The rules and conditions for using CloseLoop.
Last updated: 13 August 2026
These Terms of Service ("Terms") form a legally binding agreement between you and CloseLoop governing your use of our platform. Please read them carefully before using the Service.
These Terms of Service ("Terms") govern your access to and use of the CloseLoop platform, including any related websites, applications, and services (collectively, the "Service"). By creating an account or using the Service, you agree to be bound by these Terms. If you do not agree, you may not access or use the Service.
You must be at least 18 years old and able to form a legally binding contract to use CloseLoop. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. You agree to provide accurate information when registering and to keep your account details current.
You agree to use CloseLoop only for lawful purposes and in a manner that does not infringe the rights of others. You will not:
You retain ownership of all client records, meeting notes, documents, and other content you upload or create within CloseLoop ("Content"). You grant us a limited licence to host, process, and display your Content solely to operate the Service for you. You are responsible for ensuring you have the rights to any Content you upload, and for complying with applicable data protection laws regarding your clients' information.
Certain features of CloseLoop may require a paid subscription. Subscription fees, billing cycles, and plan details are presented at the time of purchase. Fees are billed in advance and are non-refundable except where required by law. We may change our fees or introduce new charges upon reasonable notice. Any price changes take effect at the start of your next billing cycle following notice.
We strive to keep CloseLoop available and reliable but do not guarantee uninterrupted access. We may modify, suspend, or discontinue features or the Service itself at any time, with or without notice. We are not liable for downtime, data loss, or service interruptions caused by events beyond our reasonable control.
The Service, including its software, design, branding, and features, is owned by CloseLoop and protected by intellectual property laws. These Terms do not grant you any right to use our trademarks, logos, or proprietary technology except as necessary to use the Service as intended.
The Service is provided "as is" and "as available" without warranties of any kind, whether express or implied. We do not guarantee that the Service will be error-free, secure, or meet your specific requirements. AI-generated summaries, drafts, and insights are provided for assistance only and should be reviewed for accuracy before use. You rely on them at your own risk.
To the fullest extent permitted by law, CloseLoop and its affiliates shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of the Service, including loss of profits, data, or business opportunities. Our aggregate liability for any claim arising from the Service shall not exceed the amount you paid us in the twelve months preceding the claim.
These Terms are governed by and construed in accordance with the laws of the jurisdiction in which CloseLoop operates, without regard to conflict of law principles. You agree to submit to the exclusive jurisdiction of the courts of that jurisdiction for any disputes arising from these Terms or the Service.
You may close your account at any time. We may suspend or terminate your access if you breach these Terms, pose a risk to the Service or other users, or as required by law. Upon termination, your right to use the Service ceases, and we may delete your data in accordance with our retention practices.
We may update these Terms from time to time. We will notify you of material changes by posting the updated Terms within the platform or by sending a notification. Your continued use of CloseLoop after changes take effect constitutes acceptance of the revised Terms.
If you have questions about these Terms, please contact the CloseLoop team through the support channels available within the platform. We are committed to addressing your questions promptly.