Terms of Service

Flow provides tools for client management, contact management, opportunities, workflows, tasks, files, scheduling, communications, forms, reports, integrations, and related business operations.

Flow may update, improve, modify, or remove features over time. Flow will make reasonable efforts to avoid materially reducing core functionality without notice.

You are responsible for maintaining accurate account information and keeping your login credentials secure. You are responsible for all activity that occurs under your account or workspace, including activity by invited team members.

You must notify Flow promptly if you believe your account has been compromised.

You retain ownership of the data you or your team add to Flow, including client information, contacts, notes, files, messages, workflows, tasks, forms, and business records.

You grant Flow a limited license to host, process, transmit, display, and use workspace data only as needed to provide, secure, maintain, and improve the Flow service, comply with your instructions, provide support, and meet legal obligations.

Flow does not sell workspace data. Flow does not use workspace data for third-party advertising.

Your use of Flow is also governed by the Flow Privacy Policy.

Flow is designed around user privacy. Flow does not voluntarily share user workspace data with law enforcement or government agencies. If legally required to respond to a valid legal request, Flow will review the request, limit disclosure where possible, and notify affected users unless legally prohibited.

You agree not to use Flow to:

• Violate any law or regulation.
• Infringe the rights of others.
• Upload malicious code, malware, or harmful content.
• Attempt to gain unauthorized access to Flow or another user’s workspace.
• Interfere with the security, reliability, or performance of Flow.
• Send spam, unlawful communications, or messages without required consent.
• Misrepresent your identity or business.
• Use Flow for harassment, abuse, fraud, or deceptive practices.
• Reverse engineer, scrape, or exploit the platform except where allowed by law.

Flow may provide email, phone, SMS, workflow, and communication tools. You are responsible for ensuring that your use of communications features complies with applicable laws, including consent, opt-out, marketing, privacy, call recording, and messaging rules.

If Flow provides phone or messaging features, usage may be subject to additional limits, carrier rules, registration requirements, fees, and overage charges. Flow may suspend messaging or phone features if usage creates compliance, deliverability, fraud, abuse, carrier, or operational risk.

Flow may allow you to connect third-party services. By connecting an integration, you authorize Flow to access, process, send, and receive information from that service as needed to provide the integration.

You can disconnect integrations from your settings. Disconnecting an integration may stop sync features or remove access to related functionality. Third-party services are governed by their own terms and privacy policies. Flow is not responsible for third-party services outside Flow’s control.

Paid plans, add-ons, usage fees, phone numbers, message usage, call usage, storage, workflow usage, and other billable features may be charged to your workspace account.

You authorize Flow and its payment processor to charge applicable fees, taxes, usage charges, overages, and recurring subscription amounts. Unless stated otherwise, fees are non-refundable except where required by law or expressly agreed by Flow.

If payment fails or your account becomes overdue, Flow may limit, suspend, or terminate access to paid features.

Flow may offer free trials or promotional access. Trial terms may vary. At the end of a trial, access may be limited unless a paid plan is activated. Flow may change or end promotional offers at any time.

Flow uses reasonable safeguards designed to protect user data. However, no system is completely secure. You are responsible for using strong passwords, protecting account credentials, enabling available security features, limiting workspace access, and promptly removing users who should no longer have access.

Flow may provide support through in-platform tools, email, or other available methods. Support availability may vary by plan. You can contact Flow at support@myflowportal.com.

Flow works to keep the platform reliable and available, but Flow does not guarantee uninterrupted or error-free service. Flow may be unavailable due to maintenance, updates, outages, third-party service issues, or events outside Flow’s control.

Some features may be released as beta, preview, experimental, or early access features. These features may change, break, or be removed at any time and may not be covered by the same support commitments as generally available features.

You may stop using Flow at any time. Flow may suspend or terminate access if you violate these Terms, payment is overdue, usage creates security, legal, abuse, carrier, compliance, or operational risk, Flow is required to do so by law, or continuing service would create harm to Flow, users, or third parties.

Upon termination, your access to the platform may stop. Certain data may be retained as described in the Privacy Policy.

Flow is provided “as is” and “as available” to the maximum extent allowed by law. Flow does not guarantee that the platform will be uninterrupted, error-free, secure, or meet every business need.

Flow is not legal, financial, tax, compliance, or professional advice. You are responsible for your own business decisions and compliance obligations.

To the maximum extent allowed by law, Flow will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, including lost profits, lost revenue, loss of data, business interruption, or loss of goodwill.

To the maximum extent allowed by law, Flow’s total liability for claims related to the service will not exceed the amount paid by you to Flow in the three months before the event giving rise to the claim. Some jurisdictions do not allow certain limitations, so some limitations may not apply.

You agree to defend, indemnify, and hold harmless Flow from claims, damages, liabilities, losses, costs, and expenses arising from your use of Flow, your workspace data, your violation of these Terms, your violation of laws or third-party rights, or your communications with clients, contacts, or third parties through Flow.

If you use Flow to create, send, publish, track, or manage marketing, endorsements, testimonials, reviews, affiliate promotions, sponsored content, or customer communications, you are responsible for making all required disclosures clearly and conspicuously.

You may not use Flow to make deceptive, misleading, unsubstantiated, or unfair claims about your business, products, services, pricing, reviews, endorsements, or results. You are responsible for keeping evidence that supports claims you make and for ensuring that any disclosure is easy to see, understand, and tied to the claim it qualifies.

• Disclose material connections, sponsorships, affiliate compensation, free products, incentives, employment relationships, or other benefits when required.
• Do not hide required disclosures in hard-to-find links, vague language, small text, or places users are unlikely to notice before acting.
• Do not ask clients, customers, employees, creators, or reviewers to post false, misleading, or undisclosed reviews or endorsements.
• You are responsible for your own industry-specific advertising, consumer protection, email, SMS, phone, call recording, and marketing compliance obligations.

You are responsible for all content, files, messages, notes, comments, forms, reviews, templates, uploads, automations, and other materials submitted to or sent through your workspace by you, your team, your clients, or other users you authorize.

Flow does not pre-screen all user-generated content and is not responsible for content that users submit, store, publish, send, or receive through the platform. Flow may remove, restrict, preserve, report, or disable access to content or accounts when Flow believes content may violate these Terms, applicable law, third-party rights, platform security, carrier rules, or operational requirements.

You represent that you have all rights, permissions, consents, licenses, and lawful bases needed to upload, process, send, display, or store user-generated content in Flow and to allow Flow to provide the service.

• Do not upload or send content that infringes intellectual property, privacy, publicity, confidentiality, contractual, or other rights.
• Do not upload or send unlawful, harmful, abusive, defamatory, deceptive, discriminatory, harassing, exploitative, or malicious content.
• You are responsible for client/customer consents, permissions, and opt-outs related to content and communications you manage through Flow.
• You agree to defend and indemnify Flow for claims arising from user-generated content in your workspace or communications sent through your workspace.

To the maximum extent allowed by law, you and Flow agree that disputes, claims, or controversies arising out of or relating to these Terms, the Flow service, billing, accounts, privacy, communications, or the relationship between you and Flow will be resolved by binding individual arbitration instead of in court, except for matters that may be brought in small claims court or where applicable law does not allow arbitration.

The arbitration will be conducted on an individual basis. You and Flow waive the right to participate in a class action, collective action, private attorney general action, consolidated proceeding, or jury trial to the maximum extent allowed by law.

This arbitration clause does not prevent either party from seeking temporary or preliminary injunctive relief in court to protect confidential information, intellectual property, security, data, or platform integrity while arbitration is pending. If any part of this section is found unenforceable, the remaining parts will continue to apply to the maximum extent allowed by law.

• Arbitration will be administered by a neutral arbitration provider under its applicable commercial arbitration rules unless the parties agree otherwise.
• The Federal Arbitration Act governs this arbitration agreement where applicable.
• The seat and venue for arbitration will be New York County, New York, unless applicable law requires a different location or the parties agree otherwise.
• You may opt out of this arbitration agreement by emailing support@myflowportal.com within 30 days after first accepting these Terms and clearly stating your name, workspace, account email, and intent to opt out of arbitration.

Flow may update these Terms from time to time. If changes are material, Flow will provide reasonable notice. Continued use of Flow after changes become effective means you accept the updated Terms.

These Terms are governed by the laws of New York, without regard to conflict-of-law rules, except where federal law or mandatory local law applies. Subject to the arbitration agreement above, any court proceedings that are not required to be arbitrated will be handled in the courts located in New York City, New York, unless another venue is required by law.

These Terms are intended to provide a general contract framework for Flow. They are not legal advice and may need to be customized for your business model, industry, jurisdictions, payment flow, consumer disclosures, data practices, and dispute-resolution requirements.

For questions about these Terms, contact Flow at support@myflowportal.com.

Submitting an affiliate application does not guarantee approval. Flow may approve, reject, suspend, or end an affiliate account at its discretion. Referral links become eligible for commission only while the affiliate status is active.

Clicks, account registrations, free trials, checkout attempts, and failed payments do not create commission. A commission is created only after Flow's payment processor confirms that Flow successfully collected an eligible referred customer subscription payment.

A referral must use the affiliate's valid tracking link and complete signup within the referral window displayed by Flow. Flow's server-side referral record controls attribution.

• Self-referrals are not eligible.
• Duplicate or manipulated accounts are not eligible.
• Pre-existing customers are not eligible unless Flow expressly approves otherwise.
• Cookie stuffing, forced clicks, deceptive redirects, and manipulated attribution are prohibited.

Affiliate commissions remain pending during the program's hold period. Refunds, credits, disputes, chargebacks, fraud, or payment reversals may cause a commission to be rejected or reversed. Amounts already paid may be deducted from future affiliate earnings where permitted.

Available affiliate commissions are paid through reviewed payout batches after the affiliate reaches the displayed minimum payout. Affiliates are responsible for supplying accurate payout and tax information.

Payout timing may be delayed for verification, fraud review, payment-provider issues, tax documentation, or legal compliance.

Affiliates must describe Flow accurately, clearly disclose their financial relationship with Flow, and follow applicable advertising, privacy, email, and communications laws.

• Spam and unlawful unsolicited communications are prohibited.
• Misleading claims, impersonation, and deceptive advertising are prohibited.
• Trademark bidding or domain use involving Flow without written approval is prohibited.
• Unauthorized incentives, forced clicks, cookie stuffing, and deceptive redirects are prohibited.

Affiliates receive aggregate or anonymized referral statuses rather than private customer workspace data. Affiliates may not attempt to identify, access, or contact referred customers through Flow data unless separately authorized by the customer and permitted by law.

Flow may update affiliate program terms, commission rates, commission duration, tracking windows, minimum payouts, hold periods, payout schedules, or program availability. Ending participation stops new commission eligibility, while valid existing amounts remain subject to review, holds, reversals, and these Terms.

Affiliates are responsible for their own taxes, registrations, disclosures, and legal compliance. Flow may require tax or identity documentation before issuing a payout. Affiliate participation is also governed by the Flow Privacy Policy and all other applicable provisions of these Terms.