Terms of Service (Freelancer)

CleverContracts is a workflow tool operated by Lionel Wermelinger and Fynn Auerbach (doing business as CleverContracts) for managing engagements with clients: drafting scope and terms, communicating, proposing changes, tracking time, and recording explicit client approvals and declines.

CleverContracts is not a law firm and does not provide legal advice. We do not guarantee the legal enforceability of any scope, terms, or approvals managed through the platform. You are responsible for the content you create and the relationships you manage.

This service is intended for business and professional use (B2B). It is not intended for consumers.

You must be at least 18 years old to create an account. By using CleverContracts, you represent that you have the legal capacity to enter into this agreement and that you will use the service in accordance with applicable law.

When you create an account, we set up a single-owner workspace for you. Each workspace belongs to one freelancer — there are no team or multi-user workspaces in the current version.

You are responsible for maintaining the security of your account credentials, including any two-factor authentication methods you configure (TOTP or passkeys). You must notify us promptly if you suspect unauthorized access to your account.

We use session cookies to maintain your authenticated session. Your email address serves as your primary identifier and must be verified before you can use the platform.

CleverContracts is subscription-based. We offer a Core plan and a Pro plan, each billed monthly. A 14-day trial is available; a payment method is required to start the trial.

Trials do not auto-convert into paid subscriptions. You must explicitly subscribe after the trial ends.

Payment processing is handled by Stripe. We never see or store your full card details. If your subscription becomes past due or you enter a read-only state, you can still view and export your data and manage billing and security settings.

We may change pricing with reasonable notice. Active subscriptions are honored at the existing price through the end of the current billing period.

You may invite clients to view and interact with specific engagements through the Client Portal. Invited clients participate without accounts via a secure verify-to-view process (email OTP). Portal participation is governed by separate Client Participation Terms.

You are the data controllerfor your clients' personal data stored in CleverContracts. You are responsible for having a lawful basis to process and share your clients' information, for informing them about the processing, and for handling any data subject requests relating to engagement content.

See the Data Processing Agreement for the processor terms governing how we handle engagement content on your behalf.

CleverContracts offers optional AI-assisted features (summarize, draft reply, extract change draft). These features are off by default and must be explicitly enabled. Enabling AI requires a two-factor authentication step-up.

AI outputs are drafts that require your review. Nothing changes until you apply it. AI does not provide legal advice, does not auto-send messages, and does not appear in client-facing screens.

When AI features are used, engagement content is sent to third-party AI providers for processing. We do not use your data to train AI models. See our AI Policy for full details.

You retain ownership of all content you create in CleverContracts (scope text, messages, templates, time entries, notes, and file attachments). We do not claim any intellectual property rights over your content.

You grant us a limited license to store, process, display, and transmit your content solely for the purpose of providing the service. This license ends when you delete the content or your account, subject to legally required retention (see Section 8).

You are responsible for the accuracy and legality of the content you create. You must not upload content that infringes third-party rights, contains malware, or violates applicable law.

The system applies automatic time-based expiry to certain content types:

• Message content expires after 18 months from creation
• File attachments expire after 6 months from upload
• Durable records (approved scope versions, decision receipts) persist until you delete the engagement or account

Expired content is shown as a clear placeholder — no content silently disappears. See the data retention summary for full details.

When you delete an engagement or your account, the corresponding data is deleted promptly. Client portal access is revoked immediately. Billing and accounting records may be retained for up to 10 years as required by Swiss law.

You agree not to:

• Use the service for any unlawful purpose
• Attempt to gain unauthorized access to other users' accounts or data
• Interfere with or disrupt the service or its infrastructure
• Use the service to send spam or unsolicited communications
• Circumvent rate limits, billing gates, or security measures
• Reverse-engineer, decompile, or attempt to extract the source code of the service
• Misrepresent AI-generated content as human-authored professional advice

We reserve the right to suspend or terminate accounts that violate these terms, with or without notice depending on the severity of the violation.

The CleverContracts platform, including its design, code, trademarks, and documentation, is owned by Lionel Wermelinger and Fynn Auerbach. These terms do not grant you any rights to our intellectual property beyond what is necessary to use the service.

Templates and clause libraries you create are your content (see Section 7). The platform's built-in features, workflows, and UI are ours.

CleverContracts is provided “as is” and “as available”. We do not guarantee uninterrupted availability, error-free operation, or that the service will meet all your requirements.

To the maximum extent permitted by applicable law, our total liability for any claims arising from or related to the service is limited to the amount you paid us in the 12 months preceding the claim. We are not liable for indirect, incidental, special, consequential, or punitive damages.

We are not responsible for the legal enforceability of scope, terms, or approvals managed through the platform. CleverContracts records and organizes — it does not validate or guarantee legal outcomes.

AI outputs are generated by third-party models and may be inaccurate or incomplete. You are solely responsible for reviewing and applying AI outputs.

These terms are governed by Swiss law. The venue for disputes is Aarau, Canton Aargau, Switzerland. Mandatory local laws may still apply where required.

We may amend these terms at any time. The current version published on our website shall apply. If we make material changes, we will notify you by email or through the platform and may require you to accept the updated terms before continuing to use the service.