Terms of Service

By creating an account, accessing the client portal, or otherwise using ConsultSuite Pro (the “Service”), you agree to these Terms of Service. If you are agreeing on behalf of a firm or other organisation, you confirm you have authority to bind it, and “you” refers to that organisation.

If you do not agree to these terms, do not use the Service. We may update these terms from time to time; material changes will be notified to account administrators by email, and continued use after the effective date constitutes acceptance.

You must provide accurate registration information and keep it current. You are responsible for all activity under your account, for the security of your credentials, and for the conduct of any user you invite into your workspace.

You are responsible for the accuracy and lawfulness of the data you put into the Service, including obtaining any consents you need from your own clients before storing their information or inviting them into the client portal. Notify us promptly at support@consultsuitepro.com if you suspect unauthorised access to your account.

The Service is sold on a subscription basis by plan and by seat. Fees, billing periods and included usage are shown on our pricing page at the time you subscribe. Subscriptions renew automatically at the end of each billing period unless cancelled.

Charges are billed in advance and are non-refundable except where required by law. If you add seats mid-period, we charge a prorated amount; seat reductions and plan downgrades take effect at the next renewal. Where a free trial is offered, it converts to a paid subscription at the end of the trial unless cancelled first.

You may cancel at any time from your billing settings. Cancellation stops future renewals; your subscription continues until the end of the current period. We may change prices with at least 30 days' notice before your next renewal. If payment fails, we may suspend access after reasonable notice and retry attempts.

You agree not to:

• use the Service unlawfully, or to store or transmit unlawful, infringing or malicious content;
• upload malware, or attempt to probe, scan, overload or circumvent the Service's security or tenant isolation;
• access another firm's or another client's data, or attempt to do so;
• reverse engineer, decompile or copy the Service, or resell or provide it as a competing service;
• use automated means to extract data at a scale that degrades the Service for others;
• misrepresent AI-generated output as reviewed professional advice without your own review; or
• share credentials so that more individuals use the Service than you have seats for.

We may suspend access without notice where use presents a security, legal or stability risk, and will restore it once the issue is resolved.

You retain all rights in the content you and your users create or upload — client records, documents, deliverables, timesheets, invoices, portal messages and knowledge-library material (“Customer Content”). Your clients' documents and data remain your property, or your clients', as between you and us. We claim no ownership.

You grant us a limited, non-exclusive licence to host, process, transmit and display Customer Content solely to provide and support the Service, including sending content you select to our AI providers to generate output you have requested. We do not use Customer Content to train general-purpose AI models. You may export your Customer Content at any time while your subscription is active.

Output generated by AI features is yours to use, subject to your responsibility to review it before relying on or sending it. Similar output may be generated for other users from other inputs.

The Service itself — the software, design, documentation, trade marks and all related intellectual property — is owned by ConsultSuite Pro and its licensors. These terms grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription, and nothing more. Feedback you send us may be used to improve the Service without obligation or compensation.

The Service integrates with third-party providers such as payment processing, email delivery and AI models, and may link to third-party sites. Those services are governed by their own terms, and we are not responsible for their availability, content or conduct.

The Service is provided “as is” and “as available”. To the maximum extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose and non-infringement. We do not warrant that the Service will be uninterrupted, error-free or that it will meet every requirement.

ConsultSuite Pro is a software tool, not a professional adviser. Nothing produced in or by the Service — including proposals, contract reviews, financial figures and generated content — constitutes legal, financial, tax or professional consulting advice. See our disclaimer for detail.

To the maximum extent permitted by law, neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, goodwill or data, however caused. Our total aggregate liability arising out of or relating to these terms is limited to the fees you paid us in the 12 months preceding the event giving rise to the claim. These limits do not apply to liability that cannot lawfully be excluded, such as death or personal injury caused by negligence, or fraud.

You agree to indemnify and hold ConsultSuite Pro harmless from third-party claims arising out of your Customer Content, your use of the Service in breach of these terms, or your violation of law or the rights of others.

You may terminate at any time by cancelling your subscription and closing your account. We may terminate or suspend this agreement if you materially breach these terms and do not cure the breach within 30 days of notice, or immediately where the breach is unlawful or presents a security risk.

On termination, your right to use the Service ends. Your Customer Content remains available for export for 30 days and is then deleted in line with our Privacy Policy. Sections that by their nature should survive — ownership, disclaimers, liability, indemnity and governing law — do survive.

These terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws rules, and the state and federal courts located in Delaware have exclusive jurisdiction over any dispute. Where mandatory consumer or local law gives you rights in your country of residence, nothing here removes them. Before filing a claim, please contact us so we can try to resolve the matter informally.

These terms, together with the Privacy Policy and any order form, are the entire agreement between us. If a provision is held unenforceable, the rest remains in effect. Failure to enforce a provision is not a waiver. You may not assign this agreement without our consent, except to a successor of your business; we may assign it to an affiliate or acquirer.

Questions about these terms: email support@consultsuitepro.com with “Terms” in the subject line.