Terms of use
Last updated: 1 March 2026
1. Agreement
By using the Custody Note website or desktop application you agree to these terms. If you are using them on behalf of an organisation, you confirm you have authority to bind that organisation.
2. Licence
Subject to payment (where required) and these terms, we grant you a limited, non-exclusive, non-transferable licence to use Custody Note for your own professional use. Trial use is subject to the trial terms communicated at sign-up (e.g. 30-day period, one trial per user/email). You may not redistribute, sublicense, or reverse-engineer the software except as permitted by law.
3. Acceptable use
You must use Custody Note only for lawful purposes and in line with your professional obligations. You are responsible for the accuracy and legality of the data you enter. We are not responsible for how you use the software in your practice or for any outcomes arising from its use.
4. Payment and refunds
Fees for purchase or subscription are as stated at checkout. Refunds are handled in accordance with our refund policy (e.g. within 14 days for first purchase where applicable). Subscription renewals may be cancelled before the renewal date.
5. Disclaimers
Custody Note is provided "as is". We do not guarantee uninterrupted or error-free operation. We are not liable for any indirect, consequential, or special loss arising from use of the software or website, to the maximum extent permitted by law.
6. Changes and termination
We may change these terms or the product from time to time. Continued use after changes constitutes acceptance. We may suspend or terminate access for breach of these terms or for other good cause.
7. Contact
For questions about these terms, see the Contact or Support page.