2. Terms of Service

Terms of Service

Effective Date: July 31, 2026

Table Of Contents

  1. Terms of Service
  2. Eligibility
  3. Related Terms
  4. Nature of Services; No Legal Advice
  5. Accounts and Security
  6. Acceptable Use
  7. User Content
  8. Intellectual Property
  9. Communications
  10. Privacy
  11. Suspension and Termination
  12. Warranty Disclaimers
  13. Limitation of Liability
  14. Indemnification
  15. Governing Law
  16. Dispute Resolution; Arbitration; Class Action Waiver
  17. Changes to the Terms
  18. Miscellaneous
  19. Contact

Company Sage™* 1250 Ave Ponce De Leon Ste 301 PMB 2013 San Juan, PR 00907-3976 privacy@companysage.com Effective Date: July 31, 2026

These Terms of Use (the "Terms") are a binding agreement between “you” and The Things We Do PR, LLC, doing business as Company Sage ("Company Sage," "we," "us," or "our"). These Terms govern your access to and use of our websites, client portals, applications, and related online services that link to these Terms (collectively, the "Services"). For purposes of these Terms and the related terms referenced herein, “you” includes both the individual accessing or using the Services and the business entity on whose behalf the individual is authorized to act (the “Business Entity” or “Business Entities”).

A subset of the Services offered by Company Sage are exclusively available to Business Entities (“Entity Services”). Accordingly, all Entity Services are Services, but all Services are not Entity Services. Entity Services include registered agent services, entity renewal services, virtual office services, ongoing compliance services, subscription services, lawsuit protection plan services, third-party partner Business Entity offerings, and other services identified as Entity Services. You agree that Company Sage is providing Entity Services exclusively to Business Entities, not to a Business Entity’s members, managers, shareholders, directors, officers, employees, agents, or individuals and that any and all actions arising out of, or in connection with, Entity Services must be initiated by the Business Entity that purchased the Entity Services.

By accessing or using the Services, creating an account, or purchasing the Services from us, you agree to these Terms. It is your responsibility to review these Terms periodically. If at any time you find these Terms unacceptable or if you do not agree to these Terms, please do not use this website or any of our Services. We may revise these Terms of Use at any time without notice to you.

1. Eligibility

You may use the Services only if you are at least 18 years old and have the legal capacity to enter into a binding agreement. If you use the Services or Entity Services on behalf of a Business Entity, you represent that you have authority to bind that Business Entity to these Terms.

Company Sage aims to provide full access to its website, Services, and product offerings regardless of disability. If you are unable to read any part of a Company Sage website, or otherwise have difficulties using a Company Sage website, please call (888) 474-1331 and our customer support team will assist you.

2. Related Terms

Your use of the Services or Entity Services on behalf of a Business Entity may also be subject to additional terms, including:

Each of these additional product-specific terms is incorporated herein by reference. If there is a conflict between these Terms and product-specific terms, the product-specific terms control for that product.

3. Nature of Services; No Legal Advice

Company Sage is not a law firm and does not provide legal advice, legal opinions, or legal representation unless expressly stated in a separate written engagement signed by a licensed attorney. Your use of the Services does not create an attorney-client relationship between you and Company Sage. If, prior to your purchase, you believe that Company Sage gave you any legal advice, opinion or recommendation about your legal rights, remedies, defenses, options, selection of forms or strategies, you agree not to proceed with this purchase, and any purchase that you do make will be null and void.

Content made available through the Services is provided for general informational purposes only and may not reflect current law in every jurisdiction. You should consult qualified counsel for advice about your specific circumstances. Company Sage, its Services, and products are not a substitute for the advice or opinions of an attorney.

Company Sage strives to keep the information provided as part of its Services accurate, current and up-to-date. However, because the law changes rapidly, Company Sage cannot guarantee that the information on our website, information provided by our team, or documents included as part of the Services is completely current. The law is different from jurisdiction to jurisdiction, and may be subject to interpretation by different courts. The law is a personal matter that depends on your personal situation and circumstances and no general information or Services of the kind Company Sage provides can fit every circumstance.

4. Accounts and Security

You may need to create an account to access certain Services. You agree to provide accurate, current, and complete information and to keep it updated. You are responsible for maintaining the confidentiality and security of your login credentials and for all activities that occur under your account. You may grant access to third parties to view, manage, and edit your account; purchase products or services; and exercise control over your account. When you grant access to your account to third parties, you assume full responsibility for their actions, including responsibility for charges incurred for products and Services.

You must promptly notify us at privacy@companysage.com if you suspect unauthorized access to your account.

5. Acceptable Use

You agree not to:

  • violate any applicable law or regulation;
  • infringe or misappropriate the rights of any third party;
  • upload or transmit malware, malicious code, legally prohibited, or harmful content;
  • attempt to gain unauthorized access to any account, system, or network;
  • interfere with or disrupt the Services;
  • use the Services to store or transmit unlawful, harassing, defamatory, fraudulent, or obscene content;
  • use the Services to knowingly violate any law, statute, ordinance, or regulation (including, but not limited to, those governing export control, consumer protection, unfair competition, antidiscrimination, or false advertising);
  • reverse engineer, scrape, or use automated means to access the Services except as permitted by applicable law or our written consent;
  • access, download, use or export the website, Services, or products to proscribed or embargoed countries in violation of United States export laws or regulations or in violation of any other applicable laws or regulations; and
  • use the Services to compete with us or build a substantially similar product using our proprietary materials.

6. User Content

You may submit documents, messages, contact information, and other materials through the Services ("User Content"). You retain ownership of your User Content.

You grant Company Sage a limited, non-exclusive, worldwide, royalty-free license to host, store, reproduce, transmit, and otherwise process User Content solely as necessary to:

  • provide and maintain the Services;
  • fulfill your requested transactions;
  • communicate with you about the Services;
  • comply with law, court order, or legal process;
  • prevent fraud, abuse, or security incidents; and
  • enforce these Terms.

We do not claim ownership of your User Content. We will not use your User Content for unrelated marketing, model training, resale, or publication except with your separate consent or as expressly permitted by our Privacy Policy.

You represent that you have all rights necessary to provide the User Content and that the User Content does not violate any law or third-party rights.

7. Intellectual Property

The Services, including all software, text, graphics, design, trademarks, logos, page headers, button icons, compilations, and other content we provide (excluding User Content), are owned by Company Sage or our licensors and are protected by intellectual property laws.

Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Services for your internal personal or Business Entity purposes.

8. Communications

You consent to receive transactional communications from us electronically, including through email, client portal notices, phone calls, and, where you opt in, SMS or similar messaging. You are responsible for keeping your contact information current. Failing to keep your contact information current, failing to respond to communications, blocking our communications, opting out of our communications, and marking our communications as spam will limit our ability to provide you with the Services and ensure you receive timely notifications of important information related to the products and Services you have purchased.

For SMS or similar messaging:

  • message frequency may vary;
  • message and data rates may apply; and
  • consent is not a condition of purchase unless expressly stated

9. Privacy

Our collection, use, disclosure, and retention of personal information is described in our Privacy Policy, which is incorporated into these Terms by reference.

BY USING COMPANY SAGE'S SERVICES OR ACCESSING A COMPANY SAGE WEBSITE, YOU ACKNOWLEDGE AND ACCEPT THAT SUBMITTING YOUR TELEPHONE NUMBER TO COMPANY SAGE VIA A COMPANY SAGE WEBSITE OR APPLICATION CONSTITUTES AN INQUIRY TO COMPANY SAGE, AND THAT COMPANY SAGE MAY CONTACT YOU AT THE NUMBER SUBMITTED EVEN IF SUCH NUMBER APPEARS ON ANY STATE OR FEDERAL DO NOT CALL LISTS (TAKING INTO ACCOUNT INQUIRY EXCEPTION TIME FRAMES AS APPROPRIATE).

10. Suspension and Termination

We may suspend or terminate your access to the Services if:

  • you violate these Terms;
  • we reasonably suspect you are using the Services for fraud, abuse, or unlawful activity;
  • we are required by law, court order, or government request; or
  • we reasonably believe it is necessary to protect the security or integrity of the Services.

You may stop using the Services at any time. Any provisions that by their nature should survive termination will survive, including provisions relating to fees owed, intellectual property, disclaimers, limitation of liability, dispute resolution, and privacy obligations.

11. Warranty Disclaimers

THE SITE, SERVICES, AND PRODUCTS PROVIDED ON OR THROUGH YOUR USE OF THE SITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. TO THE FULLEST EXTENT PERMITTED BY LAW, COMPANY SAGE EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT.

COMPANY SAGE MAKES NO WARRANTY THAT: (A) THE SITE, SERVICES, OR PRODUCTS WILL MEET YOUR REQUIREMENTS; (B) THE SITE, SERVICES, OR PRODUCTS WILL BE AVAILABLE ON AN UNINTERRUPTED, TIMELY, SECURE OR ERROR-FREE BASIS; (C) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SITE, SERVICES, OR PRODUCTS OFFERED THROUGH THE SITE, WILL BE ACCURATE OR RELIABLE; OR (D) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION, OR OTHER MATERIAL PURCHASED OR OBTAINED BY YOU THROUGH THE SITE, SERVICES, OR IN RELIANCE ON THE MATERIALS WILL MEET YOUR EXPECTATIONS.

OBTAINING ANY MATERIALS THROUGH THE USE OF THE SITE OR APPLICATIONS IS DONE AT YOUR OWN DISCRETION AND AT YOUR OWN RISK. COMPANY SAGE SHALL HAVE NO RESPONSIBILITY FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY CONTENT, MATERIALS, INFORMATION, OR SOFTWARE.

THIS DISCLAIMER OF WARRANTY DOES NOT APPLY TO THE PURCHASE OF PRODUCTS OR SERVICES BY NORTH CAROLINA CONSUMERS BUT DOES APPLY TO NORTH CAROLINA BUSINESS ENTITIES.

12. Limitation of Liability

EXCEPT AS PROHIBITED BY LAW, YOU WILL HOLD COMPANY SAGE AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS HARMLESS FOR ANY INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGE, HOWEVER IT ARISES (INCLUDING ATTORNEYS' FEES AND ALL RELATED COSTS AND EXPENSES OF LITIGATION AND ARBITRATION, OR AT TRIAL OR ON APPEAL, IF ANY, WHETHER OR NOT LITIGATION OR ARBITRATION IS INSTITUTED), WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE, OR OTHER TORTIOUS ACTION, OR ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, INCLUDING WITHOUT LIMITATION ANY CLAIM FOR PERSONAL INJURY OR PROPERTY DAMAGE, ARISING FROM THIS AGREEMENT AND ANY VIOLATION BY YOU OF ANY FEDERAL, STATE, OR LOCAL LAWS, STATUTES, RULES, OR REGULATIONS, EVEN IF COMPANY SAGE HAS BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

EXCEPT AS PROHIBITED BY LAW, IF THERE IS LIABILITY FOUND ON THE PART OF COMPANY SAGE, IT WILL BE LIMITED TO THE GREATER OF (A) THE AMOUNT YOU PAID TO COMPANY SAGE FOR THE SPECIFIC SERVICE GIVING RISE TO THE CLAIM IN THE 12 MONTHS PRECEDING THE EVENT; OR (B) US $100. UNDER NO CIRCUMSTANCES WILL COMPANY SAGE BE LIABLE FOR CONSEQUENTIAL OR PUNITIVE DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF PUNITIVE, INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE PRIOR LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU. THIS PARAGRAPH DOES NOT APPLY TO NORTH CAROLINA CONSUMERS BUT DOES APPLY TO NORTH CAROLINA BUSINESS ENTITIES.

13. Indemnification

To the extent permitted by law, you agree to defend, indemnify, and hold harmless Company Sage and its affiliates, officers, directors, employees, contractors, and agents from and against third-party claims, damages, liabilities, losses, and expenses (including reasonable attorneys' fees) arising out of or related to:

  • your User Content;
  • your misuse of the Services;
  • legal threats, litigation, demands, subpoena, and other legal actions (collectively, “Legal Actions”) taken or initiated by third parties against Company Sage when such Legal Actions are based exclusively on the your or your Business Entity’s actions, inactions, or failures to take action ;
  • your violation of these Terms; or
  • your violation of any law or third-party rights.

14. Governing Law

These Terms are governed by the laws of the Commonwealth of Puerto Rico and, where applicable, the Federal Arbitration Act, without regard to conflict-of-law principles, except to the extent consumer protection law in your home jurisdiction requires otherwise. Notwithstanding the foregoing, you agree that state and federal consumer protection laws which protect individuals are not applicable to the Entity Services and Company Sage exclusively provides Entity Services to Business Entities.

15. Dispute Resolution; Arbitration; Class Action Waiver

Please read this section carefully.

Informal Resolution

Before filing a claim, each party agrees to try to resolve the dispute informally by sending written notice to the other party describing the issue and requested relief. You agree that Company Sage is providing Entity Services exclusively to Business Entities, not to a Business Entity’s members, managers, shareholders, directors, officers, employees, agents, or individuals and that any and all claims arising out of, or in connection with, Entity Services must be initiated by the Business Entity that purchased the Entity Services. Individuals may initiate claims arising out of, or in connection with Services that are not Entity Services. Notice to Company Sage must be sent to:

Company Sage 1250 Ave. Ponce de Leon, Ste. 301 PMB 2013 San Juan, PR 00907-3976 privacy@companysage.com

If the parties do not resolve the dispute within 30 days after notice, either party may proceed as described below.

Arbitration Agreement

Except for claims made by an individual arising out of, or in connection with Services that are not Entity Services that are eligible for small claims court and claims seeking injunctive relief relating to intellectual property misuse, you and Company Sage agree to resolve disputes arising out of or relating to these Terms or the Services through binding arbitration administered by the American Arbitration Association (AAA) under the applicable AAA “Consumer Rules” or “Commercial Rules,” as appropriate. For the purposes of the Terms, (i) the Consumer Rules shall apply when the dispute exclusively arises out of, or is connected with Services that are not Entity Services and (ii) Commercial Rules shall apply when the dispute includes any Entity Services even if Services that are not Entity Services are also in dispute.

Arbitration Venue

When Consumer Rules apply, arbitration may be conducted:

  • in the county or municipality where you reside;
  • remotely by video or telephone; or
  • on written submissions, if permitted by the applicable rules.

If Commercial Rules apply, arbitration will occur in San Juan, Puerto Rico, unless the parties agree otherwise.

Fees

The costs of arbitration shall be governed by the AAA’s fee schedules, available at adr.org/Rules. If Consumer Rules apply and you initiate arbitration of a dispute, you agree to pay the applicable AAA Consumer Case Filing Fee, and Company Sage will pay the remaining AAA fees and costs. If Commercial Rules apply and you initiate arbitration of a dispute valued at less than $75,000, you agree to pay $250 towards any arbitration filing fees and Company Sage will pay the remaining AAA fees and costs. If Commercial Rules apply and your arbitration proceeding is valued at $75,000 or more, you and Company Sage will share equally the costs and fees of AAA Commercial Arbitration. If, however, the arbitrator finds that either the substance of your claim or the relief sought is frivolous or brought for an improper purpose (as measured by the standards in Federal Rule of Civil Procedure 11(b)), then the payment of all AAA fees will be governed by the applicable AAA Rules.

Class Action Waiver

TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY MAY BRING CLAIMS ONLY IN AN INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, REPRESENTATIVE, OR PRIVATE ATTORNEY GENERAL PROCEEDING.

Jury Trial Waiver

TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL FOR CLAIMS INITIATED IN A COURT PROCEEDING.

Opt-Out Right

You may opt out of this arbitration agreement within 30 days of first accepting these Terms by emailing privacy@companysage.com with the subject line Arbitration Opt-Out and your full name, account email, and mailing address. If you do opt out of this arbitration agreement, such opt out will only apply when, in the absence of your opt out, the Consumer Rules would apply to the dispute. If the Commercial Rules would apply to the dispute, the opt out is null and void.

16. Changes to the Terms

We may update these Terms from time to time. If we make material changes, we will post the updated Terms, revise the effective date, and provide additional notice where required by law. Changes will apply prospectively, not retroactively, unless required by law.

17. Miscellaneous

These Terms are the entire agreement between you and Company Sage regarding the Services, except for any applicable product-specific terms incorporated into these Terms by reference. If any provision of these Terms is held unenforceable, the remaining provisions will remain in effect. Our failure to enforce a provision of these Terms is not a waiver.

Individuals who are residents of certain states may have additional rights under applicable consumer protection and privacy laws. We will comply with such laws to the extent they apply to your use of the Services as an individual, but the parties agree that consumer protection laws which protect individuals are not applicable to the Entity Services.

18. Contact

Company Sage The Things We Do PR, LLC 1250 Ave. Ponce de Leon, Ste. 301 PMB 2013 San Juan, PR 00907-3976 privacy@companysage.com https://companysage.com