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AgreeVia

Terms of service

The agreement between us

These terms set out what AgreeVia does, what you're paying for, what each of us is responsible for, and what happens if something goes wrong. By creating an account you agree to them.

Document
Terms of Service
Version
2.7
Effective from
4 November 2026
Supersedes
2.6 (15 October 2026)
Supplier
AgreeVia Solutions Ltd
Registered
Scotland, no. SC898504
Registered office
53 High Street, Bonnyrigg, Midlothian, EH19 2DB, Scotland
Governing law
Scotland
Contents — 19 sections

1This agreement

These terms are between you and AgreeVia Solutions Ltd, registered in Scotland (company number SC898504), whose registered office is 53 High Street, Bonnyrigg, Midlothian, EH19 2DB, Scotland. We trade as AgreeVia.

They apply from the moment you create an account or use the service, whichever is first. Our Privacy Policy explains how we handle personal data. It is information for you, not part of this contract.

AgreeVia is built for business use, but we don't require you to be a business to sign up.

If you're a consumer

These terms are written primarily for business users, and most of what's here applies to you too. If you're using AgreeVia for purely personal reasons, you have statutory rights that nothing here removes — including a 14-day right to cancel a subscription under the Consumer Contracts Regulations 2013, and your rights under the Consumer Rights Act 2015.

If you're buying for your business

If you use AgreeVia mainly for your work, as a freelancer, sole trader, agency or company, you're not a consumer, so the 14-day right to cancel and its refund don't apply to you. You can still cancel at any time: section 4 explains how.

2What AgreeVia is — and isn't

AgreeVia lets you prepare documents, including contracts from templates, invoices and quotes, send them for electronic signature, and keep a tamper-evident record of what happened to each one.

We're not a payment service. AgreeVia never collects, holds or moves money for you or your clients. An invoice tells your client how to pay you, and the payment happens outside AgreeVia.

We're not a law firm. We don't give legal advice, and nothing produced by the service — including templates and anything generated by the AI features — is legal advice. We can't tell you whether a document is suitable for your situation, whether it's enforceable, or whether electronic signing is appropriate for it. Get a solicitor for anything that matters.

Whether a signed document is valid and binding depends on the law that applies to it and on what the parties did. That's outside our control and outside what we can promise.

3Your account

You must be 18 or over to create an account.

You need an account to send documents. Keep your login details to yourself, and tell us promptly at [email protected] if you think someone else has access.

You're responsible for everything done through your account. Give us accurate details and keep them current — signing invitations and completion notices go to the email address on file.

One account is for one person. Don't share credentials. Everyone who sends documents needs their own account.

If you sign in with Google or Apple, keeping that account secure is part of keeping your AgreeVia account secure.

4Plans and payment

AgreeVia has a free tier with monthly limits and paid plans that raise or remove them. Every document you create counts toward the free limit, whether it's an upload, a contract or an invoice. Some features, such as business branding and some templates, are only on paid plans. Current plans, prices and what each includes are shown in the app.

How billing works

  • You can subscribe in the Apple App Store, in Google Play, or on the web at app.agreevia.co.uk. Where you subscribe decides who takes the payment and how you cancel.
  • App Store and Google Play. The store takes the payment, not us, and we never see your card details. The subscription renews automatically at the end of each period unless you cancel at least 24 hours before it ends. Cancel in your App Store or Google Play account settings. We can't cancel or refund a store subscription for you.
  • On the web. AgreeVia Solutions Ltd sells the subscription to you. Your payment is taken by our payment provider, Stripe, and we never see your full card number. The price shown at checkout is the price you pay each period. The subscription renews automatically at that price (or a new price we've told you about under "Price changes") until you cancel. Pro starts as soon as payment succeeds.
  • Cancelling on the web. Cancel at any time from the Pro page in the app (Manage subscription), or email [email protected] and we'll cancel it for you, normally within one working day. Cancelling stops the next renewal. If a renewal is taken after you've asked us to cancel, we refund it. Pro carries on until the end of the period you've paid for.
  • Refunds. If you're a consumer and cancel within 14 days of first subscribing, you get a full refund, however much you've used Pro. For a store subscription, Apple or Google handle refunds under their policies; if the store won't make that refund, email [email protected] and we will refund you in full ourselves. For a web subscription, email [email protected], or cancel and tell us, and we refund the card you paid with within 14 days of you telling us.
  • If you buy for your business. If you buy Pro mainly for your work, as a freelancer, sole trader, agency or company, you're not a consumer, so the 14-day refund above doesn't apply to you. You can cancel at any time, which stops the next renewal. Pro carries on until the end of the period you've paid for, and that period isn't refunded. The other refunds in these terms still apply to you: a renewal taken after you asked us to cancel, a duplicate charge, and the pro-rata refunds in sections 15 and 17. For a store subscription, Apple or Google may also refund you under their own policies.
  • One subscription is enough. A store subscription and a web subscription are separate: cancelling one doesn't cancel the other. If you've been charged twice for the same period, tell us and we'll refund the duplicate.

Price changes

We may change prices. We'll give you at least 30 days' notice by email before a change affects your renewal, and you can cancel before it takes effect.

If a payment fails

Your plan drops to the free tier. Documents you've already completed stay accessible and remain verifiable. Features above the free limits stop working until payment succeeds.

5Electronic signatures

Under the Electronic Communications Act 2000 and the UK eIDAS Regulation, an electronic signature is admissible in evidence in UK courts and can't be denied legal effect purely because it's electronic. AgreeVia produces what those rules call a simple electronic signature, supported by an audit record.

Confirming an invoice and accepting a quote are electronic signatures too, and everything in this clause applies to them.

By using the service you agree that:

  • you and the people you invite intend electronic signatures to have the same effect as signing on paper;
  • you're responsible for checking that each signatory is who they say they are and has authority to sign — AgreeVia does not verify identity;
  • you're responsible for confirming that electronic signature is legally sufficient for the particular document, in every country involved.
What our audit record does and doesn't show We record when a link was opened, from which IP address and device, and when a signature was applied — sealed in a hash chain so alteration is detectable. That's evidence about the signing event. It is not proof of the signatory's identity.

"Court-ready" and evidence packages

Where we describe an evidence package, or any other record from AgreeVia, as "court-ready" — in the app, on our website or anywhere else — we mean only how it is put together. It contains the signed document, a timestamped timeline of what happened to it, each signature with the details we recorded, and a hash-chain check that shows whether the record has been altered since. It is laid out so that it can easily be produced as evidence.

"Court-ready" does not mean, and we do not promise:

  • that a court, tribunal, arbitrator, regulator or anyone else will accept the package as evidence, or give it any particular weight — the rules on evidence and procedure differ between courts and countries, and the decision is theirs;
  • that a signature or document is valid, binding or enforceable, or that it suits its purpose;
  • that anyone's identity or authority to sign has been checked, or that a signature is anything more than a simple electronic signature;
  • that the document is of a kind that can be signed electronically (see clause 6);
  • that the package will be enough to win or defend a dispute, or that a dispute will end in any particular way.

An evidence package is a record of what the service recorded. It is not legal advice, an expert report, a certificate or a witness statement, and beyond what the law requires of us we don't offer expert or witness services. If you might need to rely on a document in a dispute, ask a solicitor how to present it.

If anything we say about AgreeVia seems to promise more than this, this clause is what applies. It doesn't limit anything clause 14.1 says we never limit, and it doesn't affect your rights if you're a consumer.

6Documents you shouldn't use AgreeVia for

Some documents need a form of execution that AgreeVia doesn't provide. Don't use the service for:

  • wills, codicils and testamentary documents;
  • documents that the Requirements of Writing (Scotland) Act 1995 requires to be in writing, such as contracts to create or transfer an interest in land, leases for more than a year, and personal guarantees given other than in the course of business. Signed electronically, these need an advanced electronic signature, which AgreeVia does not provide;
  • documents that need self-proving execution under that Act, or witnessed execution as a deed under English law;
  • transfers of land, dispositions, standard securities and most registrable property documents;
  • lasting or continuing powers of attorney;
  • court documents, affidavits and statutory declarations;
  • anything a statute requires to be signed in wet ink or before a notary.

This list isn't exhaustive and the rules differ across jurisdictions. If you're not sure, ask a solicitor before sending. We're not liable if a document fails because electronic signature wasn't the right method for it.

7Your content

Your documents are yours. We don't claim ownership of anything you upload or create.

You give us a licence to host, copy, transmit, display and process your content strictly as needed to run the service for you — storing it, showing it to the people you send it to, generating PDFs (including putting your logo and business details on them if you've set up branding), and sending text to our AI provider when you use an AI feature. The licence lasts as long as we hold the content and ends when it's deleted.

You confirm you have the right to upload what you upload and to share it with the people you send it to. That includes any logo or business name you use for branding.

Branding is copied into a document when you create it. Changing your branding later doesn't change documents you've already created.

8Acceptable use

Don't use AgreeVia to:

  • break the law, or help anyone else to;
  • send documents to people who haven't agreed to receive them, or send bulk unsolicited email;
  • impersonate anyone, or sign on someone's behalf without their authority;
  • send an invoice or quote that is false or misleading, for work not done, or in someone else's name, or that asks to be paid into an account you aren't entitled to receive money into;
  • ask anyone for card details, or put card numbers into a document, note or message;
  • harass other users, or make reports about them that you know are false;
  • upload malware, or anything unlawful, defamatory or infringing;
  • probe, scan or test the security of the service without our written permission;
  • scrape the service, resell access, or build a competing product from it;
  • get around plan limits, or run the service through automated means we haven't authorised.

Security researchers: we welcome reports at [email protected]. Report first, and we won't pursue you for good-faith testing that doesn't touch other users' data.

9AI drafting, templates and invoices

These are tools that help you produce a document. Whatever tool you use, the document is yours: you decide what it says, and you're responsible for it once you send it.

AI drafting

AgreeVia can draft a contract from a plain-English brief. This sends your brief to Anthropic PBC's Claude API. Our Privacy Policy explains what's sent and when.

  • AI output is a starting draft, not a finished legal document, and not legal advice.
  • It can contain errors, omissions, and clauses that don't suit your situation. Read everything before you send it.
  • You are responsible for what you send and sign, regardless of how it was drafted.
  • We give no warranty about the accuracy, completeness or fitness of AI output, and we're not liable for loss arising from relying on it. Clause 14 applies.

Contract templates

  • Templates are general starting points written for common situations under UK law. They aren't tailored to you and aren't legal advice.
  • Every template has been reviewed by AgreeVia, but not by a solicitor unless the template says so. Some can have serious legal consequences if they are wrong, such as tenancy agreements, landlord notices, quotes for private customers and event agreements. Those are marked "Check before use". After you have previewed the document and before you invite anyone to sign, the app reminds you that we do not give legal advice and asks you to confirm that you have read it and understand. We keep a record of that confirmation with the document. A template we have not finished reviewing is also marked "Check before use", and every page of a document made from it carries the reminder "READ IT CAREFULLY AND CHECK IT SUITS YOU BEFORE SIGNING". Either way, read the document carefully and make sure it suits your situation before you rely on it, and get legal advice if the agreement matters to you.
  • If you use a template marked "Check before use", you are responsible for checking that it suits you and for what you sign. To the fullest extent the law allows, we accept no responsibility for loss from relying on it. This does not limit anything that cannot be limited by law, including your rights as a consumer.
  • A published template is never changed. When we improve one, we publish a new version, and documents already made from the old version stay as they were.
  • You're responsible for checking that a template suits your situation, and for everything you fill in.
  • Some templates, and quotes, deposit and pro-forma invoices, ask whether your client is a business or a private person. Answer accurately: for a private person the document includes the protections the law gives consumers, such as a 14-day right to cancel, and you're responsible for that answer.
  • We give no warranty that a template is suitable, complete or enforceable for your purposes. Clause 14 applies.

Invoices and quotes

  • We work out totals and VAT from the figures you enter. You're responsible for those figures, for the VAT rates you choose, and for whether the document meets HMRC's rules for your business, including whether it can be treated as a VAT invoice.
  • Bank details on an invoice are what you enter. We don't check that they're correct or that they belong to you. Check them before you send, and tell your clients to confirm any change of bank details with you directly.
  • Payment status ("paid", "payment sent") is a record of what you and your client tell us. We don't see or check payments.
  • Keep your own copies of invoices for your tax records. Invoice numbers are generated per account; if you type your own, avoiding clashes with numbers you use elsewhere is up to you.
  • Any dispute about whether money is owed or has been paid is between you and your client.

We may change, limit or withdraw any of these tools, including where our AI provider's terms or availability change. Documents you've already created aren't affected.

10Availability and support

We aim to keep AgreeVia available and to preserve your completed documents and their audit records. We don't promise uninterrupted service — maintenance, provider outages and faults happen.

Planned maintenance is announced in advance where we can. Support is by email at [email protected], on a best-effort basis during UK business hours — we don't currently commit to a fixed response time.

Keep your own copies of documents that matter. Completed documents can be downloaded at any time, and you should.

11Data protection

Where we process personal data in the documents you send, you're the controller and we're the processor. Our Data Processing Addendum sets out our obligations under Article 28 UK GDPR — security measures, sub-processors, breach notification, and what happens to data at the end.

You're responsible for having a lawful basis for the personal data you put into documents and for giving your own privacy information to the people whose data it is.

Our Privacy Policy covers the data we hold as controller.

12Our intellectual property

The AgreeVia software, brand, design and documentation belong to us. You get a limited, non-exclusive, non-transferable right to use the service while this agreement is in force. Nothing else transfers.

Don't copy, decompile or reverse-engineer the service except to the extent the law says you may. Don't use our name or logo without permission.

If you send us feedback or suggestions, we can use them freely without owing you anything.

13What we promise, and what we don't

We promise to provide the service with reasonable care and skill.

Beyond that, and to the fullest extent the law allows, the service is provided as is. We don't warrant that it will be uninterrupted or error-free, that it will meet your requirements, that any document produced with it will be valid or enforceable, or that AI output will be accurate. All implied terms and warranties are excluded to the extent permitted.

14Our liability

14.1 What we never limit. Nothing in these terms limits our liability for death or personal injury caused by our negligence, for fraud or fraudulent misrepresentation, or for anything else that the law does not permit us to limit or exclude.

14.2 If you are a consumer. If you use AgreeVia otherwise than in the course of a business, the Consumer Rights Act 2015 applies and clauses 14.3 to 14.5 do not. We will supply the service with reasonable care and skill, and we are responsible for loss you suffer that is a foreseeable result of our breaking this contract or failing to use reasonable care and skill. We are not responsible for unforeseeable loss. Your statutory rights are unaffected.

14.3 What we are not liable for. If you use AgreeVia in the course of a business, we are not liable for loss of profit, loss of revenue, loss of anticipated savings, loss of business opportunity, or damage to goodwill or reputation, in each case whether direct or indirect, nor for any indirect or consequential loss.

We are also not liable for the contents of a document you create or upload, for whether it is legally effective for your purposes, for the identity of a person you invite to sign, for whether a court, tribunal or other body accepts an evidence package or gives it any weight, or for a dispute between you and another party to a document, or its outcome. That includes a payment made, not made or made to the wrong account on the strength of an invoice, and the tax treatment of an invoice or quote.

14.4 What we remain liable for. Clause 14.3 does not exclude our liability for loss or corruption of your documents, of a signed document, or of its audit trail, where that loss is caused by our failure to apply the security measures described in Annex 2 of our Data Processing Addendum. That is the core of what you pay us for and we do not seek to exclude it.

14.5 The cap. Subject to clauses 14.1 and 14.4, our total liability to a business customer for all claims arising in any 12-month period, whether in contract, delict, negligence, breach of statutory duty or otherwise, is limited to the greater of:

  • £5,000; or
  • 125% of the fees you paid us in the 12 months before the first such claim arose.

14.6 Why the cap is set here. AgreeVia is priced on the basis of this allocation of risk; a subscription at our price could not support unlimited exposure. The figure in clause 14.5 is set at a level we can meet from the company's own resources, rather than at a nominal sum. If you need a higher cap, we will discuss one as part of a written enterprise agreement — email [email protected]. We think this is fair and reasonable within the meaning of section 24 of the Unfair Contract Terms Act 1977, having regard to the price of the service and the availability of an alternative on request.

14.7 Data protection claims. Nothing in this clause affects the rights of a data subject to compensation under Article 82 UK GDPR, or the allocation of liability between us in our Data Processing Addendum.

14.8 Each part stands alone. Clauses 14.3, 14.4 and 14.5 operate independently. If any one of them is found unenforceable, the others continue to apply.

15Suspension and closure

You can close your account at any time in Settings. Cancel your subscription separately (in the store, or on the web from the Pro page), or it keeps billing.

Closing your account does not delete documents you have already completed. Clause 16 explains what goes and what stays.

You can block another user at any time, and report anyone you think is breaking these terms or sharing illegal content, in the app or at [email protected]. We review every report. Where we find illegal content or a serious breach, we remove access to it and may restrict or close the account responsible, and we may report it to the police or another authority where the law requires or allows us to.

If we act against your account or your content and you think we got it wrong, or you're unhappy with how we handled a report, email [email protected] with "Appeal" in the subject. We'll look at it again and tell you the outcome and our reasons.

We may suspend or close your account if you materially breach these terms, if we're required to by law, or if your use puts the service or other users at risk. Where we can, we'll warn you first and give you a chance to put it right. For serious breaches we may act immediately.

We may also withdraw the service entirely, giving at least 60 days' notice and a pro-rata refund of any prepaid period. If the store won't make that refund, or you bought on the web, we will make it ourselves.

16Getting your data out

Documents on AgreeVia are not deletable from within the app, by you or by anyone else. That is deliberate: a signature is only worth something if the record behind it cannot be quietly removed. If you need an unsigned document erased, email [email protected] and we will action it — see §10 of our Privacy Policy.

You can remove a signer you have invited but who has not yet signed. That cancels their invitation and their access, though the document itself remains.

When your account closes you have 30 days to download your documents and their evidence packages. After that, your account data and any unsigned documents that concern only you are deleted, and messages you sent in shared chats are purged on a 30-day schedule. Three things are kept for 7 years after the document was completed, so that it can still be relied on as evidence (see §9 of our Privacy Policy):

  • the completed document and its audit trail;
  • the record of which version of these terms and our Privacy Policy you had accepted when it completed;
  • any chat messages in a conversation containing that document, which form part of its evidence.

Your name is removed from the ownership record of retained documents, but the documents themselves survive, because the other parties to them rely on that record staying verifiable and we may need it to establish or defend a legal claim. Section 10 of our Privacy Policy explains why a completed document cannot be scrubbed party by party.

If we close your account for breach, we'll still give you a reasonable window to retrieve your documents unless the law prevents it.

Download what matters before you close your account.

17Changes to these terms

We version these terms rather than editing them silently. The version and effective date are at the top.

For material changes we'll give at least 30 days' notice by email or in the app, and we record which version you accepted. If you don't accept a new version you can close your account before it takes effect and we'll refund any unused prepaid period, ourselves if the store won't, and always for a web subscription.

Minor corrections that don't change your rights take effect on publication.

18General

  • Whole agreement. These terms and the Data Processing Addendum are the whole agreement between us on this subject.
  • No waiver. If we don't enforce something straight away, we haven't given up the right to enforce it later.
  • Severability. If a clause is unenforceable, the rest continues.
  • Assignment. You can't transfer this agreement without our consent. We may transfer it if the business is sold, on notice to you.
  • Third parties. Nobody other than you and us can enforce these terms.
  • Events outside our control. Neither of us is liable for failure caused by something genuinely beyond reasonable control, including provider outages, network failure and acts of government.
  • Notices. We'll write to the email on your account. Write to us at [email protected].

19Law and disputes

These terms are governed by the law of Scotland. The Scottish courts have exclusive jurisdiction over any dispute, though if you're a consumer you may also be able to bring proceedings where you live.

Talk to us first. Most disputes are resolved faster by email than by anything else.