Terms of Service

Onboardl.io is a client onboarding platform for managed service providers and similar businesses. The Service allows Partners to manage onboarding projects, invite team members, upload documents, exchange messages, and provide their own customers ("Clients") with a branded portal to view progress and participate in onboarding.

You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for the accuracy of your account information, for maintaining the confidentiality of your credentials, and for all activity under your account, including activity by team members you invite. You must notify us promptly at support@onboardl.io of any unauthorized use of your account.

The Service generates tokenized portal links that allow your Clients to access their onboarding portal without creating an account. You are responsible for distributing portal links only to intended recipients. Anyone with a valid portal link can view that Client's portal, including its documents and messages, until the link is rotated or the project is archived. The Service provides tools to rotate (invalidate and reissue) portal links at any time; you are responsible for using them if a link is shared beyond its intended audience.

"Partner Content" means all data you or your team submit to the Service, including branding assets, templates, project data, documents, messages, and information about your Clients and their personnel.

You retain all ownership rights in Partner Content. You grant us a limited, non-exclusive license to host, process, transmit, and display Partner Content solely as necessary to provide the Service.

You represent and warrant that you have all rights, consents, and lawful bases necessary to submit Partner Content to the Service — including personal information about your Clients and their personnel — and to authorize us to process it on your behalf. As between you and Onboardl.io, you are responsible for your relationship with your Clients, including any notices or consents required by applicable law. We process Client personal information as a service provider / processor acting on your instructions, as described in our Privacy Policy.

You agree not to:

• Use the Service for any unlawful purpose or in violation of any applicable law;
• Upload content that is infringing, defamatory, malicious (including malware), or that you lack rights to;
• Attempt to probe, scan, or breach the security of the Service or access data belonging to other partners;
• Resell or white-label the Service itself as your own software product (branding features are provided for presenting your onboarding process, not for reselling the platform);
• Interfere with or disrupt the integrity or performance of the Service; or
• Use the Service to send spam or unsolicited communications.

We may suspend or terminate accounts that violate this section.

Free trial. New Partner workspaces receive a 14-day free trial with access to Growth-plan features. No payment method is required to start a trial. When the trial ends, a short grace period applies, after which the workspace becomes read-only for new activity (existing data remains accessible) until a paid plan is selected. We do not delete your data because a trial ended.

Subscriptions. Paid plans are billed monthly in advance through our payment processor, Stripe. By subscribing, you authorize recurring charges to your payment method until you cancel. Prices, plan features, and usage limits (such as active clients, team seats, and storage) are described on our pricing page and may be enforced within the Service.

Founding member plan. The founding member plan is a limited-availability plan offered at a locked monthly price. The price lock applies for as long as the founding subscription remains continuously active. If a founding subscription is cancelled or lapses, the locked price is not guaranteed to be available again.

Cancellation. You may cancel at any time through the billing portal. Cancellation takes effect at the end of the current billing period; you retain access to paid features until then. Except where required by law, payments are non-refundable, including for partial billing periods.

Plan changes.If you downgrade or your subscription ends, features and limits of the new plan apply. Where your existing usage exceeds the new plan's limits, existing data remains accessible, but creating new items beyond the limit may be blocked.

Price changes.Except for the founding member price lock described above, we may change plan pricing with at least 30 days' notice, effective at your next billing cycle after the notice period.

Taxes. Prices exclude applicable taxes. You are responsible for any taxes we are required to collect in connection with your subscription.

You may stop using the Service at any time. We may suspend or terminate your access if you materially breach these Terms, if your subscription payment fails and is not cured within a reasonable period, or if we reasonably believe suspension is necessary to protect the Service or other users. Where practical, we will notify you before or promptly after suspension.

Following termination or account closure, we will make your Partner Content available for export for a reasonable period upon request, after which we may delete it in the ordinary course of our data retention practices, as described in the Privacy Policy.

The Service, including its software, design, and content (excluding Partner Content), is owned by onboardl.io LLC and its licensors and is protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription in accordance with these Terms. You may not copy, modify, reverse engineer, or create derivative works of the Service except as permitted by law.

If you send us feedback or suggestions, you grant us a perpetual, royalty-free license to use them without obligation to you.

The Service depends on third-party providers (such as hosting, database, payment, and email services) identified in our Privacy Policy. We are not responsible for third-party services we do not control, though we select providers with reasonable care.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT DATA WILL NEVER BE LOST. YOU ARE RESPONSIBLE FOR MAINTAINING COPIES OF CRITICAL DOCUMENTS OUTSIDE THE SERVICE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, OR DATA, ARISING OUT OF OR RELATED TO THE SERVICE; AND (B) OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM. THESE LIMITS APPLY REGARDLESS OF THE THEORY OF LIABILITY AND EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE. Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

You will defend and indemnify onboardl.io LLC against third-party claims arising from (a) Partner Content, including claims that you lacked rights or consents to submit it; (b) your use of the Service in violation of these Terms or applicable law; or (c) your relationship with your Clients.

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-laws rules. The state and federal courts located in Pinellas County, Florida will have exclusive jurisdiction over disputes arising out of these Terms or the Service, and each party consents to personal jurisdiction there.

We may update these Terms from time to time. If we make material changes, we will provide notice through the Service or by email at least 14 days before the changes take effect. Continued use of the Service after changes take effect constitutes acceptance. If you do not agree to updated Terms, you must stop using the Service and may cancel your subscription.

These Terms, together with the Privacy Policy, are the entire agreement between you and onboardl.io LLC regarding the Service. If any provision is found unenforceable, the remainder stays in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. Neither party is liable for delays or failures caused by events beyond its reasonable control.

onboardl.io LLC
support@onboardl.io