Terms of Service

Last updated: September 27, 2026

These Terms of Service ("Terms") are a binding agreement between you, on behalf of yourself and, if applicable, the organization you represent ("you" or "Customer"), and Effortless Solutions LLC, doing business as Chartless ("Chartless," "we," or "us"). By creating an account or otherwise using our voice-based documentation platform (the "Service"), you agree to these Terms. If you are accepting these Terms on behalf of an organization, you represent that you have the authority to bind that organization.

1. The Service

Chartless lets you record a spoken description of your work, converts that speech to text, and uses AI to fill in structured fields on templates you or your organization create. You review and approve the resulting content before it is treated as your organization's record.

2. Accounts and Eligibility

You must be at least 18 years old and able to form a binding contract to use the Service. You are responsible for keeping your account credentials confidential and for all activity that occurs under your account. Agency owners are responsible for managing who has access to their organization's account and for promptly removing access for staff who should no longer have it.

3. Your Representations

Chartless is a general-purpose documentation tool. The standard Service is not designed or intended for the recording or storage of protected health information (PHI), and we do not enter into a Business Associate Agreement for the standard Service. You must not use the standard Service to record or store PHI, and doing so is a violation of these Terms. If your organization needs to record or store PHI, contact us about a HIPAA-enabled Enterprise plan — PHI may only be recorded or stored through the Service under a separately executed Business Associate Agreement covering that specific account. Using the standard Service for PHI without one, or otherwise misrepresenting whether your organization handles PHI, is a violation of these Terms, and you assume responsibility for any resulting consequences, including any regulatory exposure that Chartless did not have the opportunity to address because of the inaccurate representation or unauthorized use.

More generally, you represent that all information you provide to us, including during onboarding and in your account settings, is accurate and that you have all rights and consents necessary to submit the client, subject, and other data you store using the Service.

You are responsible for any copyright or other intellectual property claims arising from a document or form you upload for template generation. By uploading one, you represent that it is yours to use or that you otherwise have the right to use it for this purpose.

4. AI-Generated Content

The Service uses artificial intelligence to convert your dictation into structured notes. AI-generated content may be incomplete or contain errors. You are solely responsible for reviewing and approving all content before relying on it, filing it as an official record, or using it for any clinical, legal, financial, or other consequential purpose. Chartless is a documentation tool and does not provide medical, legal, or other professional advice.

5. Subscription and Payment

Paid plans are billed on a seat basis as described on our pricing page. Fees are billed in advance and are non-refundable except as required by law or as we otherwise state at the time of purchase. You may cancel your subscription at any time; cancellation takes effect at the end of your current billing period, and your account stays active with access continuing through that date. Deleting your account (see Section 12) is different: because your data is also being permanently removed at that point, there's nothing left to defer — billing is finalized immediately, any already-pending charges are collected right away rather than waiting for a future invoice, and any unused credit is forfeited as described above. We may change our pricing on a going-forward basis with reasonable notice. If you change your plan, we'll bill your payment method on file for any price difference, prorated for the remainder of your current billing cycle and applied to your next invoice, without requiring a new checkout. Any account credit — for example, a prorated credit from a plan or seat change — is a usage credit only: it can be applied toward a future invoice but has no cash value and isn't redeemable for payment. If your account is canceled, or a credit otherwise goes unused, it is forfeited.

6. Acceptable Use

You agree not to:

7. Data Ownership

As between you and Chartless, you and your organization own the client, subject, and note data you submit to the Service. We do not claim ownership of your data. Our hosting and processing of your data does not confer ownership rights on Chartless. We may use aggregated, de-identified data that cannot reasonably be used to identify you or your clients to improve the Service.

Your organization is solely responsible for maintaining any records required by applicable law, including determining and complying with the record-retention periods that apply to your business. Once data is deleted through the Service, Chartless does not retain it for your future access, except for a limited period in backups maintained for disaster-recovery purposes.

8. Confidentiality

Each party may have access to the other's non-public business information. Each party agrees to use the other's confidential information only as necessary to perform under these Terms and to protect it with the same degree of care it uses for its own confidential information, but no less than reasonable care.

9. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT AI-GENERATED CONTENT WILL BE ACCURATE OR COMPLETE.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CHARTLESS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE. CHARTLESS'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS WILL NOT EXCEED THE FEES YOU PAID TO CHARTLESS IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. This limitation does not apply to obligations specifically set out in our Business Associate Agreement, which controls with respect to protected health information for organizations on a HIPAA-enabled Enterprise plan.

11. Indemnification

You agree to indemnify and hold Chartless harmless from any claims, damages, or expenses (including reasonable attorneys' fees) arising from your use of the Service, your violation of these Terms, your misuse of the Service, or your violation of any law or the rights of a third party, including any misrepresentation described in Section 3.

12. Termination

You may stop using the Service and close your account at any time — see our Privacy Policy for how to delete your organization's account and what happens to your data when you do. We may suspend or terminate your access if you materially breach these Terms and do not cure the breach within a reasonable period after notice, or immediately if necessary to protect the Service or other users. Upon termination of your account, we will delete or return your data as described in our Privacy Policy and, where applicable, our Business Associate Agreement.

13. Dispute Resolution; Arbitration Agreement

You and Chartless agree to first try to resolve any dispute informally by contacting info@chartlessapp.com. If a dispute is not resolved within 30 days, you and Chartless agree that it will be resolved by binding arbitration on an individual basis, rather than in court, except that either party may bring an individual action in small claims court. You and Chartless each waive any right to a jury trial and to participate in a class action or class arbitration. This arbitration agreement does not apply to claims for injunctive relief regarding unauthorized use of intellectual property.

14. Governing Law

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles, except to the extent preempted by federal law. Any dispute not subject to the arbitration agreement in Section 13 will be brought exclusively in the state or federal courts located in New Castle County, Delaware, and you consent to the personal jurisdiction of those courts.

15. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we will update the "Last updated" date above and, where appropriate, notify account owners directly. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

16. General

These Terms, together with our Privacy Policy and, where applicable, our Business Associate Agreement, constitute the entire agreement between you and Chartless regarding the Service. If any provision of these Terms is found unenforceable, the remaining provisions remain in full effect. Our failure to enforce any provision is not a waiver of our right to do so later. You may not assign these Terms without our consent; we may assign these Terms in connection with a merger, acquisition, or sale of assets.

17. Contact Us

Questions about these Terms can be sent to info@chartlessapp.com.

Effortless Solutions LLC
1207 Delaware Ave, Unit 345
Wilmington, DE 19806