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Small Business Terms of Service Template

Four documents and two sheets that check your refund, cancellation and data practices against what you actually do before publishing a word.

Free download  ·  No account needed

Policy Register

[Company], Inc. — every clause, checked against real practice

A clause only ships once its own row confirms real practice actually matches it. A blank Match column means nobody has checked yet.

DocumentClauseActual Practice TodayMatch?

A policy generator checks a clause category. This checks a fact

Generic generatorDid you answer the question for this clause category? Yes, so the clause ships
Policy RegisterDoes your last dozen refund requests actually match the clause you are about to publish? If not, the register flags it before you publish, not after a customer tests it

Most gaps are not missing clauses. They are clauses already contradicted by what the business does every week.

Every terms-of-service generator online answers the same kind of question: pick a business type, answer a checklist of clause categories, get a document. None of them ask the question that actually determines whether a clause holds up: does this match what the business already does? A refund clause your own support team contradicts on half of last year's requests is not stronger for being strict on paper. A privacy promise to delete data within 30 days that was never implemented is not protection; it is a written admission waiting to be checked.

Fernbridge Analytics, a fictional three-person B2B SaaS company, ran its year-old, bought-online policy set through Policy Register for the first time. Of the last 34 cancellation requests, 19, 55.9 percent, had already been given a refund by support despite a "no refunds, no exceptions" clause, totaling $3,607 nobody had reconciled against the policy. Repeatedly acting against a written term without objection can itself waive that term, whatever the document still says.

The second contradiction was worse. Of 61 accounts closed more than 30 days earlier, only 8 had actually been deleted despite a privacy promise to purge data within 30 days of closure; the other 53 sat untouched in production. A posted policy is a representation to customers, and the FTC's deceptive-practices authority reaches a promise that was never true as readily as one that stopped being true. Policy Register found both gaps before either did.

Every document in the pack

The reconciliation findings, the state-specific rules, and the two documents rewritten to match them.

Policy Register

Fernbridge Analytics, Inc. Four of seven reconciled clauses shown.

DocumentClauseActual PracticeMatch?Exposure
Refund PolicyNo refunds, no exceptions19 of 34 requests refunded anyway, $3,607NoHigh
Terms of ServiceCancel any timeSignup is 2 clicks; cancel needs an email and manual Stripe workNoHigh
Privacy PolicyDeleted within 30 days of closureOnly 8 of 61 closed accounts actually purgedNoHigh
Privacy PolicyNot shared with third partiesOne ad-retargeting pixel receives email hashesNoMedium

Every row here was written to be checked, not assumed. Four of seven reconciled clauses failed on the first real check.

Jurisdiction Note

Requirements that apply regardless of what Fernbridge's own practice already is.

JurisdictionRequirementSourceStatus
CaliforniaCancellation as easy as signup; renewal terms disclosed near the signup buttonCal. Bus. & Prof. Code §17602Not met
CaliforniaRenewal reminder 15 to 45 days before an annual auto-renewalCal. Bus. & Prof. Code §17601Not met
New YorkNotice before a renewal exceeding one yearN.Y. Gen. Oblig. Law §5-903Not met

None of these three depend on what Fernbridge decides its own practice should be. Each is a fixed requirement of where the customer already is.

Refund Policy, Section 1

Rewritten from the register's own finding rather than from a blanket denial.

1. Standard Refund Window. Customer may request a full refund within 14 days of any charge, no questions asked. This reflects Company's existing practice rather than a new commitment.
2. After the Standard Window. Annual plans are prorated for unused months at the monthly rate; monthly plans are non-refundable after day 14.

The 14-day window was already true for most requests before this document existed. Publishing it is what makes it enforceable in both directions.

Terms of Service, Section 3

Cancellation, rewritten to state the mechanism once it actually exists.

3. Cancellation. Customer may cancel at any time from the Billing tab in account settings. Cancellation takes effect at the end of the current billing period, and Company will not require a call or email to process it.

This sentence could not be published honestly until the self-serve control it describes was actually built. The document followed the fix; it did not paper over the gap.

What's in the pack

01

Policy Register

Every clause a policy would contain, checked against real request history and real system behavior rather than assumption.

02

Jurisdiction Note

The state-specific disclosure and cancellation-mechanism rules that apply no matter what your own practice already is.

03

Terms of Service

Cancellation, renewal and liability terms drafted from the register, so nothing here contradicts what customers actually experience.

04

Privacy Policy

Data collection, retention and third-party disclosures written to match what your systems actually do, not a generic checklist.

05

Refund Policy

A single stated window and proration formula, replacing ad hoc case-by-case decisions with a rule every customer gets the same answer from.

06

Acceptable Use Policy

Rules the business actually enforces, so a clause nobody applies against a known violation stops sitting in the document unenforced.

How to use it

  1. 1

    Open in River, or download it

    Install the pack so the agent interviews you about actual practice first, or take the blank Word and CSV files away and fill them in yourself.

  2. 2

    Describe what actually happens today

    Real refund and cancellation handling, the real cancellation mechanism, what actually happens to data after account closure, not what a policy should say.

  3. 3

    Reconcile every clause against practice

    Policy Register flags every mismatch and ranks it by exposure, then Jurisdiction Note adds the state-specific rules that apply regardless of practice.

  4. 4

    Publish only after the gaps are closed

    Each of the four documents gets drafted from the reconciled register, so nothing ships that contradicts what customers already experience.

Frequently asked questions

Is this template free?

Yes. Four documents and two sheets download as Word and CSV files with no signup and no credit card. "Edit with AI" is a separate, optional path for founders who want the agent to run the reconciliation itself. The rest of the packs sit in the template library.

What format are the downloaded files?

Word documents (.docx) for the four policies, and CSV (.csv) for Policy Register and Jurisdiction Note, zipped together into one download. They open natively in Word, Pages, Google Docs, Excel, Numbers and Sheets, with nothing to convert.

What does 'Edit with AI' actually do?

It creates a free River account and installs this exact pack as a private workspace. The agent interviews you about actual refund, cancellation and data practices, builds the register from your answers, then drafts the four documents to match.

Why would my own practice matter more than the clause?

Because a written term a business repeatedly ignores without objection can be found waived by conduct, whatever the document says. A posted policy is also a representation the FTC treats as enforceable, the same way an advertised price is. A clause nobody follows protects nobody.

How is this different from a terms and conditions generator?

A generator answers a checklist of clause categories and assumes the answer describes reality. This checks the answer against real request history and real system behavior first, then drafts from whichever version, the clause or the practice, turns out to be the one that should change.

Do I still need a lawyer?

Yes, and this is not legal advice. What changes is what you hand them: a register showing exactly which clauses already match practice and which do not, rather than a generic document neither of you has checked against how the business actually runs.

How is this different from a client services agreement?

A service agreement and SOW is negotiated paper for one client's engagement. This is the same terms published once for every customer, refund window, cancellation mechanism and data handling included, reviewed before signing rather than negotiated after.

Find out which of your policies your own practice already contradicts

Download the blank pack as Word and CSV files, or open it in River and have your actual refund, cancellation and data practices checked first.

Edit with AI