Terms of Services
Last updated: July 8, 2026
1. Using ClientFileReady
ClientFileReady is a software platform that helps professional firms collect documents and information from their clients and manage follow-ups.
By creating an account or using ClientFileReady, you agree to these Terms of Service.
2. Your Account
You are responsible for keeping your account details and login credentials secure.
You must provide accurate information when creating an account and must not allow others to use your account unless they are authorised users of your organisation.
You are responsible for activity that occurs through your account.
3. Your Responsibilities
You are responsible for how you use ClientFileReady and for the information and documents you request, upload or provide through the platform.
You must only use ClientFileReady for lawful purposes and in accordance with these Terms.
You are responsible for ensuring that you have the necessary rights, permissions and consents to collect and use information submitted through ClientFileReady.
You must not use ClientFileReady to upload or transmit anything that is unlawful, harmful, fraudulent, or intended to compromise the security of the platform.
4. Your Data and Content
You retain ownership of the information and documents you submit to ClientFileReady.
You give ClientFileReady permission to store, process and transmit that information as necessary to provide and operate the service.
You are responsible for the accuracy, legality and appropriateness of the information you submit.
We may remove or restrict access to content where reasonably necessary to protect ClientFileReady, our users, or to comply with the law.
5. Our Service
We will use reasonable care to provide and maintain ClientFileReady.
ClientFileReady may be updated, changed or improved from time to time. We may also temporarily suspend access where necessary for maintenance, security or other operational reasons.
We aim to keep ClientFileReady available and reliable, but we do not guarantee that the service will always be available, uninterrupted or error-free.
6. Fees and Payment
Paid ClientFileReady plans are charged according to the pricing displayed when you subscribe.
You agree to provide accurate billing information and to pay applicable fees when they are due.
Fees are generally non-refundable except where required by law or stated otherwise at the time of purchase.
We may change our pricing from time to time. Any changes will apply to future purchases or renewal periods and will be communicated appropriately.
7. Our Intellectual Property
ClientFileReady and its underlying software, design, features, branding and content belong to ClientFileReady or its licensors.
Using ClientFileReady does not give you ownership of the platform or its underlying technology.
You may use ClientFileReady only for the purposes permitted by these Terms.
8. Privacy
Our Privacy Policy explains how we collect, use and protect personal information.
By using ClientFileReady, you acknowledge that your information will be handled in accordance with our Privacy Policy.
9. Suspension and Termination
You may stop using ClientFileReady at any time.
We may suspend or terminate an account if you seriously or repeatedly breach these Terms, fail to pay applicable fees, misuse the service, or where necessary to protect ClientFileReady or others.
When an account is terminated, access to ClientFileReady may be removed. We will handle customer data in accordance with our Privacy Policy and any applicable data retention requirements.
10. Disclaimers and Liability
ClientFileReady provides software to help you manage document collection and follow-ups. We do not provide legal, financial, conveyancing, migration, accounting or other professional advice.
You remain responsible for decisions made using information collected through ClientFileReady.
To the extent permitted by law, ClientFileReady is not responsible for indirect, incidental or consequential loss arising from your use of the service.
Nothing in these Terms excludes or limits any rights or guarantees that cannot legally be excluded under Australian law.
11. Changes to These Terms
We may update these Terms from time to time as ClientFileReady develops or our legal obligations change.
The latest version will always be published on this page. Where appropriate, we will notify customers of material changes.
12. Contact
If you have any questions about these Terms, please contact us at support@clientfileready.com
