The Basics
By using AgencyFlo, you agree to these terms. If something here doesn't work for you, let's talk before you sign up.
What You're Getting
Access to AgencyFlo's agency operating system, including:
Project and client management
Time tracking and profitability analytics
AI-powered business intelligence
Team collaboration tools
Contract and proposal management
We're constantly improving the platform. Features evolve. We'll notify you of major changes.
Your Account
Your Responsibilities
Keep your login credentials secure
Don't share your account with people outside your agency
Tell us immediately if you suspect unauthorized access
Provide accurate billing information
Our Responsibilities
Keep your data secure
Maintain platform uptime
Give you advance notice of breaking changes
Respond to support requests promptly
Pricing and Payments
Early Adopter Pricing
Lifetime flat fee access
Unlimited users from your agency
No surprise charges
Future Pricing
Early adopters lock in their rate forever
We reserve the right to change pricing for new customers
Any price changes for existing customers require 60 days notice
Billing
Payments processed securely
Refunds handled case-by-case within first 30 days
No refunds after 30 days unless we materially breach these terms
Your Data
What You Own
Everything you put into AgencyFlo. Your client data, projects, documents, content—all yours.
What We Do With It
Store it securely
Use it to provide the service
Analyze usage patterns to improve the platform (anonymized)
Never sell it to third parties
Never use it to train AI models without explicit permission
Data Processing
We're the data controller for your account data
You're the data controller for your client data
We're the data processor when handling your client data
You're responsible for ensuring you have legal basis to process your clients' data
Data Security
Encryption in transit and at rest
Regular security audits
Access controls and authentication
Incident response procedures
Security breach notification within 72 hours (GDPR requirement)
What Happens When You Leave
Export your data anytime
30-day grace period after cancellation
After 30 days, we delete your data permanently
Deletion is irreversible and complete
AI Features (FloAI)
FloAI assists with contract drafting, meeting summaries, task assignment, and business intelligence.
How It Works
Processes your agency data to provide contextual suggestions
Runs on secure infrastructure
You control what data FloAI can access
All suggestions are editable before finalizing
Your Control
You can disable AI features anytime
You review all AI-generated content before it's sent to clients
We don't train models on your specific data without permission
What We Don't Allow
Prohibited Uses
Anything illegal
Reselling access to AgencyFlo
Reverse engineering the platform
Scraping data at scale
Running competing services on our infrastructure
Uploading malware or malicious code
We Can Suspend Access If:
You violate these terms
Your account shows signs of compromise
You're using the platform to harm others
Required by law
We'll give you notice and a chance to fix issues before suspending, except in cases of security threats or legal requirements.
Intellectual Property
Ours
AgencyFlo platform, code, and design
FloAI technology and algorithms
AgencyFlo brand and trademarks
Yours
Everything you create using the platform
Your client deliverables and work product
Your agency's proprietary processes
Shared
You can give us feedback and suggestions
We can use that feedback to improve the platform
No compensation owed for feedback unless separately agreed
Limits of Liability
What We're Responsible For
Providing the service as described
Keeping your data secure
Fixing bugs and issues we cause
What We're Not Responsible For
How you use the platform
Decisions you make based on AI suggestions
Third-party integrations breaking
Force majeure events (outages beyond our control)
Lost profits or consequential damages
Maximum Liability If we mess up, our liability is limited to what you paid us in the last 12 months. This doesn't apply to gross negligence or intentional misconduct.
Privacy
Your privacy matters. See our Privacy Policy for details on data collection, storage, and usage.
Quick Summary
We collect what we need to run the service
We protect it with industry-standard security
We don't sell your data
You control your data
GDPR Rights (EU Users)
If you're in the EU, UK, or EEA, you have specific rights under data protection law.
Your Rights
Access: Request a copy of all your data
Rectification: Correct inaccurate data
Erasure: Request deletion (right to be forgotten)
Portability: Export your data in machine-readable format
Restriction: Limit how we process your data
Objection: Object to certain types of processing
Withdraw Consent: Revoke consent for data processing anytime
How to Exercise Your Rights Email us with your request. We respond within 30 days.
Legal Basis for Processing
Contract Performance: To provide AgencyFlo services
Legitimate Interest: To improve the platform and prevent fraud
Consent: For optional features like marketing communications
Data Retention
Active accounts: Data stored while account is active
Canceled accounts: 30 days, then permanent deletion
Legal requirements: May retain certain data longer if required by law
International Transfers If we transfer data outside the EU/EEA, we use Standard Contractual Clauses or other approved mechanisms.
Supervisory Authority You can lodge complaints with your local data protection authority if you believe we've mishandled your data.
Service Availability
Uptime Target: Best-effort reliability
Maintenance Windows
Scheduled maintenance announced 48 hours in advance
Emergency maintenance happens without notice
We aim for minimal disruption
No Absolute Guarantees Software breaks sometimes. We work fast to fix it, but we can't guarantee zero downtime.
Changes to These Terms
We update these terms occasionally.
How We Handle Changes
Post updated terms on this page
Email you if changes are material
Give you 30 days to object
If you keep using the platform, you accept the new terms
If You Don't Agree
Stop using the platform
Export your data
Request a prorated refund if the change is material
Cancellation
You Can Cancel Anytime
Export your data first
Email us at [support email]
30-day data retention after cancellation
We Can Cancel If
You violate these terms repeatedly
Required by law
You haven't used the platform in 24+ months
If we cancel without cause, you get a prorated refund.
Disputes
Let's Talk First If something goes wrong, email us. Most issues resolve with a conversation.
If That Fails
Disputes handled according to applicable law
You waive class action participation
Arbitration available if both parties agree
Miscellaneous Legal Stuff
Entire Agreement These terms, plus our Privacy Policy, constitute the full agreement.
Severability If part of these terms is unenforceable, the rest still applies.
No Waiver If we don't enforce something once, we can still enforce it later.
Assignment You can't transfer your account. We can transfer our obligations if we're acquired or merge.
Force Majeure Neither party is liable for delays caused by events beyond reasonable control.
Questions?
We're operators building for operators. If something in these terms doesn't make sense or feels unfair, let's discuss it.
By using AgencyFlo, you agree to these terms. If something here doesn't work for you, let's talk before you sign up.
You get access to AgencyFlo's agency operating system, including project and client management, time tracking and profitability analytics, AI-powered business intelligence, team collaboration tools, and contract and proposal management. We're constantly improving the platform. Features evolve. We'll notify you of major changes.
Your responsibilities: Keep your login credentials secure, don't share your account with people outside your agency, tell us immediately if you suspect unauthorized access, provide accurate billing information. Our responsibilities: Keep your data secure, maintain platform uptime, give you advance notice of breaking changes, respond to support requests promptly.
Early adopter pricing is lifetime flat fee access with unlimited users from your agency and no surprise charges. Early adopters lock in their rate forever. We reserve the right to change pricing for new customers. Any price changes for existing customers require 60 days notice. Payments processed securely. Refunds handled case-by-case within first 30 days. No refunds after 30 days unless we materially breach these terms.
Everything you put into AgencyFlo is yours - your client data, projects, documents, content. What we do with it: store it securely, use it to provide the service, analyze usage patterns to improve the platform (anonymized), never sell it to third parties, never use it to train AI models without explicit permission. We're the data controller for your account data. You're the data controller for your client data. We're the data processor when handling your client data. You're responsible for ensuring you have legal basis to process your clients' data. Security includes encryption in transit and at rest, regular security audits, access controls and authentication, incident response procedures, security breach notification within 72 hours (GDPR requirement). When you leave: export your data anytime, 30-day grace period after cancellation, after 30 days we delete your data permanently, deletion is irreversible and complete.
FloAI assists with contract drafting, meeting summaries, task assignment, and business intelligence. It processes your agency data to provide contextual suggestions, runs on secure infrastructure, you control what data FloAI can access, all suggestions are editable before finalizing. You can disable AI features anytime. You review all AI-generated content before it's sent to clients. We don't train models on your specific data without permission. AI processing happens within our secure infrastructure. Your data is not shared with third-party AI providers without consent. AI-generated outputs are your property. You remain responsible for reviewing AI outputs before use.
Prohibited uses: anything illegal, reselling access to AgencyFlo, reverse engineering the platform, scraping data at scale, running competing services on our infrastructure, uploading malware or malicious code. We can suspend access if you violate these terms, your account shows signs of compromise, you're using the platform to harm others, or required by law. We'll give you notice and a chance to fix issues before suspending, except in cases of security threats or legal requirements.
Our intellectual property: AgencyFlo platform, code, and design, FloAI technology and algorithms, AgencyFlo brand and trademarks. Your intellectual property: everything you create using the platform, your client deliverables and work product, your agency's proprietary processes. Shared: you can give us feedback and suggestions, we can use that feedback to improve the platform, no compensation owed for feedback unless separately agreed.
We're responsible for providing the service as described, keeping your data secure, fixing bugs and issues we cause. We're not responsible for how you use the platform, decisions you make based on AI suggestions, third-party integrations breaking, force majeure events (outages beyond our control), lost profits or consequential damages. If we mess up, our liability is limited to what you paid us in the last 12 months. This doesn't apply to gross negligence or intentional misconduct.
Your privacy matters. See our Privacy Policy for details on data collection, storage, and usage. Quick summary: we collect what we need to run the service, we protect it with industry-standard security, we don't sell your data, you control your data.
If you're in the EU, UK, or EEA, you have specific rights under data protection law. Your rights: Access (request a copy of all your data), Rectification (correct inaccurate data), Erasure (request deletion, right to be forgotten), Portability (export your data in machine-readable format), Restriction (limit how we process your data), Objection (object to certain types of processing), Withdraw Consent (revoke consent for data processing anytime). Email us with your request. We respond within 30 days. Legal basis for processing: Contract Performance (to provide AgencyFlo services), Legitimate Interest (to improve the platform and prevent fraud), Consent (for optional features like marketing communications). Data retention: active accounts have data stored while account is active, canceled accounts get 30 days then permanent deletion, legal requirements may retain certain data longer if required by law. If we transfer data outside the EU/EEA, we use Standard Contractual Clauses or other approved mechanisms. You can lodge complaints with your local data protection authority if you believe we've mishandled your data.
Uptime target is best-effort reliability. Scheduled maintenance announced 48 hours in advance. Emergency maintenance happens without notice. We aim for minimal disruption. Software breaks sometimes. We work fast to fix it, but we can't guarantee zero downtime.
We update these terms occasionally. We post updated terms on this page, email you if changes are material, give you 30 days to object, if you keep using the platform you accept the new terms. If you don't agree: stop using the platform, export your data, request a prorated refund if the change is material.
You can cancel anytime. Export your data first, email us, 30-day data retention after cancellation. We can cancel if you violate these terms repeatedly, required by law, or you haven't used the platform in 24+ months. If we cancel without cause, you get a prorated refund.
If something goes wrong, email us. Most issues resolve with a conversation. If that fails: disputes handled according to applicable law, you waive class action participation, arbitration available if both parties agree.
These terms, plus our Privacy Policy, constitute the full agreement. If part of these terms is unenforceable, the rest still applies. If we don't enforce something once, we can still enforce it later. You can't transfer your account. We can transfer our obligations if we're acquired or merge. Neither party is liable for delays caused by events beyond reasonable control.
We're operators building for operators. If something in these terms doesn't make sense or feels unfair, let's discuss it.
We collect and use your data to run AgencyFlo. This policy explains what we collect, why we collect it, and what rights you have. We don't sell your data. We don't use it to train AI models without permission.
Account information: name and email address, company name and role, password (encrypted), billing information. Usage data: features you use, pages you visit, time spent in the platform, browser type and device info, IP address and location data. Content you create: projects and tasks, client information, time tracking entries, documents and files, meeting notes and transcripts, contracts and proposals. Communication data: support emails, in-app messages, feedback and feature requests. Automatically collected data: cookies and similar technologies, log files and error reports, performance and analytics data.
Why we collect it: To provide the service (create and manage your account, process payments, enable collaboration with your team, sync data across devices, provide customer support). To improve the platform (analyze usage patterns anonymized, fix bugs and performance issues, develop new features, test and optimize user experience). To communicate with you (service updates and announcements, security alerts, billing notifications, product updates if you opt in). To keep things secure (detect and prevent fraud, monitor for abuse, maintain platform security, comply with legal obligations).
AI processing: FloAI processes your data to provide intelligent suggestions, processing happens on our secure infrastructure, we don't share your data with third-party AI providers without consent, you can disable AI features anytime. Analytics: we use anonymized data to understand platform usage, individual user behavior is not tracked beyond improving your experience, no personal data is sold to third parties. Marketing: product update emails (opt-in only), educational content (opt-in only), you can unsubscribe anytime.
We don't sell your data. Period. Service providers we share data with: hosting infrastructure providers, payment processors, email service providers, analytics tools (anonymized data only). All service providers are bound by strict confidentiality agreements. Legal requirements: we may disclose data if required by law (court orders or subpoenas, legal processes, protection of our rights, prevention of fraud or harm). Business transfers: if we're acquired or merge with another company, your data transfers with the business. You'll be notified of any ownership changes. With your permission: we'll share data with third parties only when you explicitly authorize it.
Security measures: encryption in transit (TLS/SSL), encryption at rest, regular security audits, access controls and authentication, employee training on data protection, incident response procedures. If a security breach affects your data, we notify you within 72 hours (GDPR requirement). No system is 100% secure. We do our best, but absolute security doesn't exist.
Your rights: Access (request a copy of all your data, we respond within 30 days). Correction (fix inaccurate or incomplete data anytime in your account settings). Deletion (request deletion of your data, right to be forgotten, some data may be retained for legal compliance). Portability (export your data in machine-readable format anytime). Restriction (limit how we process your data). Objection (object to certain types of processing, particularly for marketing). Withdraw consent (revoke consent for data processing anytime). Automated decisions (we don't make automated decisions that significantly affect you without human review). Email us with your request. We respond within 30 days.
For EU/UK/EEA users: Legal basis for processing is contract performance (to provide AgencyFlo), legitimate interest (platform improvement, fraud prevention), consent (marketing communications), legal obligation (tax, accounting, legal compliance). We're the controller for your account data. You're the controller for your client data. We're the processor when handling your client data. If we transfer data outside the EU/EEA, we use Standard Contractual Clauses (SCCs), adequacy decisions, or other approved mechanisms. Lodge complaints with your local data protection authority if you believe we've mishandled your data.
Data retention: active accounts have data stored while your account is active. Canceled accounts get 30-day grace period for reactivation, after 30 days permanent deletion, deletion is irreversible. Some data retained longer for tax and accounting (typically 7 years), legal compliance, dispute resolution. We may retain anonymized analytics data indefinitely.
Essential cookies required for the platform to function: authentication, session management, security features. Analytics cookies help us understand usage: page views, feature usage, performance metrics. Preference cookies remember your settings: language preferences, UI customizations, notification settings. Manage cookies in your browser settings. Disabling essential cookies may break core functionality. We respect browser Do Not Track signals for non-essential tracking.
AgencyFlo is not for children under 16. We don't knowingly collect data from children. If we discover we've collected data from a child, we delete it immediately.
You may connect third-party tools (Slack, Google Meet, etc.). Those services have their own privacy policies. We're not responsible for their practices. Our platform may link to external sites. We're not responsible for their privacy practices.
You're responsible for having legal basis to process your clients' data, complying with privacy laws in your jurisdiction, informing clients about data processing, obtaining necessary consents. Keep your information accurate and up to date. Protect your login credentials. Don't share your account.
We post updated policy on this page, email you if changes are material, give you 30 days to object, continued use means acceptance. If you don't agree with changes: stop using the platform, export your data, request deletion.
Email us with privacy concerns or data requests. We respond to privacy requests within 30 days. This policy is governed by applicable data protection laws, including GDPR for EU/UK/EEA users.
We built AgencyFlo to help agencies work better, not to monetize your data. Privacy isn't a feature - it's fundamental to how we operate. If something in this policy concerns you or doesn't make sense, let's talk.