Plain-English summary
These terms are between you and Intentiv. Your profile belongs to you. We hold your identity documents, keep them current, verify your identity when a firm you engage asks us to, and share your profile only with firms you specifically authorise. Every verification runs on your express consent, every firm connection is a separate authorisation you can revoke, and firms keep only what the law requires them to keep. This summary helps you navigate the terms but does not replace them.
1. Who these terms are between
These Client Portal Terms ("terms") are an agreement between you and Intentiv Pty Ltd (ABN 24 679 070 270) ("Intentiv", "we", "us"). They apply when you create or use an Intentiv profile, use the Intentiv client portal, or complete a verification through our service. If you act for an entity (for example, as a director of a company or trustee of a trust), you confirm you are authorised to accept these terms for that entity, and "you" includes the entity.
A law firm, accounting firm or other business that asks us to verify you ("firm") has its own separate agreement with us. These terms, not the firm's agreement, govern your profile.
2. Your profile is yours
Your profile is the record of your identity: your details, your documents, your verification history and your consents. It belongs to you, not to any firm and not to any single matter. If you have ten matters across three firms, there is still only one profile underneath, and you control who can see it.
We act as the custodian of your profile. We hold it securely, we keep it accurate and current with your help, and we share it only as these terms and your consents allow. We never sell your information and we never use your documents for marketing.
3. What we do for you
Hold your documents. Identity documents and supporting records you provide are stored securely on your profile, encrypted, in Australia by default.
Keep them current. We track expiry and review dates and ask you for updated versions through the portal before anything lapses, so you are not caught out mid-matter.
Verify your identity when asked. When a firm you engage needs to verify you, we run the verification with your consent, using document checks, and where required biometric checks and screening.
Reuse what is already done. With your authorisation, a new firm can rely on your existing verified profile instead of starting from scratch, which usually means minutes of onboarding instead of weeks.
4. The consents you control
Three separate consents sit at the centre of these terms, and each one is yours to give or refuse.
4.1 Custody consent
When you create your profile, you consent to Intentiv holding your documents and information as your custodian, tracking their currency and contacting you about renewals. This is what makes the profile work.
4.2 Verification consent
Each verification runs only with your express consent, requested at the start of that verification journey. Where a check uses the Australian Government's Document Verification Service or biometric technology (such as a facial image and liveness check), that is stated before you agree, and your consent and its time are recorded. Consent is per verification; we never treat one consent as blanket permission for future checks. You can decline, in which case the verification is cancelled and the requesting firm is told. The firm may offer another way to verify you, or may be unable to act for you where verification is a legal requirement.
4.3 Sharing grants
Each firm's access to your profile requires a separate authorisation from you (a "sharing grant"). A sharing grant is specific to that firm, is recorded on your profile, and can be revoked by you at any time in the portal. Revoking a grant ends that firm's future access to your profile and future updates from it.
5. What firms keep by law
Firms that verify your identity are required by anti-money laundering law to keep records of that verification, generally for at least seven years. When a firm relies on a document or verification from your profile, a point-in-time copy becomes part of that firm's own compliance records. Revoking a sharing grant does not remove those copies, because the firm is legally required to keep them. It does stop the firm receiving anything further from your profile. Questions about a firm's records are best directed to that firm, and our Privacy Policy explains how the two layers fit together.
6. Your responsibilities
Provide information and documents that are true, accurate and yours. You must only ever verify your own identity, or an entity you are genuinely authorised to represent.
Keep your login details secure and tell us promptly if you suspect unauthorised access.
Respond to renewal requests when you can; a current profile is what makes onboarding fast everywhere you use it.
Do not misuse the portal, attempt to access anyone else's profile, or interfere with the service.
Providing false identity information may be a criminal offence, and we may suspend or close a profile used dishonestly or unlawfully.
7. Privacy and your rights
Our Privacy Policy explains in detail what we collect, how we protect it, where it is stored, and how biometric data and DVS checks are handled. In short: your information is encrypted, stored in Australia by default, and shared only under your sharing grants, with our vetted service providers, or where the law requires. You can view and correct your information, manage your sharing grants and request deletion through the portal. We cannot delete information the law requires a firm or us to retain, but we will always tell you what applies.
8. Availability and changes
The portal is provided free to profile holders. We aim to keep it available and reliable but do not guarantee uninterrupted access. We may update these terms from time to time; for material changes we will give you at least 30 days notice by email or in the portal. If you do not agree to a change, you may stop using the portal and ask us to close your profile, subject to any records the law requires to be kept.
9. Liability
Nothing in these terms excludes, restricts or modifies any consumer guarantee, right or remedy under the Australian Consumer Law or any other law that cannot lawfully be excluded. To the maximum extent permitted by law, and subject to those rights, we exclude liability for indirect or consequential loss arising from your use of the portal, and our total liability to you is limited to resupplying the relevant service. Nothing in this clause limits your rights in respect of our handling of your personal information under the Privacy Act.
10. Law and contact
These terms are governed by the laws of Victoria, Australia. If you have a question or complaint, contact support@intentiv.com.au and we will acknowledge it within 5 business days. Privacy complaints can also be taken to the Office of the Australian Information Commissioner at www.oaic.gov.au.