Confidentiality Agreement

To prioritize the waitlist, our team reviews the company and business information Applicants provide, including details about internal processes, tooling, headcount, and pain points. This Agreement describes how we handle that information while your application is pending and after you join the platform, whichever comes first.

Confidential Information means any non-public information about your company that you submit through the waitlist form or related follow-up communications, including:

• Company name, website, industry, size, revenue band, and location detail;
• Descriptions of your current processes, tooling, and operational pain points;
• Team size, transaction or request volume, timeline, and budget information; and
• Any other business detail you choose to include in free-text fields.

We will:

• Use Confidential Information only to evaluate and prioritize your waitlist application and to prepare for onboarding if you are invited to join;
• Limit access to Confidential Information to team members who need it for that purpose;
• Not sell Confidential Information or share it with third parties for their own marketing purposes; and
• Handle Confidential Information consistent with our Privacy Policy and the security practices described on our Security page.

Confidential Information does not include information that:

• was already lawfully known to us without an obligation of confidentiality before you disclosed it;
• is or becomes publicly available through no fault of ours;
• we develop independently without reference to the information you disclosed; or
• we are required to disclose by law, regulation, or valid legal process, provided we give notice where legally permitted.

Submitting a waitlist application, and our review of the information you provide, does not create any obligation on IntakeOS to admit you from the waitlist, on any particular timeline or at all, and does not create any partnership, joint venture, or exclusivity between you and IntakeOS. This Agreement covers confidentiality of the information you disclose; it is not itself an offer of service or a contract for the IntakeOS platform.

This Agreement applies from the time you submit the waitlist form and continues for two (2) years after that date, or until superseded by a separate signed agreement (such as a master services agreement or NDA) between you and IntakeOS, whichever happens first.

We may update this Agreement from time to time. Each version carries a version identifier and a "last updated" date shown at the top of this page. Continued participation in the waitlist after a material change takes effect constitutes acceptance of the revised Agreement.

Questions about this Agreement can be sent to legal@intakeos.ai.