Terms of service

What Upclient is

Upclient is a tool for onboarding clients. You set up projects with stages and tasks, invite your clients to a portal in your brand, and they fill in forms, upload files, sign documents and message your team there. Workflows you set up send emails and move the project along.

Early access

Upclient is in early access and is free to use for now. Paid plans are not published yet. We will tell you before anything you use becomes paid.

Because the product is still being built, features may change, be limited or be removed, and the service may sometimes be unavailable. Keep your own copies of documents you depend on, including signed contracts.

Your account and team

• Give a real email address. You need it to confirm your account and to reset your password.
• Keep your password secret. Anything done with your account is treated as done by you.
• You decide who joins your workspace and what role they have. You are responsible for what your team members do in it.

Your clients

When you add contacts and invite them to a portal, you are the one who decides what information is collected from them and why. Upclient stores and handles that information on your behalf, as described in the privacy policy.

• Only add people you have a real business relationship with, and only invite people who expect to hear from you.
• Emails that Upclient sends for you, such as invitations, reminders and workflow emails, go out in your name. You are responsible for their content.
• If a client asks you about their information, or asks for it to be removed, it is for you to answer. We will help when you ask us.

Your content

The projects, templates, forms, contracts, files, messages and other material that you and your clients add to Upclient remain yours and theirs. You allow Upclient to store and process them only as needed to run the service for you.

Only upload or link to content you have the right to use.

Contracts and signatures

Upclient lets you write contract templates, collect a client’s signature, countersign and download the signed document. It records who signed and when.

Upclient is not a law firm and does not give legal advice. The contract templates and sample content in the product are examples. Whether an electronic signature is valid for a particular document depends on the law that applies to you and your client, and it is for you to check.

Embeds and links

You can put content from other services into tasks and portal pages, such as a booking calendar or a video. That content is provided by the other service under its own terms, and your clients’ browsers contact that service when they open it.

Acceptable use

Do not use Upclient to:

• store or send content that is illegal, or that infringes someone else’s rights;
• send unsolicited bulk email, or email people who have not agreed to hear from you;
• impersonate a person or organization, or mislead people about who a portal belongs to;
• get into another person’s account, workspace or portal, or test, probe or get around the service’s security or limits;
• send requests that are meant to overload the service.

Stopping and suspension

You can stop using Upclient at any time. An owner can delete a workspace from its settings. To have your account deleted, write to us as described in the privacy policy.

We may suspend or close an account that breaks these terms or puts the service or other people at risk.

Changes to these terms

When these terms change, the date at the top changes too. If you keep using Upclient after a change, the new terms apply.

Contact

Upclient is a Fortuna product. For questions about these terms, write to hello@upclient.app.