SignLucid Terms of Service
Effective date: October 15, 2026 · Version 2026-10-15.3
These Terms of Service ("Terms") are an agreement between SignLucid ("SignLucid", "we", "us") and the firm or organization that creates a SignLucid account ("Customer", "you"). The person who accepts these Terms on Customer's behalf confirms they have authority to do so.
1.1 SignLucid is an online service for preparing documents for electronic signature, sending them to signers, collecting signatures, and producing a signed copy with a certificate of completion (the "Service"). It includes the website at signlucid.com, the sender application, and the signing pages.
1.2 Not legal or tax advice. SignLucid is a software tool. We do not give legal, tax or accounting advice, and we do not decide whether a document may be signed electronically or whether a signature meets the requirements of any law, agency or court.
1.3 Automated features. Automatic field placement, form recognition, remembered layouts and optional AI summaries are aids. They can be wrong. Customer is responsible for checking field placement, signer assignment and document content before sending. An AI summary is not part of the document and is not advice.
2.1 Customer must give accurate account information and keep it current.
2.2 Customer is responsible for all activity under its account, including by its team members ("Authorized Users"). Each Authorized User must have their own login. Keep passwords confidential and turn on two-step sign-in when it is available.
2.3 Tell us promptly at support@signlucid.com if you suspect unauthorized access.
3.1 A free trial lasts one month (30 days) unless we agree otherwise in writing (for example, firms invited to our early-access program use the Service free until April 30, 2027). No payment card is required, and we never charge automatically when a trial ends. When the trial ends, the account moves to the Free plan: Customer can send up to 3 envelopes per calendar month, and all documents already sent, completed documents and other data are kept. Customer can choose a paid plan at any time.
3.2 Paid plans are billed in advance, monthly or annually, and renew automatically until cancelled. Plan features and user limits are described on the pricing page at the time of purchase. Before each billing period we e-mail Customer an invoice, payable within 15 days by PayPal, Venmo, Zelle or check, or, once available, by card or bank debit through our payment processor (which then charges automatically). If a payment is late or fails, we will notify Customer and allow 7 more days; after that, the account moves to the Free plan as in Section 3.1 until payment is made, and no data is deleted. Refunds, where allowed, are made by the original payment method or, if that is not possible, by bank transfer or check.
3.3 We may change prices with at least 30 days' notice. Changes apply from the next renewal.
3.4 Fees are exclusive of taxes. Per-use charges (for example, identity verification) are billed as described when the feature is offered.
3.5 Refunds. Monthly plans: no refund for the current month; cancellation takes effect at the end of that month. Annual plans: if Customer cancels within 30 days after the first payment or a renewal payment, we refund the unused whole months; after 30 days, the plan stays active until the end of the paid year and is not refunded.
3.6 Fair use. "Unlimited" envelopes means unlimited for Customer's normal business with its own clients. It does not cover bulk or marketing mailings, sending on behalf of other businesses, or automated high-volume sending by script or integration. If Customer's use is far above that of similar firms or affects the Service for others, we will contact Customer first to agree on a suitable plan (such as a white-label or API agreement). Envelopes already sent will still be completed.
4.1 "Customer Data" means documents, signer names and contact details, field values, signatures, and other information that Customer or its signers submit to the Service, and the signed copies and records the Service produces from them.
4.2 Customer keeps all rights in Customer Data. Customer grants SignLucid a limited right to host, copy, process, transmit and display Customer Data only to provide, secure and support the Service for Customer, as described in the Data Processing and Tax Return Information Addendum at signlucid.com/dpa (the "Addendum"), which is part of these Terms.
4.3 Customer confirms it has the right to upload Customer Data and to send it to the signers it chooses.
4A.1 The Service lets Customer create invoices for its own clients, ask a client to sign or approve an invoice, show the client Customer's payment instructions, and let the client upload proof of payment.
4A.2 Customer is responsible for the accuracy of its invoices and payment instructions, for confirming payments, and for taxes, refunds and disputes with its clients, and for any rules that apply to its fees and billing.
4A.3 Invoices, payment instructions, approvals and proofs of payment that Customer's clients upload are Customer Data. Customer should tell its clients not to upload full card or bank account numbers.
5.1 Choosing documents. Customer decides whether a document may be signed electronically. Some documents may not be (for example, wills, certain family-law and court documents, and certain notices listed in 15 U.S.C. §7003 and state law). Government agencies may set their own rules for forms filed with them.
5.2 Consumer disclosures and consent. Where a law requires information to be given to a consumer in writing, Customer is the party providing the record and is responsible for obtaining the consumer's consent under 15 U.S.C. §7001(c) and applicable state law. The Service shows a default Electronic Record and Signature Disclosure and records each signer's consent; Customer is responsible for keeping its contact details in the Service accurate and for honoring requests for paper copies and withdrawals of consent.
5.3 Identity verification. Customer chooses how signers are verified. For IRS Forms 8879 and 8878 signed remotely, IRS Publication 1345 requires identity verification such as knowledge-based authentication; for Forms 2848 and 8821, IRS rules on electronic signatures and identity verification apply. Until SignLucid offers a verification method that meets those rules, Customer must not rely on the Service alone for remote electronic signatures on those forms. A private signing link or access code is not, by itself, identity verification under those rules.
5.4 Records Customer must keep. Customer is responsible for keeping the records it is required to keep (for example, Forms 8879 and 8878 for three years under Publication 1345) for the full period required. The Service lets Customer download and export signed copies. Customer should keep its own copy. See Section 11 for how long we store data.
5.5 Filing. The Service does not transmit tax returns or forms to the IRS or any agency.
If Customer is a tax return preparer, Customer Data may include tax return information protected by 26 U.S.C. §7216 and its regulations. SignLucid will use and disclose that information only to provide the Service to Customer and as the Addendum allows, and never to sell it, to market to signers, or to train artificial-intelligence models.
Customer will not, and will not let others: (a) use the Service for unlawful, fraudulent or deceptive purposes, including impersonating anyone or obtaining a signature by deception; (b) send unsolicited bulk messages through the Service; (c) upload malware or content that infringes others' rights; (d) attempt to access other customers' data, probe or overload the Service, or bypass its security or plan limits; (e) resell the Service except under a separate written agreement with us; or (f) upload protected health information subject to HIPAA unless Customer and SignLucid have signed a business associate agreement. SignLucid does not currently offer one.
Signers are not parties to these Terms. A signer's use of a signing page is governed by the Signer Notice shown on that page and the Electronic Record and Signature Disclosure. Signers who have questions about a document should contact the sender. We will forward signer requests about Customer Data to Customer.
9.1 We maintain administrative, technical and physical safeguards appropriate to the sensitivity of Customer Data, as described in the Addendum.
9.2 If we confirm a security incident affecting Customer Data, we will notify Customer as described in the Addendum.
9.3 Each party will keep the other's non-public business information confidential and use it only for this agreement.
The Service uses third-party providers (for example, hosting, e-mail delivery, payment processing and, when enabled, identity verification and AI summaries). The current list is in the Addendum. Optional features provided with a third party are used only when Customer turns them on.
11.1 While Customer's account is active, we store completed envelopes, and Customer can download or export them at any time.
11.2 After the account ends, Customer has 30 days to export its data. We then delete Customer Data from the live system within 60 days and from backups as they expire, no later than 12 months after that, unless the law requires us to keep it.
11.3 Public demo documents are deleted after one day.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE". TO THE EXTENT THE LAW ALLOWS, WE DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT ANY SIGNATURE OR DOCUMENT WILL BE ACCEPTED BY ANY COURT, AGENCY OR OTHER PARTY, OR THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE.
TO THE EXTENT THE LAW ALLOWS: (a) NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR LOST PROFITS OR REVENUE; AND (b) EACH PARTY'S TOTAL LIABILITY UNDER THESE TERMS IS LIMITED TO THE FEES CUSTOMER PAID FOR THE SERVICE IN THE 12 MONTHS BEFORE THE CLAIM. THESE LIMITS DO NOT APPLY TO CUSTOMER'S PAYMENT OBLIGATIONS, A PARTY'S INDEMNITY OBLIGATIONS, OR LIABILITY THAT CANNOT BE LIMITED BY LAW.
Customer will defend and indemnify SignLucid against third-party claims arising from Customer Data, Customer's choice of documents or signers, or Customer's breach of Sections 5 or 7. SignLucid will defend and indemnify Customer against third-party claims that the Service, as provided by us, infringes a U.S. intellectual-property right.
15.1 These Terms apply while Customer has an account.
15.2 Customer may cancel at any time; cancellation takes effect at the end of the paid period.
15.3 We may suspend access to protect the Service or others, or for non-payment, after notice where practical. We may end these Terms for material breach not cured within 15 days of notice.
15.4 Sections 4, 6, 11–14 and 17 survive termination.
We may update these Terms. For material changes we will give at least 30 days' notice by e-mail or in the Service. Continued use after the effective date means acceptance.
These Terms are governed by the laws of the State of North Carolina and applicable U.S. federal law, without regard to conflict-of-law rules. Any dispute will be heard in the state or federal courts located in North Carolina.
These Terms, the Addendum and any order form are the whole agreement on this subject. If a provision is unenforceable, the rest remains in effect. Neither party may assign these Terms without the other's consent, except to a successor of its business that agrees to be bound, including the Addendum. Notices to us: support@signlucid.com.
中文译本仅供参考；与英文版不一致时，以英文版为准。
SignLucid 服务条款
生效日期：2026 年 10 月 15 日 · 版本 2026-10-15.3
本服务条款（“本条款”）是 SignLucid（“SignLucid”“我们”）与开设 SignLucid 账户的事务所或机构（“客户”“您”）之间的协议。代表客户接受本条款的人，确认其有权这样做。
1.1 SignLucid 是一项在线服务，用于准备待电子签署的文件、发送给签署人、收集签名，并生成附完成证书的签署副本（“本服务”），包括 signlucid.com 网站、发件人系统和签署页面。
1.2 不提供法律或税务意见。 SignLucid 是软件工具，不提供法律、税务或会计意见，也不判断某份文件能否电子签署、某个签名是否符合任何法律、机关或法院的要求。
1.3 自动功能。 自动放置签名框、表格识别、记住布局和可选的 AI 摘要都是辅助功能，可能出错。发送前，客户负责检查签名框位置、签署人分配和文件内容。AI 摘要不是文件的一部分，也不是建议。
2.1 客户应提供准确的账户信息并及时更新。
2.2 客户对其账户下的所有活动负责，包括其团队成员（“授权用户”）的活动。每位授权用户应使用自己的登录账号；请妥善保管密码，两步登录功能推出后请开启。
2.3 如怀疑账户被盗用，请尽快通过 support@signlucid.com 告知我们。
3.1 免费试用期为 1 个月（30 天），双方另有书面约定的除外（例如受邀参加首批试用计划的事务所免费使用到 2027 年 4 月 30 日）。试用无需信用卡，试用结束时绝不自动扣费。试用结束后账户自动转为免费版：每个日历月最多发送 3 个信封，已发出的文件、已完成的文件和其他数据全部保留。客户可以随时选择付费套餐。
3.2 付费套餐按月或按年预付，到期自动续订，直到取消。套餐功能和人数上限以购买时价格页的说明为准。每期开始前我们用邮件发送账单，客户在 15 天内用 PayPal、Venmo、Zelle 或支票付款；收款服务商上线后，也可以用信用卡或银行扣款（届时自动扣款）。逾期或扣款失败时，我们会通知客户并再给 7 天；之后按第 3.1 条转为免费版，直到付款成功，数据不会删除。可以退款的，按原付款方式退回；原方式无法退回的，用银行转账或支票退回。
3.3 我们调整价格会至少提前 30 天通知，从下一次续订开始生效。
3.4 费用不含税。按次收费的功能（如身份验证）按推出时的说明收费。
3.5 退款。 月付：当月不退，取消在当月结束时生效。年付：首次付款或续费付款后 30 天内取消的，按未使用的整月退款；超过 30 天的，套餐用到本年度结束，不退款。
3.6 公平使用。 “不限次数”指客户与自己的客户之间正常业务往来的文件不限份数，不包括群发或营销邮件、替其他企业代发、用脚本或接口自动大量发送。客户用量远高于同类事务所、或影响其他用户使用时，我们会先联系客户商定合适的方案（例如白标或 API 协议）。已发出的文件仍会照常完成签署。
4.1 “客户数据”指客户或其签署人提交到本服务的文件、签署人姓名和联系方式、填写内容、签名及其他信息，以及本服务据此生成的签署副本和记录。
4.2 客户数据的所有权利归客户。客户授予 SignLucid 有限的权利，仅为向客户提供、保护和支持本服务而存储、复制、处理、传输和显示客户数据，具体见《数据处理与报税资料保密附件》（signlucid.com/dpa，“附件”），附件是本条款的一部分。
4.3 客户确认其有权上传客户数据，并有权发送给其选定的签署人。
4A.1 本服务可以让客户给自己的客户开账单、请客户签字或确认账单、向客户显示客户的付款方式，并让客户上传付款凭证。
4A.2 账单和付款方式是否准确、确认收款，以及与其客户之间的税费、退款和争议，由客户负责；客户也负责遵守适用于其收费和开票的规定。
4A.3 账单、付款方式、确认记录以及客户的客户上传的付款凭证，都属于客户数据。客户应提醒其客户不要上传完整的卡号或银行账号。
5.1 选择文件。 由客户决定某份文件能否电子签署。有些文件不能电子签署（例如遗嘱、部分家事和法院文书，以及 15 U.S.C. §7003 和州法列出的部分通知）。政府机关可以对提交给它的表格另定规则。
5.2 消费者披露和同意。 法律要求以书面形式向消费者提供信息的，客户是提供记录的一方，负责按 15 U.S.C. §7001(c) 和适用州法取得消费者同意。本服务显示默认的《电子记录与签名说明》并记录每位签署人的同意；客户负责在本服务中保持其联系方式准确，并处理签署人索取纸质副本和撤回同意的请求。
5.3 身份验证。 签署人如何验证身份由客户选择。远程电子签署 IRS Form 8879、8878 的，IRS Publication 1345 要求进行身份验证（例如 KBA 知识问答）；Form 2848、8821 适用 IRS 关于电子签名和身份验证的规定。在 SignLucid 提供符合这些规定的验证方式之前，客户不得仅依靠本服务完成这些表格的远程电子签名。私人签署链接或访问码本身不构成上述规定所说的身份验证。
5.4 客户须保存的记录。 客户负责在法定期限内保存其须保存的记录（例如按 Publication 1345，Form 8879、8878 保存三年）。本服务支持下载和导出签署副本，客户应自行另存一份。我们保存数据的期限见第 11 条。
5.5 申报。 本服务不向 IRS 或任何机关传送报税表或表格。
如客户是报税人，客户数据可能包含受 26 U.S.C. §7216 及其法规保护的报税资料。SignLucid 只为向客户提供本服务、并在附件允许的范围内使用和披露这些资料，绝不出售、不用于向签署人推销、不用于训练人工智能模型。
客户不得、也不得允许他人：(a) 将本服务用于违法、欺诈或误导的目的，包括冒充他人或以欺骗手段取得签名；(b) 通过本服务群发未经请求的消息；(c) 上传恶意程序或侵犯他人权利的内容；(d) 试图访问其他客户的数据、探测或使本服务过载、绕过安全措施或套餐限制；(e) 未经与我们另行书面约定而转售本服务；(f) 在未与 SignLucid 签订业务伙伴协议（BAA）的情况下，上传受 HIPAA 保护的健康信息。SignLucid 目前不提供 BAA。
签署人不是本条款的当事人。签署人使用签署页面，适用该页面显示的签署人须知和《电子记录与签名说明》。签署人对文件有疑问的，应联系发件人。签署人关于客户数据的请求，我们会转给客户处理。
9.1 我们采取与客户数据敏感程度相称的管理、技术和物理保护措施，具体见附件。
9.2 我们确认发生影响客户数据的安全事件时，按附件约定通知客户。
9.3 双方对对方未公开的商业信息保密，并只为本协议使用。
本服务使用第三方服务商（例如服务器托管、邮件发送、收费，以及开启后的身份验证和 AI 摘要）。现行名单见附件。由第三方提供的可选功能，只有客户开启后才使用。
11.1 账户有效期间，已完成的信封一直保存，客户可随时下载或导出。
11.2 账户终止后，客户有 30 天导出数据。之后我们在 60 天内从在线系统删除客户数据，备份按周期到期删除，最迟在随后 12 个月内，法律要求保留的除外。
11.3 公开演示文件在一天后删除。
本服务按“现状”和“可用状态”提供。在法律允许的范围内，我们不作任何默示保证，包括适销性、特定用途适用性和不侵权。我们不保证任何签名或文件会被任何法院、机关或其他方接受，也不保证本服务不中断或没有错误。
在法律允许的范围内：(a) 任何一方均不对间接、附带、特殊、后果性或惩罚性损害，或利润、收入损失承担责任；(b) 每一方在本条款下的总责任，以索赔发生前 12 个月内客户为本服务支付的费用为限。上述限制不适用于客户的付款义务、双方的赔偿义务，以及法律规定不得限制的责任。
因客户数据、客户对文件或签署人的选择、或客户违反第 5 条或第 7 条而引起的第三方索赔，由客户为 SignLucid 抗辩并赔偿。因我们提供的本服务侵犯美国知识产权而引起的第三方索赔，由 SignLucid 为客户抗辩并赔偿。
15.1 客户拥有账户期间本条款有效。
15.2 客户可随时取消，取消在已付费期间结束时生效。
15.3 为保护本服务或他人，或因未付款，我们可以暂停访问，可行时事先通知。对方重大违约且在通知后 15 天内未纠正的，我们可以终止本条款。
15.4 第 4、6、11–14 和 17 条在终止后继续有效。
我们可能更新本条款。重大变更至少提前 30 天通过邮件或在本服务中通知。生效日后继续使用即视为接受。
本条款适用北卡罗来纳州法律和适用的美国联邦法律，不适用冲突法规则。争议由位于北卡罗来纳州的州法院或联邦法院管辖。
本条款、附件和任何订单构成双方就此事项的完整协议。某一条款无法执行的，其余条款继续有效。未经对方同意，任何一方不得转让本条款，但可以转让给同意受本条款（包括附件）约束的业务承继方。给我们的通知：support@signlucid.com。