Terms of Service

1. Acceptance of These Terms

These Terms of Service ("Terms") are an agreement between you and [Operator] ("[BRAND]", "we", "us"). When you create an account — by checking the box or clicking the button that references these Terms at signup — you accept these Terms and the policies linked here: Privacy Policy, Cookie Policy, and Refund Policy. We keep a record of your acceptance (time and IP address). If you do not agree, do not use the Service.

2. Eligibility

You must be at least 18 and able to enter a binding agreement. The Service is business software, intended to be used in a trade, business, craft, or profession. If you use the Service for a business, you confirm you have authority to bind that business to these Terms.

3. Accounts

Use real information and keep it current. Your login is your responsibility: magic links and access codes act as your credentials — do not share them. If you think someone else has accessed your account, email support@clientportal.example [域名待确认] immediately.

4. Acceptable Use

You may not:

• break the law or infringe other people's rights;
• upload malware, or content that is harmful, deceptive, or infringing;
• probe, scan, or test the Service's security, or interfere with other users;
• create multiple accounts to get around Free plan limits, farm refunds, or resell the Service without our written permission;
• use the Service to send spam.

Abuse can lead to suspension or termination (section 14).

5. Your Content and Client Data

Your content stays yours; you keep all rights to it. To run the Service, you grant us a limited license — worldwide, non-exclusive, for as long as your content is in the Service — to host, store, process, and display your content and to send the emails you trigger.

For the client data in your workspace: you are the controller (GDPR) / business (CCPA) and we are your processor / service provider (Privacy Policy, section 5). You confirm you have a lawful basis to process your clients' data (notice, consent, or contractual necessity), and that you respond to your clients' data requests. We give reasonable assistance: export and deletion tools in the product, and we forward requests we receive.

6. White-Label and Brand Assets

You keep all rights to your logo, brand assets, and domain. You confirm you own them or have permission to use them; we do not verify or endorse them. If someone claims your branding infringes their rights, we may take the branding down and will contact you; the claims are yours to handle (section 13).

Custom domains require DNS ownership verification (a TXT record we give you).

The Free plan shows a "Powered by [BRAND]" badge in the client portal. Pro and Lifetime remove the badge and let you use your own branding — but you may not use the portal to impersonate any third party or to display anything unlawful. Whichever brand the portal shows, it links to our Privacy Policy so your clients can see how their data is handled.

7. Our Intellectual Property

The Service — software, product design, templates (quote, contract, invoice), and document layouts — belongs to [Operator]. While your subscription (or Lifetime access) is active, we grant you a limited, non-exclusive, non-transferable right to use the Service for your own business. Nothing in these Terms transfers ownership to you. Feedback you send us may be used to improve the Service, without obligation.

8. Competitor References

Our comparison and pricing-guide pages mention HoneyBook, Dubsado, and Bonsai — trademarks of their respective owners — solely to identify the products being compared (nominative fair use). [BRAND] is not affiliated with, endorsed by, or sponsored by these companies. We use competitor names as plain text only: no logos, screenshots, or brand assets. Pricing and feature facts on those pages carry source and date notes.

9. Fees, Billing, and Renewal

Free plan: $0. Includes 1 client, 3 active projects, 3 documents per month (quotes, contracts, invoices combined), 30 transactional emails per month, and 200 MB of file storage. No card required.

Pro plan: $9 per month, billed monthly, renewing automatically until you cancel. Cancel anytime in Settings → Billing (or email support@clientportal.example): your plan stays active to the end of the current billing period, and monthly fees are not prorated. Pro includes a 14-day money-back guarantee on your first payment (once per customer) — see the Refund Policy.

Lifetime plan: $299, one payment. It includes 12 months of feature updates and email support from the purchase date. After 12 months: the version you bought keeps working, and we keep shipping security fixes for it; new features and email support end. Lifetime includes a 14-day money-back guarantee (once per customer) — see the Refund Policy.

Price changes: we tell you at least 30 days before a new price applies to your plan.

Billing status: paid plans are waitlist-only right now — you cannot purchase them yet. This section's billing terms take effect when billing opens and you buy a paid plan. Plan payments run through Stripe; card details go to Stripe and we never store card numbers. Refunds follow the Refund Policy (/refund-policy), which is part of these Terms.

10. E-Signature Tools: What We Do and Do Not Promise

The Service includes click-to-sign tools and keeps signature records (signer role, signing method, signing time, hashed IP address) — an ESIGN/UETA-style audit trail. We do not promise that any document signed through the Service is legally effective in any jurisdiction; whether a contract is enforceable depends on the laws that apply to you and your client. Our templates are starting points, not legal advice — [BRAND] is not a law firm. For anything with legal consequences, talk to a lawyer.

11. Disclaimers

The Service is provided "as is" and "as available". We do not promise any specific business outcome — revenue, payment speed, or client growth. We work to keep the Service running, but we do not promise it will be uninterrupted, timely, or free of errors.

12. Limitation of Liability

To the maximum extent the law allows: [Operator]'s total liability for any claim is limited to what you paid us in the 12 months before the claim arose (for Lifetime buyers, the $299 purchase price). We are not liable for indirect, incidental, special, consequential, or lost-profit damages, or for loss of data, goodwill, or business opportunities — whatever the claim is based on (contract, tort, or otherwise).

13. Indemnity

You will defend, indemnify, and hold [Operator] harmless from claims, losses, and costs (including reasonable legal fees) arising from your content, your brand assets and custom domain, your relationship with your clients, or your breach of these Terms.

14. Termination

You can close your account anytime in Settings (or by emailing us). We may suspend or terminate your access if you breach these Terms, abuse the Service, or create risk for us or other users — where reasonable, we tell you first. On termination: your right to use the Service ends; we delete your data within 30 days, except records the law requires us to keep (billing and tax records). Export what you need before closing. Sections that should survive — fees owed, disclaimers, liability limits, indemnity, and governing law — survive termination.

15. Governing Law and Disputes

These Terms are governed by the laws of [Governing Law] [待 Owner 决策], without regard to conflict-of-law rules. The courts of [Governing Law] have exclusive jurisdiction over disputes.

16. Changes and Contact

We may update these Terms. Material changes get advance notice — email or a notice in the Service — and state when they take effect; using the Service after that date means you accept the updated Terms. If any part of these Terms is found unenforceable, the rest stays in effect. These Terms, plus the policies linked here, are the entire agreement between you and [Operator] about the Service.

Questions: support@clientportal.example [域名待确认].