Heard Purchase Terms

The full text, exactly as published.

Effective October 18, 2026.

Version 1.2, effective on the date shown on this page; version 1.1 took effect October 16, 2026, and version 1.0 on October 14, 2026. Version 1.2 adds extra reports, which a plan's administrators can buy in packs (sections 1 to 6, 8 and 12); makes the reports on a plan's seats the team's records, which its administrators and the viewers it names see and only an administrator can delete (sections 2 and 10(l)); and says that Heard is for work, school and training calls (section 10(b)). It applies to purchases made on or after the date it takes effect. A plan bought before then, with any seats added to it later, moves to version 1.2 only when the person who bought it accepts version 1.2 in Heard for the organization; until then it keeps the rules of the version it is on. A pack bought on or after that date is sold under this version's rules for extra reports, whatever version its plan is on, and buying one does not move the plan to version 1.2. These terms apply when you buy Heard seats or extra reports at app.cdlab.io. They add to the Heard for Meetings Terms of Service, whose section 8 says these terms apply, and they do not replace them.

1. Who sells. SoHo Creative LLC, a New Hampshire limited liability company doing business as Heard for Meetings™ ("Heard for Meetings," "we"), sells Heard seats and extra reports. Stripe processes payments for us; your receipts say "SoHo Creative LLC DBA Heard for Meetings," and your card statement says HEARD FOR MEETINGS.

2. What you buy. You buy seats on a yearly or a monthly plan. A seat lets one person use Heard for Meetings for each year or month your plan is paid for. On a yearly plan, each seat adds 52 reports (one a week) to your plan's allowance for the year; on a monthly plan, each seat adds four reports to your plan's allowance for the month. Everyone on your plan shares the allowance, at any pace, up to one seat's reports per person. Unused reports do not carry over. A seat added partway through a year or month adds its share of reports for the part that is left, rounded up. You can buy one seat for yourself, or seats for others. Seats bought together are one plan with one renewal date. On a plan bought under these terms, version 1.2 or later, the reports made on its seats are the team's records, as section 5.8 of the Terms of Service describes, except on seats bought under section 10(j).

Extra reports. If your plan was bought online, its administrators can also buy extra reports, in packs; the number of reports in a pack, and its price, are shown before you pay. Extra reports belong to your team, not to one person. Your plan's allowance is always used first: an extra report is used, oldest pack first, only for a send that the sender's share or the plan's allowance would otherwise stop, and the limit of one seat's reports per person does not apply to it. An extra report is used only when Heard makes a report, never for a call that ends with no report. Extra reports do not expire. They carry over from year to year and month to month, and your team can use them only while it has a plan: if the plan ends, your team keeps them, unused, and can use them again under a later plan. They cannot be moved to another team, or exchanged for seats or for cash, except where the law requires it.

3. Price and payment. A yearly plan is $495 per seat per year. A monthly plan is $59 per seat per month. Any tax the law requires us to collect is added. We charge your payment method in advance: when you buy, and on each renewal date. You see the total before you pay. The price of a pack, and the number of reports in it, are shown before you pay, with the total for the packs you choose, and we charge it once, when you buy.

4. Automatic renewal. Your plan renews automatically for the same number of seats, every year on a yearly plan and every month on a monthly plan, and we charge the payment method on file on each renewal date, until you cancel. On a yearly plan, between 15 and 30 days before each renewal, we email the plan's administrators (at first, the person who bought it) the renewal date, the number of seats, the price for the next year, and how to cancel. On a monthly plan, we email them once a year a reminder of the plan, its monthly price, and how to cancel. The price for a renewal is the one in force under section 12. Extra reports are bought one time and never renew.

5. Cancelling. You can cancel online at any time: Settings, then Billing, then Cancel plan. Cancelling stops the next renewal, and your seats keep working until the end of the year or month you paid for. We confirm the cancellation by email. Cancelling does not refund extra reports; your team keeps them for a later plan (section 2).

6. Refunds. Payments are not refundable, except where the law requires a refund, or where we end your plan for a reason other than your breach of the Terms of Service or these terms, in which case we refund the unused part of the year or month, and the extra reports your team has not used, at the price paid for them. Extra reports are not otherwise refunded, including when you cancel or a plan ends after a failed payment.

7. Seats and switching plans. You can add a seat at any time, except while a switch between yearly and monthly waits for your renewal date. We show you the charge first: it covers the rest of your current year or month, prorated by day, and the new seat then renews with the others. Removing someone from your plan frees their seat for someone else. To have fewer seats, lower the number in Settings, Billing, before your renewal date; the change applies at renewal. Seats are not refunded during a year or month. You can switch between yearly and monthly in Settings, Billing, except while fewer seats are set for your renewal: the switch takes effect on your next renewal date, at the new plan's price then in force, and until then your current plan and its reports carry on.

8. Failed payments. If a payment fails, Stripe tries again over about two weeks and emails you how to fix it. If it still has not gone through, your plan ends: your team can no longer send Heard to calls, and its reports stay available for the rest of their 12 months. Its extra reports stay with the team, unused, for a later plan (section 2).

9. Codes. A promotion code applies only as its terms say when you use it. If a code covers a whole year or month, your plan ends at the end of it unless you buy again, so you are never charged after a free year or month without choosing to pay.

10. Buying for other people. If you buy seats for anyone other than yourself, you buy them for an organization ("your organization"), and you confirm you have authority to bind it. Your organization agrees that:

• (a) Coaching, training and supervision only. Heard is for its users' own coaching, and for coaching, training or supervising them, including choosing whom to coach next, and on what, with the Team listening page under (k). Your organization will not use Heard, any report, the Team listening page, or anything derived from any of them as a factor in any decision about hiring, pay, promotion, selection for a training program or other training opportunity, discipline, termination, scheduling, work assignments, performance ratings, or any other term, privilege or condition of employment; may require its users to use Heard for coaching, training or supervision, including with the viewers it names under (i), and treat whether a member used their seat as required like completion of any other required training, but will not otherwise require anyone to use Heard, to share a report beyond what (i) and (l) provide, or to say whether they use it, or treat anyone differently for using it or not; and will not use Heard to monitor anyone. Coaching, training or supervising a member with their own reports, and choosing whom to coach next and on what, are the uses this item permits. Choosing whom to coach next, and on what, means a viewer's choice of which members they, or another viewer, will coach in their own coaching, training or supervision role; with the Team listening page under (k) it is coaching, which this item permits, and is not a decision about any term, privilege or condition of employment under this item. A "selection for a training program or other training opportunity" means choosing who takes part in, is sent to, or is required to take any course, program, certification, workshop, outside coaching or other training; using Heard for it stays barred. Treating required use as completion of required training is the only exception to the ban above, and nothing inside a report (its scores, ratings, counts, quotes or summary) may ever be a factor in any decision this item bars. To "monitor" here means to collect information about a person without their prior knowledge, or to watch or listen to calls as they happen; viewers under (i), and what they see under (k) and (l), with the member's prior notice and acceptance or acknowledgment, for coaching, training or supervision of that member, are not monitoring. As an administrator, a person sees each member's name or email address, whether they hold a seat, and how many reports they have used in the plan's current year or month; as a viewer under (i), which administrators are by default, they also see what (i) and (k) allow, and nothing more; your organization will not use those counts for any purpose this item forbids.
• (b) Recording. Your organization will tell its users how to use Heard lawfully, including the notice and consent steps in section 4 of the Terms of Service, and will keep Heard out of meetings that cannot be recorded under law, its contracts with its own clients, or professional rules, and out of calls that are not for work, school or a training program.
• (c) Employee notices. Before any employee in Illinois, New York, Connecticut or Delaware starts using Heard, your organization will give the notices those states require for AI use or electronic monitoring (775 ILCS 5/2-102(L); N.Y. Civil Rights Law section 52-c (the section on electronic monitoring of employees); Conn. Gen. Stat. section 31-48d, as amended by Public Act 26-73 effective October 1, 2026; 19 Del. C. section 705), using the template in Appendix B where it fits, and keep a record of each notice for 3 years; naming viewers under (i), and the team records under (l), which its administrators and named viewers see, may itself be electronic monitoring under some state laws, so these notices apply to both. The acknowledgment Heard asks of each member under (l) tells the member who can see their reports, and your organization may use it as part of these notices, but it does not replace them: for example, New York's notice is given upon hiring and posted, and Connecticut's says where on the premises monitoring may occur. The Illinois notice also covers the Team listening page under (k), as a use of artificial intelligence in choosing whom to coach, and is given before any member in Illinois appears on it. Your organization will also give any notice that a law on automated decision technology requires for the Team listening page, including, for employees in Colorado, for decisions made from January 1, 2027 (Colo. Rev. Stat. title 6, article 1, part 17, as reenacted by Senate Bill 26-189), and, for employees in Connecticut, from October 1, 2027 (Public Act 26-15, sections 7 to 10). Heard for Meetings will give your organization, on request, the information about Heard those notices need, including its name and maker, what it does and for which decisions, the categories and sources of the data it uses, its intended uses and the uses it is not meant for, its known limits, and how a person reviews its output, and will tell your organization of any material change to the Team listening page.
• (d) No health information. Your organization will not use Heard on calls where protected health information, or any other information about an identifiable member, enrollee or patient (including an employee's own claims or coverage), is created, received, maintained or transmitted. If such information reaches Heard anyway, your organization will tell us within 5 business days of learning of it, and we will delete it, including affected reports. Nothing in these terms makes Heard for Meetings a business associate.
• (e) California. From January 1, 2027, for users who are your organization's employees in California, Heard runs without the two measures that concern another person's feelings or hard moments (naming feelings, and discomfort tolerance), unless we agree in writing that the use falls outside California Labor Code section 1581. Your organization will tell us which users are its California employees.
• (f) AI provider rules. Your organization will not use Heard in a way that breaks the usage policy of our AI provider (Anthropic's Usage Policy, as updated), including its rules on employment decisions and emotion recognition.
• (g) Data. Appendix A (Data Processing Terms) applies to the personal information we process for your organization.
• (h) Responsibility. Your organization will defend Heard for Meetings against claims by others, including people recorded on its users' calls, that arise from its or its users' breach of this section or of section 4 or 5 of the Terms of Service, and pay the resulting losses, damages, fines and reasonable attorney's fees. We will defend your organization against claims by others that arise from our breach of Appendix A, and pay the same.
• (i) Viewers. Your organization's Heard administrators are named viewers for the whole team by default, when the team is created or moves to these terms, when someone becomes an administrator, and when a team of one first gains another member; an administrator can step back, and on a school's team the default applies only to administrators with an email address at the school's own domains. Your organization may also name viewers for its seats, for the whole team or for one member. Each viewer, administrators included, must have a coaching, training or supervision role toward each member whose reports they see; your organization confirms that each one does, and will take off the list anyone who does not. Heard shows each member the names of the viewers named for them, and the member accepts that list before their first call on the seat; when the list changes, Heard emails the member, who accepts it again before their next call. A viewer your organization names sees the report page and PDF of each report made on that member's seat after the member accepted, that member's progress page built from those reports, and the member's progress note when every report it was written from is one the viewer can see, never the recording, the transcript or the meeting chat; if the member leaves the team, the viewer keeps the reports made on that seat before they left until those are deleted or age out, and the list the member accepts says so. Members may add their own viewers only from your organization's own email domains, unless its administrator allows outside viewers. Viewers need no seat and cannot send Heard. Your organization is responsible for its viewers, and it and they will use reports only to coach, train or supervise that member, or as (j) allows. Under (l), the member acknowledges your organization's rule instead of a list; a viewer your organization names sees every report made on that member's seat since the member acknowledged, including reports made before the viewer was named; and when the list changes, Heard emails the member, who does not accept it again.
• (j) Schools. This item applies when your organization is a school, or runs a postsecondary or professional training program, and buys seats for its students or trainees (here, "students"). Your organization may use their reports for formative feedback and supervision under (i), and a person evaluating a student's counseling or communication skill may also consider the student's reports as one input in a summative evaluation, if students were told so in advance; a report is never the sole or principal basis for a grade, a decision on a student's progress in the program or a dismissal, and no grade or score is ever given from a report automatically. A student's progress page, the student's place on the Team listening page under (k), any tag on it, and the student's progress note are never a grade, any part of one, or an input to a summative evaluation. For a student who is also your organization's employee, (a) still governs every employment decision. Your organization will name as viewers only people within it. A supervisor outside it, such as a site supervisor at a placement, sees a student's reports only if the student adds them as a viewer; on these seats, the step where a student adds a viewer names the records ("my Heard reports, progress page and progress note"), the viewer, and the purpose, in fixed words: "supervision and feedback on my counseling or communication practice." If your organization is subject to the Family Educational Rights and Privacy Act (FERPA), then for those students' reports and the other records Heard keeps about them: Heard for Meetings acts for your organization as a school official under 34 CFR 99.31(a)(1)(i)(B), performing an institutional service for which your organization would otherwise use employees (coaching and feedback on how its students listen); Heard for Meetings is under your organization's direct control with respect to the use and maintenance of those records; Heard for Meetings uses them only for the purposes for which they were disclosed to it, providing Heard to the student and to the student's viewers; Heard for Meetings will not redisclose them except as 34 CFR 99.33 allows; Heard for Meetings will help your organization answer a student's request to inspect and review, or to amend, those records within 10 business days of your organization's request; and if your organization declines to amend a report and asks Heard for Meetings to, Heard for Meetings keeps the student's statement with that report for as long as the report is kept and shows it whenever the report is shown, while the student can still withdraw or delete the report. The people your organization names as viewers, and its administrators named by default under (i), are ones it has determined to have a legitimate educational interest in the student (34 CFR 99.31(a)(1)(i)(A)), and it will take off the list anyone who does not; your organization is responsible for its yearly notice to students of their FERPA rights, including covering outside parties, such as Heard for Meetings, that it treats as school officials. Item (l) does not apply to seats bought under this item.

• (k) The Team listening page. Each viewer your organization names under (i), for one member, several or the whole team, as administrators are for the whole team by default, sees a Team listening page listing the members they are named for: how many of each member's reports the viewer can see, in all and in the last 30 days, and the date of their last report, and, for each member with at least three such reports, the average Listening Score of the last three, ranked highest first (ties share a place), with their trend, their recent share of the talking, open questions, empathy and partnership, and, where it applies, a "Worth a check-in" tag (a clear downward trend, or a recent Listening Score at least 8 points below the median on the page). Under (l), a report its member marked "That wasn't me" is left out of these numbers, and out of the member's progress, until an administrator keeps it, and the page shows the mark. A member appears on it only after Heard's Terms of Service, version 1.2 or later, apply to them and they accept a viewer list that says so or, under (l), acknowledge your organization's rule, and each member sees their row on each such page, with any tag and who sees it, on their progress page. Being a member does not let anyone see another member's numbers; only that member's viewers see them, and an administrator who holds a seat sees them as a viewer, not as a member. Your organization will use the Team listening page only as (a) permits, to choose whom to coach next and on what; will read a member's reports, not only their place on the page, before acting on it; will offer coaching to any member who asks for it, and will not treat being chosen for coaching, or not being chosen, as a penalty or a reward; will not treat a member's place on it, or a tag, as a performance rating or as a reason for any decision (a) bars; will, before acting on a member's place on the page, take into account that it compares different calls, so a member's numbers can reflect their calls, their language or a disability rather than their listening, and will consider any member's request for a reasonable accommodation; and will not show the Team listening page, or pass on anything from it, to anyone who cannot see it in Heard.
• (l) Team records. On seats bought under these terms, version 1.2 or later, or under a signed agreement that provides for this item, except seats bought under (j), the reports a member makes after Heard's Terms of Service, version 1.3 or later, apply to them and they acknowledge your organization's rule in Heard are your organization's team records. Your organization's Heard administrators, unless they step back, and every viewer it names under (i) see all of them, including reports made before a viewer was named. Members cannot delete them unless they are administrators; an administrator can, and Heard logs each deletion and tells the member, unless the member deleted it. "That wasn't me" marks a report for an administrator to delete or keep. A member's team records stay with your team when the member leaves the team, is removed or closes their account, until an administrator deletes them, they reach 12 months, or your team is marked a school or training program. If it is, item (l) ends on its seats: every report made on them follows the rules that apply without it, members accept a viewer list before their next call, and the records left by members whose accounts no longer exist are deleted; an administrator who marks the team is told first how many. Reports made before a member acknowledged keep the rules they were made under. Your organization decides, under the law that applies to it, any request from a member or anyone else to correct or delete a team record, including where a privacy law gives that person the right; Heard passes on any such request a person sends it through Contact us while signed in to Heard, asks anyone who asks another way to send it that way or to ask your organization, and acts on your organization's instruction (Appendix A, item 6). Your organization uses team records only as (a) permits, and never uses one, or a member's mark that a report was not them, as a factor in any decision (a) bars.

This section is the agreement with your organization that section 1 of the Terms of Service refers to, unless your organization has signed a Heard for Meetings Subscription Agreement with us, which then controls.

11. Everything else. The Terms of Service govern everything these terms do not cover, including the limit on liability and New Hampshire law and courts. If these terms and the Terms of Service conflict about a purchase, these terms control.

12. Changes. We post changes here with a new version and date. A change to the price or the renewal terms of your plan applies only from a renewal after we email you about it: on a yearly plan, in the reminder in section 4; on a monthly plan, at least 7 and not more than 30 days before the first charge at the new price. A change to the price of a pack applies only to packs bought after the change is posted.

13. Contact. privacy@cdlab.io, or Contact us in Heard's Help pages.

Appendix A. Data Processing Terms

Written to meet New Hampshire RSA 507-H:7, Connecticut Gen. Stat. 42-521, Washington RCW 19.373.060 and California Civ. Code 1798.100(d), 1798.140(ag) and 11 CCR 7051.

1. Roles. For call content and users' personal information, your organization and its users decide what Heard records; Heard for Meetings processes it only to provide Heard, as your organization's processor and service provider.
2. Instructions and purpose. Heard for Meetings processes personal data only on your organization's documented instructions, for the specific business purpose of providing Heard self-coaching reports, progress pages and progress notes to its users, showing them to the viewers those users add or your organization names, showing the Team listening page to the viewers your organization names, keeping its team records under section 10(l), and answering what its users send us through Contact us. The data: account data (name, email address, seat); viewers' names and email addresses, the viewer lists users accepted, members' acknowledgments of your organization's rule, and the viewer access log, including administrators' deletions; call audio, transcripts, participant names and chat; reports, the notes users add to them, members' marks that a report was not them, and progress notes; notice logs; and the requests users send through Contact us. The durations are those in Heard's Privacy Notice.
3. No selling or sharing; no other use. Heard for Meetings will not sell or share personal data, or retain, use or disclose it for any purpose other than that business purpose, or outside the direct business relationship with your organization, or combine it with personal data from any other source, except as the law allows.
4. Confidentiality. Everyone who processes the data is under a duty of confidentiality.
5. Subprocessors. Heard for Meetings uses only the vendors listed in Heard's Privacy Notice (today Recall.ai, Anthropic, Railway, Resend and Stripe; Anchor, for organizations that pay by invoice; and, for email sent to our addresses, Mailgun and Google), gives your organization at least 10 days' notice by email and a chance to object before adding one that will receive its users' personal data, and binds each by written contract to the same obligations.
6. Assistance. Heard for Meetings helps your organization answer individuals' rights requests, meet security and breach-notice duties, and conduct data protection or risk assessments, including any California risk assessment it must do.
7. Compliance information and assessments. Heard for Meetings makes available the information needed to show compliance and allows reasonable assessments, or provides an independent assessor's report, once a year.
8. Notice of inability. Heard for Meetings tells your organization if it can no longer meet these obligations, and your organization may take reasonable steps to stop and remediate unauthorized use.
9. Deletion or return at the end of the services, unless the law requires keeping data.
10. Security. Encryption in transit; hashed sign-in and session tokens; system access limited to our owner; no screen or tool in Heard that lets anyone at Heard for Meetings read call content, or read a report or progress note unless a user or your organization makes that person a viewer; incident notice within 72 hours of confirming an incident that affects your organization's data.
11. Transfers. Call content is stored in the United States. Anthropic, which scores transcripts and writes progress notes from report content, can process what it receives in other countries where it operates; vendor service logs without call content can be processed in the European Union.

Appendix B. Employee notice template

For your organization to send; it fills in the parts in parentheses. Version A is for an organization whose administrators stepped back, or were never named, and that names no viewers; version B is for one with viewers under section 10(i), which every organization has unless its administrators step back. Both describe the team records of section 10(l); seats bought under 10(j) follow that item instead.

Version A: no named viewers

About Heard for Meetings

(Company) offers Heard for Meetings™, a coaching tool from SoHo Creative LLC, for work calls. When you use it, Heard joins calls you send it to, records and transcribes them, and uses artificial intelligence to score how you listened. You get a report. The reports you make on (Company)'s Heard seats belong to (Company). Today no one at (Company) sees them: its Heard administrators stepped back, and it names no viewers; they see only whether you hold a seat and how many reports you have used. (Company) can name viewers at any time, and they would then see every report you made on its seats since you acknowledged this in Heard; Heard emails you when that happens. You can't delete these reports unless you are a Heard administrator; an administrator can. If a report isn't you, choose "That wasn't me" in Heard, and an administrator decides whether to delete it. If you leave (Company)'s Heard team or close your Heard account, your reports stay with (Company) until an administrator deletes them or they reach 12 months. (Company) does not use your reports, or anything in them, in decisions about hiring, pay, promotion, selection for a training program or other training opportunity, discipline, termination, scheduling, work assignments, performance ratings or any other term or condition of your employment. Using Heard is (voluntary, or required for your role, and whether you use it as required counts like completion of any other required training). Heard tells everyone on a call that it is recording before it starts, and anyone can ask it to leave.

Questions: (name and email). To ask for a reasonable accommodation: (name and email).

Version B: named viewers

About Heard for Meetings

(Company) offers Heard for Meetings™, a coaching tool from SoHo Creative LLC, for work calls. When you use it, Heard joins calls you send it to, records and transcribes them, and uses artificial intelligence to score how you listened. You get a report. The reports you make on (Company)'s Heard seats belong to (Company), and (Company) can see them: its Heard administrators, unless they step back, and the viewers it names, today (names). They see the same report page and PDF you see, which include a short summary and a few quotes from the call and any note you add, for every report you make on (Company)'s Heard seats after you acknowledge this in Heard, including viewers (Company) names later, and never the recording, the transcript or the meeting chat. They also see your progress across those reports, a short read of it that an AI model can write, and a Team listening page that ranks the members they are named for by their recent listening scores, which artificial intelligence helps produce, and marks some "Worth a check-in" (a clear drop, or a recent score at least 8 points below the median on the page), so they can choose whom to coach next. You see your row on each of their pages, with any tag, on your progress page. (Company) uses Heard for (the roles or teams that use it). Heard emails you when (Company) adds or removes a viewer. You can't delete these reports unless you are a Heard administrator; an administrator can. If a report isn't you, choose "That wasn't me" in Heard, and an administrator decides whether to delete it. If you leave (Company)'s Heard team or close your Heard account, your reports stay with (Company) until an administrator deletes them or they reach 12 months. (Company) uses your reports, your progress and the Team listening page only to coach, train or supervise you, including choosing whom to coach next. Its Heard administrators see whether you hold a seat and how many reports you have used, and are among the people above, seeing everything listed here, unless they stepped back. (Company) uses this artificial intelligence output in choosing whom to coach next, and on what; it does not use your reports, the Team listening page, or anything in them, in decisions about hiring, pay, promotion, selection for a training program or other training opportunity, discipline, termination, scheduling, work assignments, performance ratings or any other term or condition of your employment. Using Heard is (voluntary, or required for your role, and whether you use it as required counts like completion of any other required training). Heard tells everyone on a call that it is recording before it starts, and anyone can ask it to leave.

Questions: (name and email). To ask for a reasonable accommodation: (name and email).

New York employers also give the standard notice under Civil Rights Law section 52-c (the section on electronic monitoring of employees) upon hiring, acknowledged by the employee, and post it. Connecticut employers: since October 1, 2026, Gen. Stat. section 31-48d also requires stating where monitoring occurs and, for employees hired on or after that date, a plain-language statement before they start.