Terms of Service

These terms are an agreement between ContractPlan Inc. (“ContractPlan,” “we”) and the organization that signs up for ContractPlan (“you”). The person who signs up confirms they can agree to these terms for that organization.

1. The service

ContractPlan is a web application for tracking spending, service levels and reporting deadlines on government and grant contracts. It includes reading contracts, amendments and invoices with AI, projections, a census planner, deadline tracking, a weekly email, and read-only links you can share with funders.

2. Accounts and users

• Each subscription covers one organization and any number of users and contracts.
• Your administrators decide who has access and what role they have. You are responsible for the people you invite and for keeping sign-in details private.
• Tell us at hello@contractplan.com if you believe your account has been accessed without permission.

3. Trial, price and billing

• New organizations get a 30-day free trial. No payment card is needed to start.
• After the trial the price is $149 per month or $1,490 per year, per organization, billed in advance through Stripe. Taxes are added where required.
• You can cancel at any time from the Billing page. You keep access until the end of the period you paid for. We do not refund partial periods.
• If a payment fails, Stripe retries it. Access continues while retries are in progress; if payment is not made, access ends.
• We will give at least 30 days' notice by email before changing the price of your plan.

4. Your data

• You own the data you put into ContractPlan. You give us permission to store and process it only to provide the service to you.
• We do not sell your data and do not use it to advertise.
• You can ask for an export of your data in a standard format (CSV or JSON) at any time.
• When your subscription ends, we keep your data for 30 days so you can come back or export it, then delete it. Copies in backups are deleted as those backups expire.
• How we handle data is described in our Privacy Policy.

5. No client-level personal information

ContractPlan is built for aggregate figures: counts of clients, units and dollars. Do not enter or upload names, identification numbers, health information or other personal information about the people your programs serve. This includes files attached as proof of submission. You are responsible for removing such information before uploading.

6. AI features and projections

• AI reads the documents you upload and proposes what to record. It can make mistakes. Nothing is saved until a person in your organization reviews and confirms it.
• Projections, census requirements and deadline dates are estimates calculated from the information you enter. They are not financial, legal or accounting advice.
• You remain responsible for your contracts, invoices and submissions to funders.

7. Share links

Anyone who has a share link can view what that link shows until you turn it off or it expires. Only share links with people you intend to see the information. Files appear on a share link only when you mark them visible to the funder.

8. Acceptable use

Do not use ContractPlan to break the law, to infringe others' rights, to upload malicious code, to test or bypass its security without our written permission, or to access another organization's data. We may suspend access to stop misuse or to protect the service and other customers, and will tell you why.

9. Availability and changes

We work to keep ContractPlan available and your data safe, but the service is provided “as is” without a guaranteed uptime. We may improve or change features. We will give at least 30 days' notice before removing a feature you rely on or making a material change to these terms.

10. Limitation of liability

To the extent the law allows, neither party is liable for indirect, incidental or consequential damages, or for lost profits or revenue. Our total liability for any claim relating to the service is limited to the amount you paid us in the 12 months before the claim.

11. Ending the agreement

You can stop using ContractPlan and cancel at any time. We may end the agreement if you materially breach these terms and do not fix the breach within 30 days of notice, or immediately for non-payment after retries fail. Sections 4, 10 and 12 continue after the agreement ends.

12. General

These terms are governed by the laws of the State of Maryland. If a provision is unenforceable, the rest stays in effect. These terms, the Privacy Policy and any order form are the whole agreement between us about ContractPlan.

Contact

ContractPlan Inc. · hello@contractplan.com