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Terms and Conditions

Please read these terms carefully before using Sortio.

BY DOWNLOADING, INSTALLING, OR USING THE SORTIO APPLICATION, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS AND CONDITIONS. IF YOU DO NOT AGREE, DO NOT DOWNLOAD, INSTALL, OR USE THE APPLICATION.

1

Introduction

Welcome to Sortio. These Terms and Conditions govern your use of our application and services. By using Sortio, you agree to these terms, which constitute a legally binding agreement between you and Sortio.

2

Data Collection and Privacy

At Sortio, we prioritize your privacy and data security:

  • Sortio transmits file contents (extracted text from the documents you point it at) to our cloud API, which forwards that text to third-party large language model providers (including OpenAI) for entity extraction and AI-powered sorting. These transmissions happen during indexing and during AI sort runs.
  • We do not retain your original files. Extracted text may be retained temporarily in server-side logs and is not used to train Sortio's own models. Third-party providers' use of data is governed by their own terms; current provider agreements state they do not train on API data, but Sortio cannot guarantee third-party practices.
  • The full list of third-party processors is on our Sub-Processors page.
  • All data processed through our app is encrypted in transit.
3

Use of the Application

Sortio is designed to help organize your files using AI-powered algorithms. You are responsible for any changes made to your file system using our app. By using Sortio, you confirm that you have the legal right to access and modify all files you process with our application.

We strongly recommend reviewing the changes made by the application before confirming any file operations and maintaining regular backups of your data.

You agree not to use Sortio for any illegal or unauthorized purpose, including but not limited to organizing files that infringe on intellectual property rights, contain malicious code, or violate applicable laws.

4

Regulated and Sensitive Data

Sortio is a general-purpose file organization tool. It is not designed or intended to process, store, or transmit data that is subject to specific regulatory requirements, including but not limited to:

  • Protected Health Information (PHI) under the Health Insurance Portability and Accountability Act (HIPAA);
  • Education records protected under the Family Educational Rights and Privacy Act (FERPA);
  • Data controlled under the International Traffic in Arms Regulations (ITAR) or Export Administration Regulations (EAR);
  • Payment Card Industry Data Security Standard (PCI DSS) cardholder data;
  • Classified or controlled unclassified information (CUI) subject to government handling requirements.

You are solely responsible for ensuring that the files and data you process through Sortio comply with all applicable laws, regulations, and industry standards. Do not submit regulated data to Sortio unless you have a separate written agreement (such as a Business Associate Agreement) in place with us that specifically authorizes such use.

If you enable content analysis or AI-powered sorting features that transmit file contents or summaries to our servers, you must ensure that no protected, regulated, or sensitive information is included in those transmissions. Sortio does not inspect or filter uploaded data for regulatory compliance.

5

HIPAA and Protected Health Information

Sortio is not HIPAA-compliant. We do not and will not sign Business Associate Agreements (BAAs). You must not upload, index, sort, or otherwise process any Protected Health Information (PHI) as defined by HIPAA through Sortio.

This prohibition applies to all features, including AI-powered sorting, entity extraction, knowledge graph indexing, and chat. If you are a healthcare provider, health plan, clearinghouse, or business associate as defined by HIPAA, you must not use Sortio to process PHI belonging to any patient, member, or individual.

Using Sortio with PHI violates these Terms and is done entirely at your own risk. Sortio disclaims all liability for any unauthorized disclosure of PHI that results from such use.

  • No Business Associate Agreement (BAA) is available from Sortio.
  • Do not upload, index, sort, or chat over any PHI.
  • Covered entities and business associates who use Sortio with PHI do so in violation of these Terms.
6

Intellectual Property

Sortio and its original content, features, and functionality are owned by us and are protected by international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws.

7

Disclaimer of Warranties

SORTIO IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

WE DO NOT WARRANT THAT THE APPLICATION WILL BE ERROR-FREE, UNINTERRUPTED, FREE FROM HARMFUL COMPONENTS, OR THAT DEFECTS WILL BE CORRECTED. WE DO NOT WARRANT OR MAKE ANY REPRESENTATIONS REGARDING THE ACCURACY, RELIABILITY, OR PERFORMANCE OF THE APPLICATION OR THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE APPLICATION.

Always maintain backups of important files before using any file organization software. Sortio is not responsible for any lost, corrupted, or inaccessible files.

8

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL SORTIO, ITS DIRECTORS, EMPLOYEES, PARTNERS, AGENTS, SUPPLIERS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, RESULTING FROM:

  • Your access to or use of or inability to access or use the application;
  • Any changes, movement, deletion, or reorganization of your files by the application;
  • Unauthorized access, use, or alteration of your data;
  • Any errors or omissions in the application's functionality;
  • System failures or data loss, including those resulting from the application's operations;
  • Any damages whatsoever, even if foreseeable, resulting from use of the application.

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR CERTAIN TYPES OF DAMAGES. THEREFORE, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.

9

Indemnification

You agree to defend, indemnify, and hold harmless Sortio, its owners, operators, officers, employees, and agents, from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to your violation of these Terms or your use of the Application, including, but not limited to, any use of the Application's content, services, and products other than as expressly authorized in these Terms.

10

Subscriptions, Auto-Renewal, and Cancellation

Paid Sortio subscriptions, including Pro Monthly and Pro Annual, renew automatically at the end of each billing period until you cancel. By starting a subscription, you authorize us (and our payment processor, Stripe) to charge your payment method on each renewal date at the then-current price for your plan.

Cancellation. You can cancel at any time in the app at Settings, Subscription, or through the Stripe Customer Portal link included in every receipt. Cancellation stops future renewals and takes effect at the end of the current billing period; cancellation is not the same as a refund request.

Annual plan pre-renewal reminder. For annual plans, we send a pre-renewal reminder by email approximately 30 days before the renewal date, in compliance with the California Automatic Renewal Law (Business and Professions Code section 17600 et seq.) and equivalent state statutes.

EU and UK 14-day right of withdrawal. Consumers in the EU and UK may withdraw from an annual subscription within 14 days of the initial purchase or renewal date and receive a pro-rata refund under the Consumer Rights Directive (2011/83/EU) and the UK Consumer Contracts Regulations 2013.

Refunds. See our Refund Policy for monthly, annual, surprise-renewal, and Mac App Store rules.

11

Governing Law and Jurisdiction

These Terms are governed by the laws of the State of California, USA, without regard to its conflict-of-law principles. Subject to the binding arbitration provision below, the parties consent to the exclusive jurisdiction of the state and federal courts located in San Francisco County, California, for any non-arbitrable dispute arising out of or related to these Terms or your use of the Application. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

12

Binding Arbitration and Class-Action Waiver

Please read this section carefully. It affects your legal rights.

Except for the carve-outs described below, any dispute, claim, or controversy arising out of or relating to these Terms or your use of Sortio (a "Dispute") will be resolved by binding individual arbitration administered by JAMS under its Streamlined Arbitration Rules and Procedures then in effect (the "JAMS Rules"). The arbitration will be conducted in San Francisco, California, or remotely by video at the claimant's election. The arbitrator's decision will be final and binding and may be entered as a judgment in any court of competent jurisdiction.

Carve-outs. The following Disputes are not subject to arbitration: (i) claims to enforce, protect, or determine the validity of intellectual property rights (including injunctive or other equitable relief); and (ii) claims that may be brought in a small-claims court that has jurisdiction over the parties.

Class-action waiver. The parties agree that any arbitration or court proceeding under this section will be conducted only on an individual basis and not in a class, consolidated, or representative action. The arbitrator may not consolidate more than one person's claims and may not preside over any form of representative or class proceeding.

30-day arbitration opt-out. You may opt out of this binding arbitration provision by sending written notice within 30 days of first accepting these Terms (or, for existing users, within 30 days of the effective date of this revision) to marcus@getsortio.com. Your notice must include your full name, the email address associated with your Sortio account, and a clear statement that you wish to opt out of arbitration. Opting out does not affect any other provision of these Terms.

Severability. If the class-action waiver is found unenforceable, the entire arbitration provision is void and the dispute will proceed in court as described in the Governing Law section above. The rest of these Terms remain in effect.

13

Changes to Terms

We may modify these Terms from time to time. If a revision is material, we will provide at least 30 days' notice by email and in the app before the new terms take effect. By continuing to use the Application after that effective date, you agree to the revised Terms.

Examples of material changes include: an increase in subscription price (excluding initial-purchase-only promotional pricing), expansion of permitted data sharing with new categories of third parties, a change to the binding arbitration or class-action waiver provisions, a change to the categories of data processed by AI features, or a new category of sub-processor. Bug fixes, clarifications, broken-link corrections, and typographical edits are not material.

14

Severability

If any provision of these Terms is held to be unenforceable or invalid, that provision will be modified to the minimum extent necessary to make it enforceable, or severed if it cannot be modified, and the remaining provisions will continue in full force and effect.

15

Contact Us

Legal notices: marcus@getsortio.com. General questions: contact us.

Last Updated: 16 May 2026

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