LinkSquares, Inc.

Onboarding Services Overview

LinkSquares overview

If Client purchases the Onboarding Services Package, the terms and conditions for the Onboarding Services Package set forth in this document (the “Onboarding Services Terms”) are incorporated in, made part of, and subject to the applicable Order Form and the terms and conditions agreed to by and between Client and LinkSquares as set forth on such Order Form (collectively, the “Agreement”). These Onboarding Services Terms shall apply to the products purchased by Client on the Order Form that incorporates the Onboarding Services Package. To the extent there is any conflict between the provisions in this Onboarding Services Terms and those set forth in the Agreement, the provisions of the Onboarding Services Terms shall control. All capitalized terms not defined in this Onboarding Services Terms shall be subject to the definitions in the Agreement.

LinkSquares Onboarding Services overview

As part of the onboarding professional services purchased by Client on an Order Form, LinkSquares will assist Client with its implementation of the LinkSquares System(s) purchased by Client on the applicable Order Form as described in these Onboarding Services Terms. Any costs associated with the onboarding professional services are as provided on the applicable Order Form between Client and LinkSquares where such onboarding professional services are purchased.

Onboarding resources

LinkSquares agrees to assign a Customer Success Manager (“CSM”) and Implementation Consultant (“IC”) to Client’s account to provide the onboarding services as described in these Onboarding Services Terms. LinkSquares may provide additional resources in its sole discretion.

Customer Success Manager (CSM): Client’s CSM is a consultative resource who will be Client’s primary contact at LinkSquares. Client’s CSM will provide Client with relevant information to help Client optimize its use of the LinkSquares product(s) purchased as described in these Onboarding Services Terms.

Implementation Consultant (IC): Client’s IC is responsible for assisting Client with the implementation and technical setup of its LinkSquares’ product(s) (as applicable) as described in these Onboarding Services Terms. Client’s IC will partner closely with Client’s CSM.

Onboarding Services scope

If requested by Client during the first sixty (60) days of the Effective Date of the applicable Order Form, LinkSquares agrees to use commercially reasonable efforts to provide the following professional onboarding services to Client if such services are requested by Client (the “Onboarding Services”):

LinkSquares Analyze:

  1. Bulk upload of the documents Client provides to LinkSquares into the LinkSquares Analyze platform. This is contingent on Client providing the documents, or access to the documents, to LinkSquares via one of the following methods:
    • Client uploads the documents to Dropbox via a link provided to Client by LinkSquares; or
    • *Client provides LinkSquares with temporary access to other third-party cloud-based storage applications that LinkSquares supports ingestion from to conduct a one-time bulk upload of documents. For a list of supported third-party cloud-based storage applications, Client should reach out to its CSM.
    • *Please note, LinkSquares will ingest all of the documents that LinkSquares is given access to and LinkSquares does not support custom document selection or filtering rules. Client warrants that it has all rights and permissions necessary to provide LinkSquares with access to any third party system, including without limitation all documents and information contained within such third-party systems.
  2. LinkSquares agrees to perform a document analysis that provides Client with a count of documents by document type (i.e. .pdf, .docx, .xlsx, .jpg, .png, etc.) and includes document names. From this list, Client is able to see documents with the same document name. Client must review and identify which documents from that list should be uploaded to, and/or remain in, Client’s LinkSquares Analyze instance.
  3. If Client provides LinkSquares with access to a folder structure and requests that LinkSquares apply Tag(s) and/or Type(s) based on Client’s requirements driven from such folder structure, LinkSquares will, as a one-time service during initial onboarding, apply bulk Tag(s) or Type(s) based on Client’s requirements. Additionally, upon request, LinkSquares will, as a one-time service during initial onboarding, apply bulk Tag(s) or Type(s) based on Client’s requirements as reasonably requested. LinkSquares is not responsible for any Tag(s) or Type(s) added in Client’s LinkSquares Analyze instance based on Client’s requirements or instructions. Following the completion of the professional onboarding services, Client will be responsible for managing and maintaining the Tag(s) & Type(s) in its LinkSquares Analyze instance. If Client requires additional assistance updating the Tag(s) and Type(s) in its LinkSquares Analyze instance from the LinkSquares Support team after the initial professional services onboarding, Client can reach out to its dedicated LinkSquares CSM to request any additional assistance and if LinkSquares agrees to provide such assistance, such assistance may result in additional fees.
  4. LinkSquares will share best practice for how to manage the on-going ingestion of documents to Client’s LinkSquares Analyze instance.
  5. As part of the initial onboarding, LinkSquares will use commercially reasonable efforts, pending time and availability, to provide key Users with product training, which may include a review of the contract repository, how to search/view agreements and run reports, review of the Smart Values, and how to manage User access and system settings.

LinkSquares Finalize:

  1. LinkSquares agrees to use commercially reasonable efforts to assist Client with the setup of, as well as the testing of, up to 5 Finalize template(s) and workflows within the first 60 days of the Effective Date of the applicable Order Form. This is contingent upon Client providing LinkSquares with reasonably sufficient information on its processes, workflows, and requirements, and any supporting documentation needed for the set-up (such as Client’s Finalize template documents).
  2. As part of the initial onboarding, LinkSquares will use commercially reasonable efforts, pending time and availability, to provide key Users with product training, which may include a review of the template creation, workflows, and how to approve an agreement. Additionally, the implementation team will share the best practice methods for how to manage Client’s LinkSquares Finalize instance.

LinkSquares Sign:

As part of the initial onboarding, LinkSquares will use commercially reasonable efforts, pending time and availability, to provide key Users with product training. Additionally, the implementation team will share the best practice methods for how to manage Client’s LinkSquares Sign instance.

LinkSquares Prioritize:

As part of the initial onboarding, LinkSquares will enable Users within Client’s Prioritize instance based on Client’s requirements and instructions. Additionally, LinkSquares will use commercially reasonable efforts, pending time and availability, to provide key Users with product training. Further, the implementation team will share the best practice methods for how to manage Client’s LinkSquares Prioritize instance.

LinkSquares Salesforce Integration:

As part of the initial onboarding, LinkSquares will use commercially reasonable efforts, pending time and availability, to assist Client with its implementation of the LinkSquares Salesforce Integration by participating in a requirements gathering workshop with Client (the “Kick-off Call”). For a period of 60 days after the Kick-off Call, LinkSquares will use commercially reasonable efforts to further assist Client with implementing the LinkSquares Salesforce Integration by (i) participating in a call with Client’s internal Salesforce administrator to assist Client with its install of the LinkSquares Salesforce Integration into Client’s sandbox or production instance of Salesforce; and (ii) participating in a configuration call with Client to assist with (a) data mapping, (b) template configuration and workflow set-up for up to three LinkSquares’ Finalize templates, and (c) data field mapping and configuration.   

LinkSquares Open-API Integration:

As part of the initial onboarding, LinkSquares will use commercially reasonable efforts to assist Client with its implementation of the LinkSquares Open-API Integration by providing Client with (i) documentation on the LinkSquares’ Open-API, (ii) information, as reasonably requested, on which API endpoints to leverage in the implementation of the integration, and (iii) if Client has purchased a sandbox instance of LinkSquares, such sandbox instance may be used by Client testing the Open-API integration.

Assumptions and dependencies

  • Unless otherwise agreed in a writing signed by LinkSquares, all professional onboarding services will be delivered in English.
  • All professional onboarding services will be performed remotely, unless Client and LinkSquares agree otherwise in a separately signed writing. These on-site services may be subject to on-site travel reimbursement expenses, in which case Client will reimburse LinkSquares for its reasonable pre-approved costs and expenses incurred in connection with providing the professional onboarding services on-site and any invoices or other requests for reimbursement will be due and payable within thirty (30) days of the date of invoice.
  • Client agrees to provide LinkSquares with the necessary resources, documentation, and/or information reasonably requested in a timely manner. Client understands and agrees that any failure to make the necessary resources, documentation, and/or information available to LinkSquares in a timely manner may result in a delay of the professional onboarding services. If the delivery of the professional onboarding services is delayed due to Client’s failure to make the necessary resources, documentation, or information available to LinkSquares, or Client’s failure to perform its obligations, LinkSquares may re-assign resources.
  • LinkSquares will provide the professional onboarding services described in these Onboarding Services Terms for one-hundred and eighty (180) days from the Effective Date of the applicable Order Form (the “Services Period”). LinkSquares may, in its sole discretion, agree to extend the Services Period and/or provide additional professional onboarding services, which may be subject to additional fees.

Out-of-scope and additional services

Services beyond the scope of the professional onboarding services described in this Onboarding Services Term (the “Additional Services”) will require a separate Order Form agreed to and executed by Client and LinkSquares and may be subject to additional fees.

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