Terms of Sale
Last updated: [DATE]
These terms apply when you buy or use The Retainer Kit (“the kit”) from [Business legal name] (“we”).
What you're buying
A digital download, in one of two versions:
- Kit: a guide, document templates and a spreadsheet, as Word/Google Docs and Excel/Google Sheets files, plus Markdown versions.
- Kit + AI Pack: everything in the Kit, plus assistant instructions, prompts, sample files and configuration files for AI tools (Claude, ChatGPT, Claude Code, Codex). The AI Pack doesn't include access to any AI service; you use your own accounts.
We may also offer a free monthly report template. These terms apply to it too, except the sections on refunds.
Payment and delivery are handled by Lemon Squeezy, our reseller and merchant of record; their terms also apply to the purchase.
License
The license is per studio: one business (a freelancer, studio or agency, including its employees and contractors working on its clients). You get a non-exclusive, non-transferable license to use, edit and adapt the materials for your own business, with an unlimited number of your own clients, including putting your name on documents you send to clients.
You may not resell, redistribute, share or publish the kit, the AI Pack or substantial parts of them, as-is or modified, including as templates, prompts or courses for others. Documents you send to your own clients as part of your work are fine. [Lawyer to review: definition of "studio", group companies, agencies that white-label for other agencies.]
Not legal, financial or tax advice
The kit is general information. The Retainer Agreement Template is a generic starting point, not legal advice, and using it does not create a lawyer–client relationship. Laws vary by state and country; have a qualified local lawyer review any contract before you use it. Pricing and accounting examples use hypothetical numbers; ask your accountant how rules such as deferred revenue apply to you.
AI output
The AI Pack produces drafts generated by third-party AI tools. Output varies between runs and models and can contain mistakes, including in hours and amounts. You are responsible for reviewing anything before you send it to a client. We are not responsible for the AI services themselves, their availability, pricing or how they handle data you give them.
Refunds
If you're not happy with your purchase, email us within 14 days of the purchase date and we'll refund it in full, no questions asked. Refunds are processed through Lemon Squeezy to your original payment method. [Confirm the same 14-day window in the Lemon Squeezy store settings.]
Updates
Buyers receive all updates to version 1 of what they bought, free, by email to the address used at checkout. For the AI Pack, updates cover the prompts and instructions. We don't promise integrations with, or continued compatibility with, any specific third-party tool. [Decide whether a future version 2 is a paid upgrade and say so here.]
No warranty
The kit is provided “as is.” We don't guarantee any business result from using it. [Lawyer to complete warranty disclaimer.]
Limitation of liability
To the extent the law allows, our total liability for any claim related to the kit is limited to the amount you paid for it. [Lawyer to review.]
Governing law
[Jurisdiction].
Contact
hello@theretainerkit.com [confirm address]