Terms of Use

1. Acceptance of Terms

By accessing or using Cliently ("Service", "we," "our," or "us"), you agree to be bound by these Terms of Use ("Terms"). If you disagree with any part of these terms, you may not access the Service.

These Terms apply to all visitors, users, and others who access or use the Service, whether on a free tier or paid subscription.

2. Description of Service

Cliently is a client management system (CRM) designed for solo practitioners including coaches, therapists, healers, and consultants. The Service enables you to:

Track leads and manage client information
Schedule and manage sessions
Record session notes and upload transcripts
Generate AI-powered session summaries and client journey insights (paid feature)

3. User Accounts

3.1 Account Creation

To use certain features of the Service, you must create an account. You agree to provide accurate, current, and complete information during registration and to update such information to keep it accurate.

3.2 Account Security

You are responsible for safeguarding your password and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account. We cannot and will not be liable for any loss or damage arising from your failure to protect your account credentials.

3.3 Account Termination

We reserve the right to suspend or terminate your account at any time for violation of these Terms or for any conduct that we believe is harmful to other users, us, or third parties, or for any other reason at our sole discretion.

4. Subscription and Payment

4.1 Free and Paid Tiers

Cliently offers both free and paid subscription tiers. The free tier includes limited functionality (up to 5 leads/clients). Paid subscriptions unlock unlimited usage and premium features including AI-powered summaries.

4.2 Billing

Paid subscriptions are billed in advance on a monthly or annual basis. By subscribing, you authorize us to charge your payment method for the applicable subscription fees.

4.3 Refunds

Subscription fees are non-refundable except where required by law. If you cancel your subscription, you will continue to have access to paid features until the end of your current billing period.

4.4 Price Changes

We reserve the right to modify subscription prices. Any price changes will be communicated in advance and will apply to the next billing cycle after the notice period.

5. Acceptable Use

You agree not to use the Service to:

Violate any applicable laws, regulations, or third-party rights
Store or transmit any content that is unlawful, harmful, threatening, abusive, defamatory, or otherwise objectionable
Impersonate any person or entity or falsely represent your affiliation
Interfere with or disrupt the Service or servers or networks connected to the Service
Attempt to gain unauthorized access to any portion of the Service
Use the Service to send unsolicited communications (spam)
Use automated systems (bots, scrapers) to access the Service without our permission
Store client data without appropriate consent from those clients

6. Your Data and Content

6.1 Ownership

You retain all rights to the data and content you input into the Service. We do not claim ownership over your client data, session notes, or other content you create or store.

6.2 License to Us

By using the Service, you grant us a limited license to store, process, and display your content solely to provide the Service to you. This includes processing your data through AI systems when you use AI-powered features.

6.3 Your Responsibilities

You are solely responsible for:

The accuracy and legality of all data you input
Obtaining appropriate consent from your clients before storing their information
Complying with applicable privacy laws and professional regulations (HIPAA, GDPR, etc.)
Maintaining appropriate backups of your data

7. AI Features

The Service includes optional AI-powered features. By using these features, you acknowledge and agree that:

AI-generated summaries and insights are provided as tools to assist you, not as professional advice
You are responsible for reviewing and verifying any AI-generated content before relying on it
AI outputs may not always be accurate or complete
Your use of AI features must comply with any confidentiality obligations you have to your clients
We are not liable for decisions made based on AI-generated content

8. Intellectual Property

The Service and its original content (excluding user content), features, and functionality are and will remain the exclusive property of Cliently. The Service is protected by copyright, trademark, and other laws.

Our trademarks and trade dress may not be used in connection with any product or service without our prior written consent.

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO:

WARRANTIES OF MERCHANTABILITY
FITNESS FOR A PARTICULAR PURPOSE
NON-INFRINGEMENT
ACCURACY OR RELIABILITY OF ANY INFORMATION

We do not warrant that the Service will be uninterrupted, secure, or error-free, or that defects will be corrected.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL CLIENTLY, ITS DIRECTORS, EMPLOYEES, PARTNERS, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION:

Loss of profits, data, use, or goodwill
Service interruption
Computer damage or system failure
Cost of substitute services

WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER LEGAL THEORY, AND WHETHER OR NOT WE HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGE.

OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING FROM OR RELATING TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM, OR $100 IF YOU HAVE NOT MADE ANY PAYMENTS.

11. Indemnification

You agree to defend, indemnify, and hold harmless Cliently and its officers, directors, employees, and agents from and against any claims, damages, obligations, losses, liabilities, costs, or debt, and expenses arising from: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any third-party right, including any privacy or intellectual property right; or (d) any claim that your content caused damage to a third party.

12. Third-Party Services

The Service may integrate with or link to third-party services (e.g., Stripe for payments). We are not responsible for the content, policies, or practices of any third-party services. Your use of such services is governed by their respective terms and policies.

13. Changes to Terms

We reserve the right to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. Continued use of the Service after revised Terms become effective constitutes acceptance of those Terms.

14. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Service shall be resolved in the courts located in Delaware.

15. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that these Terms will otherwise remain in full force and effect.

16. Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Cliently regarding the Service and supersede any prior agreements.