Refund & Cancellation Policy

1. Free trial

New companies get a free trial for the number of days shown on the plan. If the sign-up page asked for a payment method, your plan starts and the payment method is charged when the trial ends unless you cancel before then. If it did not, nothing is charged: when the trial ends the workspace simply becomes read-only until you choose a plan.

2. Automatic renewal

Monthly plans renew every month, and annual plans every year, on the anniversary of the day your paid plan started, at the price then in effect. Your payment method on file is charged at each renewal until you cancel. We email a receipt for every charge. For annual plans we send a reminder by email before the renewal date. If we change your price, we tell you at least 30 days before the renewal it applies to.

3. How to cancel

1. Sign in as the workspace owner or an administrator.
2. Go to Settings → Plan & billing and choose Manage billing.
3. Choose Cancel plan and confirm.

That is all — no phone call and no waiting. If you cannot sign in, the workspace owner can email support@pmt1.com from the address on the account and we will cancel it for you. Cancellation takes effect at the end of the period you have paid for; you keep full access until then and are not charged again. We email a confirmation.

4. Refunds

Fees are charged in advance and, except as set out here, are not refundable and are not pro-rated for partial periods.

• New annual plans: if you cancel within 14 days of your first payment for an annual plan, we refund that payment in full.
• Our mistakes: duplicate charges, charges after a confirmed cancellation, or other billing errors are refunded in full.
• If we let you down: if we end the service, terminate your subscription without cause, or materially fail to provide it and cannot fix that within a reasonable time, we refund prepaid fees for the unused remainder of the period.
• Where the law requires it.

To ask for a refund, email support@pmt1.com from the workspace owner’s address. Approved refunds go back to the original payment method, usually within 5–10 business days depending on your bank.

5. Precon document processing

Processing is charged per project at the usage actually consumed plus the disclosed margin, never above the maximum an owner approved. An approved quote is not a charge: nothing is owed until usage is settled. A quote you decline, or that expires or goes stale, costs nothing. An attempt that failed before anything was sent costs nothing; one whose usage the provider could not confirm is held as pending and is billed only once we have reconciled it from the provider’s records, at the usage shown there. Settled processing is not refundable except where the mistake was ours.

6. Assistant action packs

An action pack is a one-time purchase of extra Assistant actions. It is not a subscription and does not renew.

• Bought by mistake and not used: if none of a pack’s actions have been used, ask within 14 days of buying it and we refund it in full and remove the actions.
• Partly used: a pack is not refundable once any of its actions have been used, except where the law requires it or where the mistake was ours.
• If you cancel your plan: unused purchased actions stay with your workspace while it is kept (30 days after your paid period ends) and come back with it if you return. They are not refunded when a subscription ends.

To ask, email support@pmt1.com from the workspace owner’s address. How packs work is set out in our AI Terms.

7. Ask AI usage

The Ask AI usage preview charges $0 and creates no debt, so nothing is billed for it and there is nothing to refund. A usage fee for Ask AI applies only after a separate review, the workspace owner’s acceptance of metered usage and the notice described under Automatic renewal; it is never started automatically. Billing errors in it are refunded in full, as above. Turning on the preview never changes, converts, deducts or refunds action packs already bought.

8. Changing plans

Upgrades take effect immediately, and you are charged the pro-rated difference for the rest of the current period. Downgrades take effect at the next renewal. If your usage is above the limits of the lower plan, you will be asked to reduce it first.

9. Failed payments

If a renewal payment fails we email you and retry over the following days. If it still cannot be collected, the workspace becomes read-only until billing is fixed. Your data is not deleted because of a failed payment during that time.

10. Taxes

Prices are shown before tax. Where sales tax applies to software subscriptions, it is calculated from your billing address and added at checkout and on each invoice.

11. After you cancel

When your paid period ends, the workspace becomes read-only. You can sign in and export your records for 30 days. After that the workspace and its data are deleted as described in our Privacy Policy. If you come back before then, choosing a plan restores full access.

12. Before you dispute a charge

If something looks wrong on your statement, please contact support@pmt1.com first. We can usually resolve it faster than a card dispute can, and we would rather fix it directly.