LEGAL · TERMS

Terms of Service

Effective October 7, 2026

These Terms of Service govern your use of the Appointiq Lead LLC website and the remote virtual assistant and administrative support services we provide. Please read them before you request a desk slot.

Who we are

Appointiq Lead LLC (“Appointiq Lead,” “we,” “us”) is an Oregon-based company providing remote virtual assistant services. Our public business address is 70 SW Century Dr, Bend, OR 97702, United States. All services are delivered remotely; we do not operate a walk-in desk.

Acceptance of these terms

By using this website, submitting a desk request, or engaging us for services, you agree to these Terms and to our Privacy Policy, Refund & Cancellation Policy, and Cookie Notice. If you are using the website or ordering services for a business, you confirm you are authorized to bind that business. If you do not agree, please do not use the site or request services.

A written proposal, order form, or statement of work that we both accept may add to or modify these Terms for a specific engagement. If there is a conflict, the signed or accepted document controls for that work.

Website use

You may browse the website and use its tools for lawful, business-related purposes. You agree not to:

  • submit false, misleading, or another person’s information, or impersonate anyone;
  • send spam, malware, or content that is unlawful, harassing, or infringing;
  • probe, scan, or test the site’s security, or interfere with its operation or the contact form;
  • scrape, copy, or republish site content or our templates except as these Terms allow.

We may block access or reject requests that we reasonably believe violate these Terms or put the site at risk. We may change, suspend, or withdraw any part of the website at any time.

Our services

Appointiq Lead provides remote administrative support organized as lanes: administrative support, email management, calendar management, customer support replies, data entry, scheduling and coordination, and online research. We offer retainer packages (Inbox Lane, Desk Lane, Full Board, Calendar Lane, Data Entry Block, and Customer Reply Lane), one-time engagements (Research Sprint and Onboarding & Tool Setup), and hourly add-ons.

Prices, hours, and deliverables shown on the website are starting points. The final scope, hours, response windows, tools, and fees are those confirmed in writing after you submit a desk request and we agree a board. We do not guarantee any business result, such as revenue, response rates, appointments booked, or customer satisfaction.

Scope and what is not included

Unless a written scope says otherwise, our services do not include:

  • licensed bookkeeping, accounting, tax preparation, or legal filing or advice;
  • on-site or in-person work, or in-person meetings;
  • 24/7 coverage, emergency IT repair, or live telephone answering;
  • decisions that require owner approval where no written rule has been given to us;
  • purchase of software licenses, paid databases, or third-party fees, which are the client’s cost;
  • research or output that substitutes for professional legal, medical, or financial advice.

We may decline or pause a task that falls outside the agreed scope, appears unlawful, or asks us to misrepresent who we are to third parties. We will tell you when we do so.

Client responsibilities

To deliver the work, you agree to:

  • give accurate information about your business, tools, contacts, and priorities;
  • provide timely access to the accounts and files needed, using the permission levels we agree, and revoke access when an engagement ends;
  • supply written rules, templates, or decision guidance for recurring tasks, and approve work that needs your sign-off;
  • confirm that you have the legal right to share the data and contacts we will handle, and to have us contact them on your behalf;
  • review status notes and deliverables promptly and tell us about problems quickly;
  • keep your own backups of important data; we are not a backup or records-storage provider.

Where the scope depends on your timely input, delays on your side may delay deliverables and may use up included hours without additional output.

Hours, response windows, and rollover

Packages list a maximum number of hours per month or per engagement. Hours are tracked in our task record and summarized in the status note. Response windows are set during onboarding, for example same business day for inbox work, and are targets rather than guarantees of instant coverage. Unused hours do not roll over unless we agree in writing. Additional time can be added at our hourly rate, starting from $40 per hour, after you approve it.

Fees and payment

Fees are stated in US dollars. Retainers are billed in advance for each month, one-time engagements are billed as agreed in the proposal, and hourly work is billed for time completed. Invoices are due on the date stated on them. We may pause work on an account with overdue amounts after notice to you. Taxes, bank charges, and third-party fees are your responsibility unless stated otherwise. Cancellation and refund terms are set out in our Refund & Cancellation Policy.

Confidentiality

We treat non-public business information you give us as confidential and use it only to perform the agreed work. This does not apply to information that is public, was already known to us, is independently developed, or must be disclosed by law. If you need a separate written confidentiality agreement, tell us before you share sensitive materials.

Intellectual property

You keep ownership of your content, data, accounts, and the final deliverables that we prepare specifically for you once you have paid for them, such as memos, field-rules documents, and completed records. We keep ownership of our website, brand, and our general methods and working materials, including board layouts, checklists, templates, lane maps, and reply frameworks that we use across clients. Where a deliverable includes one of these templates, we grant you a non-exclusive, non-transferable license to use it internally for your own business, but not to resell or publish it as a competing product.

You grant us a limited license to use your content and materials only as needed to provide the services. We will not use your name or logo in our marketing without your written permission.

Third-party tools and links

Work often takes place in tools operated by others, such as email, calendar, spreadsheet, and CRM platforms. We do not control those tools, and we make no claim of partnership or certification with their providers. Their availability, features, and terms are outside our control, and you are responsible for your own agreements with them.

Disclaimers

The website is provided “as is” and “as available.” To the fullest extent permitted by law, we disclaim all warranties, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the website will be uninterrupted or error-free. Information on the website is general and is not legal, financial, or professional advice.

Limitation of liability

To the fullest extent permitted by law, Appointiq Lead LLC and its members, personnel, and contractors will not be liable for indirect, incidental, special, consequential, or punitive damages, or for loss of profits, revenue, goodwill, or data, arising out of or related to the website or services, even if advised of the possibility. Our total liability for any claim related to the services is limited to the fees you paid us for the services in the three (3) months before the event giving rise to the claim. Some jurisdictions do not allow certain limits, so these limits apply only as far as the law permits. Nothing in these Terms excludes liability that cannot be excluded by law.

Indemnity

You agree to defend and hold harmless Appointiq Lead LLC from claims, losses, and reasonable costs arising from content or instructions you give us that you were not entitled to give, or from your breach of these Terms or of applicable law.

Term and termination

A retainer continues month to month until either of us ends it under the Refund & Cancellation Policy. We may suspend or end services immediately if you breach these Terms, ask for unlawful work, or fail to pay undisputed amounts after notice. On termination, you will pay for work done to that date, and we will return or delete working materials we hold outside your accounts on request. Sections that by their nature should survive, such as intellectual property, limitation of liability, and governing law, will continue.

Governing law and disputes

These Terms are governed by the laws of the State of Oregon, without regard to conflict-of-law rules. Before starting a formal proceeding, each party will first try in good faith to resolve a dispute by written notice and discussion for at least thirty (30) days. Any proceeding that cannot be resolved this way will be brought in the state or federal courts located in Oregon, and each party consents to those courts’ jurisdiction, except where mandatory law gives you the right to bring a claim elsewhere.

Changes and general terms

We may update these Terms from time to time; the effective date above shows the latest revision, and continued use of the website or services after an update means you accept it. If a provision is found unenforceable, the rest remain in effect. Our failure to enforce a term is not a waiver. You may not assign these Terms without our written consent. These Terms, together with any accepted proposal and our policies, are the entire agreement between us about their subject.

Contact

Questions about this page, or requests related to it, can be sent to us at:

Appointiq Lead LLC
70 SW Century Dr, Bend, OR 97702, United States
global@appointiqlead.com
+1 (309) 870-0213

We read written requests during ordinary business hours, which are by appointment in Pacific Time. We aim to reply within a reasonable period and will tell you if we need more information to verify who you are or what you are asking for.

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