These Terms & Conditions (“Terms”) govern your access to and use of ClientLoop — the marketing site at clientloop.digital and the application at app.clientloop.digital (together, the “Service”). Please read them carefully. By creating an account, subscribing, or otherwise using the Service, you agree to these Terms.

In short. ClientLoop gives your business a secure workspace to collect documents, forms and information from your clients. You stay the owner of what you upload, and you are responsible for having the right to collect it. We provide the platform on a subscription basis and protect your data, but we are not your lawyer, accountant or adviser, and the Service is provided without warranties except as set out below.

1. Agreement to these Terms

These Terms form a binding agreement between you (and, if you use ClientLoop on behalf of an organisation, that organisation — “you” or “Customer”) and Pleesys Technology Limited (“ClientLoop”, “we”, “us”). If you are entering into these Terms on behalf of an organisation, you confirm you are authorised to bind it. If you do not agree, do not use the Service.

These Terms incorporate our Privacy Policy.

2. Definitions

“Customer” — the account holder using ClientLoop to collect information from its clients.
“Client” — an individual the Customer invites into a workspace to provide documents, complete forms or exchange messages.
“Workspace” — a branded environment within the Service that a Customer creates and controls.
“Content” — any files, documents, form responses, messages, logos, text and other material uploaded to or submitted through the Service by a Customer or its Clients.
“Plan” — a Free or paid subscription tier offering a set of features.

3. The Service

ClientLoop lets a Customer create a branded client portal, invite Clients, request and receive documents and information, track submission progress, send reminders, and exchange messages — managed from a single dashboard. We may add, change or remove features over time. Some features are available only on certain Plans.

4. Accounts and eligibility

You must be at least 18 years old and capable of forming a binding contract.
You must provide accurate account information and keep it up to date.
You are responsible for safeguarding your login credentials and for all activity under your account. Notify us promptly at hello@clientloop.digital of any unauthorised use.
The Service is intended for business and professional use.

5. Plans, billing and cancellation

Plans. ClientLoop currently offers a Free plan and a Pro plan at $19 per month. Pro may also be paid annually, in which case you receive a discount equivalent to two months free versus paying monthly. Plans and prices are described at clientloop.digital/#pricing and may change as described below.
Currency and taxes. Prices are stated in US dollars and are exclusive of taxes (such as VAT or sales tax), which will be added where applicable.
Payment processor. Paid subscriptions are billed through our payment provider, Stripe. By subscribing, you authorise us (via Stripe) to charge your payment method for the applicable fees.
Renewal. Paid subscriptions renew automatically at the end of each billing period (monthly or annual) until cancelled.
Cancellation. You may cancel at any time, effective at the end of your current billing period. After cancellation you retain access until the period ends, then your account moves to the Free plan or is closed.
Refunds. Except where required by law, fees are non-refundable and we do not provide refunds or credits for partial periods, downgrades, or unused features.
Failed payments. If a payment fails, we may retry, suspend, or downgrade paid features until payment is resolved.
Price changes. We may change Plans, features or prices. For existing paid subscriptions, we will give reasonable advance notice of price increases, which take effect at your next renewal; continued use after the change takes effect constitutes acceptance.
Free plan. The Free plan is provided “as is”, may have usage limits, and may be changed or discontinued at our discretion.

6. Your Content and your responsibilities

Ownership. As between you and us, you (and your Clients) retain all rights in your Content. We do not claim ownership of it.
Licence to us. You grant ClientLoop a worldwide, non-exclusive, royalty-free licence to host, store, transmit, display and process Content solely to provide, secure and improve the Service for you, and as otherwise permitted by these Terms and our Privacy Policy.
You are the data controller. For Content placed in your Workspace, you are the data controller and ClientLoop is your processor. You are responsible for:
- having a valid lawful basis and, where required, explicit consent or another appropriate condition to collect and process the information you request from Clients — especially sensitive or special-category information such as financial records, identity documents, or health-related data;
- providing your Clients with any privacy information required by law; and
- complying with all laws and professional or regulatory obligations that apply to you (including data-protection, anti-money-laundering, and confidentiality rules).
Responsibility for use. You are responsible for the Content you and your Clients upload and for how you configure and use your Workspace, including who you invite and what you request.
Accuracy of the Service. ClientLoop helps you collect and organise information; it does not verify the authenticity, legality or accuracy of Content and does not provide legal, financial, tax or other professional advice.

7. Acceptable use

You agree not to, and not to permit anyone to:

use the Service for anything unlawful, fraudulent, or harmful, or to upload Content you have no right to share;
upload malware, or content that infringes intellectual-property or privacy rights, is defamatory, or is otherwise objectionable;
attempt to access another Customer’s data, breach or probe security, or circumvent usage limits or authentication;
resell, sublicense or provide the Service to third parties except as expressly permitted by your Plan;
scrape, reverse-engineer, or copy the Service except as permitted by law; or
use the Service in a way that overloads, disrupts or degrades it.

We may investigate suspected violations and remove Content or suspend access where reasonably necessary.

8. Data protection

Our handling of personal data is described in the Privacy Policy. Where we process Content as your processor, we will do so on your documented instructions, apply appropriate security measures, use only sub-processors bound by appropriate obligations, and assist you with data-subject requests and breach notifications as required by applicable data-protection law. If you require a separate data-processing agreement, contact privacy@clientloop.digital.

9. Intellectual property

The Service, including its software, design, text, graphics and trademarks (but excluding your Content and brand assets), is owned by ClientLoop or its licensors and is protected by law. We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription, subject to these Terms. If you send us feedback or suggestions, you grant us a perpetual, royalty-free licence to use them without obligation to you.

10. Custom domains and branding

Paid plans may let you connect a custom domain and apply advanced branding. You represent that you own or are authorised to use any domain, logo, trademark or brand asset you connect or upload, and you are responsible for maintaining the relevant domain registration and DNS configuration. We may suspend a custom domain that infringes rights or violates these Terms.

11. Third-party services

The Service relies on third parties (such as Stripe for payments, and our hosting and email providers). Your use of those services may be subject to their terms, and we are not responsible for third-party services we do not control.

12. Availability and support

We aim to keep the Service available and reliable, but we do not guarantee uninterrupted or error-free operation, and these Terms do not include a specific uptime commitment (this is particularly the case for the Free plan). We may perform maintenance, and may modify or discontinue parts of the Service, using reasonable efforts to limit disruption. Support is provided on a commercially reasonable basis, with priority support available on the Pro plan.

13. Disclaimer of warranties

To the maximum extent permitted by law, the Service is provided “as is” and “as available” without warranties of any kind, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will meet your requirements, be secure against every threat, or be free of errors. Nothing in this section limits warranties or rights that cannot be excluded under applicable law (including consumer-protection law where it applies to you).

14. Limitation of liability

To the maximum extent permitted by law:

ClientLoop will not be liable for any indirect, incidental, special, consequential or punitive damages, or for any loss of profits, revenue, data, goodwill or business, arising out of or relating to the Service; and
ClientLoop’s total aggregate liability arising out of or relating to these Terms or the Service will not exceed the greater of (a) the fees you paid to ClientLoop in the 12 months before the event giving rise to the claim, or (b) US $100.

Nothing in these Terms excludes or limits liability that cannot be excluded or limited by law, including liability for death or personal injury caused by negligence, for fraud or fraudulent misrepresentation, or for any other liability that applicable law does not permit to be limited.

15. Indemnification

You agree to indemnify and hold harmless ClientLoop and its officers, employees and agents from any claims, damages, losses and reasonable expenses (including legal fees) arising out of: (a) your Content; (b) your use of the Service; (c) your violation of these Terms or of any law; or (d) your violation of any third party’s rights.

16. Suspension and termination

By you. You may stop using the Service and close your account at any time.
By us. We may suspend or terminate your access if you materially breach these Terms, fail to pay, or use the Service in a way that risks harm to others or to the Service, or if required by law. Where practical and lawful, we will give notice and an opportunity to cure.
Effect. On termination, your right to use the Service ends. We will make your Content available for export for a limited period (typically up to [30] days) where feasible, after which it may be deleted in the ordinary course, subject to any legal retention obligations and backup cycles. Provisions that by their nature should survive (including Sections 6, 9, 13, 14, 15 and 19) will survive termination.

17. Confidentiality

Each party may receive non-public information from the other. Each party will use the other’s confidential information only to perform under these Terms and will protect it with reasonable care, except where disclosure is required by law.

18. Changes to the Service and these Terms

We may update these Terms from time to time. We will change the “Last updated” date above and, where changes are material, take reasonable steps to notify you (for example by email or an in-app notice). Changes take effect when posted (or on the stated effective date), and your continued use of the Service after that constitutes acceptance. If you do not agree to the changes, stop using the Service.

19. Governing law and jurisdiction

These Terms and any dispute arising out of them or the Service are governed by the laws of England & Wales, and the courts of England & Wales will have exclusive jurisdiction, except where mandatory law in your country of residence provides otherwise. (If ClientLoop’s operating entity is established elsewhere, this clause should be updated to that jurisdiction.)

20. General

Entire agreement. These Terms and the Privacy Policy are the entire agreement between you and us regarding the Service.
Assignment. You may not assign these Terms without our consent; we may assign them to an affiliate or successor.
Severability. If any provision is found unenforceable, the rest remains in effect.
No waiver. Our failure to enforce a provision is not a waiver of it.
Notices. We may give notice by email or through the Service; you can contact us at the address below.

21. Contact

hello@clientloop.digital (general) · privacy@clientloop.digital (data protection)
Pleesys Technology Limited, [registered address]