Legal DocumentsLast updated: June 1, 2026

Terms of Service

Please read these Terms of Service carefully before using the CleverKeeper all-in-one business operating system.

Introduction

Welcome to CleverKeeper, owned and operated by Lion Rock Technology Limited ("Company"). These Terms of Service ("Terms") govern your access to and use of our platform, software, API, websites (including cleverkeeper.com and associated subdomains), and any related client relationship management, scheduling, payment tracking, and messaging services (collectively, the "Service").

By registering a workspace, signing up for an account, or accessing or using the Service, you ("User," "you," or "your") agree to be bound by these Terms. If you are entering into these Terms on behalf of a company, agency, or other legal entity, you represent that you have the authority to bind such entity to these Terms. If you do not agree to these Terms, you may not access or use the Service.

1. Description of Service

CleverKeeper is a multi-tenant software-as-a-service (SaaS) all-in-one business operating system designed for freelancers, private tutors, wellness and service professionals, and small businesses. Key features include client database management, booking calendars, automated appointment reminders (via WhatsApp and other channels), payment tracking and Stripe integration, and receipt scanning and expense tracking.

2. Workspaces, Accounts, and Security

2.1 Workspace and User Account Creation

To access the Service, you must create a workspace (formerly referred to as a tenant) and at least one user account. You agree to provide accurate, current, and complete information during registration and to keep this information updated.

2.2 Account Roles and Multi-Tenancy

The Service supports different account roles within a workspace (such as "Admin" and "Member").

  • Admins have full authority over the workspace, including billing, user invitations, role changes, and workspace deletion.
  • Members have permissions granted by the Admin to view, edit, or manage client records and booking calendars.

You are responsible for managing access permissions within your workspace and for all activities that occur under your user accounts.

2.3 Account Security

You are solely responsible for maintaining the confidentiality of your workspace login credentials (username and password) and for any actions taken through your accounts. You agree to immediately notify CleverKeeper of any unauthorized use or security breach of your account.

3. Use of the Service and Restrictions

You agree not to, and shall not permit any third party to:

  • Use the Service for any illegal, harmful, or fraudulent activities.
  • Interfere with or disrupt the integrity or performance of the Service.
  • Attempt to gain unauthorized access to other workspaces or CleverKeeper hosting systems.
  • Reverse engineer, decompile, or disassemble any portion of our software.
  • Send spam, unsolicited messages, or unauthorized communications via our integrations (including the WhatsApp integration), violating Meta’s WhatsApp Business Policy.
  • Upload or transmit any malicious code, viruses, or offensive, defamatory, or unlawful content.

You are solely responsible for ensuring that your use of the Service, including your collection and storage of client data, complies with the Hong Kong Personal Data (Privacy) Ordinance (PDPO).

4. Subscription Fees, Billing, and Payments

4.1 Subscription Tiers and Pricing

Certain features of the Service require a paid subscription ("Subscription Plan"). Details regarding pricing, subscription tiers (such as the Solo Tier and Agency Tier), and features included in each plan are available on our website and are subject to change.

4.2 Billing and Stripe Integration

Payments are processed via our third-party payment gateway, Stripe (including Stripe HK for local transactions). By signing up for a paid Subscription Plan, you authorize CleverKeeper to charge your provided payment method for the recurring subscription fees, plus any applicable taxes.

4.3 Refunds and Cancellations

You may cancel your Subscription Plan at any time through your workspace settings page. Cancellation will take effect at the end of the current billing cycle. To the maximum extent permitted by law, all subscription fees are non-refundable.

4.4 Client Payment Processing

If you utilize our Stripe integration to collect payments from your clients, you acknowledge that transactions are processed directly between you and your client via Stripe. CleverKeeper is not a party to these transactions and is not liable for transaction failures, payment delays, chargebacks, or Stripe service interruptions.

5. Third-Party Integrations and Services

The Service incorporates integrations with third-party platforms, including but not limited to:

  • Meta Platforms (WhatsApp/Instagram): For sending automated session reminders and publishing content.
  • Stripe: For payment processing.
  • PostHog: For product analytics and event tracking.

Your use of these integrations is subject to the terms and privacy policies of each respective third-party provider. CleverKeeper is not responsible for the performance, availability, or policies of these third-party services.

6. Intellectual Property

As between you and CleverKeeper, CleverKeeper owns and retains all right, title, and interest in and to the Service, including all software, source code, designs, logos, taglines, trademarks, and documentation.

You retain ownership of all data, information, files, text, notes, and receipt images that you upload, transmit, or store in your workspace ("Workspace Data"). You grant CleverKeeper a worldwide, non-exclusive, royalty-free, fully paid-up license to host, process, copy, transmit, and display your Workspace Data solely for the purpose of providing, maintaining, and improving the Service.

7. Disclaimers and Limitation of Liability

7.1 "As-Is" Disclaimer

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. CLEVERKEEPER DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, TIMELY, OR ERROR-FREE, OR THAT AUTOMATED NOTIFICATIONS (INCLUDING WHATSAPP REMINDERS) OR EXPENSE OCR CAPTURES WILL OCCUR WITHOUT ERROR OR DELAY.

7.2 Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL CLEVERKEEPER'S AGGREGATE LIABILITY FOR ALL CLAIMS EXCEED THE TOTAL SUBSCRIPTION FEES PAID BY YOU TO CLEVERKEEPER DURING THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO LIABILITY.

8. Governing Law and Dispute Resolution

These Terms and any dispute arising out of or related to them shall be governed by and construed in accordance with the laws of the Hong Kong Special Administrative Region (HKSAR), without regard to its conflict of law principles. Any dispute, controversy, or claim arising out of or relating to these Terms shall be submitted to the exclusive jurisdiction of the courts of Hong Kong.