Terms and Conditions

Effective Date: September 1, 2026
Last Updated: September 1, 2026

These Terms and Conditions ("Terms") govern your access to and use of https://practicescale.ai/ and the websites, content, software, educational materials, communications, and other services offered under the PractiScale and PracticeScale.ai brands.

By accessing the website, creating an account, submitting a form, requesting an AI Audit, purchasing a product or service, participating in a program, or otherwise using our services, you agree to these Terms.

If you do not agree to these Terms, do not use the website or services.

1. About PracticeScale

PracticeScale provides business growth, marketing, coaching, automation, AI, CRM, software, and educational services primarily to medical practices and healthcare business owners.

Services may include:

Practice AI Audits

PracticeScale.ai CRM

AI patient engagement systems

AI voice and chat agents

Lead management and follow-up systems

Appointment scheduling and automation

Marketing automation

Email and SMS marketing

Paid advertising

Organic marketing

Search engine optimization

Local search and GEO services

Referral growth systems

Reporting and analytics

Consulting and implementation

Practice Scale Academy

Practice Scale Mastermind

Coaching

Workshops

Webinars

Templates, SOPs, prompts, and educational materials

Other related services

Specific services, pricing, deliverables, payment terms, cancellation terms, and other conditions may be governed by a separate proposal, order form, Mastermind agreement, software agreement, Business Associate Agreement, statement of work, or services agreement.

If a separate written agreement conflicts with these Terms, the separate agreement will control with respect to the applicable paid service.

2. Eligibility

You must be at least 18 years old and legally capable of entering into a binding agreement to use or purchase our services.

If you access our services on behalf of a company, medical practice, or other organization, you represent that you have authority to bind that organization to these Terms.

3. No Medical Services or Medical Advice

PracticeScale is a practice-growth, technology, marketing, software, coaching, and automation company.

Unless expressly stated otherwise in a separate professional relationship, PracticeScale does not provide medical diagnosis or treatment through this website. Nothing contained on the website, inside the PracticeScale software, in AI-generated communications, educational materials, workshops, coaching sessions, advertisements, templates, or other content should be interpreted as medical advice to a patient.

Use of PracticeScale does not create a physician-patient relationship between PracticeScale and any website visitor, client, client employee, lead, or patient. Medical decisions must be made by appropriately licensed healthcare professionals.

4. Healthcare and HIPAA Responsibilities

PracticeScale works with healthcare organizations. Where our services require PracticeScale to create, receive, maintain, or transmit Protected Health Information ("PHI") on behalf of a healthcare provider, the parties will enter into a Business Associate Agreement when required by applicable law. Users must not submit PHI through PracticeScale's public contact forms, general inquiry forms, or other channels not specifically approved for PHI.

Healthcare clients remain responsible for their own compliance obligations, including where applicable:

HIPAA

State medical privacy laws

Patient consent requirements

Medical-record requirements

Advertising regulations

Telephone and SMS consent requirements

Professional licensing requirements

Other laws applicable to their practice

PracticeScale's technology and automation services are tools designed to assist practices and do not replace the client's independent responsibility to maintain legal and regulatory compliance.

5. AI-Generated and Automated Services

Certain PracticeScale services may incorporate artificial intelligence, automated workflows, chat systems, voice agents, recommendations, summaries, generated content, or other machine-assisted technology.

AI systems may occasionally:

Produce inaccurate information

Misinterpret user requests

Generate incomplete responses

Produce outdated information

Make errors

Clients are responsible for reviewing AI-generated outputs when appropriate, particularly when communications may affect patient care, medical decisions, compliance, financial decisions, or other sensitive matters.

AI-generated content should not be used as the sole basis for medical diagnosis, treatment, prescribing, emergency decisions, legal advice, or other professional decisions requiring licensed judgment.

Where PracticeScale implements patient-facing AI systems, the scope, safeguards, permitted data, human oversight, and related requirements may also be addressed in a separate agreement or BAA.

6. Account Responsibilities

Certain services may require an account.

You agree to:

Provide accurate information

Maintain current account information

Protect usernames and passwords

Restrict unauthorized account access

Promptly notify us of suspected unauthorized access

Remain responsible for activity occurring under your account

You may not share account access in violation of the applicable subscription or service agreement.

7. Acceptable Use

You may not use the website or services to:

Violate any law or regulation

Violate patient privacy rights

Upload PHI into systems not authorized to receive PHI

Send unlawful spam or marketing communications

Contact people without required consent

Impersonate another person

Commit fraud

Distribute malware

Attempt unauthorized system access

Interfere with our networks or security

Scrape or copy our systems without permission

Reverse engineer proprietary software except where expressly permitted by law

Circumvent usage restrictions

Infringe intellectual property rights

Generate or distribute unlawful, deceptive, defamatory, or harmful material

Use the services in a way that creates unreasonable security, compliance, or legal risk

We may suspend or terminate access where we reasonably believe these requirements have been violated.

8. Email, SMS, Calls, and Automated Communications

When you voluntarily provide your telephone number or email address and give applicable consent, you authorize PracticeScale to communicate with you regarding your request, account, appointment, audit, program, or services.

Where separately consented to, communications may also include promotional or marketing messages.

Communications may be delivered using:

Email

SMS/text messaging

Telephone calls

Automated dialing technology where legally permitted

Recorded or artificial voice technology where legally permitted and appropriately consented to

AI-assisted voice or messaging systems

Voicemail

Consent to receive marketing text messages or calls is not a condition of purchasing PracticeScale products or services.

Message frequency varies. Message and data rates may apply.

Text STOP to opt out of marketing SMS messages. Text HELP for assistance.

You may also unsubscribe from marketing emails using the unsubscribe link contained in the message.

9. Fees and Payments

Certain PracticeScale services are free, while others require payment.

Prices displayed on our website may change from time to time.

Applicable fees, payment schedules, financing terms, billing authorization, renewal terms, cancellation provisions, refunds, and other payment conditions for paid services will be described on the applicable checkout page or in a separate agreement.

Unless expressly stated otherwise, submitting an application, requesting an AI Audit, downloading free educational content, or contacting PracticeScale does not obligate you to purchase a paid service.

Any financing arrangement may be subject to separate terms from the applicable financing or payment provider.

10. Mastermind, Academy, Coaching, and Workshops

Participation in PracticeScale educational programs may include access to:

Courses

Group coaching

Private coaching

Workshops

SOPs

Templates

Prompts

Automation libraries

Recordings

Community resources

Other proprietary materials

Access is provided according to the program purchased and may be limited to the number of seats specified in the applicable agreement.

Unless expressly authorized in writing, program materials may not be:

Resold

Republished

Distributed publicly

Shared with unauthorized individuals

Copied into competing products or services

Used to train or create a competing commercial educational program

Travel, lodging, meals, and other incidental expenses associated with in-person events are the participant's responsibility unless expressly stated otherwise.

11. Intellectual Property

The website and services, including but not limited to:

PracticeScale branding

PractiScale branding

The 4M Practice Growth Engine

Software

Workflows

Processes

Educational materials

Videos

Graphics

Templates

SOPs

Automation systems

Prompts

Reports

Designs

Written content

Course materials

are owned by or licensed to PracticeScale and are protected by applicable intellectual property laws.

Except as expressly authorized, you may not copy, reproduce, distribute, modify, sell, license, publicly display, reverse engineer, or create derivative works from PracticeScale intellectual property.

Clients retain ownership of their own pre-existing business data, patient data, trademarks, content, and other materials submitted to PracticeScale, subject to the licenses reasonably necessary for PracticeScale to provide contracted services.

Additional ownership rights relating to custom deliverables may be addressed in the applicable services agreement.

12. Client Content

If you provide content, information, trademarks, images, videos, data, testimonials, or other materials to PracticeScale, you represent that:

You own or have permission to use them

Their use does not violate third-party rights

You have obtained any legally required permissions or consents

You grant PracticeScale a limited license to use those materials as necessary to perform the services you request.

We will not publicly identify a client's results or publish testimonials or case studies without appropriate permission where such permission is required.

13. Marketing and Advertising Results

PracticeScale may assist with advertising, lead generation, patient acquisition, conversion, referral growth, SEO, GEO, automation, and other growth strategies.

Business and advertising results depend on many factors outside our control, including:

Market conditions

Competition

Advertising platforms

Budgets

Offers

Pricing

Staff performance

Lead response times

Patient eligibility

Insurance coverage

Sales and scheduling processes

Website performance

Search algorithms

Regulatory changes

Economic conditions

Therefore, unless expressly guaranteed in a signed written agreement, PracticeScale does not guarantee:

A specific number of leads

A specific cost per lead

Search-engine rankings

AI-search rankings

Appointment volume

Patient volume

Revenue

Profit

Return on advertising spend

Business growth

Any particular financial result

Testimonials and case studies represent individual experiences and are not guarantees that another client will achieve the same result.

14. Educational and Business Information Disclaimer

PracticeScale may provide educational information concerning practice operations, marketing, hiring, financial metrics, automation, AI, billing processes, and business growth.

Such information is provided for general educational and informational purposes.

It is not intended to constitute individualized:

Legal advice

Tax advice

Accounting advice

Financial advice

Medical advice

Regulatory advice

You should consult appropriately qualified professionals concerning decisions requiring professional advice.

15. Third-Party Services

PracticeScale may integrate with or provide links to third-party services such as:

CRM platforms

Advertising networks

Search engines

Email providers

Telecommunications providers

AI providers

Payment processors

Scheduling platforms

Cloud services

Analytics tools

Social networks

Third-party products and services are governed by their own agreements and privacy policies.

PracticeScale is not responsible for outages, changes, pricing, policies, suspensions, data practices, or actions of independent third-party providers.

16. Service Availability

We make reasonable efforts to keep our systems and services available, but uninterrupted availability cannot be guaranteed.

Services may occasionally be interrupted due to:

Maintenance

Security events

Internet or hosting failures

Third-party outages

Software updates

Telecommunications failures

Government action

Events outside our reasonable control

We may modify, update, replace, or discontinue features where reasonably necessary.

17. Confidentiality

Where PracticeScale and a client exchange confidential business information, each party is expected to use reasonable measures to protect that information. More specific confidentiality obligations may be included in a separate services agreement, nondisclosure agreement, or BAA.

18. Privacy

Your use of our website and services is also subject to our Privacy Policy.

Where PracticeScale processes PHI pursuant to a BAA, the BAA will control the handling of that PHI to the extent applicable.

19. Disclaimer of Warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE WEBSITE, CONTENT, SOFTWARE, AND SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." PRACTICESCALE DISCLAIMS WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY OTHER WARRANTIES THAT MAY OTHERWISE APPLY, EXCEPT TO THE EXTENT EXPRESSLY PROVIDED IN A SIGNED WRITTEN AGREEMENT OR REQUIRED BY LAW. WE DO NOT WARRANT THAT THE WEBSITE OR SERVICES WILL BE ERROR-FREE, UNINTERRUPTED, OR COMPLETELY SECURE.

20. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, PRACTICESCALE AND ITS OWNERS, OFFICERS, EMPLOYEES, CONTRACTORS, AFFILIATES, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES ARISING FROM OR RELATED TO USE OF THE WEBSITE OR SERVICES. THIS INCLUDES, WITHOUT LIMITATION, LOST PROFITS, LOST REVENUE, LOSS OF BUSINESS OPPORTUNITY, LOSS OF DATA, OR BUSINESS INTERRUPTION. WHERE LIABILITY CANNOT LEGALLY BE EXCLUDED, IT WILL BE LIMITED TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW.

Any different or additional limitation of liability contained in a signed services agreement will govern the applicable paid engagement.

21. Indemnification

To the extent permitted by law, you agree to indemnify and hold harmless PracticeScale and its owners, officers, employees, contractors, and affiliates from claims, losses, damages, liabilities, and reasonable expenses resulting from:

Your unlawful use of the services

Your violation of these Terms

Your violation of another person's rights

Content or data you provide without appropriate authorization

Communications initiated through our systems without legally required consent

This section does not apply to the extent prohibited by applicable law.

22. Suspension and Termination

We may suspend or terminate access to the website or services if reasonably necessary due to:

Nonpayment

Security threats

Fraud

Illegal activity

Material violation of these Terms

Material violation of a separate services agreement

Misuse of our technology

Risks to patients, clients, PracticeScale, or third parties

Termination rights for paid engagements are additionally governed by the applicable written agreement.

23. Governing Law

These Terms and your use of the PracticeScale website and services will be governed by and interpreted in accordance with the laws of the State of Florida, without regard to conflict-of-law principles.

If you have entered into a separate written agreement with PracticeScale, including a services agreement, Mastermind agreement, software agreement, Business Associate Agreement, order form, or statement of work, the governing-law provisions contained in that agreement will control with respect to the services covered by that agreement.

24. Dispute Resolution and Venue

Before initiating formal legal proceedings, you and PracticeScale agree to make a reasonable, good-faith effort to resolve any dispute informally.

A party wishing to raise a dispute should provide written notice describing the nature of the dispute and the requested resolution.

If the parties are unable to resolve the matter informally, any legal proceeding arising out of or relating to these Terms, the website, or the services will be brought in an appropriate state or federal court located in the State of Florida, unless a separate written agreement between the parties specifies another dispute-resolution process or venue.

You consent to the personal jurisdiction of the applicable courts located in Florida for such disputes.

Nothing in this section prevents either party from seeking emergency or injunctive relief where reasonably necessary to protect confidential information, intellectual property, data security, or other legal rights.

Nothing in these Terms limits any consumer or other legal right that cannot lawfully be waived.

25. Changes to These Terms

We may update these Terms periodically to reflect changes to our services, technology, business practices, or legal requirements.

When changes are made, the "Last Updated" date at the top of these Terms will be revised. Your continued use of the website after updated Terms become effective constitutes acceptance of the revised Terms to the extent permitted by applicable law. Changes to these website Terms will not modify an existing signed services agreement unless permitted by that agreement or agreed to by the parties.

26. Severability

If any provision of these Terms is determined to be invalid, illegal, or unenforceable, the remaining provisions will remain in full force and effect to the maximum extent permitted by law.

27. Entire Agreement

These Terms, our Privacy Policy, and any applicable signed agreement constitute the applicable agreement governing your use of the PracticeScale website and services.

If a signed services agreement, Business Associate Agreement, Mastermind agreement, software agreement, order form, or similar agreement conflicts with these general website Terms, the signed agreement will control with respect to the applicable service.

28. Contact Us

Questions regarding these Terms and Conditions may be submitted through:

PracticeScale / PractiScale

Website: https://practicescale.ai/

Contact: https://practicescale.ai/contact/