Terms of Service

1. Acceptance of Terms

By accessing or using Bridgewell ("the Service"), you agree to these Terms of Service. If you do not agree, do not use the platform or website.

Bridgewell LLC ("we," "us," "our") provides AI-powered workflow automation tools designed to assist financial advisors with prospect outreach, scheduling workflows, and pipeline management. Bridgewell is not a financial advisory firm and does not provide investment advice.

2. Description of Service

Bridgewell provides:

• AI-assisted outreach workflows
• Automated scheduling workflows
• Pipeline management tools
• Messaging automation tools
• Dashboard interfaces showing user-controlled prospect stages

3. Eligibility

To use Bridgewell, you must:

• Be at least 18 years old
• Be a licensed financial professional (if using the Service for advisory outreach)
• Use the Service only in compliance with applicable laws

4. User Responsibilities

You agree to:

• Use the platform ethically and legally
• Not misuse the AI system for spam or prohibited outreach
• Not upload harmful, illegal, or misleading data
• Maintain responsibility for conversations with your clients or prospects

Bridgewell is not responsible for messages sent by the user or their actions.

5. No Guarantees

6. Payments & Billing

If applicable:

• Fees are billed monthly or annually
• Payments are final unless required by law
• Users may cancel anytime (billing cycles not prorated)

7. Intellectual Property

All website content, software, AI models, branding, and UI elements are the exclusive property of Bridgewell LLC and may not be copied without permission.

8. Limitation of Liability

9. Termination

Bridgewell may suspend or terminate access if users violate these Terms or misuse the platform.

10. Governing Law

These Terms are governed by the laws of South Dakota, USA.

11. Contact Information