1. Agreement
By creating an account, joining a firm workspace, signing in to the client portal, or submitting a public booking, you agree to these Terms and Conditions and to the Privacy Policy. If you do not agree, do not use Dossierly. If you accept on behalf of a consulting firm, you confirm that you have authority to bind that firm. These terms are a contract of adhesion for some users; we have tried to write them in clear language. External documents (including the Privacy Policy and the Firm Data Processing Addendum) are brought to your attention by these terms and by in-product links and checkboxes. A firm administrator accepts the addendum when creating the workspace, or later in Settings. Material updates to that addendum require a new administrator acceptance. If an administrator does not accept within seven days of publication, the workspace becomes view-only until they do. That clickwrap is the written processor contract. A countersigned copy is optional.
2. Who these terms apply to
Les Solutions Yuzu Inc. operates Dossierly. A “firm” is the consulting organization that holds a workspace. “Staff” are the firm’s users (owner, admins, members, and accounting staff). A “client” or “guest” is someone who uses a firm’s client portal or public booking page. Clients have a relationship with the firm, not a professional retainer with Les Solutions Yuzu Inc. Sections that impose professional, indemnity, or payment duties on a “firm” apply to firms and staff acting for them. They do not impose those duties on clients or guests, except the acceptable-use and accuracy rules that apply to everyone.
3. The service
Dossierly is software for practice management: client records, questionnaires, form preparation, document intake, client portal (including secure messaging between the firm and its clients), calendar, public booking, contracts and e-signature, consultation payments, optional finance (invoices, payroll, bank, and partners), and optional accounting. Staff may connect Google Calendar or Outlook, and Google Meet, Microsoft Teams, or Zoom for meeting join links. A firm may connect Square or Stripe to collect consultation fees, Sage Business Cloud Accounting to post tax invoices, and Google or Microsoft sign-in for staff and, if the firm enables it, the client portal. Les Solutions Yuzu Inc. bills the firm for the software through Stripe when a paid plan applies. Transactional email, when configured, is sent through Resend. It is outbound only: replies to those emails are not received or stored in Dossierly. Application hosting is on Vercel, with server functions in Montréal; the system of record is Supabase in Canada. Les Solutions Yuzu Inc. provides the software. Features may change. We may add, change, or remove functions with reasonable notice when practical. We do not warrant that a particular form edition, government portal, or third-party API will remain available.
4. No immigration advice or professional relationship
Les Solutions Yuzu Inc. does not provide immigration advice, representation, or legal services. It is not a member of the College of Immigration and Citizenship Consultants and is not a law firm. It is not affiliated with Immigration, Refugees and Citizenship Canada (IRCC) or the Ministère de l’Immigration, de la Francisation et de l’Intégration (MIFI). Nothing in the software, generated forms, emails, or these terms creates a consultant–client, lawyer–client, or fiduciary relationship with Les Solutions Yuzu Inc. Staff must review every form and filing before it is used. Les Solutions Yuzu Inc. does not warrant immigration outcomes or that a government authority will accept a generated form. Clients and guests look only to the firm for professional services. Any claim arising from advice, filings, delays, refusals, or fees is a matter between the client and the firm, except to the extent a mandatory law makes Les Solutions Yuzu Inc. responsible for its own acts as a software provider.
5. Accounts and credentials
Staff accounts are for people authorized by a firm. You must provide accurate information, keep credentials confidential, and tell the firm promptly if you lose access. The firm is responsible for who it invites and which role it assigns. Staff may sign in with email and password, Google, or Microsoft. Clients create a portal password or, if the firm enables it, sign in with Google or Microsoft. That is not a staff account. Guests who book an appointment create a client record in the firm’s workspace. We may suspend an account that we reasonably believe is used without authorization, in breach of these terms, or in a way that risks the security of the service or other users. The firm remains responsible for activity under its staff accounts.
6. Firm responsibilities and instructions
The firm is responsible for its immigration practice, including retainers, advice, College of Immigration and Citizenship Consultants (or bar) duties, and privacy obligations toward its clients (including Québec Law 25 and PIPEDA where those apply). The firm decides what client information to collect and how long to keep it. The firm must obtain valid consent where the law requires it (including express consent for sensitive information), use the product only for lawful professional purposes, configure access so only authorized staff can open files, decide which clients can see each secure-message conversation (a file’s main conversation starts with the principal applicant only; staff add co-applicants explicitly), and complete any privacy impact assessment the law requires of the firm when it adopts this system or communicates information outside Québec. Les Solutions Yuzu Inc. processes client information as a service provider on the firm’s documented instructions — namely use of the product, the firm’s configuration, the Privacy Policy, and the Firm Data Processing Addendum accepted in-product by a firm administrator. The firm warrants that its instructions are lawful and that it has the authority and consents needed to instruct that processing. Les Solutions Yuzu Inc. may refuse an instruction that would break the law and will inform the firm.
7. Client and guest use
If you sign in to a firm’s client portal or book through a firm’s page, you are giving information to that firm so it can manage your file or appointment. Les Solutions Yuzu Inc. hosts and processes that information to operate the product. You are not hiring Les Solutions Yuzu Inc. You must only submit information you are authorized to provide. Do not share a portal password except as the firm instructs. Booking pages are identified by unguessable tokens; do not post them publicly. When the firm offers secure messaging in its client portal, use it — not email — to send questions and information about your file. Messages are visible to the firm’s staff and to the clients the firm adds to that conversation; the portal shows who can see each conversation. If you already have portal access, you can start a general conversation with the firm even before a file is opened. Sent messages cannot be edited. The firm may redact a message, and that action is logged. Messages form part of the firm’s client file and are kept, exported, and destroyed with it. Email only tells you that a message is waiting; sign in to the portal to read it. Replies to notification emails are not received. For your security, the portal signs you out after a period of inactivity. Questions about your immigration file, appointment, or the firm’s fees should go to the firm. Optional product analytics are described in the Privacy Policy and are off unless you accept them.
8. Contracts and electronic signatures
A firm can send contracts (for example a retainer) to clients for electronic signature in Dossierly. The contract is between the firm and the signer; Les Solutions Yuzu Inc. is not a party to it and does not verify its content. Before signing, a signer must consent to sign electronically. The signer then types their name or draws a signature. Dossierly records the signature, the time of consent and of signing, the consent wording shown, the signer’s IP address and browser user-agent, and a fingerprint of the signed document. Those records support the validity of the signature under the Québec Act to establish a legal framework for information technology, Part 2 of PIPEDA, and comparable provincial electronic-commerce laws. Do not sign for someone else. Signing links are personal: do not forward them. The firm is responsible for verifying a signer’s identity to the degree its professional rules require, and for deciding whether an electronic signature is appropriate for a given document.
9. Acceptable use
You may not: • Probe, disrupt, or overload the service, or try to bypass security or access controls • Use another person’s account or portal access without authorization • Upload malware or content you do not have the right to share • Use the product to send spam or to mislead IRCC, MIFI, or any government authority • Resell or sublicense the software except as Les Solutions Yuzu Inc. agrees in writing We may investigate suspected misuse and cooperate with a firm or with law enforcement where the law requires. We may remove or disable content that we reasonably believe is unlawful or threatens the security of the service.
10. Fees
Les Solutions Yuzu Inc. may charge firms for Dossierly under a separate order, plan, or invoice, collected through Stripe Billing when a paid plan applies. Paid subscriptions renew automatically each month or year (the interval the firm chose) until a firm administrator cancels in Settings → Billing. Cancellation takes effect at the end of the current paid period; the workspace then becomes view-only unless the firm resubscribes. Seat changes and proration follow what Billing shows in-product. Trial notices to firm staff include an unsubscribe link. If no paid plan is in place, we may still offer access on a trial or early-access basis and may introduce fees with notice to firm administrators. Fees that a guest or client pays for a consultation are charged by the firm (through Square or Stripe, when the firm connects one). Les Solutions Yuzu Inc. is not a party to that engagement and is not the merchant of record for those fees unless a separate writing says so. Refunds and cancellations follow the firm’s cancellation policy shown at booking. Chargebacks and payment disputes for firm-collected fees are between the guest, the firm, and the payment provider. Sage invoices posted from the product are the firm’s own accounting records with Sage; Les Solutions Yuzu Inc. is not the firm’s accountant.
11. Intellectual property
Les Solutions Yuzu Inc. and its licensors own Dossierly, including the software, design, and documentation. These terms do not transfer ownership. The firm and its clients keep their rights in the content they submit (questionnaires, documents, notes, and similar). The firm grants Les Solutions Yuzu Inc. a limited licence to host, process, and display that content solely to provide the service, including through subprocessors. IRCC and MIFI forms remain the property of those authorities. The product helps fill them; it does not replace official instructions.
12. Privacy
Personal information is handled as described in the Privacy Policy. That policy is part of these terms. Primary application data is hosted in Canada, and the application’s server functions run in Montréal. Some subprocessors (Vercel’s edge network and logs, email, Stripe billing, and Google, Microsoft, Zoom, Square, Stripe Connect, or Sage when used) may process information outside Canada, including the United States (and, for Sage, typically the United Kingdom), as the Privacy Policy explains. Optional analytics are off until accepted. The firm is the organization responsible for client-file personal information. Les Solutions Yuzu Inc. is a service provider for that information and is responsible for staff-account information it uses to operate the service.
13. Third-party services
Dossierly runs on subprocessors that Les Solutions Yuzu Inc. has bound by data processing addenda: Supabase (database, authentication, and file storage in Canada), Vercel (application hosting and logs), Resend (transactional email when sending is configured), and Stripe Billing when the firm subscribes. Optional Vercel analytics are off until accepted. The product may also connect to third parties the firm or a staff member enables, including Google or Microsoft sign-in (staff and, when a firm enables it, the client portal), Google Calendar and Meet, Outlook Calendar, Microsoft Teams, Zoom Meetings, Square or Stripe for consultation payments, and Sage Business Cloud Accounting. Those integrations operate under the account holder’s own terms with each provider. Enabling a connection is the firm’s instruction to communicate related personal information to that provider. Les Solutions Yuzu Inc. is not responsible for a third party’s acts, content, security, or outages, except to the extent the law does not allow that limitation or the outage is caused by Les Solutions Yuzu Inc.’s own intentional or gross fault.
14. Dossierly for IRCC browser extension
Licensed staff may install the optional Dossierly for IRCC browser extension to copy case data from a firm workspace into IRCC representative portal pages. The extension is part of Dossierly and is subject to these terms and the Privacy Policy. The extension connects only to Dossierly APIs and, when the staff member uses fill features, to portal pages the staff member opens. It offers preview and apply steps only; it does not submit applications to IRCC, MIFI, or any authority. The firm and its staff remain responsible for reviewing every field, for professional conduct, and for any submission made in a government portal. Connecting the extension requires a staff account with a licensed seat and an allowed extension ID. The firm instructs Les Solutions Yuzu Inc. to process client information through the extension when its staff use it for a file. Misuse (including attempting to bypass security, using another person’s account, or misleading a government authority) is prohibited under the acceptable-use rules. The extension is distributed through browser stores or sideloading as Les Solutions Yuzu Inc. makes available. It is not sponsored or endorsed by IRCC or MIFI.
15. Disclaimers
The service is provided “as is” and “as available,” except for warranties that a mandatory law does not allow us to exclude. We do not warrant that it will be uninterrupted, error-free, or that generated forms are complete, current, or accepted by a government authority. To the fullest extent permitted by law, we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Québec consumers keep any legal warranty of quality that cannot be waived.
16. Limitation of liability
This section applies to the fullest extent permitted by applicable law. It does not exclude or limit liability for intentional or gross fault (faute intentionnelle or faute lourde), for death or bodily injury where that cannot be excluded, or for any liability that a mandatory law (including the Québec Consumer Protection Act and the Civil Code of Québec) does not allow to be limited. It does not waive statutory damages or regulatory penalties that cannot be waived. Subject to the previous paragraph, Les Solutions Yuzu Inc. is not liable for lost profits, lost data, business interruption, or indirect, incidental, special, or consequential damages, even if we were told they were possible. Subject to the same paragraph, our total liability arising out of the service is limited to the fees the firm paid us for the software in the twelve months before the claim, or CAD $1,000 if no such fees were paid. Clients and guests: Les Solutions Yuzu Inc.’s role is hosting software for the firm. Except where a mandatory law provides otherwise, you look to the firm for loss arising from the firm’s services. Consumers keep any mandatory rights that local law does not allow them to waive.
17. Indemnity (firms only)
The firm will defend and indemnify Les Solutions Yuzu Inc. and its directors, officers, and personnel against claims, damages, and reasonable legal costs arising from: the firm’s use of the service; the firm’s immigration advice, filings, or professional conduct; content the firm or its clients submit; the firm’s failure to obtain a required consent or to perform its duties as the organization responsible for client files; a third-party service the firm or its staff enabled; or the firm’s breach of these terms — except to the extent the claim is caused by Les Solutions Yuzu Inc.’s intentional or gross fault. This section does not require a client or guest to indemnify Les Solutions Yuzu Inc.
18. Mandatory consumer and privacy rights
Nothing in these terms takes away rights that a mandatory law grants to a consumer, including under the Québec Consumer Protection Act, or rights that PIPEDA or Québec Law 25 grant to an individual and that cannot be waived. If you are a consumer dealing with a firm through booking or the client portal, the firm’s own cancellation, refund, and professional rules apply to that engagement. These terms do not make Les Solutions Yuzu Inc. the seller of the consultation.
19. Suspension and termination
A firm may stop using the service at any time. The workspace owner can delete the workspace from Settings after confirming they hold a backup that meets College requirements; deletion cancels the subscription and immediately and permanently purges the firm’s records and stored files, as described in the Privacy Policy, subject to backup cycles. It cannot be undone. The firm should export the files it must keep before deleting. We may suspend or end access if fees are unpaid (when a paid plan applies), if these terms are breached, if we reasonably believe continued access threatens the security of the service or others, or if we discontinue the product. We will give firm administrators reasonable notice when practical, except where immediate action is needed for security or law. If we discontinue the product, we will give firm administrators at least 90 days’ notice. Before access ends, we will provide each firm with a complete export of its workspace data — client records, documents, questionnaire answers, secure messages, contracts and signature records, bookings, and finance records — in commonly used formats, for the firm to keep as its archive, including to meet its six-year College retention duty. We will not delete a firm’s data before that export has been made available to it. Provisions that should survive (including intellectual property, disclaimers, liability limits, indemnity, privacy, and governing law) survive termination.
20. Changes to these terms
We may update these terms to reflect product, legal, or security changes. The “Last updated” date will change when we do. Material changes will be highlighted in-product or by notice to firm administrators when practical. Continued use after the effective date is acceptance of the updated terms, except where the law requires a new consent or forbids treating silence as acceptance. We will not use a change clause to impose an obligation that a mandatory consumer law forbids. Material changes to the Firm Data Processing Addendum require a new in-product acceptance by a firm administrator. All workspace users see a summary of those changes on the dashboard. If an administrator does not accept within seven days, the workspace is locked to view-only until they do. That lock does not delete data.
21. Governing law
These terms are governed by the laws of the Province of Québec and the federal laws of Canada applicable there, without regard to conflict-of-law rules that would refer to another law. The courts of Québec, district of Montréal, have exclusive jurisdiction over disputes between a firm (or its staff) and Les Solutions Yuzu Inc. about the service, except that we may seek injunctive or equivalent relief in any competent court to protect the service or intellectual property. Consumers keep any mandatory local forum or rights that cannot be waived, including in Québec.
22. Language
These terms, the Privacy Policy, and the Firm Data Processing Addendum are available in French and English (and Spanish for convenience). The French version is made available before you accept: if you use the interface in another language, a link to the French version appears next to each checkbox. As section 55 of Québec’s Charter of the French Language requires for contracts of adhesion, the French version is remitted first. If, after it is made available, you choose to accept the English version, you do so at your express wish, and the English version then binds you; both versions are intended to have the same meaning. Where a mandatory rule gives the French version priority, it prevails. Spanish is a convenience translation only and does not bind.
23. Severability and entire agreement
If a court finds a part of these terms unenforceable, the rest remains in force. These terms, the Privacy Policy, the Firm Data Processing Addendum accepted for the workspace, and any order form are the entire agreement between you and Les Solutions Yuzu Inc. about the software. They do not change the firm’s separate retainer with its clients.
24. Contact
Questions about these terms: Les Solutions Yuzu Inc. — privacy@dossierly.ca (Adrien Yvin, Privacy Officer). Head office: Unit 508, 80 rue Prince, Montréal, Québec H3C 2M8 Québec enterprise number (NEQ): 1182303132 If you are a client of a consulting firm, contact that firm for your file, booking, or the firm’s own retainer.