Terms of Service

By creating a PatronPen account, or by using PatronPen on behalf of a business, you agree to these Terms of Service (“Terms”) on behalf of that business. If you don’t have authority to bind the business, don’t proceed.

PatronPen (“PatronPen,” “we,” “us”) is a tool that helps a business collect genuine customer feedback and, with the customer’s own participation, turn it into a review the customer can choose to post on a supported review platform. PatronPen:

• Sends a private, short interview to a customer, conducted by an AI assistant asking neutral questions about their actual experience.
• Uses AI to help turn the customer’s own answers into a draft review the customer can read and edit.
• Requires the customer to confirm the draft is true before they can copy it.
• Never posts anything itself. PatronPen does not hold or use any review-platform login, and does not submit reviews on anyone’s behalf. The customer copies the text and posts it themselves, under their own account, if they choose to.

PatronPen owns the Service — its software, design, text, and all intellectual property in it, other than content supplied by you or your customers. Subject to your compliance with these Terms, PatronPen grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your business’s own internal purposes. You may not copy, modify, reverse-engineer, resell, white-label, or create derivative works from the Service except as these Terms expressly allow.

You retain any rights you already have in the business information you supply (your business name, branding, and similar details) and grant PatronPen a license to use it as needed to provide the Service to you — for example, showing your business name in the interview your customers see. Ownership of customer review content is addressed separately in §9.

You must be able to form a binding contract to use PatronPen on behalf of a business. You’re responsible for the accuracy of your business information and for anything that happens through your account, including actions by anyone you give access to it — for example, an employee or contractor you add as a team member. You’re responsible for that person’s compliance with these Terms, including §4 (fair invitation) and §12 (acceptable use), as if it were your own.

This is the most important product rule and the one most tied to why PatronPen is lawful to operate. You agree to:

• Invite customers to the interview neutrally — everyone you invite gets the identical process regardless of how you expect them to feel about the visit. Positive, mixed, and negative experiences are equally welcome.
• Never select who receives an interview link based on an expectation, prediction, or guess about whether they’ll leave a positive review. This is sometimes called “review gating,” and major review platforms treat it as a policy violation independent of anything PatronPen does.
• Never offer, and never let anyone on your behalf offer, money, discounts, free products or services, or any other incentive in exchange for a customer completing the interview, leaving a review, or leaving a particular kind of review.
• Never attempt to influence, coach, or steer what a customer says in the interview or in their eventual review, including by telling a customer what to mention, what rating to give, or what language to use.

PatronPen does not provide, and will not build, any feature that identifies which of your customers are likely to leave a positive review. If you invite customers selectively based on expected sentiment, that is a violation of these Terms, whether or not you also violate a review platform’s own policy by doing it.

The reviewer is always a real customer describing a real experience. The customer supplies every fact in their review. PatronPen’s AI only helps convert the customer’s own answers into readable prose, subject to a fidelity check intended to catch drafts that drift from what the customer actually said. The customer can edit the draft freely, must affirmatively confirm it’s accurate before they can copy it, and decides for themselves whether to post it and where.

You are responsible for:

• Never asking, encouraging, or paying anyone to submit a review through PatronPen that isn’t based on a genuine experience with your business.
• Never asking a customer to say something specific in their review, or to omit something true and relevant.

The customer is responsible for:

• The truthfulness of what they tell the interview and what they ultimately post.

PatronPen is a drafting aid, not a guarantee that any resulting review is accurate — that responsibility sits with the customer who wrote and confirmed it.

PatronPen currently supports linking customer reviews to Google only. Additional platforms may be added, changed, or removed at PatronPen’s discretion at any time. PatronPen supporting a platform is not a representation that using it in a particular way complies with that platform’s policies — platform policies change, and compliance depends on how you use the Service, not just on PatronPen’s own configuration. You are solely responsible for complying with the policies of any review platform you use, regardless of which platforms PatronPen currently supports.

PatronPen is not designed to collect or process protected health information (PHI). Do not enter, and do not invite a customer to enter, a name, diagnosis, medication, treatment plan, or other identifying health information into the interview.

If your business is a medical, health, or wellness practice, PatronPen offers a setting that lets the customer name the procedure or service they had and describe their experience and results, while the AI is instructed to redirect the conversation back to their experience if they start describing a specific diagnosis, a medication (name or dosage), a treatment plan, or another patient’s information. This setting reduces, but does not eliminate, the risk that PHI is entered. If a customer nonetheless submits PHI, PatronPen will use the technical measures described in §9 (including automatic deletion of interview content) to limit its retention and exposure, but PatronPen cannot guarantee that a customer will not submit it, or that it will not reach PatronPen or its subprocessors before deletion.

PatronPen does not represent that it is HIPAA compliant, that it is designed to receive PHI, or that it is available under a Business Associate Agreement, except where separately confirmed to you in writing. PatronPen does not require every medical or wellness practice to sign a Business Associate Agreement before using the Service. However, you may not knowingly submit, or invite customers to submit, PHI through PatronPen unless PatronPen has separately confirmed in writing that a Business Associate Agreement is in place covering that use. If your business is a HIPAA-covered entity, you are responsible for determining whether your use of PatronPen is appropriate given its current safeguards, and for not using the Service in a way that requires a Business Associate Agreement PatronPen has not provided.

PatronPen currently offers a free plan and several paid plans, priced by number of locations and monthly interview volume, shown at patronpen.com/pricing. Plans, pricing, and what’s included in the free plan may change; §18 (Changes to these Terms) and this section’s price-change notice govern how. Paid plans are billed through Stripe, on a recurring monthly basis, and renew automatically each month until cancelled. By subscribing to a paid plan, you authorize PatronPen to charge your payment method on each renewal at the then-current price for your plan, until you cancel.

Cancellation: you can cancel at any time from Billing inside your account, which opens Stripe’s hosted billing portal. Cancelling stops future renewal charges; your account returns to the Free plan at the end of the period you already paid for. Nothing is deleted when you cancel or drop to Free — your data, customer links, and history are preserved, and everything is restored automatically if you resubscribe.

Refunds: no refunds for partial months already paid. Cancelling stops future renewal charges; your account moves to the Free plan at the end of the period you’ve already paid for.

Price changes: PatronPen may change its prices for future billing periods with at least 30 days’ advance notice.

Roles. For customer interview data (defined below), you are the business initiating collection of your customers’ feedback, and PatronPen processes that data on your instructions, as a service provider under the CCPA/CPRA, a processor under comparable frameworks, and on equivalent terms under PIPEDA (Canada) where applicable.

Business account data (your name, email, business details, billing information) is retained for as long as your account is active, per our Privacy Policy. PatronPen processes this data as needed to operate your account and the Service.

Customer interview data has two parts, treated differently. The content — what a customer actually types during the interview, and the resulting draft text — is automatically deleted from PatronPen’s own database approximately 10 minutes after the customer stops actively answering, or sooner if the customer or you delete it yourself, enforced by a database-level schedule. You never have access to those words, before or after deletion.

This 10-minute schedule governs PatronPen’s own primary database. It does not, by itself, control:

• PatronPen’s AI subprocessor. That provider processes interview content to generate interview questions and drafts, and under its own standard data-usage policy may retain that content separately — for example, for its own abuse and safety monitoring — for a period set by that provider, unless and until PatronPen has a reduced- or zero-data-retention arrangement in place with it. PatronPen does not currently have such an arrangement in place and will update this section when it does.
• Routine database backups. Sage Review’s database provider does not run automated backups on the plan PatronPen is on today, so this is not currently a source of extended retention. If PatronPen later moves to a plan that includes backups, those backups could include a snapshot of interview content created before the 10-minute deletion occurred, retained on the provider’s own backup schedule; backups would be used only for disaster recovery, would not be searched or read in the ordinary course, and would remain subject to the subprocessor obligations in §10.

PatronPen’s own operational logs and monitoring are designed to never contain interview content, a customer’s identifying information, or a business’s identity — only counts and non-content metadata, such as whether a fidelity check passed.

Separately, PatronPen retains limited non-content metadata about each interview — for example, whether a fidelity check passed or required a regeneration, how many times a draft was regenerated, and the timestamp the customer confirmed their draft was accurate — in an internal audit record. That metadata does not include the customer’s words and is not deleted on the 10-minute schedule; it is retained as described in our Privacy Policy. PatronPen processes customer interview data only to (a) generate the interview and draft, (b) apply the fidelity and abuse safeguards described elsewhere in these Terms, and (c) retain the minimal aggregate counts and audit metadata described in our Privacy Policy. This is described fully in our Privacy Policy.

You, not PatronPen, send any personalized invitation to a customer — by your own email, text message, or other channel — and you, not PatronPen, hold any recipient-identifying information you include in it or keep about who you invited. PatronPen’s interview link itself does not require or collect a customer’s name; if you choose to give PatronPen a customer’s first name solely to help draft your invitation message, that name is used only to generate the message text and is not stored by PatronPen.

Your instructions and your obligations. PatronPen processes customer interview data only as instructed by you through your use of the Service’s built-in features — we do not process it for any other purpose. You are responsible for having a lawful basis to invite your customers to the interview, including any notice or consent required by law in your jurisdiction; our Privacy Policy’s customer notice supplements, but does not replace, your own obligations.

Prohibited uses. PatronPen will not sell or share customer interview data (as those terms are defined under applicable privacy law), use it for targeted advertising, use it to train AI models beyond the immediate interview and drafting session, combine it with data from other sources except as needed to operate the Service, or use it for any purpose incompatible with providing the Service to you.

Security. PatronPen maintains reasonable administrative, technical, and organizational measures appropriate to the sensitivity of customer interview data, including the encryption, access controls, and automatic-deletion safeguards described in our Privacy Policy.

Security incidents. If Sage Review becomes aware of a security incident compromising customer interview data, we will notify you without undue delay after confirming the incident, so you can meet any notification obligations you may have.

Rights requests. Because customer interview data in PatronPen’s primary database is not linked to a name and is deleted automatically within minutes, PatronPen generally has little to search, correct, or produce from that database by the time a rights request could reach us. Where a copy may still exist within a backup’s retention window or with a subprocessor, or where we hold other relevant data, we will make reasonable efforts to assist you in responding to a verified access, correction, or deletion request from your customer.

Return or deletion at termination. Interview content is already deleted on the automatic schedule described above; nothing further needs to be returned or deleted when your account closes. Retained non-content audit metadata and business account data are handled per our Privacy Policy’s account-closure terms.

If PatronPen can no longer meet these terms, we will notify you and work with you in good faith on a remedy, which may include suspending the affected feature.

Your rights if we don’t comply. If you reasonably believe PatronPen has materially failed to meet this section, you may request information reasonably needed to verify our compliance, and if we cannot promptly resolve the issue, you may stop using the affected feature and terminate under §13.

Cross-border processing. Sage Review is operated from, and processes data in, the United States. If you are a Canadian business, your customers’ data may be processed in the United States, which may be accessible to U.S. government authorities under U.S. law; by using the Service, you consent to this processing on behalf of your business.

Ownership: a customer’s review, once posted, belongs to the customer and is subject to the review platform’s own terms. PatronPen does not claim ownership of anything a customer writes. You may not represent a customer’s review as content you created or own.

What it is. Separately from any review, the Service lets a customer choose to share a written testimonial with you and, at their option, one photo. The customer is told, before submitting, that you may display it on your public testimonial page and website. Their submission is their consent to that use; the photo carries its own, separate consent. Sage Review stores each testimonial exactly as submitted; neither you nor Sage Review can edit a customer’s words or photo.

Your responsibility for what you display. You decide whether to publish a testimonial or photo on your public testimonial page or to embed it on your own website, and you are solely responsible for what you choose to display. That includes: reviewing a testimonial and its photo before you publish it; not publishing anything you know or reasonably should know is false, misleading, or shows a person who did not consent to its use, or otherwise unlawful; complying with the laws that apply to your use of a customer’s words or likeness, including the FTC Consumer Reviews and Testimonials Rule and any right-of-publicity or privacy law; and promptly unpublishing or deleting a testimonial or photo when the customer asks you to. PatronPen does not review, moderate, or approve testimonials or photos before you publish them.

The customer’s control. Every customer keeps a private link that deletes their testimonial and photo at any time, with immediate effect on your public page and every embed. You agree not to interfere with that control, and not to reproduce a customer’s testimonial or photo anywhere else after the customer has deleted it. Claims arising from your display of a testimonial or photo are covered by §16 (indemnification).

PatronPen uses third-party service providers (“subprocessors”) to operate the product, including a cloud hosting provider, a database provider, an AI provider (used to power the interview and drafting; see §9 for that provider’s own data-retention practices), an email delivery provider, and a payment processor (Stripe). PatronPen maintains a current list of subprocessors at patronpen.com/subprocessors and will provide advance notice of any material change, such as adding a new subprocessor that will handle customer interview data. PatronPen is confirming each subprocessor’s data-protection terms, retention practices, and security posture, and will keep this section and the subprocessor list current as that review is completed. These providers process data only as needed to provide the Service, per our Privacy Policy.

PatronPen applies rate limits and automated abuse controls, including by IP address, to protect the service and control costs. We may throttle, block, or terminate access that we reasonably believe is abusive, fraudulent, or intended to manipulate the interview or drafting process.

You will not use PatronPen to: solicit reviews through gating or incentives (§4); submit or encourage fabricated, misleading, or non-genuine reviews; interfere with or attempt to bypass Sage Review’s technical safeguards, including the fidelity check or rate limits; knowingly submit or invite customers to submit protected health information without the written Business Associate Agreement required by §7; use the service in a jurisdiction where doing so would violate local law; or resell or white-label the service without a separate written agreement.

You may stop using PatronPen and close your account at any time. We may suspend or terminate your access for violating these Terms, including the fair-invitation requirements in §4, with notice where practical. Sections that by their nature should survive termination (ownership, limitation of liability, indemnification) do survive.

EXCEPT FOR THE EXPRESS OBLIGATIONS STATED IN THESE TERMS, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. SAGE REVIEW DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, OR ERROR-FREE, THAT ANY INTERVIEW WILL RESULT IN A COMPLETED REVIEW, OR THAT A REVIEW POSTED BY A CUSTOMER WILL REMAIN VISIBLE ON, OR COMPLY WITH THE POLICIES OF, ANY THIRD-PARTY REVIEW PLATFORM. SAGE REVIEW CANNOT WARRANT THAT THE SERVICE WILL BE ENTIRELY SECURE, THOUGH SAGE REVIEW MAINTAINS THE SECURITY MEASURES DESCRIBED IN THE PRIVACY POLICY.

SAGE REVIEW DOES NOT PROVIDE LEGAL ADVICE AND DOES NOT WARRANT OR GUARANTEE THAT YOUR INVITATION PRACTICES, YOUR USE OF THE SERVICE, OR ANY REVIEW YOUR CUSTOMER POSTS COMPLIES WITH APPLICABLE LAW OR ANY REVIEW PLATFORM’S POLICIES — THAT RESPONSIBILITY IS YOURS UNDER §4 AND §12.

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SO SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU; ANY WARRANTY THAT CANNOT LAWFULLY BE EXCLUDED IS NOT AFFECTED BY THIS SECTION.

For purposes of this section and §16, “PatronPen” means Avigdor Azamir, an individual doing business as PatronPen — Sage Review and Avigdor Azamir are not separate parties, and the limits below apply to Avigdor Azamir individually as well as to the business operating as PatronPen.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, AND REGARDLESS OF THE LEGAL THEORY ASSERTED — WHETHER CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, STATUTE, OR OTHERWISE — IN NO EVENT WILL SAGE REVIEW BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF SAGE REVIEW HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND EVEN IF A LIMITED REMEDY UNDER THESE TERMS FAILS OF ITS ESSENTIAL PURPOSE.

SAGE REVIEW’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR YOUR USE OF THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE TOTAL AMOUNT YOU PAID SAGE REVIEW IN THE 12 MONTHS BEFORE THE CLAIM AROSE, OR (B) ONE HUNDRED DOLLARS ($100).

This limitation extends to PatronPen’s service providers, contractors, and personnel acting within the scope of their work for PatronPen, who are intended third-party beneficiaries of this section.

Carve-outs: only to the extent applicable law prohibits limiting liability for the following, this limitation does not apply to (i) PatronPen’s fraud, (ii) Sage Review’s willful injury or willful misconduct, (iii) Sage Review’s gross negligence, or (iv) violations of law that cannot lawfully be limited by contract. Nothing in this section limits your payment obligations under §8, your indemnification obligations under §16, or your liability for violating §4 (fair invitation) or §12 (acceptable use) — those obligations are not subject to the cap above.

By you. You agree to defend, indemnify, and hold harmless PatronPen (as defined in §15) from and against any third-party claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your invitation practices, including any violation of §4 (fair invitation), gating, incentives, or manipulation; (b) content or instructions you provide to PatronPen; (c) your violation of another person’s intellectual-property, privacy, publicity, or other rights; (d) your violation of a review platform’s own policies; or (e) your unlawful or prohibited use of the Service, including any violation of §12 (acceptable use); or (f) your publication, display, or other use of a customer testimonial or photo (§9A). This obligation excludes losses to the extent caused by PatronPen’s gross negligence or willful misconduct.

Procedure. The indemnified party will give the indemnifying party prompt written notice of the claim; the indemnifying party will control the defense (with counsel reasonably acceptable to the indemnified party); the indemnified party will reasonably cooperate at the indemnifying party’s expense; and the indemnifying party will not settle any claim in a way that admits fault, imposes a nonmonetary obligation, or requires payment by the indemnified party, without that party’s prior written consent.

By PatronPen. PatronPen does not provide an indemnification obligation to you under these Terms — for example, an intellectual-property indemnity covering the Service itself.

PatronPen is operated from, and intended for use by businesses in, the United States and Canada. PatronPen does not currently design the product for, or knowingly direct it toward, users in the European Union or United Kingdom.

We may update these Terms from time to time. Material changes will be communicated by email to the account holder and by a notice inside the app before they take effect. Continued use after a change takes effect means you accept the updated Terms. Changes apply prospectively only — they do not apply retroactively to a dispute that arose before the change took effect.

PatronPen is operated by Avigdor Azamir, a sole proprietor doing business as “PatronPen,” located at 325 Venice Way, Venice, CA 90291. These Terms, and any dispute arising out of or relating to these Terms or your use of PatronPen, are governed by the laws of the State of California, without regard to conflict-of-law rules, except that the Federal Arbitration Act governs the interpretation and enforcement of the arbitration agreement in this section.

Informal resolution first. Before starting an arbitration, you and PatronPen agree to send written notice describing the dispute and to spend 30 days attempting to resolve it in good faith.

Binding arbitration. Any dispute not resolved informally will be resolved by binding arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules and Mediation Procedures then in effect — or, if AAA determines its Consumer Arbitration Rules apply to your account, those rules and their fee allocation control instead — before a single neutral arbitrator, rather than in court.

Seat and hearings. The arbitration will be seated in Los Angeles County, California. Hearings will be conducted remotely by default; if the arbitrator requires an in-person hearing, it will take place in Los Angeles County unless the parties agree otherwise.

Exceptions. Either party may instead bring an individual claim in small claims court if it qualifies. Either party may also seek temporary or preliminary court relief needed to preserve the status quo pending arbitration.

Fees. Arbitration fees are allocated under the applicable AAA rules and any mandatory law. Each party otherwise bears its own attorneys’ fees unless a statute, these Terms, or the arbitrator’s award provides for fee-shifting.

Remedies. The arbitrator may award any remedy that would be available in court and that cannot lawfully be waived.

YOU AND SAGE REVIEW EACH WAIVE THE RIGHT TO A JURY TRIAL. DISPUTES WILL PROCEED ONLY ON AN INDIVIDUAL BASIS, NOT AS A CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION, AND THE ARBITRATOR MAY NOT CONSOLIDATE MORE THAN ONE PERSON’S CLAIMS. This class-action waiver does not apply to a claim for public injunctive relief to the extent applicable law makes that claim non-waivable; such a claim may proceed in court after the individual claims are arbitrated.

Opt-out. You may opt out of this arbitration agreement by emailing no-reply@patronpen.com within 30 days of the date you first accept these Terms, stating that you opt out of arbitration. If you opt out, disputes will instead be resolved exclusively in the state or federal courts located in Los Angeles County, California, and you and PatronPen each waive the right to a jury trial in those proceedings.

Judgment on any arbitration award may be entered in any court with jurisdiction.

Service changes and discontinuation. PatronPen may modify, add to, or remove features of the Service, and may discontinue the Service entirely, at its discretion. Where reasonably practical, we will give notice of a material feature removal or discontinuation affecting paying customers.

Assignment. You may not assign or transfer these Terms, or your account, without PatronPen’s prior written consent. PatronPen may assign these Terms in connection with a merger, acquisition, or sale of substantially all of its assets, or to an affiliate, without your consent.

Force majeure. Neither party is liable for a failure or delay in performance caused by events beyond its reasonable control, including natural disaster, war, terrorism, labor dispute, internet or utility failure, or third-party service outage (including a subprocessor’s).

Entire agreement. These Terms, together with the documents they reference (our Privacy Policy and the subprocessor list), are the entire agreement between you and Sage Review regarding the Service, and supersede any prior agreement or understanding on the same subject.

Severability. If any provision of these Terms is found unenforceable, the rest remain in effect, and the unenforceable provision will be interpreted to best accomplish its original intent within the limits of applicable law.

Waiver. PatronPen’s failure to enforce a provision is not a waiver of its right to do so later.

Notices. PatronPen may give you notice under these Terms by email to your account’s registered address or by an in-app notice. You may give PatronPen notice by emailing no-reply@patronpen.com, or another contact method Sage Review designates.

Independent contractors. You and PatronPen are independent contractors. Nothing in these Terms creates a partnership, joint venture, agency, or employment relationship between you and PatronPen.

No third-party beneficiaries. These Terms do not create rights for anyone other than you and Sage Review, except where a provision expressly says otherwise (for example, the service-provider and contractor beneficiaries named in §15).

Order of precedence. If these Terms conflict with our Privacy Policy on a matter these Terms directly address, these Terms control; on matters primarily about privacy and data handling, the Privacy Policy controls.

Questions about these Terms: no-reply@patronpen.com.