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Terms of Service

Last updated: June 24, 2026

1. Acceptance of Terms

By creating an account and using Client Concierge, you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use the service.

2. Description of Service

Client Concierge is a SaaS platform that helps real estate agents automate client retention through closing gifts, review requests, birthday messages, and home anniversary emails. The service is provided on a subscription basis.

3. Subscription and Billing

Client Concierge charges $30 per month per agent account. Billing is handled through Stripe. Your subscription will automatically renew each month until cancelled. You may cancel at any time from your account settings. No refunds are provided for partial months.

4. Acceptable Use

You agree to use Client Concierge only for lawful purposes and in accordance with these Terms. You are responsible for ensuring that all client email communications sent through the platform comply with applicable laws including CAN-SPAM and CASL. You must have a legitimate business relationship with clients whose information you enter into the platform.

5. Gift Orders

Gift orders placed through Client Concierge are fulfilled manually by our team. Delivery times are estimates and not guaranteed. We reserve the right to substitute gift items of equal or greater value if specific items are unavailable. Gifts are non-refundable once fulfilled.

6. Client Data

You retain ownership of all client data you enter into the platform. You grant Client Concierge a limited license to use this data solely to provide the service. You are responsible for ensuring you have appropriate consent from your clients before entering their data.

7. Limitation of Liability

Client Concierge is provided "as is" without warranties of any kind. We shall not be liable for any indirect, incidental, or consequential damages arising from your use of the service. Our total liability shall not exceed the amount you paid us in the 3 months preceding the claim.

8. Termination

We reserve the right to terminate accounts that violate these terms. You may cancel your account at any time. Upon termination, your data will be retained for 30 days before permanent deletion.

9. Changes to Terms

We may update these Terms from time to time. We will notify you of significant changes via email. Continued use of the service after changes constitutes acceptance of the new terms.

10. Contact

For questions about these Terms, contact us at admin@client-concierge.com.