Refund Policy

Every ClientBrief account starts with a 14-day free trial. No card is charged during the trial, and you are not billed unless you choose to subscribe. The trial is the point at which to decide whether the product works for your brokerage — build a form, upload your insurer’s PDF, and send a real client link before you pay anything.

If you reach the end of the trial and do nothing, you are not charged and the account simply loses access.

Subscriptions are billed monthly in advance, in South African rand. You can cancel at any time from your billing page — there is no notice period and nothing to phone about.

We do not refund unused time on a month that has already started, and we do not refund past months on the basis that the account went unused. This is why the trial exists.

We will refund you in the following cases:

• A billing error on our side — you were charged twice for the same month, charged on the wrong plan, or charged after your cancellation had already taken effect.
• A payment taken after your subscription had ended, for any reason.
• We end your subscription ourselves on notice, other than for a breach of our Terms. In that case we refund the unused portion of the period you have paid for, as set out in section 11 of the Terms of Service.
• A charge you did not authorise, once we have confirmed it with you.

Where a refund is due for a billing error, we do not require you to ask within a set window. Tell us whenever you find it and we will correct it.

Each plan includes a monthly allowance of signed submissions. If you go beyond your allowance, additional signed submissions are billed at your plan’s rate at the end of the month.

These charges are for submissions that were actually completed and signed, so they are not generally refundable. If you believe you have been charged for submissions you did not generate, contact us and we will check the record against your account and refund anything charged in error.

Email hello@myclientbrief.com from the address on the account, and tell us which charge you are asking about and why. We will respond within one business day.

Approved refunds are returned to the original payment method. Processing normally takes five to ten business days to appear on your statement, depending on your bank or card issuer.

Our order process is conducted by our online reseller Paddle.com. Paddle.com is the Merchant of Record for all our orders and handles all customer service enquiries relating to payments, invoices and taxes.

Because Paddle is the merchant of record, a refund may be issued either by us or by Paddle under Paddle’s own buyer terms. Nothing in this policy limits any right you may have against Paddle, or any right you have under South African consumer law.

Our Network tier is sold under a negotiated contract rather than through self-service checkout. Refunds and cancellation for those accounts are governed by the signed contract, which takes precedence over this page where the two differ.

We may update this policy. If a change reduces what you are entitled to, it applies only to charges made after the change takes effect — never retroactively to a payment you have already made.

This policy is part of our Terms of Service. Our handling of your personal information is set out in our Privacy Policy.

Kyvane (Pty) Ltd (registration number 2026/729355/07), 3 Niagara Way, Bellville, Cape Town, Western Cape, 7530. Questions: hello@myclientbrief.com.