Terms of Service

Last Updated: February 15, 2026

These Terms of Service ("Terms") govern your access to and use of the Referra OS platform and related services provided by Referra AI, Inc. ("Referra," "we," "us," or "our"). By accessing or using our Services, you agree to be bound by these Terms.

1. Services

Referra OS is a care coordination platform that facilitates referrals, service authorizations, provider relationship management, and cross-organization collaboration for publicly funded care programs. The Services are provided as a software-as-a-service (SaaS) application built on the Salesforce platform.

2. Accounts and Access

2.1 Organization Accounts

Access to Referra OS is provided at the organizational level. Each subscribing organization ("Customer") enters into a subscription agreement specifying the number of authorized users, client capacity, and applicable fees.

2.2 User Accounts

Individual user accounts are created by the Customer's designated administrator or by Referra during onboarding. Users are responsible for maintaining the confidentiality of their login credentials and for all activities that occur under their account.

2.3 Provider Accounts

Service providers may access the platform through the Provider Portal. Provider accounts are subject to separate subscription terms and may be activated through agency invitation or self-registration.

3. Acceptable Use

You agree to use the Services only for their intended purpose of care coordination and in compliance with all applicable laws and regulations, including but not limited to:

• HIPAA and applicable state health information privacy laws
• 245D licensing requirements (where applicable)
• Medicaid waiver program requirements
• All applicable federal, state, and local regulations

You agree NOT to:

• Share login credentials with unauthorized individuals
• Access data belonging to organizations other than your own
• Use the platform to transmit malicious code or interfere with platform operations
• Reverse engineer, decompile, or attempt to extract the source code of the Services
• Use the Services for any purpose other than care coordination and related administrative functions

4. Data Ownership and Responsibilities

4.1 Customer Data

Customers retain all rights to their data entered into the platform. Referra does not claim ownership of Customer data, including client records, service authorizations, support plans, and communications.

4.2 Data Processing

We process Customer data solely for the purpose of providing the Services. Our data handling practices are described in our Privacy Policy and, where applicable, in executed Business Associate Agreements.

4.3 Data Accuracy

Customers are responsible for the accuracy and completeness of data entered into the platform. Referra is not responsible for decisions made based on inaccurate data entered by users.

5. Fees and Payment

Subscription fees are specified in the Customer's subscription agreement. Fees are billed in advance on a monthly or annual basis as agreed. Additional fees may apply for users or clients exceeding the subscribed capacity. All fees are non-refundable except as expressly stated in the subscription agreement.

6. Service Level

Referra OS operates on the Salesforce platform and is subject to Salesforce's infrastructure availability. We strive to maintain high availability but do not guarantee uninterrupted access. Scheduled maintenance windows will be communicated in advance when possible.

7. Intellectual Property

The Referra OS platform, including all custom objects, Apex code, Lightning Web Components, workflows, and related technology, is the intellectual property of Referra AI, Inc. The subscription grants a limited, non-exclusive, non-transferable license to use the Services during the subscription term.

8. Confidentiality

Each party agrees to protect the confidential information of the other party with at least the same degree of care it uses to protect its own confidential information. Confidential information includes business terms, pricing, technical specifications, and any non-public information exchanged in connection with the Services.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, REFERRA SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, WHETHER INCURRED DIRECTLY OR INDIRECTLY. REFERRA'S TOTAL AGGREGATE LIABILITY SHALL NOT EXCEED THE AMOUNT PAID BY THE CUSTOMER IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

10. Termination

Either party may terminate the subscription agreement as specified in the executed subscription terms. Upon termination:

• Customer access to the platform will be disabled
• Customer may request data export within 30 days of termination
• Customer data will be deleted within 90 days of termination unless legally required to retain

11. Modifications

We may modify these Terms from time to time. Material changes will be communicated via email or through the platform at least 30 days before taking effect. Continued use of the Services after the effective date constitutes acceptance of the modified Terms.

12. Governing Law

These Terms are governed by the laws of the State of Minnesota, without regard to its conflict of laws provisions. Any disputes arising under these Terms shall be resolved in the state or federal courts located in Hennepin County, Minnesota.

13. Contact

For questions about these Terms:

Referra AI, Inc.
Email: legal@referraai.com
Website: referraai.com