Terms of Service

Last updated: July 20, 2026

Welcome to ClientsDock, a secure client portal service provided by KAAI TECH LLC ("Company," "we," "us," or "our"). These Terms of Service ("Terms") govern your use of our service. By accessing or using ClientsDock, you agree to be bound by these Terms.

1. Acceptance of Terms

By creating an account or using ClientsDock, you confirm that:

• You are at least 18 years old

  Or have parental consent to use our service

• You have the authority to enter into this agreement

  Legally binding contract

• You agree to comply with all applicable laws

  Local, state, and federal regulations

2. Description of Service

ClientsDock is a platform that enables users to create secure, branded client portals for sharing files, updates, and collecting feedback without requiring client login credentials.

Service Features

• Client portal creation

  Custom branded portals with unique URLs

• File sharing

  Secure upload and download of files

• Client communication

  Messages, comments, and feedback collection

• Access controls

  PIN protection and email authentication options

• Smart Quotes workflow

  Estimates, proposals, invoices, and client records for pricing and billing

• Public profiles

  Optional public profile for sharing your professional presence

3. User Accounts and Registration

To use ClientsDock, you must create an account and provide accurate information:

• Account security

  You are responsible for maintaining the confidentiality of your account

• Accurate information

  Provide true, accurate, and complete information

• Account responsibility

  You are responsible for all activities under your account

• Unauthorized access

  Notify us immediately of any unauthorized use

4. Subscription Plans and Billing

Plan Types

• Free Plan

  3 active portals with basic features

• Pro Plan

  10 portals, advanced features, custom branding

• Agency Plan

  50 portals, white-labeling, team access, analytics

Billing Terms

• Payment processing

  All payments processed securely through Stripe

• Subscription renewal

  Plans automatically renew unless cancelled

• Price changes

  We reserve the right to change pricing with 30 days notice

• Refund policy

  Pro-rated refunds available for annual subscriptions

5. Acceptable Use Policy

You agree not to use ClientsDock for any unlawful or prohibited activities:

Prohibited Activities

• Illegal content

  No illegal, harmful, or inappropriate content

• Spam or abuse

  No unsolicited communications or system abuse

• Security violations

  No attempts to breach security or access unauthorized data

• Intellectual property infringement

  Respect copyrights, trademarks, and other IP rights

• Malicious software

  No viruses, malware, or harmful code

6. Public profiles

You may maintain an optional public profile. ClientsDock does not operate a third-party template marketplace; client portals use the standard product experience described in your subscription.

7. Content and Intellectual Property

Your Content

You retain ownership of all content you upload to ClientsDock. By using our service, you grant us:

• License to operate

  Rights to store, process, and display your content as needed to provide the service

• Backup and security

  Rights to backup and secure your content

• Content responsibility

  You are solely responsible for the legality and appropriateness of your content

Our Intellectual Property

ClientsDock and its features are protected by intellectual property laws:

• Service ownership

  We own all rights to the ClientsDock platform and technology

• Limited license

  We grant you a limited license to use our service

• Restrictions

  You may not copy, modify, or reverse engineer our service

8. Privacy and Data Protection

Your privacy is important to us. Our Privacy Policy explains how we collect, use, and protect your data. By using ClientsDock, you consent to our data practices as described in our Privacy Policy.

9. Service Availability and Maintenance

We strive to provide reliable service but cannot guarantee 100% uptime:

• Scheduled maintenance

  We may perform maintenance with reasonable notice

• Service interruptions

  Temporary interruptions may occur due to technical issues

• Data backup

  We regularly backup data but recommend you maintain your own backups

10. Disclaimers and Limitation of Liability

Service Disclaimers

ClientsDock is provided "as is" without warranties of any kind. We disclaim all warranties, express or implied, including but not limited to merchantability and fitness for a particular purpose.

Limitation of Liability

To the maximum extent permitted by law, ClientsDock shall not be liable for:

• Indirect damages

  No liability for indirect, incidental, or consequential damages

• Data loss

  We are not responsible for loss of data or content

• Third-party actions

  No liability for actions of third parties

• Damage cap

  Total liability limited to the amount paid for the service

11. Termination

Either party may terminate this agreement:

• By you

  You may cancel your account at any time through your settings

• By us

  We may terminate accounts that violate these Terms

• Effect of termination

  Upon termination, your right to use the service ends immediately

• Data retention

  We may retain your data for a reasonable period as described in our Privacy Policy

12. Governing Law and Disputes

These Terms are governed by the laws of the State of Wyoming, United States, without regard to conflict-of-law principles. Any dispute arising from these Terms or your use of ClientsDock shall be resolved in the state or federal courts located in Wyoming, except where applicable law requires otherwise. You may also have mandatory consumer rights in your country of residence.

13. Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes by:

• Email notification

  Notice sent to your registered email address

• In-app notification

  Notice displayed when you log in

• Website posting

  Updated Terms posted on our website

14. Contact Information

If you have questions about these Terms of Service, please contact us: