Terms of Service

Last Mile Strategies LLC Effective date: June 3rd 2026 Last updated: June 3rd 2026

These Terms of Service ("Terms") are a contract between Last Mile Strategies LLC, a Georgia limited liability company ("Last Mile," "we," "us," or "our"), and the business that signs up to use the customer portal at portal.lastmilestrategies.com (the "Portal"). We refer to that business as "Customer" or "you" throughout these Terms.

Please read these Terms carefully. They govern your use of the Portal and limit our liability. By clicking "I agree" at sign-up, or by accessing or using the Portal, you accept these Terms on behalf of your business.

1. Eligibility

To use the Portal, you must be:

A business (a corporation, LLC, partnership, or sole proprietorship), not an individual consumer.
Based in the United States and primarily operating in the United States.
Represented by a person who is at least 18 years old and authorized to bind the business to these Terms.

If you don't meet all three, don't sign up.

2. What the Portal does

The Portal is a multi-tenant SaaS service that helps home services trades businesses understand and optimize their technology spend. The current features include:

Uploading invoices by web upload, mobile camera, or by forwarding to a <slug>@lstmile.com address.
AI-assisted extraction of fields from those invoices (vendor, amount, dates, line items, billing periods).
Automated categorization of spend (telecom, SaaS, hardware, contact-center tools, etc.).
Peer benchmarks comparing your spend to anonymized aggregates of similar trades businesses.
Recommendations to switch, consolidate, or renegotiate specific vendor line items.
A Recommended Tools catalog with an intro flow to vendors we partner with.
A customer dashboard with charts and reports.

The Portal also supports a private QuickBooks Online connector for tenants that choose to authorize it. The connector requests only the Intuit OAuth scope com.intuit.quickbooks.accounting and uses that scope in read-only mode to import tenant-authorized vendor bills/expenses, purchase records, and vendor records for Portal review and benchmarking. The connector has no write permission, no payments functionality, and does not create, update, delete, or submit QuickBooks transactions. It does not access banking, payroll, accounts-receivable/customer invoices, QuickBooks Payments, card processing, ACH processing, or payment initiation data. Disconnecting QuickBooks attempts token revocation and deletes local QBO-derived imported records and encrypted connection state; it does not modify your QuickBooks company.

We may add, change, or remove features at any time. We will give reasonable notice through the Portal or by email if a change materially reduces the service.

3. Accounts and security

To use the Portal, you create one or more user accounts. You are responsible for everything that happens under your accounts and for:

Keeping account credentials confidential.
Choosing strong passwords (the Portal enforces a 12-character minimum and screens against known leaked passwords).
Enabling two-factor authentication where appropriate.
Promptly notifying us at security@lastmilestrategies.com if you suspect any account has been compromised or used without authorization.

You will not let anyone outside your business use your accounts, and you will not share your credentials. You may invite users from your own business to your Portal workspace; you are responsible for what those users do in the Portal.

4. Acceptable use

You will not, and will not allow anyone using your accounts to:

Reverse engineer, decompile, or attempt to derive the source code, models, or data structures of the Portal, except to the extent applicable law expressly permits.
Scrape, harvest, or extract benchmark data, recommendation data, or other Portal data in bulk, by automated means, or in a manner inconsistent with normal customer use.
Upload anything other than legitimate business invoices and supporting documents you have the right to upload. The Portal is for invoice processing; do not use it as a general document store.
Forward to your <slug>@lstmile.com address any email you do not have the right to forward.
Use the Portal to develop, train, or improve a competing product or service, or to benchmark our service for the purpose of competing with us.
Probe, scan, or test the vulnerability of the Portal except under a written security testing agreement with us.
Interfere with or disrupt the Portal, the underlying infrastructure, or any other customer's use.
Use the Portal in violation of any applicable law or third-party rights.

We may suspend your access at any time, with or without notice, if we reasonably believe you are violating this section. We will use suspension proportionately and try to give notice when we can.

5. AI extraction is best-effort

The Portal uses AI to extract fields from invoices. AI extraction is highly accurate but not perfect. You are responsible for reviewing and accepting the extracted data before relying on it. When you click "accept" on a reviewed invoice, you confirm that the extracted fields are correct to your knowledge. Last Mile is not liable for errors in extracted data that you have accepted, or for business decisions you make based on that data.

The Portal displays a confidence score for each extracted field. Use it. Low-confidence fields warrant a closer look before acceptance.

6. Benchmarks are informational

The Portal computes peer benchmarks by aggregating data from other Portal customers in similar trades, regions, and employee tiers. Benchmarks are statistical comparisons, not financial, legal, or operational advice. Your spend appearing above peer median does not necessarily mean you are overspending — costs vary by geography, scale, contract age, negotiated discounts, and many other factors the benchmark cannot see. We do not warrant the accuracy or completeness of any benchmark, and we are not responsible for decisions you make based on a benchmark.

For benchmarks to be meaningful, they require enough peer companies in a segment. We suppress benchmarks where fewer than five Portal customers contribute to a given segment.

7. Vendor recommendations and referral compensation

The Portal recommends specific vendors. Some recommended vendors are partners with whom Last Mile has referral relationships. We may receive compensation when you engage one of these vendors. We disclose this on each recommendation that involves a paid relationship.

Recommendations are informational, not financial, legal, or operational advice. We are not your fiduciary. Before contracting with any vendor we recommend (or any vendor you find through the Portal), you should independently verify the vendor's pricing, features, terms, references, security posture, and suitability for your business. Last Mile is not responsible for the products, services, terms, or conduct of any third-party vendor.

8. Your data; our use of it

You own your data. Specifically, you own:

The invoice files you upload.
The extracted invoice fields, including your manual corrections.
Your business profile information.
Anything else you submit to the Portal.

We need a limited license to operate the service. By using the Portal, you grant Last Mile a worldwide, royalty-free, non-exclusive license to host, store, transmit, process, display, and otherwise use your data solely to:

Operate, maintain, and improve the Portal for your benefit.
Generate your dashboard, your benchmarks, and your recommendations.
Contribute de-identified, aggregated metrics derived from your data to peer benchmark aggregates shared with other customers. Aggregate contributions are irreversibly mixed; they cannot be reconstructed to identify you.
Comply with legal obligations and enforce these Terms.

This license terminates when your data is deleted under the schedule in our Privacy Policy, except for de-identified aggregate contributions, which remain in the benchmark dataset as described in the Privacy Policy.

9. License to use the Portal; our intellectual property

Subject to your compliance with these Terms, Last Mile Strategies grants you a limited, non-exclusive, non-transferable, non-sublicensable, and revocable license to access and use the Portal for your internal business purposes during your subscription. The Portal is a hosted service made available to you over the internet — no software is sold, licensed for download, or delivered to you, and no ownership rights pass to you. All rights not expressly granted in these Terms are reserved.

Except to the extent applicable law prohibits the restriction, you may not, and may not permit any third party to: (a) copy, modify, or create derivative works of the Portal or its software; (b) sell, resell, rent, lease, sublicense, or otherwise distribute the Portal; (c) reverse engineer, decompile, or disassemble the Portal or attempt to derive its source code; (d) access or use the Portal to build or improve a competing product or service; or (e) remove, obscure, or alter any proprietary notices. We may suspend or revoke this license if you breach these Terms, and the license ends when your subscription ends.

We own the Portal, including its software, models, dashboards, templates, taxonomies, benchmark methodology, Recommended Tools catalog, and all related intellectual property. Nothing in these Terms transfers any of that to you.

You may not use Last Mile's name, logo, or trademarks without our written permission, except to identify Last Mile factually in a list of vendors or service providers.

10. Fees and billing

Fees, billing cadence, and payment terms are described in your Order Form, sign-up page, or the pricing page in effect when you subscribe. Unless your Order Form says otherwise:

Subscriptions renew automatically for successive terms equal to the initial term until cancelled.
Fees are charged in advance and are non-refundable, except as required by law.
You authorize us to charge your payment method for all fees as they come due.
We may change pricing for a renewal term with at least 30 days' written notice before the renewal date.
Past-due amounts accrue interest at the lesser of 1.5% per month or the maximum rate allowed by law, plus collection costs.
All fees exclude taxes; you are responsible for any sales, use, or similar taxes other than taxes on our income.

11. Confidentiality

Each party may receive non-public information from the other ("Confidential Information"). The receiving party will use Confidential Information only to perform under these Terms, will protect it with at least the care it uses for its own confidential information (and no less than reasonable care), and will not disclose it to third parties except to its employees, contractors, and advisors who need to know and are bound by confidentiality obligations at least as protective as these.

Confidential Information does not include information that is (a) publicly known through no fault of the receiver, (b) already known to the receiver without confidentiality obligations, (c) independently developed without use of the discloser's Confidential Information, or (d) received from a third party without confidentiality obligations.

This section does not restrict our use of de-identified aggregate metrics as described in Section 8.

12. Term and termination

These Terms start when you accept them and continue for the subscription term described in your Order Form or sign-up page. Either party may terminate by giving at least 30 days' written notice before the end of the then-current term. We may terminate immediately if you materially breach these Terms and do not cure the breach within 10 days of written notice.

On termination:

Your right to access the Portal ends.
You may request an export of your data within 30 days after termination. We will provide your invoices and extracted fields in a structured format (CSV or JSON).
We will delete your identifiable data on the schedule in our Privacy Policy.
De-identified aggregate contributions remain in the benchmark dataset as described in the Privacy Policy.
Fees for the current term are non-refundable except as expressly stated in your Order Form.

Sections that by their nature should survive termination (including Sections 4, 5, 6, 7, 9, 11, 13, 14, 15, 16, 17, and 18) survive.

13. Warranty disclaimer

The Portal is provided "as is" and "as available." To the maximum extent permitted by law, Last Mile disclaims all warranties, whether express, implied, statutory, or otherwise, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement. Last Mile does not warrant that the Portal will be uninterrupted, error-free, secure against all attacks, or that AI extraction or benchmarks will be accurate or complete. You use the Portal at your own risk.

14. Limitation of liability

To the maximum extent permitted by law:

Neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, loss of goodwill, or business interruption, even if advised of the possibility.
Each party's total aggregate liability arising out of or related to these Terms, regardless of the form of the action, will not exceed the fees paid by you to Last Mile in the 12 months preceding the event giving rise to the claim. If no fees have been paid, Last Mile's total liability will not exceed $1,000.

The limits in this section do not apply to:

Your payment obligations under Section 10.
A party's indemnification obligations under Section 15.
A party's breach of Section 11 (Confidentiality), or your breach of Section 4 (Acceptable use) or Section 9 (Intellectual property).
Liability that cannot be limited under applicable law.

15. Indemnification

You will indemnify us against any third-party claim arising from (a) data you upload to the Portal, including invoices and forwarded emails, (b) your use of the Portal in violation of these Terms or applicable law, or (c) your business decisions made based on information from the Portal.

We will indemnify you against any third-party claim that the Portal, used as permitted under these Terms, infringes that third party's US patent, copyright, or trademark. This indemnity does not cover claims arising from (i) your data, (ii) modifications you make or request, (iii) combinations of the Portal with anything not provided by us, or (iv) your use of the Portal after we have notified you to stop because of an infringement claim.

In either case, the indemnifying party will defend the claim and pay any settlement or final judgment. The indemnified party will (a) give prompt written notice of the claim, (b) give the indemnifying party sole control of the defense and settlement (provided no settlement admitting liability or requiring action by the indemnified party can be made without consent, not unreasonably withheld), and (c) cooperate at the indemnifying party's expense. This Section states each party's sole liability and the other party's exclusive remedy for the claims described.

16. Governing law and venue

These Terms are governed by the laws of the State of Georgia, without regard to its conflict of laws rules. The parties consent to the exclusive jurisdiction of, and venue in, the state and federal courts located in Fulton County, Georgia, for any action arising out of or related to these Terms.

Each party waives any right to a jury trial. Each party waives any right to participate in a class action against the other.

17. Changes to these Terms

We may update these Terms from time to time. If we make material changes, we will notify you through the Portal or by email at least 30 days before the change takes effect. If you continue to use the Portal after the change takes effect, you accept the updated Terms. If you do not accept them, your remedy is to stop using the Portal and cancel under Section 12.

18. Miscellaneous

Independent contractors. The parties are independent contractors. Nothing in these Terms creates an agency, partnership, employment, or joint venture relationship.

Notices. Legal notices to Last Mile must be sent to 120 Blue Heron BLVD, Senoia, GA 30276, with a copy to legal@lastmilestrategies.com. Notices to you will go to the email address associated with your account.

Assignment. You may not assign these Terms without our written consent, except to a successor in connection with a merger, acquisition, or sale of substantially all of your assets. We may assign these Terms in connection with a merger, acquisition, or sale of substantially all of our assets. Any other assignment is void.

Force majeure. Neither party is liable for failure to perform caused by events beyond its reasonable control, including natural disasters, acts of war or terrorism, civil disturbance, labor disputes, government action, or failures of the internet or third-party infrastructure. Payment obligations are not excused.

Severability. If any provision of these Terms is held unenforceable, the rest remains in effect, and the unenforceable provision will be reformed to the minimum extent necessary to make it enforceable.

No waiver. A party's failure to enforce a provision is not a waiver of the right to enforce it later.

Entire agreement. These Terms, together with our Privacy Policy and any Order Form you sign, are the entire agreement between the parties on this subject and supersede all prior agreements and understandings. In the event of a conflict, an Order Form controls over these Terms, and these Terms control over the Privacy Policy on commercial matters.

Headings. Section headings are for reference only and do not affect interpretation.

Contact

Questions about these Terms? Email info@lastmilestrategies.com.