Terms of Service

Document ID: WST-POL-TOS-v1.0 · Effective Date: 2 May 2026 · Governing Law: Delaware, USA

These Terms of Service ("Terms") govern your subscription to and use of the Workestra platform at workestra.app (the "Service"), provided by Workestra LLC ("Workestra", "we", "us"). By creating a workspace, accessing the Service, or otherwise using Workestra, you ("Customer", "you") agree to be bound by these Terms. If you are using Workestra on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

1. About Workestra

Workestra LLC is a Delaware limited liability company providing a multi-tenant business operating system that includes CRM, Recruiting, Projects, Support, Finance, Analytics, and People modules, together with platform features such as Time tracking, Scheduling, Inbox, Knowledge Base, Automations, Sequences, Voice, and AI capabilities.

2. Acceptance of Terms

By signing up, accessing, or paying for the Service, you confirm that you have read, understood, and agree to these Terms, the Privacy Policy, the Acceptable Use Policy, and all other policies referenced from this document. If you do not agree, you must not use the Service.

3. The Service

Workestra provides a hosted, subscription-based platform accessible through a browser, public API, and the Workestra MCP server. The Service includes:

• Workspace creation and multi-user collaboration
• Sellable modules: CRM, Recruiting, Projects, Support, Finance, Analytics, People
• Platform features: Time tracking, Scheduling, Inbox, Knowledge Base, Automations, Sequences, Voice, and AI
• Public REST API and the workestra-mcp server for programmatic access

We continuously improve the Service. Features may be added, changed, deprecated, or removed. Beta features are clearly labeled and provided on an "as is" basis.

4. Accounts and Workspaces

4.1 Workspace ownership. A workspace is owned by the organization or individual who created it. The workspace owner controls user invitations, role assignments, billing, and data export.

4.2 Admin role. Workspace administrators are responsible for granting and revoking access, configuring integrations, and accepting these Terms on behalf of all workspace users.

4.3 User accounts. Each user must have a unique account, must keep credentials confidential, and must not share login details. You are responsible for activity under your accounts.

4.4 Multi-user collaboration. Workspace data is shared among invited users in accordance with the role and permission system you configure. You are responsible for the access levels you grant.

5. Free Trial

New workspaces may be eligible for a 14-day free trial of paid features. At the end of the trial, your workspace will revert to the free tier (where available) or be suspended until a paid plan is selected. Workestra reserves the right to limit trial eligibility or modify the trial duration.

6. Subscriptions, Billing, and Renewal

6.1 Subscription tiers. Current plans, included modules, and pricing are listed at /pricing. Workestra may change pricing on at least 30 days' notice for the next renewal cycle; changes do not affect a paid term already in progress.

6.2 Billing cycles. Subscriptions are billed monthly or annually, in advance. Annual plans may be discounted relative to monthly pricing.

6.3 Auto-renewal. Subscriptions automatically renew at the end of each billing cycle unless cancelled before the renewal date. You authorize Workestra (or its payment processor) to charge your stored payment method on each renewal.

6.4 Upgrades and downgrades. Upgrades take effect immediately and are pro-rated for the remainder of the current cycle. Downgrades take effect at the start of the next billing cycle.

6.5 Taxes. Listed prices are exclusive of any applicable sales, use, VAT, or similar taxes, which are added at checkout where required.

6.6 Refunds. Refunds are governed by our Refund & Cancellation Policy.

7. Suspension for Non-Payment

If a payment fails or an invoice remains unpaid past its due date, Workestra may suspend the workspace after 7 days' notice to the billing contact. Continued non-payment for 30 days may result in account closure and data deletion in line with the retention rules in our Privacy Policy.

8. Customer Data and Workspace Content

8.1 Ownership. You retain all rights, title, and interest in the data, files, content, and intellectual property you upload, create, or generate within your workspace ("Customer Data").

8.2 License to operate the Service. You grant Workestra a worldwide, non-exclusive, royalty-free license to host, copy, transmit, display, and process Customer Data solely for the purpose of providing and improving the Service to you, including backups, analytics, and AI features you have enabled.

8.3 Your warranties. You warrant that you have all necessary rights and permissions to upload Customer Data, that Customer Data does not infringe any third-party rights, and that processing it does not violate any applicable law.

9. Acceptable Use, API, and MCP

9.1 Use of the Service must comply with our Acceptable Use Policy.

9.2 The public API and the Workestra MCP server are part of the Service and are governed by these Terms.

9.3 Workestra applies rate limits and fair-use ceilings to API calls, AI tool executions, automation runs, email sends, and other resource-intensive operations. Repeated or willful circumvention of these limits is a material breach of these Terms.

10. Third-Party Integrations

The Service supports integrations with third-party services (e.g. Google, Microsoft, Slack, Stripe, Mollie, Plaid, Tink, GitHub, Twilio, AI providers). When you connect an integration:

• You authorize Workestra to access and process data from that service on your behalf.
• You are solely responsible for the credentials, OAuth grants, and API keys you provide and for ensuring you have the right to connect that account.
• The third party's terms and privacy policy continue to govern that service.
• Workestra is not responsible for third-party outages, changes, or breaches.

11. Intellectual Property

11.1 Workestra IP. Workestra and its licensors retain all rights, title, and interest in the platform, including software, design, code, brand, documentation, AI tool definitions, and all derivative works thereof.

11.2 Feedback. If you submit suggestions or feedback, you grant Workestra a perpetual, irrevocable, royalty-free license to use that feedback without restriction.

11.3 Full IP boundary terms are in our Intellectual Property Policy.

12. Privacy and Data Processing

Our processing of personal data is described in our Privacy Policy. Where Workestra processes personal data on your behalf, our Data Processing Agreement applies and is incorporated by reference. The current list of sub-processors is at /legal/subprocessors.

13. Confidentiality

Each party agrees to keep confidential any non-public information disclosed by the other party that is identified as confidential or that a reasonable person would consider confidential, and not to disclose it to third parties without written consent, except as required by law. This obligation survives termination.

14. Service Availability

Workestra targets the uptime levels described in our Service Level Agreement. The Service is provided "as available" and we may schedule maintenance windows as described in the SLA.

15. Warranty Disclaimer

Except as expressly stated in these Terms, 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. Workestra does not warrant that the Service will be uninterrupted, error-free, or free of harmful components.

16. Limitation of Liability

To the maximum extent permitted by applicable law:

• Workestra is not liable for any indirect, consequential, incidental, special, exemplary, or punitive damages, including lost revenue, lost profits, lost data, or business interruption.
• Workestra's total aggregate liability arising out of or relating to these Terms is limited to the fees actually paid by you to Workestra in the twelve (12) months immediately preceding the event giving rise to the claim.
• These limitations apply even if a remedy fails of its essential purpose.

17. Indemnification

You agree to indemnify and hold harmless Workestra and its officers, employees, and agents from any third-party claim arising out of (a) Customer Data, (b) your use of the Service in violation of these Terms or applicable law, or (c) your infringement of any third-party right.

18. Termination

18.1 By you. You may cancel your subscription at any time through workspace settings. Cancellation takes effect at the end of the current paid period. Cancellation, refund, and data retention rules are set out in the Refund & Cancellation Policy.

18.2 By Workestra. Workestra may suspend or terminate your access for material breach of these Terms (including non-payment, AUP violations, or fraud) on reasonable notice, except where immediate action is necessary to protect the Service or third parties.

18.3 Effect of termination. On termination, your right to use the Service ends. You may export Customer Data for 30 days after termination; thereafter Customer Data is deleted in accordance with our Privacy Policy and the DPA.

19. Force Majeure

Neither party is liable for delay or failure caused by circumstances beyond reasonable control, including natural disasters, war, civil unrest, governmental action, labor disputes, internet or upstream provider failures, or major cyberattacks affecting the broader internet.

20. Governing Law and Disputes

These Terms are governed by the laws of the State of Delaware, USA, without regard to conflict of laws principles. The parties shall first attempt to resolve any dispute through good-faith negotiation. Any dispute that cannot be resolved by negotiation shall be subject to the exclusive jurisdiction of the state and federal courts located in Delaware, USA, except that either party may seek injunctive relief in any court of competent jurisdiction to protect its intellectual property.

21. Changes to These Terms

We may update these Terms from time to time. We will provide at least 30 days' notice of material changes via email to workspace administrators or in-product notice. Continued use of the Service after the effective date constitutes acceptance.

22. Contact

Policy Changelog