DaiM — Master Legal Packet
Company: Sage Forum Inc., California, USA
Contact: info@sageforumdev.com
This packet consolidates DaiM’s Terms & Conditions, Privacy Policy (CCPA & GDPR-ready), Cookie Policy, Confidentiality Statement, E-Signature Agreement, Signature Audit Trail Policy, and DocuSign-style Certificate.
Terms & Conditions and User Agreement
1. Acceptance of Terms
By creating an account, accessing, or using the DaiM platform (“Service”), you agree to be bound by these Terms & Conditions, our Privacy Policy, and all applicable laws and regulations, including California law and the California Consumer Privacy Act (CCPA). If you do not agree, do not use the Service.
2. Nature of Services
DaiM provides AI-assisted tools for divorce mediation, communication, issue-tracking, and agreement drafting. DaiM is not a law firm, does not provide legal advice, and no attorney-client relationship is formed. Users are solely responsible for obtaining independent legal review of any draft output.
3. User Roles
The Service supports four roles: (a) Party A; (b) Party B; (c) optional human Mediator/Manager overseeing progress; and (d) the AI Mediator which produces structured prompts and suggested language. Users must ensure information they provide is accurate and lawful.
4. Eligibility
You must be at least 18 years old, have legal capacity to contract, and use the Service for lawful mediation purposes. We may suspend or terminate access for non-compliance, abuse, or fraud.
5. No Legal Representation or Guarantees
Outputs may reference general legal concepts and public rules or cases; however, they are not legal advice, may be incomplete or jurisdictionally inapplicable, and no outcome is guaranteed. Courts and agencies may reject or modify any draft. Seek a licensed attorney for legal advice.
6. User Responsibilities
You agree to provide truthful information; maintain account security; refrain from harassment, coercion, and fraud; comply with applicable laws; and use AI outputs responsibly. You are responsible for reviewing all drafts before use, execution, or filing.
7. Confidentiality & Data Use
DaiM protects the confidentiality of mediation content and stores data securely. Data is used to operate the Service, generate drafts, maintain audit trails, improve quality, and comply with law. DaiM does not sell personal data.
8. CCPA Notice of Rights (California)
California residents have the right to know/access specific pieces and categories of personal information we collect, the sources, purposes, and categories of third parties; to request deletion (subject to lawful exceptions); to correct inaccurate data; and to be free from discrimination for exercising CCPA rights.
9. GDPR Readiness (If Applicable)
Where GDPR applies, processing bases may include consent, performance of a contract, compliance with legal obligations, and legitimate interests (e.g., security, fraud prevention). Users may have rights to access, rectify, erase, restrict processing, object, and data portability.
10. Data Storage & Security
We store data on U.S.-based encrypted infrastructure. Security controls include TLS in transit, encryption at rest, role-based access control, logging, and monitoring. We maintain reasonable administrative, technical, and physical safeguards designed to protect information.
11. Payment & Subscription Terms
Pricing is disclosed during onboarding and may be subscription-based. Subscriptions renew unless canceled per your account settings. Payment is final upon commencing the AI mediation session. Except where required by law, completed billing cycles are non-refundable.
12. Dispute Resolution (Amicable → Arbitration)
Users agree to first attempt resolution through DaiM support. If unresolved, disputes shall be submitted to mandatory arbitration under the state law of the appropriate venue of the users. Class actions and jury trials are waived to the extent permitted by law.
13. Limitation of Liability
To the fullest extent permitted by law, DaiM and Sage Forum Inc. are not liable for indirect, incidental, special, consequential, or punitive damages; errors in AI outputs; or reliance damages. Maximum aggregate liability shall not exceed the total fees paid by you to DaiM in the 12 months preceding the claim.
14. Indemnification
You agree to defend, indemnify, and hold harmless Sage Forum Inc. and its officers, directors, employees, and agents from claims arising out of your misuse of the Service, breach of these Terms, or violation of law.
15. Termination & Suspension
We may suspend or terminate accounts for any breach, fraud, abuse, or to comply with legal obligations. Upon termination, access ceases and data will be retained or deleted per law and our retention schedule.
16. Modifications
We may update these Terms. Material changes will be notified in-app or by email. Continued use after the effective date constitutes acceptance.
17. Governing Law
These Terms are governed by the laws of the State of California, excluding conflict-of-law rules.
18. Third-Party Processors
To deliver core features, certain information may be securely processed by our trusted vendors (Sub-processors). These include: OpenAI (for AI-assisted drafting), DocuSign (for e-signature), and cloud infrastructure providers (e.g., Railway, Cloudflare) for hosting, DNS, and security. Data is shared strictly for the purpose of providing the Service. No data is provided for advertising, profiling, or unrelated purposes.
19. Acknowledgment & Acceptance
By clicking "I Agree," you acknowledge you have read and understood these Terms, accept the limitations of AI, and consent to electronic contracting.
Privacy Policy (CCPA + GDPR-Ready)
DaiM ("we," "us," "our") respects your privacy and is committed to protecting personal information. This Privacy Policy explains what we collect, why we collect it, how we use and share it, how we secure it, and the rights you may have.
1. Categories of Information We Collect
We collect only the data necessary to facilitate the mediation process and secure your account:
- Identifiers: name, email, optional phone, account ID, IP address (for security logging).
- Mediation & Case Data: information entered by parties/mediators (assets, debts, children details), uploaded documents, AI prompts/responses, and case progress history.
- Commercial Data: transaction confirmation details (we do not store full credit card numbers).
- Signature & Consent Data: e-signature status, consent timestamps, audit logs, agreement versions.
2. Sources of Information
Directly from users; from user devices through strictly necessary security cookies; and from payment providers for transaction confirmation.
3. Purposes of Processing
To operate and secure the Service; facilitate mediation; generate AI-assisted drafts; execute documents; provide support; maintain audit trails; and comply with legal obligations.
4. No Sale or Sharing for Marketing
We do not sell personal information. We do not share data for targeted advertising or cross-context behavioral advertising. We do not use third-party marketing trackers.
5. Disclosure to Service Providers & Processors
We disclose the minimum necessary data to vetted processors solely for technical operation:
- AI Services: OpenAI (to generate mediation drafts).
- Document Execution: DocuSign (to facilitate legal signatures).
- Hosting & Infrastructure: Trusted cloud providers (e.g., Railway, Cloudflare) who provide the physical servers, database storage, and DDoS protection required to keep the service online and secure.
All service providers are contractually prohibited from using data for marketing or purposes other than providing the Service to DaiM.
6. Data Retention
We retain personal information for as long as needed to fulfill the purposes, comply with legal/regulatory obligations, resolve disputes, and maintain records (e.g., e-signature logs).
7. Security Measures
TLS encryption in transit; encryption at rest; role-based access; need-to-know employee access; logging and monitoring; regular reviews of access privileges; secure key management; and incident response procedures.
8. Your CCPA Rights (California Residents)
Right to Know/Access; Right to Delete (subject to exceptions); Right to Correct; Right to Non-Discrimination. To submit a request, email info@sageforumdev.com. We will verify your identity before fulfilling a request.
9. GDPR Rights (Where Applicable)
Right of access, rectification, erasure, restriction, portability, and to object to certain processing. If processing is based on consent, you may withdraw consent at any time without affecting prior processing.
10. International Transfers
Data is stored and processed in the United States. If GDPR applies, we use appropriate safeguards (e.g., SCCs) for any cross-border transfers.
11. Children’s Privacy
The Service is intended for users 18+. We do not knowingly collect information from children. If we learn of such collection, we will delete it.
12. Changes to this Policy
We may update this Policy. We will provide notice of material changes. Your continued use after changes become effective means you accept the updated Policy.
Confidentiality & Protected Mediation Information Statement
DaiM treats all mediation content as confidential and applies controls comparable to HIPAA-aligned practices, though DaiM is not a covered entity and HIPAA does not directly apply. Protected Mediation Information (PMI) includes personal data, family details, financial disclosures, custody matters, messages, notes, documents, and AI-generated drafts.
Use & Disclosure Limits
PMI is used only to provide mediation services, generate drafts, secure accounts, and comply with law. We restrict employee access, maintain confidentiality agreements, and disclose only with user consent or as required by law/court order (minimum necessary).
Service Provider Clause
All information provided within the DaiM platform may be securely transmitted to and processed by DocuSign, OpenAI, and our secure cloud infrastructure providers for the sole purpose of AI-assisted mediation, agreement preparation, and secure digital execution. No information is shared for advertising or unrelated purposes.
Electronic Signature Agreement (ESIGN & UETA)
By signing electronically and/or clicking “I Agree,” you consent to the use of electronic signatures and records under the U.S. ESIGN Act, UETA, and applicable California law. You acknowledge DaiM is an AI-assisted mediation platform and not legal counsel. You may obtain paper copies upon request, and you may withdraw consent where permitted by law (which may affect your ability to use certain features).
Note: This agreement is activated upon account creation and during document execution.
Signature Audit Trail & Recordkeeping Policy
DaiM maintains an electronic audit trail for executed agreements and consents. The audit trail may include:
- User name and account identifier
- Email address associated with the account
- Authentication and session events
- IP address and approximate geolocation (not GPS)
- Device/browser identifiers
- Timestamps of consent and signature actions
- Agreement or document version identifiers
- Method of consent (click-wrap, typed signature, digital certificate)
We retain audit logs for the period required by law and internal compliance policies. Electronic records have the same force and effect as paper records and may be used to evidence consent or enforce agreements.
Data Retention Schedule (Summary)
- Mediation Content: retained for the life of the matter plus a default period of up to 5 years unless a shorter/longer period is required by law or user contract.
- Signature & Audit Logs: retained for up to 7 years to preserve legal validity of executed agreements, unless law requires longer retention.
- Operational Logs: rotated and retained for security and compliance per industry practice (typically 90–365 days).
Upon expiration of retention periods, data is securely deleted or de-identified unless subject to litigation holds or legal preservation orders.
Contact & Version
Questions or rights requests: info@sageforumdev.com
Company: Sage Forum Inc., California, USA
Version: Master Legal Packet — Minimalist Data Collection Edition