Terms

These terms are between you and Valzeo. Using Valzeo means you accept them. If you are agreeing on behalf of a company, you are confirming you can bind it.

• Access is currently by invitation. An invite code is issued to one address and works only for that address.
• You are responsible for what happens under your account, including keeping your sign-in details to yourself. Tell us at support@valzeo.com if you think someone else has got in.
• One account is one executive practice. You may invite your clients to their own read-only portals at no charge; those portals are not accounts and cannot see anything beyond that client's own engagements.

Everything you put into Valzeo — your clients, contracts, invoices, documents and records — remains yours. We claim no ownership and no licence to it beyond what running the software requires: storing it, backing it up, and showing it to you and to the client portals you open.

You can export it at any time. If we ever shut the service down we will give you at least 60 days' notice and a way to take everything with you before anything is deleted.

• Your subscription. Prices are shown before you pay and charged by a merchant of record who handles sales tax. Fees are charged in advance for the period you choose.
• Founding members. If you were admitted as a founding member, the rate you were given is the rate you keep for as long as your subscription runs without a break. We will not raise it.
• Design partners. If your account is comped for a period, that period is stated in your account and we will tell you before it ends.
• Cancelling. Cancel whenever you like and you keep access until the end of the period you have paid for. We do not pro-rate part-periods.
• Your clients' money is not ours. Invoices are produced here and sent by you, carrying your own bank details. We are not a payment processor, we hold no funds, and a dispute between you and your client is between you and your client.

Valzeo records and presents what you enter. It does not give legal, tax, accounting or financial advice, and the documents it generates — statements of work, invoices — are starting points that you are responsible for checking before you send them.

Electronic signature runs through a third-party provider. Whether a signature is enforceable in your jurisdiction is a question for your lawyer, not for us.

We will run the service with reasonable skill and care, keep your data scoped to your workspace at the database level, and tell you promptly if something goes wrong. We do not promise the service is never unavailable — no honest software company can — but we will not treat downtime as acceptable.

We may change how features work. If we remove something you rely on, we will tell you before we do it.

You agree not to:

• use the service to break the law, or to store anything you have no right to store;
• attempt to reach another workspace's data, or probe the service for weaknesses without asking us first — if you find something, tell us and we will thank you properly;
• resell access, or run it as a service for other executives without agreeing that with us.

You can close your account at any time from Settings. We can suspend or close an account that is breaking these terms or not paying, and we will tell you why and give you a chance to put it right first unless the circumstances make that unreasonable. Either way, your export window still applies.

Nothing here limits liability for death or personal injury caused by negligence, for fraud, or for anything else the law does not allow us to limit. Beyond that, our total liability in any twelve-month period is limited to what you paid us in that period.

We are not liable for lost profits, lost business, or losses arising from a client relationship of yours. We are a record of your practice; we are not a party to it.

These terms are governed by the laws of England and Wales, and its courts have jurisdiction over any dispute.

How we handle your data is set out separately in the privacy notice, which forms part of this agreement.