Terms of Service

Last updated: June 2026

The service

ClientLift provides branded client-onboarding portals: forms, file collection, typed signatures, secure access requests and scheduling, delivered through shareable links. Plans and limits are described on the pricing page and may evolve.

Your account

You are responsible for your login credentials and for the content you and your clients submit. You must have the right to collect the information you request from clients, and you must not use the service for unlawful, deceptive or harmful purposes.

Your clients' data

Data submitted by your clients through onboarding links belongs to you (the workspace owner). We process it only to provide the service, as described in the Privacy Policy. You are responsible for complying with data-protection law applicable to your business.

Signatures

The current signature feature records a typed name with a server timestamp. It is an acknowledgement record; depending on your jurisdiction and use case it may not constitute a qualified electronic signature. For contracts requiring a qualified e-signature, use a dedicated provider.

Billing

Paid plans renew monthly or annually until cancelled. You can cancel any time; access continues to the end of the paid period. Fees are non-refundable except where required by law.

Availability & liability

The service is provided “as is” without warranties. We aim for high availability but do not guarantee uninterrupted service. To the maximum extent permitted by law, our total liability is limited to the fees you paid in the 12 months before the claim.

Termination

You may delete your account at any time. We may suspend or terminate accounts that violate these terms or create risk for the service or other users.

Changes

We may update these terms; material changes will be notified in-app or by email. Continued use after changes means acceptance.