Terms and Conditions

Last updated: 24 August 2026

Business terms for the Marklet platform. Effective: 24 August 2026. These Terms govern access to and use of Marklet. They apply only where the Customer is acting for business or professional purposes. They do not permit an individual to contract as a consumer.

1. About Marklet and these Terms

Marklet is provided by Levered AI Ltd, a company incorporated in England and Wales with company number 17149630 and registered office at 167-169 Great Portland Street, 5th Floor, London, W1W 5PF (Marklet, we, us or our).

These Terms, the Order and the Data Processing Agreement form the agreement between Marklet and the Customer. By creating an account, accepting an Order, clicking to accept these Terms or using the Service, the Customer agrees to be bound by that agreement.

If a person accepts the agreement for an organisation, that person confirms that they have authority to bind the organisation. Residents, leaseholders, directors, employees, contractors and others invited to use a Workspace are Authorised Users and do not become customers merely by using the Service.

2. Definitions and interpretation

Authorised User

an individual authorised by the Customer to access a Workspace under the Customer's account

Business Day

a day other than Saturday, Sunday or a public holiday in England when banks in London are open for business

Customer

the organisation identified in the Order or account registration, including an RMC, RTM company, residents' association or managing agent

Customer Data

data, documents, emails, records, instructions and other content submitted to, imported into, generated within or stored in a Workspace by or for the Customer

DPA

the Marklet Data Processing Agreement incorporated into the agreement

Order

the checkout, order form, proposal, invoice or account confirmation stating the selected Plan, charges and special terms

Plan

the Free, Oversight, Management, Portfolio or Enterprise plan, or another plan agreed in writing

Service

the Marklet web application, website, AI features, integrations, support and related services made available under the applicable Plan

Subscription Period

the monthly, annual or other billing period stated in the Order

Workspace

a customer environment for an estate, building, portfolio or related records within the Service

References to writing include email and in-product messages. 'Including' means including without limitation. Clause headings do not affect interpretation. If there is a conflict, any expressly agreed special term in the Order prevails over these Terms, and the DPA prevails for the processing of Customer Personal Data.

3. Eligibility and account creation

(a) The Service is supplied only to organisations and to persons acting in a business or professional capacity. A person must not register or buy a Plan for private purposes.

(b) The Customer must provide accurate account and billing information and keep it current.

(c) Portfolio pricing is available only where the Customer manages at least two estates and records the professional credentials requested during checkout. Those details are supplied by the Customer and are not verified or endorsed by Marklet.

(d) Marklet may refuse, suspend or change access to a Plan where its published eligibility conditions are not met.

(e) Marklet may provision a temporary evaluation account to a prospective Customer. The prospect may upload or import its own data and use the available functions for evaluation purposes. Unless the prospect moves onto a Plan before the evaluation ends, the evaluation account and its Workspace will be terminated and irreversibly deleted at the end of the evaluation. The Customer must export any data it wishes to retain or convert the evaluation account to a Plan before that occurs. The DPA applies to Customer Personal Data processed during an evaluation.

4. The Plans, trials and additional modules

(a) The features, limits, included lease reads, storage and AI allowances of each Plan are those shown at signup, in the Order or within the account. Usage information may be displayed in the Service.

(b) The standard self-serve trial applies to a monthly paid Plan bought self-serve. It requires a payment method at signup, lasts 14 days and is available once per Customer, so a Customer that has held a subscription before does not receive it. Nothing is charged during the trial. Unless the Customer cancels before the trial ends, the selected paid Plan begins automatically when the trial expires and the first Subscription Period is collected from the payment method on file. An annual Plan carries no trial and the first Subscription Period is charged when the Order is placed. Where payment is by Bacs Direct Debit, a 14-day period applies on either interval as the mandate-confirmation window. Marklet will normally send a reminder email to the Customer's billing contacts around three days before a scheduled first charge; that reminder is a courtesy and does not affect the Customer's responsibility to cancel before the trial ends. Cancelling during the trial costs nothing. Once the first payment has been collected, clause 5(e) applies.

(c) A different trial may be granted on the terms stated when it is offered. When a building trial ends, the Workspace may move to the Free plan. When a Portfolio trial ends without purchase, the Workspace may become read-only; writing and chargeable AI functions may stop.

(d) A trial, Free plan, beta feature, early-access feature or module granted outside a Plan may be changed, limited, suspended or withdrawn on reasonable notice, and immediately where required for security, legal compliance or service integrity.

(e) An early-access or beta label is product information. It does not create an uptime, support or service-level commitment.

(f) Any paid feature or usage beyond an included allowance will be chargeable only where the price and charging unit have been disclosed and accepted. Until excess lease-analysis charging is activated, the included allowance operates as a hard cap.

5. Subscription, payment and taxes

(a) The Customer must pay the charges stated in the Order. Unless the Order says otherwise, charges are payable in advance for each Subscription Period and the subscription renews automatically for successive periods of the same length.

(b) Payment may be collected by card, Bacs or another method made available through Stripe or another payment provider. The Customer authorises Marklet and its payment provider to collect charges when due.

(c) Charges are exclusive of VAT and other applicable taxes. If Marklet is or becomes required to charge VAT, VAT will be added at the prevailing rate.

(d) If payment fails or becomes overdue, Marklet may retry collection, send payment reminders, suspend paid features or terminate the affected subscription after reasonable notice.

(e) Except as expressly stated in these Terms or the DPA, where the Order states otherwise, or where Marklet agrees at its discretion, charges already paid are non-refundable and no credit is given for partial use of a Subscription Period.

(f) The Customer is responsible for all charges incurred through its account, except charges caused solely by Marklet's error.

6. Cancellation and price changes

(a) The Customer may cancel a paid subscription through the account or by contacting hello@marklet.io. Cancellation takes effect at the end of the current Subscription Period, and access continues until then unless the parties agree otherwise.

(b) Marklet may change recurring charges by giving at least 30 days' written notice. A change takes effect at the first renewal of a Subscription Period falling 30 days or more after the notice; a renewal occurring within those 30 days proceeds at the existing price. The Customer may cancel before the change takes effect.

(c) Marklet may offer a promotional or individual price in an Order, invoice or side letter. Unless that record expressly says otherwise, the price applies only for the stated period and to the Plan features and limits existing when it was granted. New modules, increased limits and separately chargeable features may require an upgrade or additional payment.

(d) A price change resulting solely from a change in VAT or another tax takes effect when the legal requirement applies and does not require the notice in clause 6(b).

7. Authorised Users, permissions and account security

(a) The Customer controls who may access its Workspaces and the roles, permissions and visibility assigned to each Authorised User. The Customer must review those settings and remove access promptly when no longer required.

(b) The Customer is responsible for acts and omissions of its Authorised Users as if they were the Customer's own.

(c) Authorised Users must keep email accounts, one-time codes, magic links and devices secure, must not share access, and must notify Marklet promptly of suspected unauthorised use.

(d) Marklet may rely on instructions given through an authenticated account unless it knows that the instruction is unauthorised.

8. Acceptable use

The Customer must not, and must not permit anyone else to:

(a) use the Service unlawfully, fraudulently or to infringe another person's rights;

(b) upload malware, attempt unauthorised access, probe security, disrupt the Service or circumvent technical or usage limits;

(c) copy, reverse engineer, decompile, scrape or create a derivative product from the Service except to the limited extent the law does not permit that restriction;

(d) use the Service to train or develop a competing model, system or service, or resell access, unless Marklet agrees in writing;

(e) submit information it is not entitled to use, disclose or instruct Marklet to process; or

(f) place special category or highly sensitive personal data in the Service except where necessary and, for resident fire-safety material, in the designated restricted category.

9. Customer responsibilities

(a) The Customer remains responsible for managing its buildings, complying with leases, company law, landlord and tenant law, building and fire-safety duties, accounting obligations, consultation requirements, notices and statutory deadlines.

(b) The Customer must check that Customer Data is accurate and complete; obtain all necessary permissions, notices, consents and lawful bases; and ensure that its instructions and use of the Service are lawful.

(c) The Customer must independently review and approve every demand, notice, consultation document, deadline, calculation, lease extract, AI output and other material before issuing, filing, paying or relying on it.

(d) The Customer must maintain appropriate professional advice, records, approvals, backups and business-continuity arrangements having regard to the importance of its activities.

(e) A managing agent using the Service for an RMC, RTM company or other principal warrants that it is authorised to give instructions, appoint Marklet as a sub-processor where applicable, and bind or act for that principal to the extent required.

10. AI-assisted features

(a) The Service uses Anthropic and may use other disclosed providers to summarise, categorise and extract information, answer questions about Workspace content and assist with lease analysis.

(b) AI outputs can be incomplete, inaccurate or unsuitable. They are suggestions, not legal, accounting, fire-safety, property-management or other professional advice.

(c) Lease analysis is intended to identify and reproduce relevant wording with source references. It does not interpret the lease conclusively or replace review of the complete signed lease and professional advice.

(d) The Customer must not use an AI output as the sole basis for a decision affecting a person's rights, safety or legal position.

(e) Customer Data submitted to AI features is processed to provide the requested feature and is not used by Marklet to train third-party foundation models.

11. Statutory and compliance workflows

(a) The Service may provide templates, prescribed wording, summaries, calculations, calendars and reminders relating to service charges, consultations, information requests, company records and building safety.

(b) These functions assist administration only. Law, official forms, prescribed wording, guidance, the relevant lease and the facts may change or require judgment. Marklet does not warrant that a workflow covers every duty or is appropriate for a particular building or transaction.

(c) A reminder or calculated date does not transfer the underlying duty to Marklet. The Customer must verify the applicable trigger, deadline, content, service method, recipient and evidence of compliance.

(d) The present Service does not manage the full Residential PEEPs process or hold the complete underlying assessments, consents and statements. Any in-product scope notice or building-level record must not be treated as confirmation that the Customer has discharged its duties.

(e) Legal-update features may use public legislation and tribunal-decision feeds and AI-assisted classification or summaries. A feed, classification, summary or alert is not the official legal source, may be incomplete or become out of date, and must be checked against the current legislation, decision and official materials before reliance.

(f) Articles and other public website content are general information only, are current only at their stated publication or update date and are not legal or other professional advice. A reader must verify current official sources and obtain appropriate advice before acting, particularly in relation to a statutory duty or deadline.

12. Third-party services and integrations

(a) The Customer may connect accounting, Companies House, browser notification and other third-party services. The third party's terms and privacy information apply to its service.

(b) By connecting a third-party service or accounting file, the Customer authorises Marklet to exchange the information reasonably required to operate the integration and warrants that it has the authority of the relevant account subscriber, data owner, controller and any other person whose permission is required. This includes where a managing agent connects an RMC's or RTM company's accounting file, or an external accountant controls the subscription.

(c) Where pay-by-bank functionality is made available under the current model, payment moves from the payer's bank to the building's nominated account through an authorised provider. Marklet does not receive, hold or route service-charge money.

(d) A third-party accounting provider selected and engaged by the Customer is not appointed as Marklet's Sub-processor merely because the Customer connects it to the Service. The provider's status as controller or processor is determined by its own arrangement with the Customer.

(e) An integration depends on the provider's service, API, developer terms, usage limits and continued permission. A provider may change, restrict, suspend or withdraw access. Marklet may modify, suspend or discontinue an integration where reasonably necessary to comply with those requirements or because access is no longer available, giving reasonable notice where practicable.

(f) Marklet is not responsible for a third party's service, availability, acts, omissions, data or withdrawal of API access. If a paid core integration is permanently withdrawn, Marklet will use reasonable efforts to provide a materially equivalent alternative. If none is available within 30 days, the Customer may terminate the affected paid Plan and Marklet will refund prepaid charges for the unused period. This does not limit liability which cannot lawfully be excluded or liability for Marklet's own breach.

(g) Links and resources are provided for convenience and do not amount to endorsement or professional advice.

13. Customer Data, ownership and licence

(a) As between the parties, the Customer retains its rights in Customer Data. Marklet does not acquire ownership of Customer Data.

(b) The Customer grants Marklet a non-exclusive licence to host, copy, transmit, decrypt, display, adapt and otherwise process Customer Data only as necessary to provide, secure, maintain and support the Service, comply with law and exercise its rights under the agreement.

(c) Marklet may create and use statistics and information that have been aggregated or anonymised so that no individual or Customer is identifiable, for service operation, security, capacity planning and product improvement.

(d) The Customer is responsible for the legality, accuracy and quality of Customer Data and for resolving disputes concerning it.

14. Export and management handover

(a) Export tools are available according to the Plan. The Customer should export information it needs before deleting a building or allowing access to end.

(b) The Customer alone is responsible for choosing the export, verifying the recipient's identity and authority, applying secure transfer arrangements and ensuring a lawful basis and appropriate transparency.

(c) A handover pack may contain resident fire-safety information and other sensitive material. The Customer must review the warning and disclose only what the recipient is lawfully entitled and required to receive.

(d) Marklet acts on the Customer's instruction in preparing an export. A recipient's role as controller, joint controller or processor depends on the actual arrangement and is not determined by the Service.

15. Marklet intellectual property

(a) Marklet and its licensors own all intellectual property rights in the Service, documentation, design, software, models, workflows and non-Customer materials.

(b) During the agreement, Marklet grants the Customer a limited, non-exclusive, non-transferable and revocable right for its Authorised Users to use the Service for the Customer's internal business purposes.

(c) Feedback may be used by Marklet without restriction or payment, provided it does not identify the Customer or disclose Customer Data without permission.

(d) Marklet and its logos are trade marks or trading identifiers of Levered AI Ltd. No branding licence is granted.

16. Confidentiality

(a) Each party must keep the other party's confidential information secret, use it only to perform or exercise rights under the agreement, and disclose it only to persons who need it and are bound by confidentiality.

(b) This restriction does not apply to information that is public other than through breach, was lawfully known without restriction, is independently developed, or is lawfully received from a third party.

(c) A party may disclose confidential information where required by law or a competent authority, where legally permitted giving advance notice and reasonable assistance.

(d) The obligations in this clause continue for five years after termination, and indefinitely for trade secrets and personal data for so long as they remain protected.

17. Data protection

Each party must comply with applicable data protection law. Marklet acts as an independent controller for account, authentication, billing, security, support, public legal-update monitoring and its own business records, as described in the Privacy Policy. For personal data in Customer Data, Marklet acts as processor or sub-processor and the DPA applies. The DPA is incorporated into and has contractual effect as part of the agreement.

18. Security and administrative access

(a) Marklet uses technical and organisational measures described in the DPA, including role-based access, encryption for stored files and email bodies, customer-level keys, passwordless authentication and audit records.

(b) Authorised Marklet administrators may access systems and Customer Data where reasonably necessary for support, security, maintenance, incident response or legal compliance.

(c) Resident fire-safety documents are excluded from ordinary administrator access. Exceptional access uses a named, building-specific, reason-recorded and time-limited break-glass grant and is recorded in the Customer's audit trail.

(d) No system is completely secure. The Customer must assess whether the Service and its configuration are appropriate for its risks and must notify Marklet promptly of any security concern.

19. Availability, support and changes

(a) The Service is supplied on an 'as available' basis. No uptime guarantee or service-level agreement applies unless expressly stated in an Enterprise Order.

(b) Marklet may perform maintenance, change technical requirements and modify features to improve, secure or comply with law. Marklet will give reasonable notice of a material reduction to paid core functionality where practicable.

(c) 'Priority support' means Marklet aims to answer requests from paid Plans before equivalent Free-plan requests. It is not a guaranteed response or resolution time.

(d) During beta, features may contain defects and may be changed or withdrawn more frequently. Marklet will use reasonable care and skill in providing paid elements but does not promise error-free or uninterrupted operation.

(e) If Marklet decides permanently to discontinue the Service for reasons within its reasonable control, it will give the Customer at least 90 days' written notice.

(f) Throughout that notice period, Marklet will keep the Customer's access and export functions reasonably available for so long as the Service remains operational. The Customer must use that period promptly to export the Customer Data it wishes or is required to retain.

(g) The 90-day period may not be possible where discontinuation or earlier loss of access results from insolvency, administration, liquidation, an office-holder's decision, lack of funding or infrastructure, law, security requirements, a third-party dependency or another circumstance outside Marklet's reasonable control. In those circumstances Marklet will, so far as legally and practically able, give as much notice as possible and use reasonable efforts to preserve export access, but does not promise continued operation where law, an office-holder, funding or infrastructure prevents it.

20. Suspension

(a) Marklet may suspend access where reasonably necessary because of overdue payment, a security threat, suspected unlawful use, breach of the agreement, usage exceeding a Plan limit, a third-party service restriction or a legal or regulatory requirement.

(b) Uploads or AI features may pause automatically when the relevant allowance is reached. Where possible, usage is shown within the Service.

(c) Marklet will limit suspension to what is reasonably necessary, give notice where practicable and restore access when the reason is resolved.

(d) The Customer remains liable for charges accruing during a suspension caused by its breach or non-payment.

21. Term and termination

(a) The agreement begins when the Customer first accepts it and continues until all Plans and Orders have ended.

(b) Either party may terminate immediately by written notice if the other commits a material breach which cannot be remedied, or fails to remedy a remediable material breach within 14 days after written notice.

(c) Either party may terminate immediately if the other becomes insolvent, enters liquidation or administration, ceases business or is unable to pay its debts, subject to applicable insolvency law.

(d) Marklet may terminate a Free plan or trial on reasonable notice, and may terminate immediately for abuse, security risk or unlawful use.

(e) Termination does not affect accrued rights. Clauses intended by their nature to continue, including confidentiality, intellectual property, payment, data protection, liability and general terms, survive.

22. Data on termination and deletion

(a) Before access ends, the Customer must use the export tools to retrieve Customer Data it wishes or is legally required to retain.

(b) On termination, Marklet will, at the Customer's written choice and subject to the DPA, return or delete Customer Personal Data within a reasonable period unless law applicable to Marklet requires retention.

(c) Deleting a building destroys its customer-specific encryption key and makes encrypted files and email bodies permanently unreadable. The Customer must confirm it has completed any required export before deletion.

(d) Deleted information may remain in restricted backups for up to seven days and will not be restored except as part of disaster recovery. Audit records may continue where necessary for security, evidence and legal claims, with data minimised where reasonably practicable.

(e) A Customer's own duty to retain a record does not require Marklet to retain it after the processing relationship ends. The Customer must export and preserve such records in its own lawful system.

23. Warranties and exclusions

(a) Marklet warrants that it will provide paid elements of the Service with reasonable care and skill.

(b) Except as expressly stated, all warranties, conditions and other terms implied by law are excluded to the fullest extent permitted by law.

(c) Marklet does not warrant that the Service will be uninterrupted, error-free, suitable for every building or Customer, or that information from the Customer, third parties, integrations, legislation feeds or AI systems is accurate or complete.

(d) The Service is an administrative tool and not a substitute for legal, accounting, surveying, fire-safety, property-management or other professional services.

24. Liability

(a) Nothing in the agreement limits liability for death or personal injury caused by negligence; fraud or fraudulent misrepresentation; or any liability which cannot lawfully be limited.

(b) Subject to clause 24(a), neither party is liable for loss of profit, revenue, anticipated savings, goodwill or business opportunity, or for indirect or consequential loss.

(c) Subject to clauses 24(a) and 24(b), Marklet's total aggregate liability arising out of or in connection with the agreement in any 12-month period is limited to the greater of: (i) the charges paid and payable by the Customer for the Service in that period; and (ii) £1,000.

(d) The cap in clause 24(c) applies in aggregate to contract, tort (including negligence), breach of statutory duty, misrepresentation, restitution and otherwise. It does not reduce the Customer's obligation to pay charges.

(e) Marklet is not liable to the extent loss results from inaccurate or incomplete Customer Data; failure to review an output or deadline; unlawful or unauthorised instructions; a third-party service; use outside documentation; or failure to maintain appropriate professional advice, records or continuity arrangements.

(f) Each party must take reasonable steps to mitigate loss. A claim must be notified with reasonable detail as soon as reasonably practicable after discovery.

25. Indemnity

The Customer must indemnify Marklet against third-party claims, regulatory costs and reasonable professional expenses arising from Customer Data or the Customer's unlawful use of the Service, except to the extent caused by Marklet's breach of the agreement, negligence or wilful misconduct. Marklet must give prompt notice, permit the Customer to control the defence where appropriate, and provide reasonable cooperation at the Customer's cost.

26. Force majeure

Neither party is liable for delay or failure caused by circumstances beyond its reasonable control, including failure of internet, cloud, utility or third-party infrastructure, cyberattack not caused by its breach, industrial dispute, epidemic, natural disaster, war or governmental action. The affected party must take reasonable steps to reduce the impact. Payment obligations already due are not excused.

27. Notices

(a) Legal notices must be in writing and sent by email to the address stated in the Order, account or below. A notice is received when it enters the recipient's information system without an error message, or the next Business Day if sent outside 9.00 am to 5.00 pm in England.

(b) Marklet legal notices: legal@marklet.io. Customer notices: the administrator email recorded in the account.

(c) Operational messages, changes, security notices and billing communications may also be given through the Service.

28. Changes to these Terms

Marklet may update these Terms for legal, regulatory, security, technical or business reasons. For a material change affecting a paid Plan, Marklet will give at least 30 days' notice where reasonably practicable. If the change materially disadvantages the Customer, the Customer may cancel before it takes effect. Changes required urgently by law or security may take effect sooner. Continued use after the effective date constitutes acceptance.

29. Assignment and subcontracting

The Customer may not assign, transfer or deal with the agreement without Marklet's prior written consent, not to be unreasonably withheld. Marklet may assign the agreement to an affiliate or in connection with a reorganisation, financing or sale of all or substantially all of the relevant business, on notice, provided that the assignee assumes Marklet's continuing obligations under the agreement, including the service-discontinuation commitments in clauses 19(e) to 19(g). An assignment does not release Marklet from obligations accrued before it takes effect. Marklet may use subcontractors but remains responsible for its contractual obligations, subject to the DPA for sub-processors.

30. General

(a) Entire agreement. The agreement is the entire agreement concerning its subject matter and supersedes prior proposals and statements. Each party acknowledges it has not relied on a statement not set out in the agreement, without limiting liability for fraud.

(b) Relationship. The parties are independent contractors. Nothing creates a partnership, joint venture, fiduciary relationship or agency, except that the Customer may instruct Marklet as processor under the DPA.

(c) Third-party rights. A person who is not a party has no right to enforce the agreement under the Contracts (Rights of Third Parties) Act 1999.

(d) Waiver. A delay or failure to exercise a right is not a waiver. A waiver must be in writing and applies only to the stated circumstance.

(e) Severance. If a provision is invalid or unenforceable, it will be modified to the minimum extent necessary or deleted, and the rest remains effective.

(f) Remedies. Contractual rights and remedies are cumulative except where expressly stated otherwise.

(g) Counterparts and electronic acceptance. The agreement may be accepted electronically and signed in counterparts, each of which is an original and together form one instrument.

(h) No variation. A variation is effective only if agreed in writing by authorised representatives, except for changes made under clauses 6 or 28.

31. Governing law and jurisdiction

The agreement and any non-contractual obligations arising from it are governed by the law of England and Wales. The courts of England and Wales have exclusive jurisdiction.

32. Contact

Support: hello@marklet.io | Legal notices: legal@marklet.io | Website: https://marklet.io