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Terms of Service

Effective date: October 25, 2026. Last updated: October 25, 2026.

These terms are an agreement between FMLY Consulting, LLC ("FMLY Consulting", "we", "us") and the business that creates an SB Assistant account ("you", the "Customer"). They cover www.sbassistant.com and the SB Time Tracker, SB Project Management and SB CRM apps (together, the "Service"). The Privacy Policy is part of these terms.

1. Acceptance

By creating an account, adding an app to an existing account, or using the Service, you agree to these terms. If you do so for a business, you confirm that you are authorized to bind that business. If you do not agree, do not use the Service.

2. Who may use the Service

  • The Service is for businesses located in the United States. It is not offered to consumers for personal use.
  • You must be at least 18 years old to create an account or to be added to one.
  • People you invite to your account ("members") use it under your account and must follow these terms. You are responsible for their use.
  • Clients you give access to the client portal, and people who open a hosted invoice link, use those surfaces under the acceptable-use rules below.

3. Accounts and seats

  • One account holds every SB app for your business on one bill. Adding an app to an existing account does not start a new trial; the app takes on the account's current status.
  • The account owner manages billing and people. You may own one account and may also be a member of other businesses' accounts.
  • A seat is one person. Someone who uses two apps still counts once. Client-portal users and AI agents do not take a seat. Removing a person from your company frees the seat on the next billing cycle. Deactivating someone inside a single app turns off their access there but keeps their seat.
  • Sign-in is provided by WorkOS. Keep your sign-in secure, do not share it, and tell us promptly at security@sbassistant.com if you believe your account has been accessed without authorization. You are responsible for everything done under your account.

4. Trial, read-only period and account lifecycle

  • Trial. New accounts start with a 30-day free trial of every feature of every app. No card is required. We email the owner 7, 3 and 1 days before the trial ends.
  • Read-only. If no card has been added when the trial ends, the account becomes read-only for 90 days. Your data stays intact and visible, but nothing can be added or changed. Add a card during that time to switch writing back on.
  • Cancellation and deletion. If no card is added within those 90 days, the account is cancelled, and about 30 days after cancellation its data is permanently deleted. Invoices are kept for tax and accounting purposes with the personal fields removed, and audit log entries are redacted rather than deleted. A cancelled account cannot be reactivated; you may start a new one.
  • Paid accounts. You may cancel your subscription at any time from the billing portal. When the subscription ends, the account becomes read-only and follows the same 90-day and deletion schedule. If a payment fails and is not resolved, the account becomes read-only in the same way.
  • Export first. Export anything you need before an account is cancelled. Once data is deleted we cannot recover it.
  • Suspension and termination by us. We may suspend or terminate an account that breaches these terms, creates a security or legal risk, or has unpaid fees. We will tell you where the law allows and where it is practical to do so. We may also offer complimentary accounts at our discretion.

5. Fees, billing and taxes

  • The price is $14 per seat per month, every app included. There are no tiers or per-app charges.
  • Fees are billed monthly in advance by card through Stripe, our payment processor. The seat quantity on your subscription follows the number of billable people on your account as you add or remove them.
  • Fees do not include taxes. You are responsible for any sales, use or similar taxes that apply to your purchase, other than taxes on our income.
  • Fees are non-refundable except where the law requires otherwise. We do not pro-rate the remainder of a period you have already paid for when you cancel.
  • We may change our prices. We will give account owners at least 30 days' notice by email, and the new price applies from your next billing period after the notice.
  • The account owner can update the card and view past invoices in the billing portal.

6. Your data

  • Ownership. You own the data you and your members enter into the Service ("Customer Data"). We claim no rights in it other than the licence below.
  • Licence to us. You give us permission to host, store, process, transmit, display and back up Customer Data as needed to provide the Service to you, to support you, to keep the Service secure and to comply with law. We act on your instructions, which these terms and your use of the product features express.
  • Your responsibilities. You are responsible for the accuracy and legality of Customer Data and for having the right to enter it, including any notice to or consent from your employees, contractors, clients and contacts that the law requires. The Service is not designed for protected health information under HIPAA or for data subject to FedRAMP, and you must not store such data in it.
  • Data processing. For Customer Data we act as your processor or service provider. We will process it only to provide the Service, keep it confidential, use the service providers listed in the Privacy Policy, help you respond to requests from people whose data you hold, tell you without undue delay if we become aware of a breach affecting it, and delete it in line with the lifecycle in section 4.
  • Export. You can export your data as CSV from the apps' list and report pages at any time while the account is active or read-only.
  • Aggregated data. We may use data about how the Service is used, in a form that does not identify you or any person, to operate and improve it. We do not use Customer Data to train AI models, and we do not sell it.

7. Acceptable use

You must not, and must not let anyone using your account:

  • use the Service for anything unlawful, or to store content you have no right to store;
  • try to access another customer's data, probe or circumvent security, or interfere with the Service;
  • scrape, copy, reverse engineer or build a competing product from the Service, except where the law allows it regardless of this clause;
  • send spam or malware through the Service, including through invoice emails, reminder emails or embedded contact forms;
  • use hosted invoice pages, client-portal access or public contact forms for any purpose other than the one they are provided for;
  • resell or offer the Service to third parties without our written agreement; or
  • exceed the rate limits we apply to the agent API and other automated access.

8. AI features and agent access

  • Draft my week (SB Time Tracker). Where this feature is available in your account, it proposes time entries from your own recent logging. Suggestions are suggestions. You review and accept them, and the accepted entries are yours. The Privacy Policy describes how the text is handled and which provider generates the draft. Each company has a monthly usage ceiling, and the feature may be unavailable when it is reached.
  • Agent access (SB Project Management, Beta). You may connect an AI agent of your choice to your projects using a key we issue. The key is shown once and stored only as a hash; keep it secret. An agent can do no more than a member can, reaches only the work granted to it, can be revoked at any time, expires on the schedule you pick, and is rate limited. You are responsible for every action taken with your key, and for the AI tool and provider you connect. Beta features may change, be limited or be withdrawn.

9. Third-party services

The Service relies on providers we choose, such as Microsoft Azure, WorkOS, Stripe and Azure Communication Services. They are listed in the Privacy Policy. Some features connect to services you choose:

  • Online payments (Stripe Connect). If you turn on online payments in SB Time Tracker, you open a Stripe account under Stripe's terms, including the Stripe Connected Account Agreement. You are the merchant for your invoices. Refunds, disputes and payouts are handled in your Stripe dashboard, not in the Service.
  • QuickBooks Online. If you connect QuickBooks, your use of it is governed by Intuit's terms, and you choose what is pushed to it.
  • AI tools and document links. AI tools you connect, and documents you link from Google Drive, OneDrive, Dropbox or elsewhere, stay under those services' terms.

We are not responsible for third-party services, and their availability or terms may change.

10. Availability, backups and support

  • We work to keep the Service available, but we do not promise any particular uptime and offer no service level agreement. Maintenance, provider outages and events beyond our control can interrupt the Service.
  • Backups: Azure Cosmos DB takes geo-redundant snapshots of the database every four hours, retained for three days and replicated to a second US region. A restore is a database-level operation we request from Microsoft, not a per-customer rollback. Keep your own exports of data that matters to you.
  • Support is by email at support@sbassistant.com.

11. Confidentiality

Each of us will keep the other's non-public information confidential and use it only for the purposes of this agreement. Customer Data is your confidential information. Our platform operators have read-only oversight of your account, only after an audited, explicit switch into it, and never change your data. These obligations do not apply to information that is public through no fault of the receiving party, that the receiving party already had, or that the law requires it to disclose.

12. Our intellectual property

We and our licensors own the Service, including its software, design and documentation. These terms give you a limited, non-exclusive, non-transferable right to use the Service for your business while your account is active or read-only. If you send us feedback, we may use it without obligation to you.

13. Warranty disclaimer

The Service is provided "as is" and "as available". To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, title and non-infringement. We do not warrant that the Service will be uninterrupted, error-free or secure, or that it will meet your requirements. The Service is not accounting, tax or legal advice; you are responsible for your invoices, taxes and records.

14. Limitation of liability

To the fullest extent permitted by law, neither party is liable to the other for any indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, data or goodwill, however caused. Our total liability arising out of or relating to the Service or these terms is limited to the fees you paid us in the 12 months before the event giving rise to the claim. These limits do not apply to your payment obligations, to either party's breach of section 11, or to liability that cannot be limited by law.

15. Indemnity

You will defend and indemnify us against third-party claims, and the resulting costs and damages, arising from Customer Data, from your or your members' use of the Service in breach of these terms or the law, or from your violation of a third party's rights. We will notify you of the claim promptly and cooperate at your expense.

16. Changes to these terms

We may update these terms. We will post the new version here and update the date at the top. For material changes we will email account owners before the change takes effect. Continuing to use the Service after that date means you accept the updated terms.

17. Governing law and disputes

FMLY Consulting, LLC is a New Jersey limited liability company. These terms are governed by the laws of the State of New Jersey and by applicable United States federal law, without regard to conflict-of-law rules. Before starting any formal proceeding, you agree to contact us and give us 30 days to try to resolve the matter. Any dispute that is not resolved will be brought in the state or federal courts located in New Jersey, and each of us consents to their jurisdiction.

18. General

  • These terms and the Privacy Policy are the whole agreement between us about the Service.
  • You may not assign this agreement without our consent. We may assign it as part of a merger, acquisition or sale of assets.
  • Notices to you go to the account owner's email address. Notices to us go to anselmo@sbassistant.com.
  • Neither party is liable for delays caused by events beyond its reasonable control.
  • If any part of these terms is unenforceable, the rest remains in effect. A failure to enforce a term is not a waiver of it.
  • There are no third-party beneficiaries of this agreement.

19. Contact

Questions about these terms: support@sbassistant.com. FMLY Consulting, LLC, operator of SB Assistant.