AgentDS service terms

1. About these terms

These terms are a contract between UY4X PTY LTD ("UY4X", "we", "us") and the agency, law firm or other business that opens an AgentDS account ("you", "your agency"). They cover the AgentDS software, your workspace, exports and support.

The person who creates the agency account must be authorised to accept these terms for the agency. You accept them when you create the agency during onboarding, and again when you subscribe at checkout. The version you accepted (this version is 2026-09-25) is recorded against your agency.

Our privacy notice at uy4x.com.au/privacy explains how we handle personal information and forms part of these terms. If the two conflict about personal information, the privacy notice applies. Our website terms at uy4x.com.au/terms cover the rest of uy4x.com.au and agentds.ai.

2. What AgentDS is

AgentDS is agency management software. Your team uses it to organise clients, leads, applications and matters, tasks, appointments, document checklists, invoices, recorded payments, notes, workflow templates and a daily owner brief. Records are separated by agency: your data is visible only to your own active team members, according to the roles you assign.

AgentDS is a tool for running your practice. It is not a migration agent, a law firm or an adviser. It does not lodge applications, hold client money or give immigration or legal advice (see section 11).

UY4X owns AgentDS: the software, its design, names and logos, and everything in it other than your agency data. While this agreement is in force, your agency has a non-exclusive, non-transferable right to use AgentDS for its own internal business, through the accounts of its active team members. You may not copy, modify, reverse-engineer or resell it.

3. Your account and your team

• The agency owner opens the account with a verified business email address, names the agency and chooses the firm type. The owner manages the subscription, invites and pauses staff, assigns roles and can export the whole workspace.
• Every team member signs in with their own verified email address. Accounts are personal. Do not share sign-in details, and tell us straight away if you think an account has been misused.
• Roles set what each person can see. Owners see everything. Practitioners see clients, leads and appointments, plus the applications, tasks, documents and notes assigned to them. Reception sees clients, leads and appointments. Accounts staff see clients, invoices and payments. Choose roles with your professional confidentiality duties in mind.
• When someone leaves, pause their access. A paused person cannot read or change agency data, and their seat is freed.
• You are responsible for what your team does in AgentDS and for keeping your own email accounts and devices secure.

4. Free trial

Every new agency gets a 14-day free trial from the day the agency is activated. No card is needed to start. The trial includes every feature and up to five active people.

The trial runs from the original activation date. Adding people, changing plan or adding a card later does not restart it, and we do not extend it automatically. We will not charge you during the trial, and the trial never turns into a paid subscription by itself. To continue after the trial, you subscribe through checkout and agree to the plan and price shown there.

If you do not subscribe, your workspace becomes read-only when the trial ends. You can still sign in, read and export your data for 30 days. After that, section 10 (export, retention and deletion) applies.

5. Plans and prices

AgentDS is priced per person. Every plan includes every feature. There are no setup fees, no add-on charges, no feature tiers and no lock-in contracts.

• Solo: A$39 + GST per month, for one person.
• Team: A$29 + GST per person per month, for two to five people.
• Firm: A$25 + GST per person per month, for six to ten people. Firm plans are currently arranged by conversation with us, because ten-seat capacity is still being tested in the product.
• More than ten people: by conversation with us.

Annual billing, where it is offered at checkout, is ten times the monthly price: you pay for ten months and get twelve (two months free).

A person is an active team member, including the owner. Paused members do not count. Your plan sets the number of active people (seats) your agency can have. If your roster exceeds your seats, the workspace becomes read-only until the owner pauses surplus members or moves to a larger plan. Ask us at usman@uy4x.com.au to change seats or plan. Plan changes are agreed with you before they take effect and are never applied silently.

Prices are in Australian dollars and exclude GST (see section 6). We can change prices with at least 30 days' written notice to the owner's email address. A price change never applies part-way through a period you have already paid for. It takes effect from your next renewal after the notice period, and you can cancel before then if you do not accept it.

6. Billing, GST and invoices

Payments are made by card through Stripe, our payment provider, using Stripe-hosted checkout and the Stripe customer portal. We never see or store your full card details. Subscriptions are billed in advance at the start of each monthly (or, where offered, annual) period and renew automatically until cancelled.

GST: our prices are quoted excluding GST. UY4X is registering for GST. Once that registration takes effect, 10% GST is added to each invoice and your invoices are Tax Invoices that you can use to claim input tax credits. Until the registration is effective, invoices are plain invoices that show no GST, and you pay the ex-GST price only. We will tell you when the change happens.

Invoices and receipts are available in the Stripe customer portal, which opens from the Subscription panel in your workspace.

If a payment fails, Stripe will retry it and email the owner. While a payment is outstanding your workspace is read-only: your team can sign in, read and export, but not add or change records. Nothing is deleted because of a failed payment. Once the payment succeeds, full access resumes.

7. Cancellation and refunds

You can cancel at any time from the Subscription panel in your workspace, which opens the Stripe customer portal, or by emailing usman@uy4x.com.au from the owner's email address. Cancellation takes effect at the end of the period you have already paid for. Until then, your team keeps full access. After that date the workspace becomes read-only and section 10 applies.

We do not refund unused time in a monthly or annual period, except where the Australian Consumer Law or another law requires it (see section 16). We do refund in full any amount we charged you in error, including a duplicate charge.

To ask for a refund, email usman@uy4x.com.au with your agency name and the invoice number. We will confirm we have received your request and reply with a decision. Any refund goes back to the card you paid with, through Stripe. This policy is also published on its own page at uy4x.com.au/agent-ds/refunds.

8. Your data: ownership and our licence

Your agency owns all of its data in AgentDS: client records, matters, documents and document metadata, notes, messages, imports, exports and anything else your team enters ("agency data"). Personal information within agency data also remains subject to the rights of the people it is about.

You give us only the licence we need to run the service: to host, store, process, transmit, display, back up and secure agency data, to use it to provide the support you ask for, and to meet our legal obligations. That licence lasts while agency data is in our systems and ends when the data is deleted under section 10.

We do not claim ownership of agency data. We do not sell it, use it for advertising, or share it with anyone except the service providers listed in our privacy notice and where the law requires. We do not train ChatDS or any other model on identifiable agency data, and we do not use client records or client content to build models or features unless the data has first been de-identified and aggregated as described in section 9.

We treat agency data as confidential. We know it may include information that is privileged or subject to your professional confidentiality duties. Our staff do not browse it. We access an identifiable record only to fix a problem you have reported, to investigate a security issue, or where the law requires, and only for as long as that takes. If a court, regulator or law compels us to disclose agency data, we will tell the owner first where we lawfully can.

We protect agency data with the measures described in our privacy notice, including agency separation enforced by database rules, role-based access, verified sign-in, encryption in transit and at rest, and secrets kept off the browser. If we become aware of a data breach involving your agency data, we will tell the owner without undue delay and give you what you need to meet your own obligations. The service providers that handle agency data are listed in our privacy notice. We will email the owner at least 30 days before adding a new provider that will handle agency data, and you can cancel before the change takes effect if you object on reasonable grounds.

9. Service data and improvement

We want AgentDS to get better at helping agencies, law firms and other businesses run their practice. To do that, we collect and use service data:

• usage data: which features are used, how often and in what order;
• performance and diagnostic data: response times, errors, browser and device type;
• support conversations and the feedback you send us; and
• de-identified, aggregated statistics derived from the services (for example, the average number of matters per client, or how often a workflow template is applied).

We use service data to operate, secure, support and improve AgentDS and ChatDS, including to develop and improve features and models. Three limits always apply. First, service data we use for improvement must not identify your agency, your staff or your clients. Second, we do not derive service data from client records or client content unless it has been de-identified and aggregated so that it cannot reasonably be linked back to a person or an agency. Third, service data is never used to reconstruct a client record.

Where we need to look at an identifiable record to fix a problem or answer your support request, we do so only for that purpose and only for as long as needed. That record does not become service data. Support conversations include your name and email address so we can reply to you; we keep them to give support and to learn where the product needs to improve.

Our right to keep and use de-identified, aggregated service data survives the end of your subscription. Feedback you give us can be used to improve the product without payment or attribution. Giving feedback never transfers ownership of your agency data to us.

10. Export, retention and deletion

Your data is portable. The owner can export the whole workspace at any time from the workspace, as a complete JSON Lines file (up to five exports per day). Exports include records, the team roster, the audit trail, the message outbox, check-ins, workflow templates and document metadata. Sign-in credentials, invitation codes and provider secrets are never exported.

When your subscription ends, whether you cancel, a trial lapses or we end the agreement, your workspace stays read-only for 30 days so you can export. We then delete agency data from our live systems, and it is removed from backups within 35 days after that. We keep only what the law requires us to keep (for example, invoices and payment records for tax purposes) and de-identified service data under section 9.

You can ask us to delete your agency data earlier by emailing usman@uy4x.com.au from the owner's email address. We will confirm in writing when deletion is complete.

11. Professional responsibility

AgentDS is software. It does not give immigration assistance or legal advice. Nothing in the product, its templates, reminders, industry updates or the owner brief is advice about any client, visa or matter.

Your agency, and each registered migration agent or lawyer in it, remains responsible for advice, eligibility decisions, lodgements, deadlines, client communications, fee disclosures, record-keeping and compliance with the laws and codes that apply to you, including the Migration Act 1958, the Migration Agents Code of Conduct administered by OMARA, and the Legal Profession Uniform Law.

AgentDS does not set, calculate or track statutory or lodgement deadlines. Dates and reminders in the product are the ones your team enters. You must keep your own professional records and check that important dates and messages have been actioned. Beyond the guarantees the Australian Consumer Law gives you, we are not liable for a missed deadline or for the outcome of any application.

12. Acceptable use

Use AgentDS lawfully and only for records your agency is authorised to hold. In particular:

• Collect and enter personal information only where you have the right to do so, and give your clients any notices your privacy obligations require.
• Review imports before confirming them. You are responsible for the accuracy of what your team enters.
• Do not share sign-in details, try to reach another agency's data, probe or test our security, overload the service, or enter unlawful or malicious content.
• Do not use AgentDS to send spam or messages your clients have not agreed to receive.
• Do not resell AgentDS or use it to build a competing product.

If you breach this section, we may suspend access under section 15.

13. What is active today

Some features are switched off or restricted while they are completed and tested. Only features that are visibly available in your workspace can be relied on. As at 25 September 2026:

• Document uploads are not enabled. Document entries record names, checklist status and metadata only; the files themselves stay in your own systems. Do not put passport details, identity scans, card numbers or other sensitive material into notes while uploads are off.
• Client email is restricted to testing. Messages prepared in AgentDS can currently be sent only to the sending staff member's own email address. A prepared or queued message is not proof of delivery.
• Public booking, QR self check-in, WhatsApp, two-way calendar sync, unattended reminders, a client portal and e-signatures are not active.

When a feature opens, we will say so in the product. Where it changes how your data is handled, we will update these terms or the privacy notice first.

14. Support, complaints, availability and changes to the service

Support is by email to usman@uy4x.com.au and through the contact panel in the product. We answer as soon as we can. We do not promise a response time, a staffed 24-hour desk or uninterrupted availability, and we aim to give notice of planned maintenance.

If you have a complaint about AgentDS, a charge, or how we have handled your data, email usman@uy4x.com.au and tell us what happened. We will acknowledge it, look into it and reply in writing. Privacy complaints can also be taken to the Office of the Australian Information Commissioner (oaic.gov.au), and consumer complaints to NSW Fair Trading or the ACCC.

We improve AgentDS continually and may add, change or retire features. If a change removes a feature you rely on in a way that materially reduces the service, we will give at least 30 days' notice, and you can cancel before it takes effect.

15. Suspension and ending the agreement

We may suspend or restrict access if we reasonably believe it is needed to deal with a security incident, unlawful use, a serious breach of these terms or a legal requirement. We will use the least restrictive measure that solves the problem, tell the owner what happened and why as soon as we lawfully can, and restore access when the issue is resolved. Read and export access is preserved wherever it is safe and lawful to do so.

Either of us can end this agreement. You end it by cancelling under section 7. We end it by giving you at least 30 days' notice, or immediately for a serious breach that is not fixed within 14 days of our asking. If we end it for a reason other than your breach, we refund any fees you have paid for the period after the end date. Ending the agreement never transfers ownership of agency data to us. Section 10 governs export and deletion.

16. Australian Consumer Law and liability

Our services come with guarantees that cannot be excluded under the Australian Consumer Law. For major failures with the service, you are entitled to cancel your service contract with us and to a refund for the unused portion, or to compensation for its reduced value. You are also entitled to be compensated for any other reasonably foreseeable loss or damage. If the failure does not amount to a major failure, you are entitled to have problems with the service rectified in a reasonable time and, if this is not done, to cancel your contract and obtain a refund for the unused portion of the contract.

Nothing in these terms excludes or limits those guarantees or any other right you cannot give up. Subject to that:

• our total liability to you under or in connection with these terms in any 12-month period is limited to the fees you paid us in that period (or, if you paid nothing, A$100);
• neither of us is liable to the other for indirect or consequential loss, including lost profits, lost business or loss of goodwill; and
• we are not liable for loss caused by your team's entries, by a missed deadline (section 11), by your not exporting data before deletion under section 10, or by events outside our reasonable control.

Beyond the Australian Consumer Law guarantees and what these terms expressly promise, we do not make other promises about AgentDS, for example that it will be free of errors or that it meets a particular regulatory requirement of your profession. Section 13 says what is active today.

If a third party claims that AgentDS itself infringes their intellectual property rights, we will defend that claim and pay any damages a court finally awards, provided you tell us promptly, let us handle the defence and settlement, and give us reasonable help. We may change or replace the affected part of AgentDS or, if that is not practical, end the agreement and refund fees paid for the period after the end date. This is our whole responsibility for infringement claims, and it is subject to the liability limit above. It does not cover claims caused by your agency data or by use of AgentDS in breach of these terms.

You are responsible for claims by your clients or other third parties that arise from your agency's use of AgentDS in breach of these terms or the law.

17. Other UY4X products

ChatDS is a separate UY4X product that is still in training. It is not available to your clients through AgentDS, and it does not give immigration or legal advice. Our 4X money-transfer service is not operating, and Bank4X is an interest register only. Neither is part of AgentDS. Our website terms cover them.

18. Changes to these terms

We may update these terms. For changes that reduce your rights, increase your obligations or change prices, we will email the owner at least 30 days before they take effect, and you can cancel before that date if you do not accept them. Other changes, such as clarifications or terms for new features, take effect when we publish the updated version at uy4x.com.au/agent-ds/terms with a new dated version number. Continuing to use AgentDS after a change takes effect means you accept it. When you subscribe or renew, the version in force at that time is the one you accept.

19. General

• These terms are governed by the law of New South Wales, Australia, and both of us accept the non-exclusive jurisdiction of its courts.
• Notices to you go to the owner's email address. Notices to us go to usman@uy4x.com.au.
• If part of these terms cannot be enforced, the rest still applies.
• You may not transfer this agreement without our written consent. We may transfer it to a successor that takes over AgentDS, on notice to you and without reducing your rights.
• These terms, the privacy notice, the refund policy and the plan and price you accept at checkout are the whole agreement between us about AgentDS.
• Sections 8 to 10 (your data, service data, and export, retention and deletion), section 16 (consumer law and liability) and this section continue to apply after the agreement ends.
• Contact: UY4X PTY LTD, ABN 18 702 107 846, ACN 702 107 846, Unit 1, 45 Alison Road, Wyong NSW 2259, Australia. Email usman@uy4x.com.au.

Legal review status

These terms take effect for new subscriptions once an Australian lawyer has reviewed them and version 2026-09-25 is pinned in the product. Still with the lawyer: the unfair-contract-terms review of sections 15, 16 and 18; the Australian Consumer Law wording in section 16; the GST transition wording in section 6; the 30-day export and 35-day backup commitments in section 10; and the professional-responsibility statement in section 11 against the current OMARA Code of Conduct and the Legal Profession Uniform Law.