Terms of service

02Service description

Lodgey provides software for Australian agents who handle paperwork on behalf of clients. The Service includes:

• A branded client portal for collecting documents from clients.
• AI-assisted extraction and classification of personal information from those documents.
• A workspace for agents to review and approve extracted data.
• A Chrome extension that uses approved data to pre-fill web forms in the agent’s browser.
• Account management, billing, and audit tooling.

The Service is intended for use by Australian agents, the businesses they work in, and their authorised staff. It is not intended for use by individuals who are not professionally engaged in handling paperwork for clients.

03Account terms

Eligibility.

• You must be an Australian agent, broker, or authorised representative engaged in handling paperwork for clients, to use the Service in production.
• You must be at least 18 years of age and have the legal capacity to enter into a binding agreement.

Your account.

• You are responsible for maintaining the security of your account credentials, including any passwords, multi-factor authentication factors, and personal access tokens.
• You are responsible for all activity that occurs under your account, including activity by anyone you authorise to use it.
• You must provide accurate and complete registration information and keep it current.
• You must notify us promptly if you become aware of any unauthorised access to your account or other security breach.

04Acceptable use

When using the Service, you agree not to:

• Upload content you do not have the right to upload, or that infringes the rights of others.
• Use the Service to handle data outside the scope of your professional engagement with clients.
• Attempt to gain unauthorised access to any part of the Service, other accounts, or our infrastructure.
• Reverse engineer, decompile, or attempt to extract the source code of the Service except as permitted by law.
• Use the Service in a way that interferes with other users or degrades performance.
• Resell or sublicense the Service without our prior written consent.

05Client consent and responsibility

You are responsible for ensuring that any individual whose personal information is collected, uploaded, or processed via the Service has been notified, and where required, has consented to that collection and processing in accordance with the Privacy Act 1988 (Cth) and any other applicable law. The Service generates standard collection notices that are shown to clients during upload; you may supplement these as required for your practice.

06Payment terms

Fees are charged in Australian dollars (AUD) and include the 10% GST. Subscription plans are billed monthly in advance. Credit top-up packs are charged at time of purchase.

You may upgrade or downgrade your subscription at any time. The change takes effect immediately, the unused portion of your current plan is refunded pro-rata, and a new subscription on the chosen plan begins on the same day. Cancellations take effect at the end of the current billing cycle.

If a payment fails, we will attempt to retry the charge and notify you. If payment remains unpaid 14 days after the due date, we may suspend access to the Service until payment is received.

Subscription fees are non-refundable except where required by law, including the Australian Consumer Law.

07Data ownership

You retain full ownership of all data uploaded to the Service, including client documents, extracted fields, and case data. We do not claim any intellectual property rights over your data. You may export or delete your data at any time. Lodgey processes your data only as described in the Privacy Policy.

08AI processing

The Service uses AI to extract structured data from documents and to assist with form-filling. AI outputs are suggestions only and must be reviewed and approved by a qualified agent before use. We do not guarantee the accuracy or completeness of AI-extracted data, and you remain responsible for the accuracy of any data submitted to third parties. Client document data is never used to train AI models, ours or any third party’s.

09Confidentiality

Each party will protect the confidential information of the other party from unauthorised use and disclosure with at least the same degree of care it uses to protect its own confidential information of a similar nature, and in any case no less than reasonable care. This obligation does not apply to information that is independently developed, lawfully received from a third party without a duty of confidence, already in the public domain, or required to be disclosed by law.

10Service availability

We aim to keep the Service available at all times but do not guarantee uninterrupted access. We may perform scheduled maintenance, deploy updates, or experience unscheduled outages. Where reasonably practicable, we will notify you in advance of scheduled maintenance that is expected to materially affect the Service.

11Third-party services

The Service relies on third-party providers for hosting, payment processing, AI inference, and email delivery. The current list is published in our Privacy Policy. We are not responsible for the acts or omissions of third-party providers except to the extent we are required by law to be responsible. The Service may link to third-party websites; we are not responsible for their content or practices.

12Suspension and termination

Either party may terminate the agreement at any time by giving written notice. Termination takes effect at the end of the current billing cycle.

We may suspend or terminate your access to the Service immediately if:

• You breach a material term of these Terms and do not remedy the breach within 14 days of notice;
• We are required to do so by law; or
• You use the Service in a manner that poses a risk to our infrastructure, our other customers, or third parties.

On termination, your data is retained for 30 days, during which time you may export it via the Service or by request. After 30 days, data is permanently deleted in accordance with the Privacy Policy.

13Changes to the Service and these Terms

We may modify the Service from time to time, including by adding, removing, or changing features. We will not make changes that materially diminish core functionality without reasonable notice.

We may amend these Terms by posting an updated version on this page. Material changes will be notified to account holders by in-app notice or email at least 14 days before they take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms.

14Limitation of liability

Lodgey is a document processing and workflow tool. We do not provide professional advice (legal, tax, migration, financial, or other regulated advice) and do not guarantee lodgement outcomes. Use of the Service does not create a professional services relationship with Lodgey.

Subject to the next paragraph, the Service is provided “as is” and “as available”, and to the maximum extent permitted by law:

• We exclude all warranties, conditions, and representations not expressly set out in these Terms; and
• Our total liability arising out of or in connection with these Terms or the Service is limited to the fees paid by you to Lodgey in the 12 months immediately preceding the event giving rise to the claim.

Australian Consumer Law. Nothing in these Terms excludes, restricts, or modifies any consumer guarantee, right, or remedy you may have under the Australian Consumer Law (ACL) or any other law that cannot lawfully be excluded. To the extent we are entitled to limit our liability for a breach of an ACL consumer guarantee, our liability is limited (at our election) to resupplying the Service or paying the cost of having the Service resupplied.

15Indemnity

You agree to indemnify Lodgey against any third-party claims, losses, or damages arising from (a) your breach of these Terms; (b) your misuse of the Service; or (c) the unauthorised collection, use, or disclosure of personal information uploaded by you or your clients to the Service in breach of applicable law.

16Force majeure

Neither party is liable for failure to perform any obligation under these Terms to the extent that performance is prevented or delayed by an event outside its reasonable control, including acts of God, war, terrorism, civil disturbance, government action, fire, flood, pandemic, or failure of major utility or telecommunications infrastructure.

17Notices

Notices to Lodgey should be sent to support@lodgey.com.au. Notices to you will be sent to the email address associated with your account or via in-app notification. Notices are deemed received when sent.

18General

These Terms, together with the Privacy Policy and any plan-specific terms presented at checkout, constitute the entire agreement between you and Lodgey in relation to the Service and supersede any prior agreements on the same subject matter.

If any provision is found to be unenforceable, the remaining provisions remain in full effect. Our failure to enforce a right is not a waiver of that right.

You may not assign or transfer your rights under these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of substantially all of our assets, on notice to you.

19Governing law

These Terms are governed by the laws of New South Wales, Australia. Each party submits to the exclusive jurisdiction of the courts of New South Wales for any dispute arising out of or in connection with these Terms.

20Contact

Questions about these Terms can be directed to support@lodgey.com.au.