Document
Terms of Service
Service type
Document assembly
Governing law
Nebraska
Updated
May 2026

Legal · Terms of Service

Terms of Service

Last updated: May 2026

These terms govern your use of CrewPlaybook ("Service"), operated by CrewPlaybook LLC ("CrewPlaybook," "we," "our"). By using the Service, you agree to these terms.

01

Acceptance and definitions

1.1 Acceptance.These Terms of Service (the "Terms") form a binding agreement between you and CrewPlaybook LLC, a Nebraska limited liability company ("CrewPlaybook," "we," "our," "us"). By accessing or using the Service, by completing checkout, or by clicking any "I agree" button, you accept these Terms and the documents incorporated by reference (Privacy Policy, Disclaimers, and any product-specific terms posted at the time of purchase). If you do not accept these Terms, do not use the Service.

1.2 Eligibility. You must be at least 18 years old, a resident of the United States, and acting on behalf of yourself or an entity you are authorized to represent. By using the Service, you represent and warrant that you meet these requirements.

1.3 Definitions.

  • Service means the CrewPlaybook website at crewplaybook.com, the document assembly software, the customer dashboard, and the documents and materials we deliver to you.
  • Documents means the assembled files we deliver to you as part of your purchased pack, including business plans, operating agreements, buy/sell agreements, founders worksheets, org charts, launch checklists, equipment lists, and any related templates or supporting materials.
  • Inputs means the answers you provide during intake, including your selections among offered clauses, your business and personal information, and any free-text you supply.
  • Outputs means the Documents and any other content the Service generates from your Inputs.
  • AI Components means the artificial intelligence systems used by CrewPlaybook to assemble Outputs from Inputs.
02

The Service: customer-directed document assembly

2.1 What CrewPlaybook does. CrewPlaybook is a self-help document assembly service. We provide an automated software solution to individuals who choose to prepare their own business and legal documents. The Service operates at your specific direction and assembles Documents from the answers you select during intake. The Service does not draft documents for your specific situation; it assembles documents from a predefined library of clauses and templates that you select among.

2.2 What CrewPlaybook does not do. At no time do we review your Inputs or our Outputs for legal sufficiency, draw legal conclusions, provide legal advice, opinions, or recommendations about your legal rights, remedies, defenses, options, selection of clauses, or strategies, or apply the law to the facts of your particular situation. We do not advise on the selection, use, or legal effect of any document. The Service does not exercise legal judgment.

2.3 You direct the assembly.You are responsible for the selections you make during intake. CrewPlaybook does not select clauses on your behalf and does not recommend specific clauses. The Documents you receive reflect the answers you provide. The Service provides "self-help services at your specific direction."

2.4 Selections Summary. For each purchase that includes legal Documents, the Service generates a deterministic Selections Summary file that records the choices you made during intake and the corresponding clauses CrewPlaybook assembled. The Selections Summary is delivered as part of your pack and serves as the audit trail of your direction of the assembly. By completing intake, you confirm that the Selections Summary accurately reflects the choices you made.

03

Not a law firm; no legal advice; no attorney-client relationship

3.1 Not a law firm. CrewPlaybook is not a law firm. We do not perform services performed by an attorney. The Service, the Documents, and any clause libraries or templates we use are not a substitute for the advice or services of an attorney licensed in your state.

3.2 No legal advice. Nothing on the Service, in any Document, or in any communication from CrewPlaybook is legal advice. Any legal information we provide is for general educational purposes only and is not guaranteed to be correct, complete, or current as of any particular date. Information posted on the Service or generated by the Service should not be considered a substitute for professional legal advice.

3.3 No attorney-client relationship.Your use of the Service does not create an attorney-client relationship between you and CrewPlaybook, and does not create a relationship with any attorney whose work product may have been used in preparing CrewPlaybook's clause libraries or templates. You are representing yourself in any matter for which you use the Documents. Communications between you and CrewPlaybook are not protected by attorney-client privilege or any work-product doctrine.

3.4 Privilege does not apply. Information you provide to an attorney is generally protected by attorney-client privilege. Because CrewPlaybook is not a law firm, that protection does not apply to communications on or through the Service. Treat all information you submit to the Service as you would treat information you would share with a non-lawyer service provider, except as otherwise required by our Privacy Policy.

04

Artificial intelligence and output reliability

4.1 AI assembly.The Service uses AI Components to assemble Documents from your Inputs and from CrewPlaybook's predefined templates and clause libraries. The AI Components do not exercise legal judgment, do not select clauses on your behalf, and do not customize legal language to your specific situation. They populate templates with the values you provided and the clauses you selected.

4.2 AI output reliability disclaimer.AI systems can produce outputs that contain errors, omissions, inaccuracies, formatting issues, or content inconsistent with your jurisdiction's law. CrewPlaybook does not guarantee that any Output is correct, complete, current, or suitable for any specific situation. You are solely responsible for reviewing every Document for accuracy, completeness, and fitness for your purpose before signing, filing, funding, or otherwise relying on it.

4.3 Required attorney review for legal Documents. Before signing or relying on any Operating Agreement, Buy/Sell Agreement, or other legal Document delivered by the Service, you should have it reviewed by an attorney licensed in your state. State law, tax law, your specific circumstances, and changes in law since CrewPlaybook last updated its templates may require modifications that CrewPlaybook cannot identify.

4.4 No prompt injection or manipulation.You agree not to attempt to manipulate, exploit, or extract content from the AI Components in ways inconsistent with the intended use of the Service. This includes attempting to elicit legal advice from the Service, attempting to bypass the Service's intake-driven selection model, or attempting to cause the Service to produce content outside CrewPlaybook's predefined libraries. Violation of this section is grounds for termination.

4.5 Inputs are not used to train AI models. CrewPlaybook does not use your Inputs or Outputs to train, fine-tune, or otherwise improve AI models, and does not authorize any third-party AI provider to do so, except as necessary to provide the Service to you. If we ever change this practice, we will obtain your separate, affirmative consent before doing so. See our Privacy Policy for processing details.

4.6 Outputs may resemble other customers' Outputs. Because the Service assembles Documents from a predefined library of clauses, two customers with similar Inputs may receive substantively similar Outputs. The Service does not grant exclusivity over any clause, template, or assembled Document. You acknowledge this and agree that the Service is not a custom drafting service.

05

Your responsibilities

5.1 Accuracy of Inputs. You are responsible for the accuracy and completeness of every Input you provide. CrewPlaybook does not verify your business name, address, ownership structure, financial figures, intended business activities, or any other Input.

5.2 Review of Outputs. You are responsible for reviewing every Document for accuracy, completeness, and fitness for your purpose before relying on it. The Service does not perform a legal sufficiency review. The Service does not perform a tax sufficiency review. The Service does not verify state-specific filing or licensing requirements.

5.3 Attorney consultation.You are responsible for retaining your own attorney for any matter where legal advice is needed. CrewPlaybook does not refer attorneys, does not vet attorneys for any customer matter, and does not warrant the work of any attorney you choose. The Service is not a substitute for your own attorney's review.

5.4 Compliance with state contractor and trade-licensing requirements. CrewPlaybook serves trades and service businesses across the United States. State contractor-licensing boards, mechanic's-lien laws, arbitration-clause restrictions, and trade-specific compliance requirements vary widely. You are responsible for verifying that any Document we deliver, and any business activity you undertake based on a Document, complies with the contractor-licensing, trade-licensing, and consumer-protection rules in your state and locality. CrewPlaybook does not perform this verification.

5.5 Multi-member documents. When you use the Service to assemble a Document that requires the agreement or signature of more than one person (for example, a multi-member Operating Agreement or Buy/Sell Agreement), you represent and warrant that you have authority to direct the assembly on behalf of the entity. The other signers are not parties to these Terms by virtue of signing the Document. Their relationship with CrewPlaybook, if any, is limited to the right to receive the Document.

06

Accounts, access, and authentication

6.1 Account creation. Access to your intake and Documents is tied to the email address you provide at checkout. We use magic-link authentication. You are responsible for keeping your email address secure and for any activity that occurs under your account.

6.2 Notice of unauthorized access. If you suspect unauthorized access to your account, notify us immediately at hello@crewplaybook.com. We will assist you in regaining access and may suspend the account while investigating.

6.3 One business per purchase. Each purchase authorizes the assembly of Documents for one business. To assemble Documents for a second business, complete a separate intake and a separate purchase.

07

Fees, payment, and refunds

7.1 Fees. Service fees are stated on the pricing page at the time of purchase. CrewPlaybook may change prices for future purchases, but the price you paid governs the purchase you made.

7.2 Payment processing. Payment is processed by Stripe. CrewPlaybook does not store your full card number. By completing checkout, you authorize the charge to your selected payment method.

7.3 Refund policy. You may request a full refund within seven (7) days of purchase, provided the Service has not yet generated and delivered your Document pack. Once your pack is generated and delivered, the purchase is final and not refundable except where required by applicable law.

If your pack has a defect we caused (corrupted file, incorrect state-specific clauses we selected for you when they should have come from your intake, or a comparable error attributable to CrewPlaybook), notify us within thirty (30) days of delivery and we will regenerate the affected Documents at no additional charge.

We do not issue refunds for changes of mind after delivery, for AI-output errors that result from inaccurate or incomplete Inputs, for differences between your subjective expectations and the assembled Documents, or for the cost of any attorney review you obtain.

7.4 Chargebacks. If you initiate a chargeback for a purchase that does not qualify for a refund under Section 7.3, CrewPlaybook may suspend your access pending resolution. Improper chargebacks may be disputed with the card network, including by submission of the Selections Summary and other intake records as evidence of customer-directed assembly.

08

License to use documents and intellectual property

8.1 Your license over Outputs. Subject to your full payment of all applicable fees and your compliance with these Terms, CrewPlaybook grants you a perpetual, worldwide, non-exclusive, non-transferable, royalty-free license to use the Documents we deliver for your own personal use and for the internal business operations of the entity for which the Documents were assembled. You may modify, edit, and adapt the Documents for your business as you see fit.

8.2 What you may not do.You may not (a) resell, redistribute, sublicense, or repackage the Documents, the templates, or any portion thereof; (b) use the Documents to provide any commercial document-assembly, business-formation, or legal-document service to third parties; (c) reverse engineer or extract CrewPlaybook's clause libraries or template structures from the Documents; or (d) use any portion of the Service in violation of applicable law.

8.3 CrewPlaybook's intellectual property. CrewPlaybook retains all right, title, and interest in and to the Service, the AI Components, the templates, the clause libraries, the intake schema, the website, and all related intellectual property. No rights are granted to you except as expressly stated in these Terms.

8.4 Feedback. If you provide feedback, suggestions, or ideas about the Service, you grant CrewPlaybook a perpetual, irrevocable, royalty-free, worldwide license to use that feedback for any purpose, including improving the Service. You waive any claim of ownership in the feedback. CrewPlaybook is not obligated to use any feedback you provide.

09

Acceptable use; prohibited conduct

9.1 Lawful use only. You may use the Service only for lawful purposes. You may not use the Service to assemble Documents for a fraudulent business, a sanctioned entity, or any purpose prohibited by applicable law.

9.2 Prohibited conduct. You may not:

  • Misrepresent your identity or the identity of any party associated with your business or the entity for which Documents are assembled;
  • Provide false or misleading Inputs with the intent to obtain Documents that misstate the structure or operations of a business;
  • Use the Service to assemble Documents intended to defraud creditors, investors, partners, or any other party;
  • Attempt to circumvent the customer-directed-assembly architecture of the Service, including by attempting to manipulate the AI Components into producing legal advice, recommending clauses, or applying law to your facts;
  • Resell, redistribute, or repackage the Service or Documents;
  • Hold yourself or any third party out as a representative, agent, employee, or attorney of CrewPlaybook;
  • Hold the Service out as having reviewed any Document for legal sufficiency or as having provided legal advice;
  • Use the Service in any manner that could damage, disable, overburden, or impair our systems or interfere with any other party's use of the Service;
  • Scrape, harvest, or otherwise extract data from the Service for any commercial purpose without express written permission.

9.3 Marketing and representation.You may not advertise, market, or represent CrewPlaybook in any manner that suggests CrewPlaybook is a law firm, that the Documents are attorney-reviewed for any individual customer, or that CrewPlaybook is acting as your or any customer's attorney.

10

Disclaimers of warranties

10.1 Service provided "as is."To the maximum extent permitted by applicable law, the Service, the AI Components, the templates, and all Outputs are provided "AS IS" and "AS AVAILABLE," without warranties of any kind, express or implied. CrewPlaybook expressly disclaims all warranties, including warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranty arising out of course of dealing or usage of trade.

10.2 No warranty of legal sufficiency or fitness. CrewPlaybook does not warrant that any Document is legally sufficient, enforceable, valid, complete, current, accurate as to law, suitable for filing with any state, court, or agency, or fit for any specific purpose. CrewPlaybook does not warrant that the Documents will achieve any business, tax, legal, or operational outcome.

10.3 No warranty of AI Components. CrewPlaybook does not warrant that the AI Components will operate without error, that they will produce identical results across uses, or that they will be available without interruption.

10.4 No warranty of website availability. The Service may experience downtime, maintenance windows, or third-party service interruptions. CrewPlaybook does not warrant uninterrupted availability.

10.5 Carve-outs required by law. Some jurisdictions do not allow disclaimers of implied warranties or limitations on certain warranties. To the extent any such law applies to you, the disclaimers in this Section apply only to the maximum extent permitted by law.

11

Limitation of liability

11.1 Cap on liability.To the maximum extent permitted by applicable law, CrewPlaybook's total cumulative liability arising out of or relating to the Service, the Documents, or these Terms is limited to the greater of (a) one hundred U.S. dollars ($100), or (b) the amount you paid CrewPlaybook for the specific product or service that gave rise to the claim, in the twelve (12) months preceding the date of the claim.

11.2 Exclusion of indirect damages. To the maximum extent permitted by applicable law, CrewPlaybook is not liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, including without limitation lost profits, lost business, lost goodwill, lost data, or business interruption, arising out of or relating to the Service, the Documents, or these Terms, even if CrewPlaybook has been advised of the possibility of such damages.

11.3 No liability for attorney review costs. CrewPlaybook is not responsible for any cost you incur in obtaining attorney review of any Document, in retaining your own attorney for any matter, or in modifying any Document to comply with state law or your specific circumstances.

11.4 Carve-outs required by law. Some jurisdictions do not allow limitations on certain damages. To the extent any such law applies to you, the limitations in this Section apply only to the maximum extent permitted by law. Nothing in these Terms limits liability for fraud, willful misconduct, or any other liability that cannot be excluded or limited under applicable law.

11.5 Basis of the bargain. You acknowledge that the limitations in this Section are a fundamental basis of the bargain between you and CrewPlaybook, that the Service would not be offered at the stated fees without these limitations, and that the limitations apply notwithstanding the failure of any limited remedy.

12

Indemnification

12.1 Your indemnification of CrewPlaybook.You agree to defend, indemnify, and hold harmless CrewPlaybook, its members, officers, employees, contractors, and agents from and against any claim, demand, action, cause of action, loss, liability, damage, cost, or expense (including reasonable attorneys' fees) arising out of or relating to:

  • Your breach of these Terms;
  • Your violation of any applicable law in connection with your use of the Service or the Documents;
  • Any inaccurate, misleading, or false Inputs you provided;
  • Your use, modification, signing, filing, or other reliance on any Document;
  • Any third-party claim arising out of your use of the Documents, including claims by partners, employees, customers, vendors, regulators, or any other party affected by a Document you signed, filed, or relied on;
  • Your violation of any third-party right, including intellectual property, privacy, or contractual right.

12.2 Defense and settlement.CrewPlaybook may, at its option, assume the exclusive defense and control of any matter for which you are obligated to indemnify CrewPlaybook. You agree to cooperate in the defense and settlement of any such claim. You may not settle any claim without CrewPlaybook's prior written consent.

13

Confidentiality and privacy

13.1 Privacy Policy. The Privacy Policy describes how CrewPlaybook collects, uses, retains, shares, and protects your information. By using the Service, you agree to the Privacy Policy.

13.2 Confidentiality of Inputs. CrewPlaybook treats your Inputs as confidential to the extent described in the Privacy Policy. We do not sell your Inputs or your Outputs. We do not use them to train AI models without your separate consent. We share Inputs only with the sub-processors listed in the Privacy Policy, only as needed to provide the Service.

13.3 No attorney-client privilege. As stated in Section 3, your communications with CrewPlaybook are not protected by attorney-client privilege. The Privacy Policy describes our general confidentiality posture, but it is not a substitute for the protections you would have when communicating with your own attorney.

14

Term, termination, and modification

14.1 Term. These Terms apply from the date you first accept them and continue until terminated as provided below.

14.2 Termination by you. You may terminate your account at any time by emailing hello@crewplaybook.com. Termination does not entitle you to a refund except as provided in Section 7.3. After termination, you may continue to use any Documents we previously delivered to you, subject to the license in Section 8.

14.3 Termination by CrewPlaybook.CrewPlaybook may suspend or terminate your account, with or without notice, if you violate these Terms, if your use of the Service creates a risk of harm to CrewPlaybook or to other users, or if continued provision of the Service to you is, in CrewPlaybook's reasonable judgment, no longer commercially feasible.

14.4 Effect of termination. On termination, your right to access the Service ends. Sections that by their nature should survive termination (including Sections 3, 4, 5, 8, 9, 10, 11, 12, 13, 15, 16, and 17) survive termination.

14.5 Modification of Terms. CrewPlaybook may modify these Terms from time to time. Material changes will be announced on the Service and emailed to active customers. Continued use of the Service after the effective date of a modification constitutes acceptance of the modified Terms. If you do not agree to a modification, you must stop using the Service before the effective date.

15

Dispute resolution; arbitration; class action waiver

15.1 Informal pre-dispute notice. Before filing any claim, you agree to send written notice of the dispute to hello@crewplaybook.com describing the nature of the claim and the relief you seek. CrewPlaybook will have thirty (30) days to attempt to resolve the dispute informally. You may not file a formal proceeding (in arbitration or court) until this thirty-day period expires.

15.2 Binding arbitration.Except as provided in Section 15.4, any dispute arising out of or relating to the Service, the Documents, or these Terms will be resolved by binding individual arbitration administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules and the Supplementary Procedures for Consumer-Related Disputes. The arbitration will be conducted in the English language. The arbitrator may award any relief that a court could award. Judgment on the award may be entered in any court of competent jurisdiction.

15.3 Class and representative action waiver. You and CrewPlaybook agree that any arbitration or proceeding will be conducted only on an individual basis and not as a class, consolidated, or representative action. The arbitrator may not consolidate proceedings or preside over any form of class or representative action. If a court determines that this class waiver is unenforceable as to a particular claim, that claim must be brought in court rather than arbitration, but the remainder of this Section continues to apply.

15.4 Carve-outs from arbitration. Nothing in this Section requires arbitration of:

  • Small-claims actions in the customer's county of residence, brought on an individual basis;
  • Actions to enforce intellectual property rights or to seek injunctive relief from misuse of the Service;
  • Actions where applicable law forbids pre-dispute arbitration agreements.

15.5 Limitations period. Any claim arising out of or relating to the Service, the Documents, or these Terms must be filed within one (1) year after the cause of action accrues, or it is permanently barred, except where applicable law forbids shortening the statutory limitations period.

15.6 Opt-out from arbitration. You may opt out of the arbitration agreement in this Section 15 by sending written notice within thirty (30) days of first accepting these Terms to hello@crewplaybook.com stating that you opt out of arbitration. If you opt out, disputes will be resolved in court under Section 16.

16

Governing law and venue

16.1 Governing law. These Terms and any non-arbitrable dispute are governed by the laws of the State of Nebraska, without regard to conflict-of-laws principles. The federal Arbitration Act governs the arbitration provisions in Section 15.

16.2 Venue for non-arbitrable disputes.For any dispute that is not subject to arbitration under Section 15, you and CrewPlaybook agree to the exclusive jurisdiction and venue of the state and federal courts located in Douglas County, Nebraska, except where applicable consumer-protection law requires venue in the customer's home jurisdiction.

17

Miscellaneous

17.1 Entire agreement. These Terms, together with the Privacy Policy and any product-specific terms posted at the time of purchase, constitute the entire agreement between you and CrewPlaybook concerning the Service and supersede any prior agreements.

17.2 Severability.If any provision of these Terms is held to be invalid or unenforceable, the remaining provisions remain in full force and effect, and the invalid provision is to be reformed to the minimum extent necessary to make it enforceable while preserving the parties' intent.

17.3 No waiver.CrewPlaybook's failure to enforce any provision is not a waiver of that provision. Any waiver must be in writing and signed by an authorized representative of CrewPlaybook.

17.4 Assignment.You may not assign or transfer your rights or obligations under these Terms without CrewPlaybook's prior written consent. CrewPlaybook may assign these Terms without notice in connection with a merger, acquisition, sale of assets, or by operation of law.

17.5 Force majeure. CrewPlaybook is not liable for any failure or delay in performance caused by events outside its reasonable control, including acts of God, natural disasters, war, terrorism, civil unrest, government action, labor disputes, network failures, or third-party service-provider failures.

17.6 No third-party beneficiaries. Except as expressly stated, these Terms do not create any third-party beneficiary rights.

17.7 Notices. CrewPlaybook may give notice to you by email to the address associated with your account or by posting on the Service. You may give notice to CrewPlaybook at hello@crewplaybook.com.

17.8 Relationship of the parties. You and CrewPlaybook are independent parties. Nothing in these Terms creates a partnership, joint venture, agency, employment, or franchise relationship.

18

Contact

For questions about these Terms:

CrewPlaybook LLC
Omaha, Nebraska
Email: hello@crewplaybook.com