Terms of Service

1. The service and eligibility

SDM Workflow provides tools for managing clients, projects, requests, work items, files, time records, reports, and planning. The service is designed for business and professional use.

You must be at least 18 years old and legally able to enter a contract. If you use SDM Workflow for a business or another person, you represent that you have authority to bind them to these Terms.

2. Accounts and workspaces

You must provide accurate account information, protect your credentials, and promptly report suspected unauthorized access. You are responsible for activity under your account and for choosing appropriate roles for invited workspace members.

Workspace owners control workspace membership and operational content. Collaborators and administrators must use workspace information only as authorized by the workspace owner and applicable law.

3. Trials, subscriptions, and payment

• New workspaces may receive a 14-day trial without a payment card.
• Paid subscriptions renew monthly or annually until canceled. Current prices and plan limits appear on the Pricing page and at checkout.
• Stripe processes payments and stores payment-card details. SDM Workflow does not store complete payment-card numbers.
• You authorize recurring charges, applicable taxes, and billing-related communications for the selected plan.
• You may cancel through the billing portal. Cancellation takes effect at the end of the paid period unless stated otherwise.
• Payments are non-refundable except where required by law. We may change future pricing with reasonable advance notice.

After a trial or paid period ends, a workspace may become read-only. Billing controls and access to existing data may remain available so the owner can restore service or request deletion.

4. Customer content and client information

You retain ownership of information and files submitted to your workspace (“Customer Content”). You grant SDM Workflow a limited license to host, copy, process, transmit, back up, and display Customer Content only as needed to operate, secure, support, and improve the service or comply with law.

You are responsible for Customer Content and for obtaining any permissions needed to collect or upload information about clients, subcontractors, employees, or other people. Public request links should be shared only with intended recipients.

Do not upload payment-card data, government identification numbers, protected health information, highly sensitive personal information, unlawful material, or content you are not authorized to use.

5. Acceptable use

You may not misuse the service, interfere with its operation, probe or bypass security, access another workspace without permission, distribute malware, infringe rights, send spam, or use the service for unlawful, deceptive, abusive, or harmful activity. Additional examples appear in the Acceptable Use Policy.

We may investigate suspected misuse and suspend access when reasonably necessary to protect users, the service, or third parties.

6. Service providers and integrations

The service relies on third parties for hosting, network security, payment processing, and email delivery, including IONOS, Cloudflare, Stripe, and Resend. Their services may be governed by separate terms and may experience interruptions outside our control.

7. Availability and changes

We work to keep SDM Workflow reliable and secure, but do not guarantee uninterrupted or error-free operation. We may maintain, modify, replace, or discontinue features. When practical, we will provide notice of changes that materially reduce paid functionality.

You should maintain independent copies of business-critical information and files. SDM Workflow is a workflow tool, not an archival, accounting, legal, or emergency service.

8. Suspension, termination, and deletion

You may stop using the service at any time. We may suspend or terminate access for material breach, unlawful use, security risk, nonpayment, or conduct that could harm the service or others. When reasonable, we will provide notice and an opportunity to cure.

Ending a subscription does not automatically delete workspace data. An owner may submit a verified deletion request. We aim to complete approved deletion requests within 30 days, subject to legal obligations, fraud prevention, dispute preservation, and routine backup expiration.

9. SDM Workflow property and feedback

SDM Workflow and its software, design, branding, documentation, and service content are owned by the operator or its licensors. These Terms provide a limited, non-exclusive, non-transferable right to use the service during authorized access; they do not transfer ownership.

If you provide feedback, you allow us to use it without restriction or compensation, provided we do not publicly identify you without permission.

10. Disclaimers

To the maximum extent permitted by law, the service is provided “as is” and “as available.” We disclaim implied warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranty arising from course of dealing. Nothing in these Terms excludes warranties or rights that cannot legally be excluded.

11. Limitation of liability

To the maximum extent permitted by law, SDM Workflow will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, goodwill, or business interruption.

Our total liability arising from the service will not exceed the greater of $100 or the amount you paid for SDM Workflow during the 12 months before the event giving rise to the claim. These limits do not apply where prohibited by law.

12. Indemnification

You will defend and indemnify SDM Workflow from third-party claims, damages, and reasonable costs arising from your Customer Content, your violation of law or these Terms, or your infringement of another person’s rights. This obligation does not apply to the extent a claim results from SDM Workflow’s own unlawful conduct.

13. Governing law and disputes

California law governs these Terms, without regard to conflict-of-law principles. The state and federal courts located in California will have exclusive jurisdiction, except where applicable consumer law requires another forum. Before filing a claim, each party agrees to make a good-faith effort to resolve the issue through the support process.

14. General terms

If a provision is unenforceable, the remaining provisions remain effective. Failure to enforce a provision is not a waiver. You may not transfer these Terms without our consent; we may transfer them as part of a business reorganization or sale. These Terms, the Privacy Policy, and the Acceptable Use Policy form the entire agreement concerning the service.

15. Changes and contact

We may update these Terms as the service or law changes. We will revise the effective date and provide additional notice when a change materially affects existing customers. Continued use after the effective date means you accept the updated Terms.

Questions about these Terms may be submitted through Contact Support. That route requires login so no private contact address is published.