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Essentials 2.1 Terms of Service


  1. THE ESSENTIAL SOLUTION 2.1 MARKETING PROGRAM. Subject to the terms of this Agreement, Company shall provide Customer with the following services: website hosting at one domain up to 35 pages of content; on-site Search Engine Optimization (SEO) for local search, including ongoing tracking and SEO tracking and updates as needed in compliance with Google search standards; design and construction of an email newsletter template; design and construction of a blog digest template; assistance in setting up a business page on Facebook, (hereinafter collectively “Service”); and the E2 Marketing CRM with automated Client Intake Process (“CLIP”).
  2. CUSTOMER RELATIONSHIP MANAGEMENT (CRM) INTEGRATION. Company shall provide Customer with the following services:
    1. CRM account on the E2-Dashboard at e2-dashboard.com
    2. Account set-up with three groups: main law firm contacts, e-newsletter and blog digest distribution
    3. List import from client-provided .csv file
    4. Full website integration of lead-generating web forms: contact, consultation request and subscribe forms (4 forms)
    5. Weekly blog digest
    6. Monthly eNewsletter
    7. Website analytics integration
    8. Workshop and Event management setup, including an optional calendar integration on the website
    9. Up to six (6) weeks of training and implementation support
    10. Unlimited e-mail support
    11. Access to a members’ resource and training website
    12. Unlimited users
    13. Up to 1,000 total contacts
  3. AUTOMATED CLIENT INTAKE PROCESS (“CLIP”). Company will build an automated CLIP in the Customer’s E2 CRM account. The CLIP will include a custom landing page with a Request a Consultation Form (RCF) to collect data in the CRM and launch the CLIP. Customer agrees to establish and pay for a separate Business Account for secure forms (currently $10 per month, but subject to change) and provide Company with administrative access to establish the E2 CRM integration. Company will build work flow activities and triggers; custom user data fields and triggers; code two CLIP forms for secure, online completion; and train Customer to use the system. Company also will design a client Welcome Kit, and a parallel process for phone-in requests. The CLIP is the Company’s intellectual property and protected as outlined in PROPRIETARY RIGHTS, Paragraph 15 of this Agreement.
  4. SYNDICATED BLOG CONTENT and weekly blog digest distribution through the E2 Marketing CRM. Company will provide blog posts weekly for Customer to use in developing content for your TypePad blog. Customer may use the content provided verbatim, edit before posting, or choose not to use the content at all. The content is provided for express use on the Customer’s TypePad blog only and cannot be redistributed, reproduced, transmitted, displayed, sold, transferred, or disposed of in any manner, nor may the Customer create derivative works of any of this content without the express written permission of an authorized representative of Company.
  5. EMAIL NEWSLETTER and distribution through the E2 Marketing CRM. Company shall design and construct an email newsletter template. Customer will provide a list of opt-in email addresses, in compliance with the terms of use outlined by Essentials 2.1 at http://www.e2-dashboard.com/antispam.html and incorporated here by reference. Company will create and schedule the monthly email newsletter through CAN-SPAM compliant service provider, GreenRope. Company makes no representations or warranties as to the deliverability, open rate or click-through rate of your email newsletter.
  6. WEBSITE HOSTING & ROUTINE MAINTENANCE. Website hosting, routine maintenance and minor updating is included in the service fee. “Minor updating” would apply to changing a telephone number or office address. Designing new pages, website redesign, navigation changes, or extensive custom coding is specifically not included and would incur separate charges. Workshop and calendar updates are user-edited through the E2 CRM interface and are specifically not included as routine maintenance.
  7. The Company does not offer email hosting or support.
  8. NO SPAM. Make sure any recipients on any of your email marketing lists have given permission for you to send them email, and that the recipient recognizes you as the sender. Purchased or rented lists, scraping emails off of websites, or using single-opt-in signup forms are all prohibited and should not be imported into your account. This is to ensure the integrity and reputation of our Mail Transport Agent.
  9. DOUBLE OPT-IN. All E2 web forms are double opt-in. The double opt-in process establishes a proven relationship between the sender and the recipient. An opt-in record contains a date time stamp, an IP address, and the URL of the signup form. There is a substantial difference in the value of a confirmed or double-opt-in record. A confirmed opt-in record means that the person who filled out the subscription form was sent an email and clicked on a link in that email to confirm his intent to sign up. This critical step ensures the person filling out the form is who she said she was. A single-opt-in form does not have any confirmation of the identity of the person filling out the form. In case of a spam complaint, a single-opt-in record does not carry much weight. To protect you from robot spam form completions and to protect the integrity and reputation of our Mail Transport Agent (MTA), only double-opt-in forms are allowed.
  10. CONFIDENTIALITY & PORTAL ACCOUNT MANAGEMENT. In order to maintain and support the client, IMS and its staff members will have password access to an account management portal through which they can access the Client’s CRM database lists. This is a necessary part of the service. The company agrees that these lists are the exclusive property of the Client. Because this information is valuable property and is of a highly confidential nature, Company agrees not to disclose, transfer, duplicate, or reproduce in any form or manner whatsoever all or any portion of the said emailing list(s). The Company warrants that it will take all reasonable precautions to ensure confidentiality of the Customer’s email lists and data.
  11. TERM AND TERMINATION. This Agreement shall be effective for a period of 12 months commencing on the EFFECTIVE DATE of this contract. If either party fails to give the other party at least 30 days written notice of its intention to terminate this Agreement before the expiration of 12 months, then this Agreement will automatically renew on a month to month basis under the then current Terms of Service and may be terminated by either party by providing 30 days written notice to the other party. Notwithstanding, Company may terminate this Agreement at any time should Customer breach this Agreement or should Company decide to terminate this Agreement in its sole and absolute discretion. In the event this Agreement is terminated as a result of Customer’s breach of this Agreement, any payments made are non-refundable and the remaining amounts due Company by Customer under the PAYMENT AUTHORIZATION FOR ESSENTIAL 2.1 SERVICES attached to this Agreement shall be due and payable, and your right to use the CRM services provided by Company shall immediately cease, and Company may delete from its servers or its affiliate’s servers Customer’s account and any content associated with said account, including database lists and information.
  12. Customer agrees to promptly pay Company the Total Amount Due, as outlined on the attached Payment Authorization, beginning on the EFFECTIVE DATE of this contract, and then billed on the 15th day of the next consecutive months. All payments are to be made by valid credit card; Company does not accept checks, cash or e-checks. Any payment that is declined for billing on the due date will result in a $35 late fee. If payment continues in arrears for two weeks, all services will be suspended and the account will be put on hold for up to another two weeks (for a total of four weeks in arrears). Customer must make the payment in arrears AND the regular payment due to bring account back to active status. Failure to do so will result in termination due to Customer’s breach of this Agreement then the Total Amount Due minus any amounts that have already been paid shall be immediately due and payable to Company.
  13. COLLECTION COSTS. In addition to all other amounts due, in the event it becomes necessary to use collection procedures, Customer agrees to pay for any and all collection agency fees, costs and expenses. And if the Agreement is turned over to an attorney, Customer shall be liable for reasonable attorneys’ fees, expenses and court costs in either the enforcement of any provisions of the Agreement, in connection with a bankruptcy or insolvency proceeding or in the collection of any amounts due.
  14. Customer shall be liable for any material protected by copyright, trademark, patent or trade secret law used in Customer’s content without the permission of the author or owner, and for defamatory materials in any of Customer’s content. Company shall not be responsible for reviewing Customer’s content before it appears on the website. Customer represents that (i) its content contains no offensive, harassing, defamatory, indecent, or obscene material, and does not violate any applicable laws, regulations, or judicial rulings; (ii) its content is not false, misleading, deceptive, or fraudulent; (iii) it will act in good faith to honor all promises, offers, and statements Customer makes in its content and in any related materials, products, services, or communications; (iv) Customer owns or is authorized to use its content and all trademarks, trade names, and similar materials of any kind that are included in Customer’s content; and (v) Customer’s content does not infringe upon or violate any intellectual property, proprietary, or other rights of Company, its affiliates, and any third party. Company reserves the right, in its sole discretion, to refuse to display or to remove from the website at any time any content that it reasonably regards as violating this provision or as otherwise inappropriate or inconsistent with Company’s policies in effect. Company reserves the right to release current or past information related to Customer if Company believes that Customer, its content, its website, or account is in violation of any criminal laws or is being used to commit unlawful acts, or if the information is subpoenaed.
  15. PROPRIETARY RIGHTS. All content provided to Customer by Company and all Company logos, service marks and trademarks (“Marks”) placed on the website are protected by copyrights, trademarks, service marks, patents, or other proprietary rights, laws, and regulations. Subject to the provisions of this Agreement, you are granted a limited, non-exclusive, non-transferable license to use Company’s content and Marks for business purposes in connection with the creation, updating, and maintenance of the website, and to make the website available to users of the World Wide Web in the ordinary course of business during the term of the Agreement. You may not alter, copy, reproduce, transmit, display, distribute, sell, transfer, or dispose of in any manner, or create derivative works of, any of the protected proprietary items, without the express written permission of an authorized representative of Company. You will not remove, obscure or alter any of the Marks appearing in the Service including altering the surrounding color or contrast so as to make the Marks difficult to see.

Upon termination of this Agreement, Customer’s license to use Company’s content and Marks are immediately revoked and Customer agrees to no longer use Company’s content and Marks and shall immediately remove all content and Marks from Customer’s website.

Protected content includes but is not limited to content Company provides for the CLIP, Practice Areas, the Three Ps of Estate Planning, Phases of Life, all content supplied in the email newsletter, and any content expressly protected by Company’s copyright © insignia.

Updated on August 28, 2020

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