Work in progress
This page is a work in progress and subject to changes and rewrites. Content here reflects RegentDesk's current intent — language, commitments, and structure may all change before launch.
Placeholder document
This is a placeholder. The full attorney-reviewed Terms of Service will be published before first advisor signup. RegentDesk will not onboard paying customers until this document is live and reviewed by qualified counsel familiar with financial-services SaaS.
Terms of Service
When complete, these Terms govern your use of RegentDesk and are binding upon acceptance.
What the Terms of Service will cover
The full Terms will be drafted by a financial-services-aware SaaS attorney. The summary below reflects the critical clauses RegentDesk intends to include.
1. Acceptable use
RegentDesk is a writing and scheduling assistant. It may only be used to generate communications you review, edit, and send yourself. It may not be used to generate investment advice, distribute marketing material containing performance claims without review, or communicate with clients without your direct involvement.
2. The no-investment-advice restriction
You agree not to use RegentDesk to generate, distribute, or imply investment advice or recommendations. If RegentDesk generates content that contains investment-adjacent language, you are responsible for reviewing and correcting it before sending. RegentDesk does not accept liability for content that is sent without adequate review.
3. Mandatory review before send
You agree to personally review every draft before sending it to a client. RegentDesk's drafts are starting points, not finished communications. You are the author of every email that leaves your inbox.
4. Data ownership
You own your content. Your client data, voice samples, drafts, and relationship notes belong to you. RegentDesk holds them on your behalf for the purpose of providing the service. You can export everything and delete everything at any time. Termination of your account does not transfer ownership of your data to RegentDesk.
5. Warranty disclaimers
RegentDesk is provided as-is. We commit to operating the service with reasonable care and to the security controls described on the compliance page. We do not warrant that the service will be error-free, uninterrupted, or that AI-generated drafts will be accurate, complete, or suitable for any particular purpose.
6. Limitation of liability
RegentDesk's liability is limited to the fees you paid in the 12 months preceding the claim. We are not liable for indirect, consequential, or punitive damages. The full Terms will include carve-outs for gross negligence, fraud, and data breach as required by applicable law.
7. Governing law and dispute resolution
The Terms will be governed by the laws of the State of Delaware. Disputes will be resolved through binding arbitration with limited exceptions (injunctive relief, small claims). Class action waiver will be included as permitted by law.
8. Service levels and cancellation
Month-to-month subscriptions. Cancel at any time — access continues through the end of the billing period. No refunds for partial periods. At cancellation, you choose to export and delete your data or retain it for your books-and-records window.