Legal

Terms of Service

Last updated: June 2026

By using FolioMate you agree to these terms. If you don't agree, please don't use the service.

Your account

You're responsible for activity under your account and for keeping your login secure. You must be able to form a binding contract to use FolioMate.

Your content

You own the documents you create. You're responsible for their accuracy - amounts, tax rates, and client details. FolioMate is a tool to draft documents; it is not accounting, tax, or legal advice.

Plans & billing

• The Free plan includes a monthly document and AI allowance.
• Paid plans (Pro, Max, Business) are billed monthly or yearly via LemonSqueezy and renew automatically until cancelled.
• You can cancel anytime from the billing portal; access continues until the end of the paid period.

Payments between you and your clients

FolioMate never holds, transmits, or processes your money. Payment links, QR codes, and bank details printed on documents route your client directly to your own payment providers (Stripe, PayPal, your bank). FolioMate is not a party to those transactions, is not a money transmitter, and is not responsible for whether a client pays.

Smart links & acceptance

When a client accepts a document through a smart link, FolioMate records the acceptance (name, time, and a fingerprint of the document version) on your behalf. Whether an accepted document is enforceable in your situation is your responsibility - for significant agreements, consult a professional.

AI-generated content

Drafts, reminders, reports, and contract text produced by AI can contain mistakes. Review every document before you send it; you are responsible for what you send.

Acceptable use

Don't use FolioMate to create fraudulent documents, to harass, or to break the law. We may suspend accounts that abuse the service or our AI provider's policies.

Availability & liability

We work to keep FolioMate reliable but provide it “as is”, without warranty. To the extent permitted by law, our liability is limited to the amount you paid us in the prior 12 months.

Changes

We may update these terms; we'll note the date above. Continued use means you accept the changes. Contact hello@foliomate.app with questions.