Legal

Terms of service

Last updated: 2026-04-24. Effective date: 2026-04-24.

These terms (“Terms”) govern your use of Safe to Publish, a software service operated by Zackary Trenholme doing business as Safe to Publish (“Safe to Publish,” “we”). By creating an account or using the service, you agree to these Terms on behalf of the firm you represent.

1. The service

Safe to Publish surfaces clauses in advisory marketing material that an SEC examiner might cite under Rule 206(4)-1 and related staff guidance. The service produces flags, plain- English explanations, and suggested rewrites for review by your firm.

Safe to Publish is not a law firm and does not provide legal advice. The service does not approve, review, or endorse any advertisement. Your firm retains full responsibility for the compliance decisions it makes based on (or independent of) the flags Safe to Publish surfaces. Use of Safe to Publish does not create an attorney-client relationship.

2. Accounts

You must be at least 18 years old to create an account. You are responsible for keeping your account credentials confidential and for all activity that occurs under your account. Notify us promptly at [insert security contact email] if you suspect unauthorized access.

3. Acceptable use

  • You will not submit content that violates law or that you do not have the right to submit.
  • You will not attempt to reverse-engineer the rule corpus or model output for commercial redistribution.
  • You will not use the service to generate content intended to deceive a regulator, an examiner, or a client.
  • You will not abuse the service in a way that materially degrades it for others (rate-limit evasion, denial-of-service, etc.).

4. Subscriptions and billing

Paid plans are billed monthly in advance through Stripe. You authorize Safe to Publish to charge the payment method on file at the start of each billing cycle and for any overage usage that exceeds the plan's included reviews. Plan caps and overage rates are listed at /pricing.

You may cancel at any time from Settings → Billing. Cancellation takes effect at the end of the current billing cycle; we do not pro-rate refunds for partial months. Your audit log remains accessible in read-only mode for the full retention window of the plan you were on at the time of cancellation.

5. Your content

You retain all rights to the drafts you submit. You grant Safe to Publish a limited license to process your drafts solely to provide the review service, to produce the audit record, and to comply with our recordkeeping obligations. We do not use your drafts to train any model.

6. Service availability

We aim for high availability but do not commit to a specific uptime percentage outside of a separately executed enterprise agreement. We will use reasonable efforts to give advance notice of planned maintenance.

7. Warranty disclaimer

The service is provided “as is.” Safe to Publish disclaims all warranties to the maximum extent permitted by law, including any implied warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranty that the service will be uninterrupted, error-free, or free of harmful components. Safe to Publish does not warrant that any flag (or absence of a flag) is correct, complete, or sufficient for any compliance purpose.

8. Limitation of liability

To the maximum extent permitted by law, Safe to Publish's aggregate liability arising out of or related to these Terms or the service will not exceed the greater of (a) one thousand US dollars ($1,000) and (b) the fees you paid to Safe to Publish in the twelve months preceding the event giving rise to the claim. Safe to Publish will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages.

9. Indemnification

You will indemnify and hold Safe to Publish harmless from any claim arising out of (a) content you submit to the service, (b) your use of the service in violation of these Terms or applicable law, or (c) compliance decisions made by your firm based on or independent of the output of the service.

10. Termination

We may suspend or terminate your access if you materially breach these Terms. On termination, your right to use the service ends and we will retain your audit log for the retention window of the plan you were on (subject to your right to export it).

11. Governing law

These Terms are governed by the laws of the [insert governing jurisdiction] without regard to its conflict-of-laws principles. Any dispute will be brought exclusively in the state or federal courts of [insert venue].

12. Changes

We may update these Terms from time to time. Material changes will be posted to this page and notified by email at least thirty (30) days before they take effect. Continued use after that date constitutes acceptance.

13. Contact

Questions: [insert legal contact email].