This is an earlier version of these terms. It continues to apply to agencies that accepted it until they accept the current version. Archived with it: archived Terms · archived Privacy Policy · archived DPA. For those agencies, the subprocessor list in the archived Privacy Policy applies. The current versions, at volunteerledger.com/terms, /privacy and /dpa, govern agencies that have accepted them and workspaces created on or after November 3, 2026. To object to a new subprocessor, email [email protected] or [email protected]. Optional two-step sign-in, added October 21, 2026, is described in the current Privacy Policy.

Legal

Terms of Service

Effective October 9, 2026 · Last updated October 9, 2026 · Previous version

These terms are the agreement between your organization (“you,” the “agency”) and MortonApps LLC (“we,” “us”) for the use of Volunteer Ledger at volunteerledger.com.

1. Agreement to these terms

By creating a workspace, or by accepting these terms in Volunteer Ledger, you agree to these terms on behalf of your organization. Section 11 says when this version applies to a workspace created before October 9, 2026. A volunteer who signs in does not accept these terms for the agency. If you do not agree, do not create a workspace or accept these terms.

2. The service

Volunteer Ledger is a web application that helps organizations run their volunteer programs: volunteer records, hours and mileage, requirements, scheduling, recruiting, messages, and reports. For health care agencies it is a companion to the EMR, not a replacement for it, and it is designed to hold no patient information.

3. Free trial, plan, and billing

Trial: new workspaces start with a free 45-day trial that includes every feature in the plan. No credit card is required to start. A trial workspace where nobody has ever signed in and no records were added may be deleted after 7 days.
Plans: after the trial, continued full use requires a paid subscription, unless your agency has a lifetime plan or another plan we agreed outside checkout (see Lifetime plans and Other plans agreed outside checkout below). There is one plan, Volunteer Ledger at $59.99/month or $599/year (the standard price for a new subscription, as shown at checkout, plus any applicable sales tax). It includes unlimited volunteers, unlimited hours, unlimited users with admin, staff, read-only, and volunteer roles, and every core feature; optional add-ons, such as text messaging when offered, are billed separately. Launch pricing (dates are U.S. Pacific Time): accounts created on or before December 31, 2026 receive our launch rate of $34.99/month or $349/year if they subscribe on or before December 31, 2026, or later while the free trial they started by that date, including any extension we choose to grant, is still running. The launch rate applies to that subscription, including a switch between monthly and annual billing, and stays fixed for as long as it remains active, including while a failed payment is being retried. If the subscription is canceled and allowed to end, or ends because payment could not be collected, a new subscription is at the standard price then in effect. The launch rate covers the base plan; optional paid add-ons are priced separately. Early adopter pricing (dates are U.S. Pacific Time): a paid subscription purchased at checkout from January 1 through June 30, 2027, including a re-subscription, is $47.99/month or $479/year as shown at checkout instead of the standard price, plus any applicable sales tax, including after a switch between monthly and annual billing. The date a free trial started does not count. It covers the base plan only and may change under Price changes below.
Lifetime plans: a lifetime plan is one MortonApps LLC has granted to your agency in writing, including by setting your agency’s account to “Lifetime” (shown on its Plan & Billing page). It includes the features of our standard paid plan (not add-ons or higher tiers) as they change over time, free of charge, unless a written agreement says otherwise. Optional paid add-ons, such as text messaging, are not included and are billed separately. We will never end a lifetime plan, or move it to a paid plan, except as section 9 describes for stopping Volunteer Ledger for every agency. We may suspend access under one for a material violation until the violation is cured, but a suspension never ends the plan. A lifetime plan continues if your agency merges, is acquired, or comes under the control of another organization.
Other plans agreed outside checkout: free or discounted access we give outside checkout, other than a lifetime plan, lasts for the period we state in writing when we give it or, if we state none, until we end it with at least 30 days’ notice; it then ends or moves to a paid plan, as our notice says. A trial extension, a credit, or a discount is not a lifetime plan. A paid plan we bill outside checkout follows Billing, Price changes, and section 9 like any subscription, for the term and price on our invoice, plus any applicable sales tax. These terms apply to every plan.
Fair use: “unlimited” means we do not charge by the number of volunteers, hours, or users. We may set and publish reasonable limits on storage, file size, and email volume that apply to every agency, and we will tell you before a limit affects your agency.
Changes to the service: we may change Volunteer Ledger over time. We will give at least 30 days’ notice before we remove a feature you pay for, unless a law or a provider requires a faster change.
Billing: paid plans bought at checkout are processed by Lemon Squeezy, our merchant of record. Your payment details are held by Lemon Squeezy, not by us. Subscriptions renew automatically for the term you chose (monthly or annually) until you cancel, at the price in effect for your subscription at renewal. You can update your card or cancel at any time from Settings → Plan & Billing, which opens Lemon Squeezy’s secure customer portal. Canceling stops future renewals; your subscription stays active until the end of the period you have paid for. Switching between monthly and annual billing is prorated. We do not refund fees, including for unused time, except where the law requires it, as section 9 says, or under section 5 of our Data Processing Addendum. Unused time becomes credit only when a switch lowers your price during a paid period: the unused value of what you paid is applied to your next charges for the same subscription. Credit has no cash value, cannot be transferred, and ends when your subscription ends, except that section 9 refunds it.
Lapse: if your trial ends without a subscription, or a subscription lapses, your account becomes read-only: you can still sign in, view your records, and export your data. You can activate again anytime before it is deleted, unless we ended your subscription under section 9. If an account bound by this version of these terms stays read-only for 12 months, counted from the later of the day it became read-only and the day this version began to apply to it under section 11, we delete it and its data, except the records and copies section 6 says we keep. We delay deletion only while the law, a legal hold, or a claim or investigation (including one we reasonably expect) requires. At least 30 days before we delete, we email notice to your agency’s admins and any billing contact. If none of those emails can be delivered, we also post the notice in the app and try any other contact we have for your agency, and we delete no sooner than 30 days after that. Volunteer Ledger is not a records-retention system: your agency is responsible for exporting any records it must keep.
Price changes: we may change prices. A new price applies to new subscriptions when published. For an existing subscription, an increase applies from its first renewal at least 30 days after we tell your agency’s admins about it in Volunteer Ledger or by email, and never to a period already paid. If you do not want the new price, cancel before that renewal. The launch rate and a lifetime plan change only as their own paragraphs allow. A price change under this paragraph is not a change to these terms under section 11.

4. Acceptable use

You agree to use the service only for lawful purposes, and specifically agree not to:

Enter patient information. No protected health information (PHI), no patient names or identifiers, no clinical details, anywhere, including notes and free-text fields. We do not sign HIPAA Business Associate Agreements (BAAs), because the product is designed to hold no PHI.
Attempt to access another agency's workspace or data, probe or breach tenant isolation, or circumvent authentication or access controls.
Interfere with or disrupt the service, or use it to send spam or unlawful communications.
Resell or sublicense the service without our written agreement.

If patient information is entered despite this term, we may remove it and will notify you.

5. Your responsibilities

Provide accurate account and agency information, and keep it current.
Have a lawful basis for the volunteer personal information your agency enters into the service.
Keep your accounts secure: protect passwords, use the role system appropriately (admin, staff, read-only, volunteer), and remove access for people who leave your organization.
Tell us promptly at [email protected] if you suspect unauthorized access to your account.

Texting. If your agency turns on texting in Volunteer Ledger, these rules also apply:

Consent and responsibility: your agency texts only volunteers and staff who have agreed to receive texts from it, and it is the sender of every text sent from its workspace. It is responsible for each text’s content, its recipients, and its compliance with the law, including the Telephone Consumer Protection Act, state texting laws, and carrier rules. Your agency will not use texting for marketing.
Opting out: anyone can reply STOP to any text to stop receiving texts at that number. We stop texting a number promptly after it opts out, normally at once. An opt-out applies to every agency on Volunteer Ledger and cannot be overridden by an agency; the number gets no more texts until the person texts START. Reply HELP for our support contact.
Delivery is not guaranteed: texts travel through mobile carriers and providers we do not control, and a text can be delayed, filtered, blocked, or not delivered. A large send can take many minutes. Texting is not an emergency service, and section 8 applies to it in full.
Charges: texting is an optional add-on, billed separately at the price shown when your agency turns it on. Message and data rates may apply, charged by the recipient’s mobile carrier.

6. Your data

Your agency owns its data. You can export your records at any time: the export bundle and the hours CSV cover the records listed in section 8 of our Data Processing Addendum, and uploaded documents are downloaded one at a time from the volunteer record. Training records, shifts, and messages are not in the export; before we delete an account, we will provide them on request in a reasonable format. An admin of your agency can request deletion of your account and data by emailing [email protected]; we confirm the request with your agency’s admins and wait 7 days before deleting, and if another admin objects during that time, we do not delete until your agency’s admins agree in writing. We process your data only to provide, support, and improve the service and, where needed, to comply with the law, enforce these terms, or bring or defend legal claims, and we may create aggregated or de-identified data as section 12 describes; we never sell it, never use it for advertising, and never use it to train AI models, except as our AI provider’s terms allow for content it flags for safety review.

Exceptions to deletion. If your account or data is deleted, we still keep the business records our Privacy Policy describes (including bug reports your staff filed, emails your agency sent us and our replies, our internal alerts about your account, and records of messages our sending service sent for your agency); a record of any email address that bounced, complained, or unsubscribed, or phone number that opted out of texts (the address or number, when, and why), kept on a list shared by our products only so that none of them emails or texts it again; copies our subprocessors keep under their own terms, as our Privacy Policy describes; working copies on our own computers, which we aim to delete within 30 days of making them; encrypted backups of those computers that only we can decrypt, which are deleted on a schedule; and any copy we find outside our systems of record, which we work to remove; the audit trail of who created, changed, or deleted each hour entry and who saved which settings, which we keep for up to 7 years after each change and never more than 7 years after the account ends; and anything the law, a legal hold, or a claim or investigation (including one we reasonably expect) requires us to keep.

Backups: deleted data can also remain in our encrypted backups for up to 12 months, some locked against change or deletion, even by us, for 90 days (longer under a legal hold). We use backups only for disaster recovery, to undo a deletion we made by mistake or without the notice these terms require (never one your agency confirmed), and where needed to comply with the law or a legal hold or to bring or defend legal claims. If we restore one, we re-apply every account deletion made since the backup was taken, except a deletion we are undoing, and we tell your agency if records it deleted after that date may need to be deleted again.

7. Availability and disclaimers

Volunteer Ledger is provided “as is” and “as available.” The MortonApps Parties (defined in section 8) make no warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement, and do not guarantee uninterrupted or error-free operation. None of the MortonApps Parties is responsible for a failure or delay caused by events beyond their reasonable control, including provider outages, power or internet failures, natural disasters, government action, or attacks on the service.

8. Limitation of liability and indemnity

“The MortonApps Parties” means MortonApps LLC, every party that has held these terms after a transfer under Assignment in section 12, their affiliates, and their members, managers, officers, employees, contractors, and agents. To the maximum extent permitted by law, none of the MortonApps Parties will be liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data. The MortonApps Parties’ total liability, together, for all claims arising out of or relating to the service, these terms, or the Data Processing Addendum, including claims about our subprocessors, is limited to the fees your agency paid for the service (to us, or to Lemon Squeezy for us) in the 12 months before the first event giving rise to liability, or $100 if it paid none. You agree to bring any claim only against the party that held these terms when the events the claim is about happened (MortonApps LLC, or a party that held them after a transfer under Assignment in section 12), and not against any other MortonApps Party. This section does not limit liability that section 1668 of the California Civil Code does not let a contract limit, but only to the extent that section requires.

Indemnity. Your agency will defend, indemnify, and hold harmless the MortonApps Parties from any third-party claim, fine, or penalty, and related costs and reasonable attorneys’ fees, arising from information or files your agency or its users enter or upload, messages your agency sends through the service, or your agency’s breach of section 4 or 5, except to the extent caused by our breach of these terms. This indemnity covers claims by third parties only and does not award attorneys’ fees in a dispute between your agency and us.

9. Suspension and termination

You can stop using the service at any time, and you can request deletion of your data as described above. We may suspend or terminate access for material violation of these terms (most seriously, entering patient information or attempting to breach tenant isolation) after notice where practical. Section 3 limits this to suspension for a lifetime plan.

We may end your subscription or free trial, or stop offering Volunteer Ledger or a plan, with at least 30 days’ notice by email to your agency’s admins and any billing contact. A monthly subscription then ends at its first renewal date at least 30 days after our email, and no refund is due. Any other subscription ends on the date in our notice, and we refund the unused part of the price you paid for that period, excluding taxes, prorated by day, plus any unused credit, through Lemon Squeezy, or directly if it cannot. If we end your subscription under this paragraph, we do not have to accept a new one from your agency; if we do, it keeps the price it had, which can change only as section 3 allows for that subscription. This paragraph does not let us end a lifetime plan or move it to a paid plan; one ends only if your agency cancels it or we stop offering Volunteer Ledger to every agency. Other plans agreed outside checkout end as section 3 describes.

Except as this section and section 6 provide, ending a subscription or access does not erase your data at once. Lapsed and terminated accounts become read-only with export access, unless the violation makes that unsafe, and are deleted under the Lapse paragraph in section 3; an account whose access we end for a violation is deleted 12 months after access ends, on the notice that paragraph describes. If we stop offering Volunteer Ledger, your agency can still export its data for at least 30 days after the end date in our notice; we then delete it, with the exceptions in section 6, without the 12-month read-only period in section 3.

10. Governing law and disputes

These terms are governed by the laws of the State of California, USA, without regard to conflict-of-law rules. Any dispute will be resolved exclusively in the state courts in San Joaquin County, California, or the U.S. District Court for the Eastern District of California. Your agency must bring any claim arising out of or relating to these terms or the service within one year after it knew, or reasonably should have known, of the claim, to the extent the law allows; a later claim is barred.

11. Changes to these terms

This version of these terms applies to a workspace created on or after October 9, 2026 from signup. It applies to a workspace created before that date only from the moment one of its admins accepts it in Volunteer Ledger, including by subscribing or changing a subscription on a screen that says doing so accepts these terms. Continued use of the service does not accept it. Until an admin accepts, the version your agency last agreed to, with the Privacy Policy and Data Processing Addendum that went with it, keeps governing your agency, and nothing in this version applies to it, including the Lapse deletion rule in section 3. Earlier versions stay available through the Previous version link at the top of this page.

Your agency decides who its admins are, and by giving someone admin access it authorizes them to accept updated terms on its behalf, including an admin who is a contractor or IT provider. An acceptance is valid only if the admin confirms that authority when accepting, and that confirmation is recorded with it. An admin account held by us, by anyone acting for us, or by any of our members or managers in any capacity (including as your agency’s IT provider or contractor) cannot accept for your agency. If we change these terms again, we will post the new version on this page with a new date and tell your agency’s admins in Volunteer Ledger or by email, asking an admin to review and accept it. A new version applies to your agency only once an admin accepts it, as that version describes; until then, the version your agency accepted keeps governing it.

12. General

Entire agreement. These terms, the Data Processing Addendum, the order details shown at checkout, and any written agreement signed by your agency and us are the whole agreement between your agency and us about the service. A written agreement signed by your agency and us means a document that says it adds to or changes these terms and is signed by your agency and, for us, by our manager or an authorized officer. Apart from what these terms themselves let us agree in writing (such as a lifetime plan or another plan agreed outside checkout under section 3), nothing else adds to or changes these terms, even if we sign it, reply to it, or act on it, including a purchase order, invoice, vendor form or questionnaire, business associate agreement, policy, or email. Our Privacy Policy explains how we handle personal information; it is part of this agreement only where these terms or the Data Processing Addendum refer to it for a specific point, such as the list of subprocessors or how long we keep data. Our website, marketing, and sales materials describe the service but do not add promises to it.
Order of documents. If these documents conflict, a written agreement signed by your agency and us controls on what it covers. Otherwise, these terms control on liability (sections 7 and 8), fees and refunds, and termination; on everything else about how we handle personal data for your agency, the Data Processing Addendum controls, then the Privacy Policy. On anything else, these terms control.
No third-party beneficiaries. No one other than your agency and us has rights under these terms, except that the MortonApps Parties may rely on sections 7, 8, and 10.
Survival. Sections 6 (the exceptions to deletion and backups), 7, 8, 10, and 12, and any unpaid fees, survive the end of a subscription, an account, or these terms.
Notices. We give notice by email to your agency’s admins and any billing contact, or in the app, and notice is given when sent. If an email to one of them bounces or cannot be sent, notice is given when we send it to another of them or post it in the app. Keep at least one admin’s email address current and able to receive our email.
Ownership and license. We and our licensors own Volunteer Ledger, including its software, design, and documentation, and all rights in them, except your agency’s data. While your agency’s trial, subscription, or plan is active, and while its account is read-only, we give it a limited, non-exclusive, non-transferable right to use the service for its own operations under these terms. Your agency may not copy, modify, or reverse engineer the service, use it to build a competing product, or let anyone else do so.
Feedback. If your agency or its users send us ideas, suggestions, or feedback, we may use them for any purpose without paying or crediting anyone, and we own what we build from them.
Usage and aggregated data. We may collect and use information about how the service is used and performs (such as feature use, email volumes, delivery results, timing, and errors). Where that information identifies a person, we use it only to run, secure, support, and improve Volunteer Ledger and to set and enforce fair use, and it stays your agency’s data under section 6 and the Data Processing Addendum. We may also create data that we aggregate or de-identify so that it does not identify your agency or any person, and we will not try to re-identify it. We own that aggregated and de-identified data and may use it for any purpose, including to improve our other products and to publish statistics. This does not let us sell your agency’s data or use it for advertising.
Assignment. We may transfer these terms, without your agency’s consent, to an affiliate or to a successor in a merger, acquisition, reorganization, or sale of all or part of the service, by notice to your agency’s admins. From the date in that notice, “we” and “us” in these terms, the Privacy Policy, and the Data Processing Addendum mean the party that then holds these terms. Your agency may not transfer them without our written consent.
No waiver. If we do not enforce a part of these terms, we have not waived it.
Severability. If part of these terms cannot be enforced, the rest still applies, and that part is enforced as far as the law allows.

13. Contact

Questions about these terms: [email protected].