Terms and Conditions

Consulnex — Web-Based Business Management Platform

Last updated: 15 September 2026


1. Introduction and Acceptance of Terms

These Terms and Conditions ("Terms") govern access to and use of Consulnex (the "Platform," "Service," "we," "us," or "our"), a web-based business management platform providing customer relationship management, project management, human resources administration, and financial record-keeping tools to small businesses, freelancers, consultants, agencies, and other service-based organisations.

By creating an account, purchasing a package, or otherwise accessing or using the Platform, you ("Customer," "you," or "your") agree to be bound by these Terms, together with our Privacy Policy and any other policies referenced herein, all of which are incorporated by reference. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind that entity, in which case "you" refers to that entity.

If you do not agree to these Terms, you must not access or use the Platform. We may update these Terms from time to time in accordance with Section 20 (Changes to These Terms), and continued use of the Platform after any such update constitutes acceptance of the revised Terms.

2. Definitions

For the purposes of these Terms, the following definitions apply.

"Account" means the registered account through which you access the Platform. "Content" means any data, text, files, images, records, or other material uploaded, entered, or generated by you or your Authorized Users within the Platform, including client records, project data, employee records, and financial records. "Authorized User" means any individual you permit to access the Platform under your Account, including employees, contractors, or team members. "Package" means the specific tier of features and usage limits purchased by you, as described on our pricing page at the time of purchase. "Order Confirmation" means the confirmation issued to you following a successful purchase, setting out the Package purchased and the price paid. "Third-Party Services" means services provided by parties other than Consulnex that are integrated with or used in connection with the Platform, including payment processing services provided by Stripe. "Applicable Law" means all laws, regulations, and legally binding guidance applicable to your use of the Platform in your relevant jurisdiction.

3. Description of the Service

Consulnex provides an integrated, web-based dashboard combining four principal functional areas: (a) customer relationship management tools for storing customer records, managing leads, and tracking sales pipelines; (b) project and task management tools for organising work, assigning responsibilities, and tracking delivery progress; (c) human resources administration tools for maintaining employee records, managing leave requests, supporting onboarding, and storing employee-related documents; and (d) financial record-keeping tools for creating invoices, recording income and expenses, monitoring payment status, and generating business reports.

The specific features and usage limits available to you are determined by the Package you purchase, as set out at the time of purchase and confirmed in your Order Confirmation. We may, from time to time, introduce new features, modify existing features, or retire features that are no longer supported, in accordance with Section 15 (Service Availability and Modifications).

The Platform is a software tool for organising information you provide. It does not independently generate, verify, or certify the accuracy of any Content you or your Authorized Users enter, and it does not perform any professional, advisory, or regulated function on your behalf, as further described in Section 10 (No Professional, Financial, Payroll, or Fund-Holding Services).

4. Eligibility and Account Registration

To use the Platform, you must be at least 18 years of age (or the age of legal majority in your jurisdiction, if higher) and capable of forming a legally binding contract. By registering for an Account, you represent and warrant that all information you provide is accurate, current, and complete, and that you will promptly update such information if it changes.

You are responsible for maintaining the confidentiality of your Account credentials and for all activity that occurs under your Account, including activity by any Authorized Users you permit to access the Platform. You must notify us promptly if you become aware of any unauthorised use of your Account or any other breach of security. We are not liable for any loss or damage arising from your failure to safeguard your Account credentials.

Where your Package permits multiple Authorized Users, you are responsible for granting and revoking their access as appropriate, including promptly removing access for individuals who no longer work for or with your business. We may, at our discretion, request reasonable verification of your identity or authority before making changes to an Account, particularly where a change could affect billing, ownership, or access rights.

You are responsible for ensuring that each Authorized User complies with these Terms. Any act or omission by an Authorized User that would constitute a breach of these Terms if committed by you will be treated as a breach by you.

5. License Grant and Scope of Use

Subject to your compliance with these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, non-sublicensable right to access and use the Platform during the period, and up to the usage limits, associated with your purchased Package, solely for your own internal business purposes.

This license does not include, and you must not: (a) resell, sublicense, rent, lease, or otherwise make the Platform available to any third party outside your own organisation; (b) reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code of the Platform, except to the extent such restriction is prohibited by Applicable Law; (c) copy, modify, or create derivative works of the Platform; (d) remove, obscure, or alter any proprietary notices on the Platform; (e) use the Platform to build a competing product or service; or (f) use the Platform in any manner that violates Applicable Law or infringes the rights of any third party.

We reserve all rights in the Platform not expressly granted to you under these Terms.

6. Fees, Payment, and Packages

Access to the Platform is provided on a one-off purchase basis rather than a recurring subscription. The features and usage limits available to you are determined by the Package you select and purchase at the time of purchase, as described on our pricing page and confirmed in your Order Confirmation.

All fees are stated in the currency indicated at checkout and are exclusive of applicable taxes, duties or levies unless otherwise stated. You are responsible for any such taxes, other than taxes based on our net income. Payment is due in full at the time of purchase, and access to the features associated with your Package is granted upon successful payment confirmation.

We reserve the right to introduce new Packages, modify the features and usage limits associated with existing Packages, or adjust pricing for Packages offered in the future. Any such changes will not retroactively alter the features or usage limits associated with a Package you have already purchased, except where required to maintain the security, integrity, or legal compliance of the Platform, or as otherwise permitted under Section 15.

If you exceed the usage limits associated with your Package, we may, at our discretion, restrict certain functionality, prompt you to upgrade to a Package with higher limits, or otherwise manage your usage in a manner consistent with the limits you purchased.

7. Payment Processing Through Stripe

All payments for Packages are processed through Stripe, a third-party payment processing provider. By making a purchase, you agree to be bound by Stripe's applicable terms of service and privacy policy, in addition to these Terms. We do not directly collect, store, or process your full payment card details; this information is handled by Stripe in accordance with its own security and compliance standards.

We are not responsible for any errors, delays, outages, or security incidents arising from Stripe's systems or services, though we will make reasonable efforts to assist you in resolving payment-related issues where they affect your access to the Platform. Any dispute regarding the processing of a payment itself, as distinct from your access to or use of the Platform, may be subject to Stripe's own dispute resolution processes in addition to any remedies available under these Terms.

For clarity, Stripe is used solely to process your payment to us for access to the Platform. It is not used to hold, transmit, or process funds between you and your own clients; any payment arrangements between you and your clients are entirely outside the scope of the Platform and these Terms.

8. Refunds and the 14-Day Money-Back Guarantee

We offer a money-back guarantee on eligible purchases for a period of fourteen (14) calendar days from the date of your Order Confirmation ("Refund Period"). To request a refund within the Refund Period, you must contact us using the contact details provided in Section 22, stating your Account details and the reason for your request.

Eligibility for a refund under this guarantee may be subject to reasonable conditions, including without limitation: (a) the request being submitted within the Refund Period; (b) the purchase not having been identified as fraudulent, abusive, or in breach of these Terms; and (c) any other conditions published on our website or communicated to you at the time of purchase. We reserve the right to decline a refund request that does not meet these conditions, or where we reasonably determine that the request is being made in bad faith, including patterns of repeated purchase-and-refund activity.

Except as expressly provided in this Section, and except as required by Applicable Law (including any statutory consumer rights that cannot be excluded), all fees paid for Packages are non-refundable, including where you choose to stop using the Platform, where you are dissatisfied with a feature that was accurately described at the time of purchase, or where your Account is suspended or terminated for breach of these Terms.

Nothing in this Section limits any statutory right to a refund, replacement, or other remedy that you may have under Applicable Law and that cannot lawfully be excluded or limited by agreement.

9. Your Content and Data

As between you and us, your retain all ownership rights in the Content you or your Authorized Users submit to the Platform, including client records, project data, employee records, and financial records. You grant us a limited, non-exclusive license to host, store, process, and display your Content solely as necessary to provide, maintain, and support the Platform, and to comply with Applicable Law.

You are solely responsible for the accuracy, legality, and appropriateness of all Content you submit. You represent and warrant that you have all necessary rights and consents to submit such Content, including any necessary consents from employees, clients, or other individuals whose personal data is included in your Content, and that your Content does not infringe the rights of any third party or violate Applicable Law.

We do not review, verify, or endorse the accuracy of any Content entered by you, and we are not responsible for any consequences arising from inaccurate, incomplete, or unlawfully obtained Content. You are responsible for maintaining appropriate backups of your Content to the extent required for your own business or legal purposes, in addition to any measures we take as described in Section 11.

Upon termination of your Account, we may retain or delete your Content in accordance with our data retention practices and Applicable Law, as further described in our Privacy Policy. You may request export of certain Content prior to termination, subject to the export functionality available within your Package.

10. No Professional, Financial, Payroll, or Fund-Holding Services

You acknowledge and agree that Consulnex is a software provider only, and that the Platform does not constitute, and should not be relied upon as, any of the following.

Consulnex does not hold, transmit, or take custody of funds on behalf of you or any third party, including your clients. It is not a payment institution, money transmitter, or escrow service. Any payments between you and your own clients occur entirely outside the Platform, through whatever arrangements you separately establish, and Consulnex bears no responsibility for the collection, security, or handling of such payments.

Consulnex does not process payroll, calculate or disburse wages, manage statutory withholdings, or act as a payroll provider or employer of record for you or your employees. The HR administration features of the Platform are limited to record-keeping, organisational, and administrative functions and do not extend to any payroll processing function.

Consulnex does not provide accounting, tax, financial, investment, or legal advice, and no Content, report, or feature of the Platform should be construed as such advice. Consulnex does not prepare, file, or submit tax returns on your behalf, and does not offer any service that is regulated as a financial service, financial advisory service, or similar regulated activity in any jurisdiction. Where you require services of this nature, you are responsible for engaging appropriately qualified and licensed professionals.

All financial and HR information managed through the Platform is entered by you for your own business purposes. You remain solely responsible for the accuracy of such information and for your own compliance with all Applicable Law relating to your business, employment, taxation, and financial reporting obligations. We disclaim all liability arising from your reliance on the Platform for any purpose described in this Section as being outside its scope.

11. Data Protection and Privacy

We process personal data submitted to the Platform in accordance with our Privacy Policy, which is incorporated into these Terms by reference. To the extent your Content includes personal data relating to your clients, employees, or other individuals, you act as the data controller (or equivalent role under Applicable Law) in respect of that personal data, and we act as a data processor (or equivalent role) providing the Platform on your instructions, except where we process personal data for our own legitimate purposes as described in our Privacy Policy.

You are responsible for ensuring that your collection, use, and submission of personal data through the Platform complies with all Applicable Law. This includes obtaining any necessary consents or establishing any other lawful basis required for processing such data, for responding to requests from data subjects relating to their personal data, and for responding to lawful requests from public authorities.

We implement reasonable technical and organisational measures designed to protect the security, confidentiality, and integrity of Content stored on the Platform, consistent with industry practice for services of this nature. However, no method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security. In the event of a security incident affecting your Content, we will notify you in accordance with Applicable Law and provide reasonable cooperation to assist you in meeting your own notification obligations, where applicable.

12. Acceptable Use

You agree not to use the Platform to: (a) upload or transmit any Content that is unlawful, defamatory, harassing, or infringes the intellectual property or privacy rights of any third party; (b) upload malicious code, including viruses, worms, or other harmful components; (c) attempt to gain unauthorised access to the Platform, other Accounts, or any systems or networks connected to the Platform; (d) interfere with or disrupt the integrity or performance of the Platform or the data contained within it; (e) use the Platform to store or process data relating to activities that are illegal in your jurisdiction; or (f) use the Platform in any way that could damage, disable, overburden, or impair the Platform or interfere with any other party's use of it.

We reserve the right, but are not obligated, to monitor use of the Platform for compliance with this Section, and to suspend or terminate access in accordance with Section 16 (Suspension and Termination) where we reasonably believe a breach has occurred.

13. Intellectual Property

The Platform, including its software, design, interfaces, documentation, and all associated intellectual property rights, is owned by us or our licensors and is protected by applicable intellectual property laws. Except for the limited license expressly granted to you under Section 5, nothing in these Terms transfers any ownership interest in the Platform to you.

Any feedback, suggestions, or ideas you provide to us regarding the Platform may be used by us without restriction or compensation to you, and you hereby assign to us any rights you may have in such feedback to the extent necessary for us to make use of it.

All trademarks, logos, and trade names used in connection with the Platform are the property of their respective owners, and nothing in these Terms grants you any right to use such marks without our prior written consent, or that of the relevant owner.

14. Third-Party Services

The Platform may integrate with or reference Third-Party Services, including payment processing services provided by Stripe. Your use of any Third-Party Service is subject to the separate terms and privacy policies of that provider, and we are not responsible for the availability, content, accuracy, or practices of any Third-Party Service.

We do not endorse and are not responsible for any Third-Party Service, and any dealings you have with a Third-Party Service, including any dispute regarding products or services provided by it, are solely between you and that provider.

15. Service Availability and Modifications

We aim to provide reliable access to the Platform but do not guarantee that the Platform will be available on an uninterrupted, timely, secure, or error-free basis. Access to the Platform may be temporarily suspended for scheduled or emergency maintenance, upgrades, or circumstances outside our reasonable control, as described in Section 19 (Force Majeure).

We may, at our discretion, modify, enhance, or discontinue features of the Platform from time to time. Where a modification materially reduces the core functionality associated with a Package you have purchased, we will use reasonable efforts to notify you in advance and, where reasonably practicable, provide a comparable alternative or an appropriate remedy consistent with Section 8.

We do not guarantee compatibility of the Platform with any particular device, browser, or operating system, and you are responsible for ensuring you have suitable equipment and a stable internet connection to access the Platform.

16. Suspension and Termination

We may suspend or terminate your access to the Platform, in whole or in part, immediately and without prior notice, where: (a) you materially breach these Terms and fail to remedy such breach within a reasonable period after notice, where capable of remedy; (b) your use of the Platform poses a security risk to us, other customers, or third parties; (c) we are required to do so by Applicable Law or a competent authority; or (d) continued provision of the Platform to you would expose us to material legal or regulatory risk.

You may terminate your Account at any time by ceasing use of the Platform and, where applicable, notifying us in accordance with Section 22. Termination of your Account does not entitle you to a refund of fees already paid, except as expressly provided in Section 8.

Upon termination, your right to access the Platform ceases immediately, and we may delete or de-provision your Account and Content in accordance with our data retention practices and Applicable Law. Sections of these Terms that by their nature should survive termination, including without limitation Sections 9, 10, 13, 17, 18, and 21, will continue to apply after termination.

17. Disclaimers

To the maximum extent permitted by Applicable Law, the Platform is provided "as is" and "as available," without warranties of any kind, whether express, implied, or statutory, including but not limited to implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

We do not warrant that the Platform will meet your specific requirements, that it will be uninterrupted, timely, secure, or error-free, that any defects will be corrected, or that the Platform is free of viruses or other harmful components. You acknowledge that the Platform is a record-keeping and organisational tool, and that any decisions you make based on Content stored or reports generated within the Platform are made at your own risk and discretion.

Nothing in this Section is intended to exclude or limit any warranty, condition, or right that cannot lawfully be excluded or limited under Applicable Law, including any statutory consumer protections that may apply to you.

18. Limitation of Liability

To the maximum extent permitted by Applicable Law, in no event will we, our officers, employees, or licensors be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including without limitation loss of profits, revenue, data, goodwill, or business opportunities, arising out of or in connection with your access to or use of, or inability to access or use, the Platform, whether based on contract, tort, negligence, strict liability, or otherwise, even if we have been advised of the possibility of such damages.

To the maximum extent permitted by Applicable Law, our total aggregate liability arising out of or in connection with these Terms or your use of the Platform, whether in contract, tort, or otherwise, will not exceed the total amount actually paid by you to us for the Package giving rise to the claim during the twelve (12) months preceding the event giving rise to liability.

Nothing in these Terms excludes or limits liability for death or personal injury caused by negligence, fraud or fraudulent misrepresentation, or any other liability that cannot lawfully be excluded or limited under Applicable Law.

19. Force Majeure

We will not be liable for any failure or delay in performing our obligations under these Terms where such failure or delay results from circumstances beyond our reasonable control, including without limitation acts of God, natural disasters, war, terrorism, civil unrest, labour disputes, governmental action, internet or telecommunications failures, failures of Third-Party Services, or widespread outages affecting hosting or infrastructure providers. Our obligations will be suspended for the duration of such circumstances, and we will use reasonable efforts to resume performance as soon as reasonably practicable.

20. Changes to These Terms

We may revise these Terms from time to time to reflect changes in the Platform, legal or regulatory requirements, or our business practices. Where changes are material, we will provide reasonable advance notice by posting the updated Terms on our website, updating the "last updated" date, and, where appropriate, notifying you by email or through the Platform.

Your continued access to or use of the Platform after the effective date of any updated Terms constitutes your acceptance of those Terms. If you do not agree to the updated Terms, you must stop using the Platform, and, where the change is material and you purchased a Package within the preceding thirty (30) days, you may contact us to discuss available options.

21. Customer Responsibilities and Support

You are responsible for configuring your Account appropriately for your business, for the accuracy of Content entered by you and your Authorized Users, and for training your Authorized Users on the appropriate use of the Platform in accordance with these Terms. We will provide support in relation to the Platform's functionality through the channels published on our website, on a reasonable-efforts basis. Support does not extend to advice on how to structure your business, employment, or financial arrangements, nor to troubleshooting issues arising from your own hardware, network, or third-party software.

We may offer documentation, help articles, or similar self-service resources to assist you in using the Platform. These resources are provided for convenience and do not modify or expand the scope of the Service described in Section 3, nor do they constitute additional warranties or commitments beyond those expressly set out in these Terms.

Where we identify that your use of the Platform substantially exceeds the usage assumptions associated with your Package, or creates a disproportionate burden on shared infrastructure, we may contact you to discuss a suitable upgrade, and may apply reasonable technical measures to manage such usage in the interim, consistent with Section 6.

22. Export, Data Portability, and Retention

Where export functionality is available within your Package, you may request an export of your Content in a commonly used format, subject to any limitations described in your Package or on our website. It is your responsibility to periodically export or otherwise back up Content that is critical to your business, in addition to any measures we take to protect Content stored on the Platform.

Following termination of your Account, we may retain your Content for a limited period to allow for reactivation, to comply with Applicable Law, or to resolve disputes, after which it will be permanently deleted in accordance with our data retention practices as described in our Privacy Policy. We are not obligated to retain your Content indefinitely, and you should ensure you have obtained any export you require before your Account is terminated or, where termination is initiated by you, before you cease using the Platform.

23. Governing Law and Dispute Resolution

These Terms, and any dispute or claim arising out of or in connection with them or their subject matter, will be governed by and construed in accordance with the laws applicable to the jurisdiction specified in our Order Confirmation or website at the time of your purchase, without regard to conflict of law principles, except to the extent that mandatory consumer protection laws of your jurisdiction of residence apply and cannot be excluded by agreement.

Before initiating formal legal proceedings, the parties agree to attempt to resolve any dispute arising out of these Terms through good-faith negotiation by contacting the other party in writing and allowing a reasonable period, of no less than thirty (30) days, to resolve the matter. Nothing in this Section prevents either party from seeking injunctive or equivalent urgent relief where reasonably necessary to protect its rights.

Where these Terms permit or require disputes to be resolved through arbitration, mediation, or the courts of a specific jurisdiction, such mechanism will be specified in supplementary documentation provided to you at the time of purchase or otherwise made available on our website, and nothing in this Section overrides any statutory right you may have to bring proceedings in your local courts under Applicable Law.

24. Notices and Contact Information

Any notice required or permitted to be given under these Terms will be in writing and will be deemed given when delivered by email to the address associated with your Account, or when posted on the Platform or our website, as applicable. You are responsible for ensuring the email address associated with your Account remains current.

For questions about these Terms, requests relating to refunds under Section 8, or any other query regarding your use of the Platform, please contact us using the support or contact details published on our website at the time of your enquiry.

25. General Provisions

These Terms, together with our Privacy Policy and any Order Confirmation, constitute the entire agreement between you and us regarding your use of the Platform, and supersede all prior or contemporaneous agreements, communications, and proposals, whether oral or written, relating to that subject matter. To the extent any terms presented to you in a purchase order, procurement portal, or similar document conflict with these Terms, these Terms will prevail unless we have expressly agreed otherwise in a signed writing.

Headings used in these Terms are for convenience only and do not affect their interpretation. Where the context permits, references to the singular include the plural and references to one gender include all genders. Any list of examples introduced by "including" or "such as" is illustrative only and does not limit the generality of the preceding words.

If any provision of these Terms is found to be invalid or unenforceable by a court or tribunal of competent jurisdiction, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will continue in full force and effect. No waiver of any provision of these Terms will be effective unless in writing and signed by the waiving party, and no failure or delay by either party in exercising any right under these Terms will operate as a waiver of that right.

You may not assign or transfer your rights or obligations under these Terms without our prior written consent. We may assign or transfer these Terms, in whole or in part, without restriction, including in connection with a merger, acquisition, reorganisation, or sale of assets, provided that any assignee agrees to be bound by these Terms.

Nothing in these Terms creates a partnership, joint venture, employment, or agency relationship between you and us. These Terms do not confer any rights or remedies on any person other than you and us, except where expressly stated otherwise.