Terms of service

Last updated November 1, 2026.

These terms cover your use of ClientOkay. By creating an account, you agree to them.

The service

ClientOkay lets you send clients a link to approve work, counts revision rounds, sends reminders, can auto-approve after an agreed deadline, and keeps a dated record.

Your account

Keep access to your email secure, because it's how you sign in. You're responsible for what happens in your workspace, including what your team members do.

Your content

You own what you upload. You give us permission to store it and show it to the people you share it with, only so we can run the service. Don't upload anything illegal, or that you don't have the right to share, and don't use the service to send spam or malware.

Clients you invite

You're responsible for having a proper basis to send your clients' details to us, and for telling them how their details are used.

Approvals and auto-approve

ClientOkay records what happened. It doesn't decide what a person agreed to, or whether an approval or auto-approval is binding between you and your client. That depends on your agreement with them. Only turn on auto-approve if your client has agreed to it.

Plans and billing

Paid plans renew automatically until cancelled. Dodo Payments is the merchant of record: it charges you, handles tax and issues receipts, and its terms also apply to your purchase. You can cancel at any time and keep your plan until the end of the period you've paid for. See our refund policy for more.

When a plan ends

If your trial or plan ends, you can't send new requests. Links you've already sent keep working for 14 days.

Availability and liability

We work to keep ClientOkay running and your data safe, but the service is provided as it is, without guarantees. Keep your own copies of important files. To the extent the law allows, we aren't liable for indirect losses, and our total liability is limited to what you paid us in the 12 months before the claim.

Ending your use

You can stop using ClientOkay at any time. We may suspend accounts that break these terms.

Changes

If we change these terms in a way that matters, we'll update this page and tell you by email.

Contact

Questions? Email hello@clientokay.com.