ClientPortaly

Terms of Service & Privacy Policy

Last updated: 2026

Terms of Service

ClientPortaly (“we”, “our”, “us”) provides a client management and business operations platform designed for professional service firms. By accessing or using ClientPortaly, you agree to be bound by these Terms of Service.

Use of the Service

You agree to use the platform only for lawful business purposes and in compliance with all applicable laws and regulations. You are responsible for maintaining the confidentiality of your account credentials.

Subscriptions & Cancellation

ClientPortaly operates on a subscription basis. You may cancel your subscription at any time. Access to paid features will continue until the end of the current billing period.

Availability & Changes

We may update, modify, or discontinue features of the platform at any time. We do not guarantee uninterrupted availability of the service.

Limitation of Liability

ClientPortaly is provided “as is”. To the maximum extent permitted by law, we are not liable for indirect, incidental, or consequential damages arising from your use of the platform.

Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your information.

Information We Collect

We collect information you provide directly, including account details, client data you input, and usage information necessary to operate the platform.

How We Use Information

Information is used solely to provide, maintain, and improve ClientPortaly, including security, support, and platform functionality.

Data Security

We implement reasonable technical and organizational safeguards to protect your data. However, no system can be guaranteed to be 100% secure.

Data Ownership

You retain ownership of your data. ClientPortaly does not sell or share customer data with third parties except as required to operate the service or comply with legal obligations.

Contact Us

If you have questions about these terms or our privacy practices, contact us at: