Terms of Service

Last updated: June 25, 2026

Using DokuTrak

DokuTrak is a document intake, reminder, and review workflow for professional service firms. You may use it only for lawful business purposes and in compliance with the laws, client notices, consents, and professional obligations that apply to your work.

Your responsibilities

• You are responsible for the documents you request from clients and for your downstream use of those documents.
• You must have the right to upload, request, store, and process the data you place in DokuTrak.
• You must not upload malware, unlawful content, secrets unrelated to your workflow, or data you are not authorized to process.
• You are responsible for configuring your users, reviewing documents, and making final approval decisions.

AI First-Pass Review

AI First-Pass Review is an assistive feature. It can suggest that a document looks valid, wrong, incomplete, expired, unreadable, or uncertain, but it does not replace professional review. DokuTrak does not guarantee that AI will detect every issue or that every AI flag is correct.

If you enable cloud AI processing, uploaded documents or OCR text may be processed by approved AI subprocessors described in the Privacy Policy and Security page. You are responsible for informing your clients and obtaining any consent or lawful basis required for your use case.

Billing

Paid plans are billed through Stripe. Subscription details, trials, renewal dates, invoices, payment methods, cancellations, and failed payment handling are managed in Stripe checkout and the customer portal. Unless stated otherwise during checkout, plans are month-to-month or annual and can be canceled for future renewal.

Security and compliance limits

DokuTrak implements security controls described at /security. DokuTrak does not currently claim SOC 2, ISO 27001, HIPAA compliance, or BAA support. If your workflow legally requires a specific certification, signed DPA, BAA, regional residency commitment, or procurement review, you must complete that review before using DokuTrak for that data.

Availability and changes

We work to keep DokuTrak reliable, but the service may be interrupted by maintenance, upstream provider outages, abuse prevention, security incidents, or infrastructure failures. We may update features, subprocessors, limits, and these terms as the product evolves.

Contact

Questions about these terms can be sent to [email protected].