Advisori
Terms and conditions
These terms and conditions (“Terms”) govern access to and use of Advisori, operated by Advisori App LLC (“we”, “us”). By creating an account, starting a trial, or using the service, you agree to these Terms on behalf of yourself and the firm you represent.
The service
Advisori is a hosted software platform that helps professional firms manage client relationships — workflows, documents, credentials, form responses, electronic signatures, optional accounting (Books), and related firm operations. Features may change over time as we improve the product.
The service is practical business software — not an AI product. We do not sell “AI-generated” outputs as a core feature, and we do not use your workspace content to train machine-learning models.
Accounts and eligibility
You must provide accurate registration information and keep account credentials secure. You are responsible for activity under your firm’s workspace accounts. The service is intended for businesses and their authorized staff, not for personal consumer use.
Customer data
Your firm retains ownership of the client records, documents, and other content you upload or create in your workspace (“Customer Data”). You grant us a limited license to host, process, transmit, and back up Customer Data solely to provide and support the service, and as otherwise described in our Privacy policy.
You are responsible for having a lawful basis to collect and process Customer Data, including obtaining any required notices and consents from your clients and staff.
Acceptable use
You agree not to:
- Use the service in violation of applicable law or professional obligations
- Upload malware, attempt unauthorized access, or interfere with platform security or performance
- Reverse engineer or resell the service except as expressly permitted in writing
- Use the service to send unlawful, harassing, or deceptive communications
We may suspend or terminate access that poses a security risk or violates these Terms.
Trials, fees, and billing
Free trials and paid plans are described on our website or in your order confirmation. Unless otherwise stated, paid subscriptions are billed month to month for firm staff users and included storage. Client portal users and Books portal contacts are not billed as users. Fees are generally non-refundable except where required by law or expressly stated.
Payments are processed by Stripe or another designated processor. You authorize recurring charges for the plan you select until you cancel or change plans according to the in-product billing settings or by contacting us where self-service options are not available.
We may change pricing or plan limits with reasonable notice. Continued use after a price change takes effect constitutes acceptance of the new pricing for subsequent billing periods.
Confidentiality
Each party will protect the other’s non-public business information using reasonable care and use it only for purposes related to the service. This obligation does not apply to information that is public, independently developed, or lawfully received without restriction.
Availability and support
We strive to keep the service available and secure, but uninterrupted operation is not guaranteed. Maintenance, outages, and third-party dependencies may occasionally affect access. Support channels and response expectations may vary by plan.
Disclaimers
The service is provided “as is” and “as available” to the maximum extent permitted by law. We disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Advisori is a tool for your firm’s operations; it does not provide legal, tax, or accounting advice.
Limitation of liability
To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, or punitive damages, or for loss of profits, revenue, data, or goodwill. Our total liability arising out of or related to the service in any twelve-month period will not exceed the fees paid by your firm for the service in that period, except where liability cannot be limited by law.
Termination
You may stop using the service by cancelling your subscription according to available billing options. We may suspend or terminate access for material breach, non-payment, or risk to the platform. Upon termination, your right to access the service ends. Export tools remain available according to product settings for a reasonable period where practicable. Sections that by nature should survive termination will continue to apply.
Changes to these Terms
We may update these Terms from time to time. We will post the revised version on this page and update the “Last updated” date. If changes are material, we will provide additional notice where appropriate. Continued use after changes become effective constitutes acceptance.
Governing law
These Terms are governed by the laws of the jurisdiction where Advisori App LLC is established, without regard to conflict-of-law rules. Courts in that jurisdiction will have exclusive venue for disputes arising from these Terms, except where applicable law requires otherwise.
Contact
Questions about these Terms can be sent through our contact form.