Agreement sequence
Your agreements, in the right order.
Read the application consent, open each service document below, and review the trial and fee policies. An application starts the review process. It does not activate paid services.
At application
Application authorization and information-use consent
The applicant confirms that they are authorized to ask Key Managing for a company account and permits Key Managing to review the business information submitted in this application and to contact the named primary administrator about this request.
Submitting an application does not create a paid subscription, activate a client account, authorize charges, or enable screening, payments, or call recording.
Version: KM-APPLICATION-CONSENT-2026-09-08
Texting charges before you subscribe
Keep texting after your included credit is used. There is no Key Managing message-count cap. SMS/MMS usage is billed monthly after use at verified provider cost, without a markup. This is paid usage, not unlimited free texting. Signup shows your selected credit and requires a separate unchecked authorization for postpaid texting. Your exact accepted order and policy version are retained with your account.
Read the fee scheduleAt approval and activation
Open any document below to read its available text. Draft agreements and schedules are for review; the screening page identifies the provider documents still needed. Binding acceptance remains unavailable until the final documents are approved.
Platform Services Agreement
After approval, before the Owner Portal is activated.
Defines the platform service, each party’s responsibilities, confidentiality, data handling, suspension, termination, and limits of liability.
Read draft documentOrder Form and service schedule
After the company selects a plan and optional modules.
States the selected plan, shared calls-and-texts dollar credit, uncapped postpaid SMS/MMS usage at verified provider cost, billing in arrears, separately disclosed number/carrier/registration fees, included Secure Cloud Vault storage, any storage expansion, unit or user limits, pricing, billing cycle, implementation scope, and approved discounts.
Read draft documentBilling and payment authorization
Before a card-required trial or paid service is activated.
Requires separate consent to the 14-day trial converting to the disclosed monthly card charge, reminders and online cancellation, along with the authorized billing method and separate explicit acceptance of postpaid SMS/MMS, and explains variable monthly charges, itemized advance notice before automatic collection, failed-payment handling, receipts, and cancellation timing.
Read draft documentPrivacy Notice and Data Processing Addendum
Presented before account activation; DPA applies where required.
Explains what data is processed, why it is used, how it is protected, retention, subprocessors, and each party’s privacy obligations.
Read draft documentElectronic Records and Signatures Consent
Before any binding agreement or required consumer disclosure is delivered electronically.
Explains electronic delivery, signature evidence, paper-copy and withdrawal rights, contact updates, access requirements, and how signed records are retained.
Read draft documentAcceptable Use and Security Addendum
Accepted with the Platform Services Agreement.
Sets account-security rules, permission limits, prohibited use, incident reporting, and responsibility for invited staff.
Read draft documentTenant Screening Compliance Addendum
Only when screening is turned on.
Requires a permissible purpose, applicant authorization, secure handling of reports, and compliant adverse-action procedures.
Open preparation checklistCommunications and call-recording addendum
Only when calling, texting, or recording features are enabled.
Explains message-part billing in both directions, no message-count cap, monthly charges after use and credit allocation, plus consent, recording notices, messaging permissions, opt-out handling, retention, and state-specific compliance controls.
Read draft documentTrial and free company access
The 14-day trial remains in the service offering and requires card setup and approved terms before enrollment opens. Separately, the owner can grant a company free access without a card or automatic conversion to paid service. The company must accept a paid offer before it can be charged.
Read the 14-day trial and cancellation policy