Legal
The service agreement for Oakwell Digital Site, Relay, and Relay Pro subscriptions. Version 2026-09-03.
These terms are the agreement between Oakwell Advisory Group ("Oakwell", "we") and the business that purchases an Oakwell Digital Site, Relay, or Relay Pro subscription ("you", the "client"). You accept these terms at checkout; the accepted version is recorded with your account.
If you purchase on behalf of a business, you confirm you are authorized to bind that business to this agreement.
Oakwell Digital offers three plans. Site is a managed website that we build, deploy, host, maintain, and update for your business. Relay is a lead platform (a lead inbox, instant alerts by email and text, an analytics dashboard, and performance reports) installed on a website you own or on a custom site Oakwell builds, in which case everything in Site is included. Relay Pro adds automated review follow-ups and a quote estimator. The features, content edit allowances, and text-message allowance depend on the package you select at checkout.
Subscriptions renew automatically, monthly plans each month and annual plans each year, until cancelled.
Each package carries a minimum term, shown at checkout before you pay. Monthly Relay on your existing website typically carries a 3-month minimum; an Oakwell-built website typically carries a 6-month minimum. Annual prepay covers twelve months and satisfies the minimum term for any plan; early cancellation of an annual plan is handled as described in the Cancellation and Refund Policy. The minimum term reflects the up-front install or build work included in your subscription.
Fees are charged through Stripe: a one-time onboarding fee plus the recurring subscription shown at checkout. Relay and Relay Pro include a monthly allowance of text messages; messages beyond the allowance are billed at $0.03 each, and carrier and 10DLC registration fees are passed through at cost. Applicable sales tax is calculated and added at checkout based on your billing address.
If a renewal payment fails, we will retry per Stripe's schedule and email you. If a charge is more than 10 days past due, service is suspended. If it is more than 30 days past due, we treat the account as cancelled on that date and the cancellation terms apply.
If we change the price of your plan, we will email you at least 30 days before the new price takes effect. You may cancel before that date with no further obligation, even if you are inside a minimum term.
You can request cancellation any time from your client portal (Billing → Request cancellation) or by emailing support. No notice period is required and no cancellation fee applies. Cancellation takes effect at the end of your minimum term, or at the end of the current billing period if the minimum term has already passed. Your service stays active until the effective date, and you are billed for any remaining months of your minimum term as they come due.
Amounts already billed for elapsed periods are not refunded on cancellation. See the Refund Policy for details.
Cancellation mechanics and refund handling are described in the Cancellation and Refund Policy, which is part of this agreement.
Plans include a content-update allowance (for example, minor text, image, hours, or service-list changes) as described on the pricing page for your plan. Update requests are submitted through the client portal and handled within a commercially reasonable turnaround.
Larger changes such as redesigns, new sections beyond your plan's scope, and custom features are quoted separately before any work begins.
If Oakwell registers a domain for your website as part of your plan, it is registered in your business's name and pointed at your website. You may request a transfer of that domain to a registrar of your choosing at any time, and we will complete it at no charge within a reasonable time.
If you bring your own domain, it remains yours at all times; we only ask for the DNS changes needed to serve your website.
Your business content, meaning your name, logo, photos, text you provide, and the customer leads your site collects, is yours.
The website build itself (design, code, configuration) is licensed to you for the duration of your subscription. When the service ends, you can export your content and leads from the portal for 30 days after the effective date, and you may purchase the site files outright on the terms in the Cancellation and Refund Policy.
You are responsible for the accuracy of the business information shown on your website, for having the rights to any materials you supply, and for ensuring your business's own communications with customers (including replies to leads) comply with applicable law.
Inquiries submitted on your website are delivered to you through the client portal and your configured notifications. Oakwell processes this data as your service provider, to operate the service, and does not sell it. Your website includes a privacy page describing this to your visitors.
You are the owner of your lead data. You can export it from the portal at any time and for 30 days after the service ends, after which we delete it from our systems, subject to legal retention requirements.
The service may not be used for unlawful content or activity, deceptive practices, or content that infringes others' rights. We may suspend a website that creates legal exposure or abuse (with notice where practical).
We use commercially reasonable efforts to keep your website available, and we build on reputable third-party infrastructure (including Cloudflare for hosting and Stripe for billing). We do not guarantee uninterrupted availability, and we are not responsible for outages caused by third-party providers, your domain configuration (for client-owned domains), or events outside our reasonable control.
The service is provided "as is" to the maximum extent permitted by law. We do not guarantee search rankings, lead volume, or business outcomes.
To the maximum extent permitted by law, Oakwell's total liability arising out of the service is limited to the amounts you paid for the service in the twelve months before the claim, and neither party is liable for indirect or consequential damages.
We may terminate for continued non-payment or material breach of these terms after notice and a reasonable opportunity to cure. If we discontinue the service for convenience, we will give you at least 60 days' notice and refund any prepaid amounts for periods after the discontinuation date.
This agreement is governed by the laws of the state in which Oakwell Advisory Group is organized, without regard to conflict-of-law rules. [To be confirmed with counsel.]
We may update these terms; material changes will be notified to the email on your account before they take effect. Continued use of the service after the effective date constitutes acceptance. The version you accepted at purchase governs your minimum term.
Questions about this agreement: [email protected], or the support area of your client portal.