Effective Date: May 11, 2026 • Last Updated: August 27, 2026 • Version 1.3
Invoice Billing Terms (incorporated by Section 24.1; applies to accounts billed by invoice)
In these Terms of Service ("Terms"), the following definitions apply:
The Service is available only to legally formed business entities operating in the United States. By creating an account, you represent and warrant that you are a duly authorized representative of the business entity you register and that you have the authority to bind that entity to these Terms.
You represent and warrant that you are acting in an official capacity as an employee, officer, or authorized representative of the company associated with your account. You are not acting as a third-party finder, locator, investigator, heir finder, recovery agent, or any other intermediary on behalf of another party. You further acknowledge that the company associated with your account is the claimant or potential claimant with respect to any unclaimed property, and that Claimiflo is not the claimant, owner, beneficiary, finder, locator, investigator, or agent for any such claims.
Account holders must be at least 18 years of age.
By creating an account, you agree to provide accurate information and maintain the security of your login credentials. You are responsible for all activity under your account.
You may use the Service only to identify and claim unclaimed property belonging to the business entity registered on your account, or to a subsidiary, predecessor, successor, affiliate under common ownership or control, former name, or registered "doing business as" name of that entity that you are authorized to represent and for which you can provide the proof of corporate relationship that the relevant state requires (see also the prohibited uses in Section 9.1). You may not use the Service to identify, prepare, or file a claim for unclaimed property belonging to any separate legal entity that you do not own or are not authorized to represent, including any entity that merely shares a similar or identical name. A Finding surfaced by the Service is only a potential match presented for your review; the Service does not determine, and does not represent, that any Finding belongs to your entity or to any related entity. You are solely responsible for determining, before you claim any Finding, that the property belongs to your registered entity or to a related entity you are authorized to represent.
Claimiflo is a software-as-a-service (SaaS) platform, and your subscription is a purchase of access to that software. You are paying for access to Claimiflo's workflow and automation software, not for the recovery of any property. That software helps businesses organize and track unclaimed property records surfaced from public state databases. Users retain full control over their claim submission decisions.
Claimiflo provides software tools only. Claimiflo does not provide legal, tax, accounting, regulatory, or professional advice, and does not make any determination as to whether a particular Finding is valid, whether a claim should be filed, or whether any filing is accurate, complete, or timely. All such determinations are made solely by you.
Florida. Florida contains two separate Programs and Claimiflo's coverage differs between them. Claimiflo does not currently provide services for unclaimed property held by the State of Florida under its statewide unclaimed property program; that property may be searched and claimed directly with the Florida Department of Financial Services at no cost via fltreasurehunt.gov. Claimiflo does provide claim tooling for Florida county tax-deed surplus held by county clerks of court under Fla. Stat. § 197.582, which is a separate Program for purposes of Section 6.4.
Claimiflo is designed exclusively for businesses to manage their own unclaimed property claims. Claimiflo is not:
Your subscription fee is consideration for access to the Claimiflo software and workflow platform and its features, and nothing else. It is not a finder's fee, commission, contingency, or percentage of any recovery; it is not a fee for locating, recovering, or assisting in the recovery of any property; and it is not measured against, or contingent on, whether or in what amount you recover any property. Claimiflo's fees are payable regardless of whether you ultimately submit any claims or recover any funds from any state. Unclaimed property, surplus, and excess proceeds can be claimed directly from the relevant state or county administrator at no cost, without using Claimiflo.
Claimiflo reserves the right to suspend or terminate any account suspected of using the platform to provide finder, investigator, or claims recovery services to third parties in violation of these terms.
The Service is automated workflow software. No Claimiflo employee or agent evaluates, selects, prepares, reviews, files, or otherwise exercises human judgment on any specific Finding or claim on your behalf. Some jurisdictions publish their records only through portals that cannot be queried automatically. For those, a Claimiflo operator may run a search through the Service and may complete any anti-automation challenge the portal presents. That assistance is mechanical: the operator does not decide whether any record returned relates to you, and does not evaluate, rank, or select any result. Where the Service matches or ranks records, that is performed by the Service's automated software, not by a person, and the results are presented to you as a workflow for your own independent review and decision. Any human assistance Claimiflo provides is limited to technical and clerical support with the operation of the platform itself (for example, login, navigation, billing, or feature questions) and does not extend to advice about, or handling of, the substance of any particular Finding or claim, which remains solely yours to evaluate, decide, and act upon. See Sections 3.2, 5.3, 8, and 15.6.
You are solely responsible for:
You will not use the Service to provide finder, locator, investigator, or claims recovery services to third parties, or resell, sublicense, or offer Claimiflo's features as part of a claims recovery service.
Any templates, drafts, prepared materials, suggested next steps, or workflow guidance provided by the Service are Platform Tools for the Customer's own independent use. Claimiflo does not approve, authorize, or exercise discretion over any claim, and does not decide whether, when, or what the Customer submits to any state. Where the Customer elects electronic submission, Claimiflo acts solely as a conduit that transmits the Customer's claim, exactly as the Customer reviewed and electronically signed it under penalty of perjury, to the state's designated system. Claimiflo does not review, alter, supplement, or independently verify the content of any submission, and does not initiate any submission absent the Customer's express, per-claim authorization and electronic signature. The Customer is solely responsible for reviewing all materials before use or submission and for ensuring their accuracy and completeness. You may not rely on the Service or any Platform Tools as a substitute for independent legal, tax, accounting, or compliance review.
You consent to transact and to receive records and disclosures electronically in connection with the Service. You agree that: (a) typed-name or click-based signatures you apply through your authenticated account constitute your electronic signature and are attributable to you and your company under the federal ESIGN Act (15 U.S.C. § 7001 et seq.) and applicable state Uniform Electronic Transactions Act (UETA) provisions; (b) where the Service transmits a claim on your election, you are the signer of that claim, including any attestation made under penalty of perjury, in your own name and capacity as the claimant; and (c) Claimiflo maintains an audit record of each per-claim authorization and electronic signature and will make your own signature records available to you on request. Certain state filings require wet-ink signatures or notarization and must be executed by you offline as described in Section 6; the Service will indicate where an electronic signature is not sufficient. You may withdraw consent to electronic records prospectively by contacting support; doing so will terminate your ability to use the Service's electronic-submission features and may require closure of your account, and any records you have already electronically signed remain valid and attributable to you. Withdrawing consent does not affect any claim you have already signed or that the Service has already transmitted on your election, or Claimiflo's retention of the records of those claims under Section 12.3.
Unclaimed property laws, processes, requirements, and timelines vary significantly from state to state. Each of the 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, and Guam maintains its own unclaimed property program with distinct rules and procedures.
In addition to the state programs described in Section 6.1, counties and other local jurisdictions operate their own Programs for surplus or excess proceeds arising from tax sales and similar proceedings. These Programs are created by different statutes than the state unclaimed property acts, are administered by county officers rather than by the state unclaimed property administrator, and carry their own forms, evidentiary requirements, and filing deadlines. Where the Service surfaces a Finding from a county or local Program, that Program's rules govern the claim, and the rules of the state unclaimed property program in the same state do not.
You acknowledge and understand that:
Claimiflo provides software tools designed to help you navigate variations between Programs in the claim process. These tools may include workflow templates, suggested documentation checklists, and general process guidance. However, ultimate compliance with a Program's specific requirements is the Customer's sole responsibility, and the Customer must independently verify all requirements with the relevant administrator.
Claimiflo's coverage is determined for each Program (Section 1) separately, not for a state as a whole, and falls into two categories, which may change over time and are reflected in the Service and on our website:
Because coverage is determined for each Program separately, a state's unclaimed property program and a county or local Program situated in the same state may fall into different categories. Florida is currently in that position, as described in Section 3.3. The current lists for each category are available within the Service. Nothing in this Section changes your ability to claim unclaimed property, surplus, or excess proceeds directly from any state or county administrator at no cost, as described in Section 4.2.
Claimiflo may change which Programs fall into each category in Section 6.4, on reasonable notice under Section 17. Claimiflo will not withdraw your access to a Program while you have a claim in progress through the Service for that Program, until that claim has been submitted or abandoned.
The Service may provide tools for receiving, organizing, and displaying inbound correspondence related to unclaimed property claims, including correspondence from state agencies.
Any email addresses, correspondence channels, or communication identifiers provided through or associated with the Service are software features operated on Claimiflo's infrastructure for the sole purpose of receiving and organizing correspondence for the Customer's own review and action, whether presented within the platform or delivered to the Customer's designated users by email. Providing this receiving-and-organizing functionality does not make Claimiflo a mailbox provider, agent, or representative of the Customer, and Claimiflo does not respond to, act on, or make any decision regarding correspondence on the Customer's behalf. Delivering a copy of the Customer's own correspondence to the Customer's own designated users is delivery to the Customer of material already addressed to the Customer's account; it is not communication with any third party, and is not correspondence conducted on the Customer's behalf.
Claimiflo may receive, parse, store, and display inbound correspondence and attachments within the platform for the Customer's review and action. This functionality is a software feature and does not constitute Claimiflo acting as a correspondent, agent, intermediary, or representative on the Customer's behalf. The Service may additionally deliver to the Customer's designated users, by email and without further instruction from the Customer, a copy of inbound correspondence and its attachments, together with a notification that such correspondence has been received. Both are automated software functions performed without human review of the substance of the correspondence, consistent with Section 4.4.
Claimiflo does not guarantee the delivery, completeness, timeliness, accuracy, or availability of any inbound correspondence displayed within the platform or delivered by email. Correspondence handling depends on third-party email systems, state agency processes, recipient mail providers, message and attachment size limits, and other factors outside Claimiflo's control. An emailed copy may be delayed, filtered as unwanted mail, rejected, or not delivered at all, and where an attachment exceeds the limits of Claimiflo's email provider the notification will be delivered without it.
The Customer is solely responsible for monitoring correspondence displayed within the platform and taking all required actions in response, including responding to state agency requests, submitting documentation, and completing follow-up steps. The platform remains the authoritative record of correspondence received. An emailed copy is provided for the Customer's convenience and is not a substitute for monitoring the platform, and the Customer's obligations under this Section are not reduced, altered, or excused by the delivery, non-delivery, or content of any emailed copy.
Claimiflo does not respond to, or substantively correspond with, state agencies or any other parties on the Customer's behalf. Where the Customer elects electronic submission, the Service transmits the Customer's signed claim, exactly as the Customer reviewed and electronically signed it, as described in Section 5.3, and inbound correspondence is received and displayed for the Customer's own review and action as described in this Section 7. The Customer remains solely responsible for reviewing that correspondence and for all responses to, and communications with, state agencies.
Where the Service provides an email address that appears as the contact address on a Customer claim, correspondence sent by an agency to that address is delivered onward to the Customer user that address was created for, or to the Customer's users generally where the address does not identify one. That delivery is part of the Service rather than a notification preference: it is not initiated by the Customer, does not stop when a user's account is deactivated, and is not disabled by the Customer's notification settings, which govern only messages Claimiflo itself composes. The Customer is solely responsible for the users it designates, for their continued authorisation to receive that correspondence, and for the storage, retention, and onward disclosure of any copy delivered to a mailbox the Customer or its users control. Claimiflo cannot recall, amend, or delete a copy once it has been delivered. All correspondence remains available within the platform.
The Service may apply an automated classification to inbound correspondence, for example indicating that a claim appears to have been approved, denied, or to require further action, and may include that classification in the subject line or body of a notification. Any such classification is an automated output within the meaning of Section 8, is generated by software without human review, and may be incorrect. The correspondence itself, and not Claimiflo's classification of it, governs. The Customer must read the underlying correspondence before relying on or acting upon any classification, and Claimiflo is not responsible for any action taken, or not taken, in reliance on a classification.
The Service may use artificial intelligence, machine learning, and automated processes to surface potential matches, generate documents, suggest workflows, and provide other outputs.
You acknowledge that AI-generated content and automated outputs are tools to assist your workflow and are not a substitute for your own review and judgment.
You agree not to submit AI-generated content to any government agency without first reviewing it for accuracy and completeness.
Claimiflo may use de-identified or aggregated data that cannot reasonably be linked back to you or your company to operate and improve the Service, including its automated and AI features. Claimiflo does not use your Customer Content to train or improve models that serve other customers, and does not sell or share your Customer Content, or any personally identifiable or company-specific information, with third parties except with the sub-processors necessary to provide the Service (for example, payment processing and email delivery) or as required by law. Any data transmitted to an external processor for Service-improvement purposes is first de-identified within Claimiflo's environment, consistent with Section 15.6.
These outputs are Platform Tools provided for the Customer's convenience and may contain errors, omissions, or inaccuracies. They may also omit applicable state-specific requirements, deadlines, forms, or documentation, and may not reflect changes in law or agency practice. The Customer must independently review all automated outputs before use or submission. Claimiflo does not guarantee the accuracy, completeness, or suitability of any automated suggestion or generated content. The Customer is solely responsible for any actions taken based on automated outputs, including any missed deadlines, claim denials, or financial losses arising from reliance on such outputs.
The use of Claimiflo by third-party finders, locators, investigators, heir finders, recovery agents, or any person or entity acting on behalf of another company is expressly prohibited. Claimiflo is designed exclusively for use by authorized employees and officers of the company whose unclaimed property is being searched. If we determine that an account is being used by or on behalf of a third-party finder or agent, we reserve the right to immediately terminate the account without refund.
You agree not to:
Access to the Service's paid-tier features requires a paid Subscription Plan, subject to the free preview period described in Section 11.
Subscriptions are billed on a recurring basis — either monthly or annually — depending on the billing interval you select. Payment is processed through Stripe, our third-party payment processor, or by invoice issued to the billing or accounts payable contact you provide during onboarding or within your account settings.
By providing a billing or accounts payable contact during onboarding or within your account settings, you represent and warrant that such contact is authorized to receive invoices and payment notices on behalf of your company. For invoice-billed accounts, Claimiflo will send invoices for Subscription Plan fees to that contact at the start of each billing period and payment will be due within the period specified in Section 10.3 (monthly plans) or Section 10.3A (annual plans), as applicable.
For subscriptions billed monthly, upon your affirmative election to start a paid Subscription Plan (including by upgrading from the free preview), billing begins as follows:
Plan upgrades during the Free Preview end the preview immediately. For monthly plans, the first invoice reflects the new plan rate for two billing periods.
For subscriptions billed annually, upon your affirmative election to start a paid annual Subscription Plan (including by upgrading from the free preview), billing begins as follows:
Plan upgrades during the Free Preview end the preview immediately. For annual plans, the first invoice reflects twelve (12) months of the new plan at the discounted annual rate.
New accounts may access a limited free preview of the Service for fourteen (14) days. The preview provides restricted access, including redacted finding details and limited functionality. No payment method is required to start a preview, and starting a preview does not, by itself, authorize any charge.
The free preview does not automatically convert into a paid subscription. Claimiflo will not charge you and will not issue an invoice for a paid Subscription Plan unless you affirmatively elect a paid plan. If you do not elect a paid Subscription Plan, the preview period ends and you are not billed.
When the preview period ends without your election of a paid Subscription Plan, no charge is made and no invoice is issued. Preparing and submitting claims through the Service requires an active paid Subscription Plan. Your account and data are retained under Section 12.3, and you may elect a paid Subscription Plan at any time.
During the preview period:
Paid billing begins only when you affirmatively elect a paid Subscription Plan, as described in Section 10. Claimiflo does not charge a payment method or bill a billing or accounts-payable contact for a paid Subscription Plan unless you have selected that plan.
You may cancel your subscription at any time through your account settings or by contacting support.
Service continues through the end of your current paid period. No refunds are issued — the advance billing structure ensures you have service through the end of your paid period.
Your data will be retained for 90 days after cancellation, after which it may be deleted, except that records of your per-claim authorizations and electronic signatures (Section 5.4) are retained for at least seven (7) years after the associated submission, notwithstanding cancellation, to preserve the record of who authorized each claim, and except as otherwise required by law.
You retain ownership of all data you upload to the Service. We do not sell or share your data with third parties except as required to provide the Service (e.g., payment processing via Stripe), or as described in Sections 8.4 and 15.6.
Your data is encrypted at rest and in transit within the Service. Where correspondence or documents are delivered to you by email under Section 7, those copies are transmitted through, and retained by, third-party mail systems that Claimiflo does not operate or control, and Claimiflo's encryption, access controls, and deletion processes do not extend to any copy once it has been delivered to a mailbox outside the Service. See our Privacy Policy for full details on data handling, retention, and security.
We will notify you without undue delay, and in any event within seventy-two (72) hours of our confirmation of a breach of security affecting your Customer Content.
For purposes of the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), Claimiflo acts as a "Service Provider" and processes your data only for the specific business purposes described in these Terms and our Privacy Policy.
Our use of sub-processors (including hosting providers, payment processors, and email services) is described in our Privacy Policy. We require all sub-processors to maintain security standards consistent with our own.
You acknowledge that although your data is encrypted at rest and in transit, encryption keys are held by Claimiflo, and authorized Claimiflo personnel may access, review, and process content you upload or transmit through the Service (including documents, attachments, correspondence, and account inputs) as reasonably necessary to the purposes below, in each case without reviewing, advising on, or intervening in the substance of any specific Finding or claim (see Section 4.4), except as required to comply with law or to investigate abuse or a security incident: (a) provide, operate, secure, and improve the Service; (b) respond to your Customer-initiated technical support and onboarding requests, limited to the operation of the platform; (c) investigate and prevent security incidents, abuse, fraud, or violations of these Terms; (d) comply with applicable law, regulation, subpoena, or other lawful government request; and (e) generate aggregated or de-identified statistics and improve automated features, provided that any Customer content is de-identified within Claimiflo's environment before it is transmitted to any external processor, consistent with Section 8.4. Access is limited to personnel with a legitimate need to know, is subject to the confidentiality obligations in Section 21, and access events involving Customer content are recorded in our internal audit logs.
During your subscription term and during the 90-day post-cancellation retention window in Section 12.3, you may export the Customer Content and claim records associated with your account in a commonly used, machine-readable format (including CSV exports of your findings and reports and a download of your uploaded documents) through your account settings or by contacting support. After that window, your data may be deleted as described in Section 12.3, except for the signature and authorization records retained under Section 12.3.
The Service, including all software, design, content, and documentation, is the property of Dynamic Workflow Labs, LLC and is protected by applicable intellectual property laws.
Your subscription grants you a limited, non-exclusive, non-transferable license to use the Service for your internal business purposes during the subscription term.
We strive for 99.9% uptime but do not guarantee uninterrupted service. Scheduled maintenance will be communicated in advance when possible.
We reserve the right to modify, suspend, or discontinue features of the Service with reasonable notice.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
Without limiting the foregoing, Claimiflo does not warrant:
TO THE MAXIMUM EXTENT PERMITTED BY LAW, CLAIMIFLO SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.
OUR TOTAL LIABILITY FOR ANY CLAIMS ARISING UNDER THESE TERMS SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT PAID BY YOU FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) TEN THOUSAND DOLLARS ($10,000).
Without limiting the foregoing, Claimiflo shall not be liable for:
Notwithstanding the foregoing, Claimiflo will use commercially reasonable efforts to keep the Service's deadline-tracking and reminder features operational and to disclose known material Service outages affecting those features. This operational commitment does not create liability for any missed deadline, which remains your sole responsibility as stated in this Section 19 and in Section 6.2(g).
The limitations in this Section 19 do not apply to liability arising from: (a) gross negligence or willful misconduct; (b) breach of confidentiality obligations regarding Customer data; or (c) fraud. Liability under subsection (b) is not subject to the limitation in Section 19.2, but shall not exceed fifty thousand dollars ($50,000) in the aggregate.
You agree to indemnify, defend, and hold harmless Claimiflo and its officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising out of or related to:
Exception to Your Indemnification. Notwithstanding Section 20.1, you have no obligation to indemnify, defend, or hold Claimiflo harmless to the extent a claim, loss, or expense arises from Claimiflo's own gross negligence, willful misconduct, or breach of these Terms.
Claimiflo will indemnify and defend you against third-party claims alleging that the Service infringes a valid United States patent, copyright, or trademark, provided that you (a) promptly notify us in writing of the claim, (b) give us sole control of the defense and settlement of the claim, and (c) cooperate with us in the defense. This is your sole and exclusive remedy, and Claimiflo's sole and exclusive liability, for any claim of intellectual property infringement.
Each party agrees to keep the other party's confidential information confidential and to use it only for the purposes of these Terms.
Confidential information does not include information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was already known to the receiving party; (c) is independently developed by the receiving party; or (d) is required to be disclosed by law.
Confidentiality obligations survive termination of these Terms for three (3) years, except that for any confidential information that constitutes a trade secret under applicable law, the obligations continue for as long as the information remains a trade secret.
These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. The United Nations Convention on Contracts for the International Sale of Goods does not apply.
Before initiating any formal dispute resolution proceeding, you agree to first contact us at support@claimiflo.com and attempt to resolve the dispute informally for at least thirty (30) days.
If informal resolution is unsuccessful, any dispute, claim, or controversy arising out of or relating to these Terms or the Service shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall be conducted in Orange County, California. For any dispute in which the amount in controversy is less than twenty-five thousand dollars ($25,000), the arbitration will be conducted under the AAA's Expedited Procedures.
YOU AGREE THAT ANY DISPUTE RESOLUTION PROCEEDINGS WILL BE CONDUCTED ONLY ON AN INDIVIDUAL BASIS AND NOT IN A CLASS, CONSOLIDATED, OR REPRESENTATIVE ACTION. YOU WAIVE ANY RIGHT TO PARTICIPATE IN A CLASS ACTION LAWSUIT OR CLASS-WIDE ARBITRATION.
Either party may bring an individual action in small claims court for disputes within the court's jurisdictional limits.
Notwithstanding the agreement to arbitrate, either party may seek temporary or preliminary injunctive or other equitable relief in a court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or breach of that party's intellectual property rights (Section 16) or confidential information (Section 21), without waiving the agreement to arbitrate all other disputes.
We may update these Terms from time to time. Material changes will be communicated via email and/or in-app notification at least 30 days before taking effect. Continued use of the Service after changes take effect constitutes acceptance.
These Terms, together with our Privacy Policy and, for invoice-billed accounts, the Invoice Billing Terms, constitute the entire agreement between you and Claimiflo regarding the Service and supersede all prior agreements and understandings.
If any provision of these Terms is found to be unenforceable, the remaining provisions shall continue in full force and effect.
Our failure to enforce any provision of these Terms is not a waiver of that provision or any other provision.
You may not assign these Terms or your account without our prior written consent. Claimiflo may assign these Terms in connection with a merger, acquisition, or sale of all or substantially all of its assets; Claimiflo will notify you of any such assignment, and any successor or assignee will assume Claimiflo's obligations under these Terms and our Privacy Policy, including its confidentiality and data-protection commitments. These Terms bind and benefit the parties and their permitted successors and assigns.
Neither party shall be liable for any failure or delay in performance due to causes beyond its reasonable control, including natural disasters, government actions, changes to third-party databases, internet outages, or pandemic-related disruptions.
Notices to you will be sent to the email address on file for your account. Notices to Claimiflo may be sent by email to support@claimiflo.com; legal notices must also be sent in writing to Dynamic Workflow Labs, LLC, 10161 Miranda Ave, Buena Park, CA 90620. A notice is deemed received on the date sent by email (absent a bounce or error message), or three (3) business days after being deposited with a recognized courier or the U.S. Postal Service if sent by mail.
These Terms do not create any rights for any third party.
Section headings are for convenience only and do not affect the interpretation of these Terms.
Any provision of these Terms that by its nature should survive termination or expiration of these Terms will survive, including Sections 5.4, 12.3, 15, 16, 18, 19, 20, 21, and 22.
Questions about these Terms? Contact us at support@claimiflo.com.
Dynamic Workflow Labs, LLC
10161 Miranda Ave, Buena Park, CA 90620
Email: support@claimiflo.com
Website: www.claimiflo.com
If you have questions about these Terms, please contact us at support@claimiflo.com before subscribing.
Effective: March 25, 2026 • Version 1.0
These Invoice Billing Terms apply to accounts billed by invoice. They are incorporated into the Terms of Service by Section 24.1, and are additional to those Terms rather than a replacement for them.
By selecting invoice billing, you agree to pay each invoice by the due date stated on that invoice. Payment is due within the period set out in your Terms of Service, unless a different term has been agreed upon in writing. That period is fifteen (15) days of issuance for monthly plans (Section 10.3) and forty-five (45) days for annual plans (Section 10.3A).
Invoices may be paid via the following methods only:
Paper checks are not accepted. All payments must be made electronically through the methods listed above.
A valid Purchase Order (PO) document is required to activate invoice billing. The PO number will appear on all subsequent invoices for your records and accounts payable processing.
Your first invoice covers two billing periods (60 days of service) to establish an advance billing cycle. This is standard practice for invoice billing, similar to first and last month's rent on a commercial lease.
After the first invoice, subsequent invoices cover one billing period (30 days) each. The advance payment ensures uninterrupted service during the normal invoice-to-payment cycle and eliminates the need for refunds upon cancellation, because your service simply continues through the end of your paid period.
Annual billing: Annual subscriptions are paid in full upfront and do not require a two-period first invoice.
If an invoice remains unpaid after its due date:
Claimiflo reserves the right to suspend access to the platform for accounts with invoices more than 21 days past their due date, consistent with the non-payment and suspension terms in your Terms of Service (Section 13).
Reactivation after lapse: Reinstating a lapsed account requires payment of the current billing period only; no charge accrues for the period of the lapse. To reactivate, payment of the current billing period is required. No charge accrues for the period the account was inactive.
Invoices are sent electronically via email to the billing contact on file. Each invoice includes a secure payment link where you can choose your preferred payment method.
Invoice billing subscriptions follow the same terms as standard subscriptions, including:
If you believe an invoice contains an error, please contact billing@claimiflo.com within 15 days of the invoice date. Undisputed portions of an invoice remain due on the original due date.
By typing your full name and submitting the invoice billing form, you acknowledge that you have read, understood, and agree to be bound by these terms on behalf of your organization.