Hartlowe is a product of NextAI Forge, LLC.
Last updated: May 26, 2026
These Terms of Service ("Terms") govern your access to and use of Hartlowe, operated by NextAI Forge, LLC ("NextAI Forge, LLC", "we", "us", or "our"). By creating an account, subscribing, or otherwise using Hartlowe, you agree to these Terms.
Hartlowe is a 24/7 automated client-services coordinator for Registered Investment Advisor firms. Every call opens with an explicit automated-assistant disclosure. It captures inquiry context — topic, existing-client status, urgency, callback window — and writes a contact, note, and follow-up task into the CRM you have connected.
The Hartlowe service is operated by NextAI Forge, LLC. Your contract is with NextAI Forge, LLC; the Hartlowe name is a trade name used to identify the product surface. The Service is an intake and answering tool and does not perform the underlying work (repair, advice, investigation) or provide any emergency, medical, safety, legal, or financial advice.
You must be at least 18 years old and authorized to enter into these Terms on behalf of the business you represent. You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account.
You agree not to, and not to permit anyone to:
Not an emergency service
The Hartlowe Service is an intake and answering tool. It is NOT an emergency service and is NOT a substitute for 911, emergency dispatch, or professional emergency responders. Anyone facing a situation that threatens life, health, or safety must contact 911 or the appropriate emergency services immediately.
Hartlowe does not provide investment advice
Hartlowe is an intake and routing tool. It does not recommend securities, quote returns, project performance, or make any suitability determination. All advisory communication remains the responsibility of your firm and its licensed advisor(s). You remain responsible for any AI-use disclosure required by Form ADV, FINRA, or applicable state RIA regulations. TODO(confirm) the exact wording your compliance officer prefers for the in-product AI-use disclosure surface.
Automated-assistant disclosure on every call
The AI agent identifies itself as an automated assistant at the start of every call before any substantive interaction. This disclosure is required under SEC Marketing Rule 206(4)-1 because callers might otherwise believe they are speaking with a licensed human advisor. You may not configure Hartlowe to suppress this disclosure.
No guarantee of capture or dispatch
We do not guarantee that every call will be answered, captured, transcribed, summarized, routed, or notified to you correctly, completely, or in a timely manner. The AI may make errors, mishear, misclassify, or omit information, and telephony, network, or third-party outages may prevent calls from being handled.
You are solely responsible for verifying all captured information and for acting on caller communications.
Call recording and consent are your responsibility
The Service may record and transcribe calls. Laws governing the recording of telephone calls and the notice or consent required vary by jurisdiction (including "one-party" and "two-party/all-party" consent rules). You are solely responsible for determining and complying with all call-recording, notice, and consent requirements that apply to your calls and callers.
You retain ownership of the information and content captured through your use of the Service, including call recordings, transcripts, and captured intake ("Customer Data"). You grant NextAI Forge, LLC a limited license to process Customer Data to provide, secure, maintain, and improve the Service. You represent that you have all rights and consents necessary for us to process Customer Data, including any personal information of third-party callers.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY. TO THE FULLEST EXTENT PERMITTED BY LAW, NEXTAI FORGE, LLC DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.
TO THE FULLEST EXTENT PERMITTED BY LAW, NEXTAI FORGE, LLC AND ITS OFFICERS, EMPLOYEES, AND SUPPLIERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOST PROFITS, LOST REVENUE, LOST BUSINESS, LOST DATA, OR LOST OR MISSED JOBS, ARISING OUT OF OR RELATING TO THE SERVICE.
OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE TOTAL AMOUNT OF FEES YOU PAID FOR HARTLOWE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
You agree to defend, indemnify, and hold harmless NextAI Forge, LLCand its officers, employees, and suppliers from any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Hartlowe Service; (b) Customer Data and your handling of captured intake and caller communications; (c) your failure to obtain any legally required call-recording notice or consent; or (d) your violation of these Terms or applicable law.
We may suspend or terminate your access if you breach these Terms, fail to pay fees, or use the Service in a way that risks harm to us, the Service, or others. Provisions that by their nature should survive termination (including disclaimers, limitations of liability, and indemnification) will survive.
These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws rules, and you agree to the exclusive jurisdiction of the state and federal courts located in Delaware for any dispute not subject to other agreed dispute-resolution terms.
We may update these Terms from time to time. If we make material changes, we will provide reasonable notice and update the "Last updated" date above.
Questions about these Terms? Contact the Hartlowe team at support@hartlowe.com.