and may be viewed and changed by anyone. Do not enter real data into it. Nothing entered there is confidential.

3. Accounts and security

3.1 Users sign in with Google or an emailed sign-in link. Each User is responsible for keeping their sign-in method secure and for everything done under their account.

3.2 API tokens (Profile → Your AI agent) act as the User who created them, with that User's role. The User is responsible for what any agent, script or third-party tool does with a token, must keep tokens confidential, and must revoke a token that may have been exposed.

3.3 The Customer must promptly remove Users who leave and tell us at legal@oakridge.media about any suspected unauthorised access.

4. Customer data

4.1 Ownership. The Customer owns the data it and its Users enter or upload, and the data the Service pulls from connected third-party services on the Customer's behalf ("Customer Data"). Oakridge claims no rights in Customer Data beyond the licence in 4.2.

4.2 Licence to operate. The Customer grants Oakridge a non-exclusive licence to host, copy, process, transmit and display Customer Data solely to provide, secure, support and improve the Service, and as the Customer instructs (for example, sending an email the Customer composes, or creating an invoice in the Customer's QuickBooks).

4.3 Third-party recipients. Some features send Customer Data to third parties at the Customer's direction: emails via our email delivery provider; invoices, customers and payments to QuickBooks Online; files and messages to Google; drafts to WordPress and Metricool; text and images to Anthropic's Claude for the AI assistant, copy checks, business-card reading and drafting features. Each of those providers acts under its own terms and privacy policy. The Customer is responsible for having the right to share that data (for example, its advertisers' contact details) and for any consents it needs.

4.4 AI features. AI output is generated by a model and may be wrong. The Service is designed so that AI never sends mail, moves money or changes records without a person's confirmation, but the Customer remains responsible for reviewing AI output before relying on it. Under Anthropic's commercial API terms, data sent to the model is not used to train it.

4.5 Electronic signatures. The Service lets the Customer send advertising agreements for electronic signature and records the signer's name, choices, time, network address and browser. Oakridge provides the tool; the agreement is between the Customer and its advertiser, and Oakridge is not a party to it and makes no representation about its enforceability in any jurisdiction.

4.6 Outbound email. The Customer may send only from addresses Oakridge has approved for its workspace, must comply with CAN-SPAM and equivalent laws, must honour unsubscribe requests, and must not send unsolicited bulk mail. Oakridge may throttle or suspend sending that threatens deliverability for other customers.

4.7 Backups and export. We keep regular backups for disaster recovery. The Customer can export its core records at any time as CSV from Reports and, on request, receive a full export of its workspace within 30 days. On termination we retain Customer Data for 30 days for retrieval, then delete it from live systems; backups age out within a further 30 days.

5. Acceptable use

The Customer and its Users must not: (a) use the Service to send spam or unlawful content; (b) upload malware, or content that infringes others' rights; (c) probe, scan or test the security of the Service without written permission; (d) access another customer's data or attempt to bypass role or tenant boundaries; (e) resell or time-share the Service; (f) use automated means to exceed reasonable rate limits; (g) use the Service to build a competing product by copying its features or content wholesale.

6. Fees and payment

6.1 Fees are as stated in the Customer's order. Oakridge publishes standard pricing for each product and may agree different terms with a Customer in its order; the order controls. Fees are billed monthly in advance and exclude taxes, which the Customer pays where applicable.

6.2 Invoices are due 10 days from the invoice date. Late amounts accrue 1.5% per month or the maximum lawful rate, whichever is lower. Oakridge may suspend the Service for accounts more than 30 days past due after written notice.

6.3 The Customer's own subscriptions to third-party services it connects (QuickBooks Online, Google Workspace, WordPress hosting, Metricool) are the Customer's responsibility. Email delivery, AI features and address lookups that the Service performs on the Customer's behalf are included up to the fair-use allowance stated in the order; sustained use beyond it will be discussed with the Customer before any additional charge.

6.4 Fees may change on 60 days' notice; changes take effect at the next renewal.

7. Term, suspension and termination

7.1 The subscription runs for the term in the order (twelve months unless the order says otherwise) and renews automatically for successive terms unless either party gives 30 days' written notice before the end of the current term.

7.2 Either party may terminate for material breach not cured within 30 days of notice. Oakridge may suspend immediately for non-payment (after notice under 6.2), security risk, or unlawful use.

7.3 On termination the Customer's access ends; Section 4.7 governs data.

8. Oakridge's commitments

8.1 Availability. We aim for high availability and will use reasonable efforts to restore service promptly after an outage. Scheduled maintenance is announced in advance where practical.

8.2 Security. We maintain reasonable technical and organisational safeguards: per-tenant row-level security, encrypted transport, encrypted storage of third-party credentials, access logging, and a security contact at legal@oakridge.media.

8.3 Support. Email support during business hours, Central Time, with a response within 48 hours.

8.4 Subprocessors. We use hosting and service providers to run the Service (currently Supabase, DreamHost, SendGrid/Twilio, Anthropic, Google, Intuit, Metricool, Microsoft Clarity). We will maintain a current list in the Privacy Policy and give notice of additions.

9. Intellectual property

The Service, its software, design and documentation belong to Oakridge and its licensors. The Customer receives a limited, non-exclusive, non-transferable right to use the Service during the subscription. Feedback the Customer gives may be used by Oakridge without obligation.

10. Confidentiality

Each party will protect the other's non-public information with reasonable care and use it only for the relationship. This does not apply to information that is public, already known, independently developed, or required to be disclosed by law (with notice where allowed).

11. Warranties and disclaimers

Oakridge warrants that the Service will perform materially as described. Otherwise the Service is provided "as is"; Oakridge disclaims all other warranties, express or implied, including merchantability, fitness for a particular purpose and non-infringement, and does not warrant that the Service will be error-free or uninterrupted. Oakridge is not responsible for third-party services, for the content of the Customer's communications or advertisements, or for the Customer's compliance with laws that apply to its business.

12. Limitation of liability

To the extent permitted by law, neither party is liable for indirect, incidental, special, consequential or punitive damages, or lost profits or revenue, however arising. Oakridge's total liability under these Terms is limited to the fees the Customer paid in the twelve months before the claim. These limits do not apply to a party's indemnity obligations, breach of confidentiality, or liability that cannot be limited by law.

13. Indemnity

The Customer will defend and indemnify Oakridge against third-party claims arising from Customer Data, the Customer's advertisements and communications, or the Customer's breach of these Terms. Oakridge will defend and indemnify the Customer against third-party claims that the Service, as provided, infringes a U.S. patent, copyright or trademark, and may modify or replace the Service or refund prepaid fees to resolve such a claim.

14. General

14.1 Governing law and venue. Texas law governs; exclusive venue is the state or federal courts in Kendall County, Texas.

14.2 Notices. To Oakridge: legal@oakridge.media and Oakridge Media LLC, 7 Upper Balcones Rd, Boerne, TX 78006. To the Customer: the Owner's email on file.

14.3 Assignment. Neither party may assign these Terms without consent, except to a successor in a merger or sale of substantially all assets.

14.4 Force majeure. Neither party is liable for delay or failure caused by events beyond its reasonable control.

14.5 Entire agreement; changes. These Terms, the order, and the Privacy Policy are the entire agreement. We may update these Terms; material changes take effect 30 days after notice to the Owner, and continued use is acceptance.

14.6 Severability; waiver. Invalid provisions are severed; a party's failure to enforce is not a waiver.

Contact: legal@oakridge.media