Terms governing access to Client Pilot AI

Client Pilot AI provides AI chat, implementation support, and related website workflow services designed for financial advisors and advisory-firm websites. Unless we expressly agree otherwise in writing, the Services are offered for business use only.

We may update, improve, suspend, or discontinue parts of the Services from time to time. We are not obligated to maintain any specific feature, integration, or demonstration environment for any particular period unless a signed written agreement states otherwise.

You may use the Services only in compliance with applicable law and these Terms.

• Use the Services to violate law, regulation, or third-party rights.
• Attempt to gain unauthorized access to the Services, related systems, or other users' information.
• Interfere with, disrupt, reverse engineer, probe, or test the integrity or security of the Services except as permitted by applicable law.
• Submit materials, instructions, or content that you do not have the right to use, disclose, or authorize for this purpose.
• Use the Services in a manner that suggests Client Pilot AI is acting as your law firm, compliance consultant, investment adviser, or fiduciary.

You are responsible for the materials, instructions, approvals, and business decisions you provide in connection with the Services. You represent that you have all rights and permissions needed for us to use any website materials, documents, branding, data, or other content you submit.

You remain responsible for final review and approval of any chatbot content, website copy, routing logic, disclosures, escalation rules, or deployment decisions before launch or use with end users. Client Pilot AI does not assume responsibility for your internal compliance, legal review, supervisory procedures, or recordkeeping obligations.

Client Pilot AI does not provide legal, compliance, regulatory, tax, or investment advice. The Services are designed to support informational website interactions and operational workflows, not to replace professional judgment.

Any content, responses, summaries, or outputs made available through the Services are for general informational purposes only and must be reviewed by appropriately qualified professionals before being relied on, published, or used with clients or prospects.

If you purchase Services from us, additional commercial details may appear in an order form, proposal, invoice, statement of work, checkout flow, or similar written agreement (each, an "Order"). If there is a conflict between these Terms and a fully executed Order, the Order controls for the subject matter it addresses.

Unless an Order states otherwise, the current public offer separates one-time setup fees from recurring support, allows support to be billed monthly or annually, and applies monthly message limits and overage charges by plan. The current public pricing schedule is also shown on the Pricing page. Custom integrations, expanded scope, or add-ons may be priced separately in an Order or separate written proposal .

• One-time setup fees are billed separately from recurring support and are non-refundable once onboarding, configuration, or implementation work has started, except as required by law or stated otherwise in an Order.
• Support may be billed monthly or annually. Annual support is billed in full upfront for the applicable annual term and is priced separately from monthly support.
• Included monthly message limits reset each billing cycle. If usage exceeds the included monthly message allowance and service continues, applicable overage charges may be billed at the plan rate shown in the Order or on the public pricing page.
• By providing a payment method, you authorize us and our payment processor to charge the selected payment method for setup fees, recurring support fees, overages, applicable taxes, and other agreed charges.
• If a payment fails, is late, is reversed, or is not successfully collected when due, we may retry payment, pause access, suspend support work, charge for accrued usage, or terminate the Services until the account is brought current.
• Monthly support cancellations take effect at the end of the then-current paid monthly billing period. Annual support cancellations take effect at the end of the then-current paid annual term. Cancellation stops future renewal only and does not unwind charges already incurred for the active term.
• Except as required by law or expressly stated in an Order, charges are non-refundable, including setup fees, paid support periods, and usage-based overage charges already incurred.

We retain all right, title, and interest in the Services, including our software, site design, trademarks, documentation, workflows, and related intellectual property, except for materials you provide to us.

You retain ownership of your pre-existing materials and grant us a limited right to use them as needed to provide, support, and improve the Services for you. If you send us suggestions, feedback, or ideas, we may use them without restriction or obligation to you.

The Services may rely on or link to third-party products, hosting providers, analytics tools, payment processors, calendaring services, AI/model providers, or other integrations. Those third-party services remain subject to their own terms, privacy notices, security practices, and availability.

We are not responsible for third-party services, third-party content, or interruptions, security issues, pricing changes, or policy changes caused by third-party providers.

We may perform maintenance, updates, upgrades, emergency changes, or other operational work that affects access to the Services. We do not provide a guaranteed uptime commitment, uninterrupted service commitment, or warranty that the Services will always be available at any particular time.

Access to the Services may be limited, delayed, or unavailable due to maintenance, security events, internet or infrastructure failures, third-party outages, force majeure events, or other causes beyond our reasonable control.

To the fullest extent permitted by law, the Services are provided on an "as is" and "as available" basis. We disclaim all warranties, whether express, implied, statutory, or otherwise, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

We do not warrant that the Services will be uninterrupted, error-free, secure, or fit for every particular workflow, regulator, supervisory framework, or business objective. You are responsible for evaluating whether the Services are appropriate for your intended use.

To the fullest extent permitted by law, Client Pilot AI and its affiliates, licensors, and service providers will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenue, data, goodwill, or business opportunities arising out of or related to the Services or these Terms.

To the fullest extent permitted by law, our total aggregate liability arising out of or related to the Services or these Terms will not exceed the greater of: (a) the amounts paid or payable by you to Client Pilot AI for the Services giving rise to the claim during the twelve (12) months before the event giving rise to the claim, or (b) one hundred U.S. dollars (US$100) if no fees were paid.

You agree to defend, indemnify, and hold harmless Client Pilot AI and its affiliates, officers, directors, employees, contractors, and agents from and against claims, liabilities, damages, losses, and expenses arising out of or related to:

• Your use of the Services in violation of these Terms or applicable law.
• Your content, instructions, or materials provided to us.
• Your firm's deployment, publication, or use of content, workflows, or outputs without appropriate review, approval, or authorization.

We may suspend or terminate your access to the Services at any time if we reasonably believe you have violated these Terms, failed to pay amounts due, created risk for us or others, or used the Services in a way that could cause legal, security, operational, or reputational harm.

You may stop using the Services at any time, and you may cancel recurring support as described in the commercial terms above. Termination or cancellation does not relieve you of any obligation to pay amounts already accrued or owed for setup, support, usage, overages, taxes, or other agreed charges.

Any provisions of these Terms that by their nature should survive termination will survive, including payment obligations, ownership, service availability disclaimers, disclaimers, limitation of liability, indemnification, governing law, venue, and any dispute-related terms.

We may update these Terms from time to time. When we do, we will post the updated version on this page and revise the effective date. Unless otherwise stated, updated Terms become effective when posted.

Your continued use of the Services after updated Terms are posted constitutes acceptance of the revised Terms.

These Terms and any dispute arising out of or related to the Services or these Terms will be governed by the laws of [State], without regard to its conflict of laws rules.

Any dispute, claim, or proceeding arising out of or related to the Services or these Terms must be brought exclusively in the state or federal courts located in [County, State], and each party consents to the personal jurisdiction and venue of those courts.

Replace these governing law and venue placeholders with your final jurisdiction before publishing a finalized legal version.

Questions about these Terms should be sent to sales@clientpilotai.org.

If you are an existing client and a signed Order applies, please include your firm name and primary point of contact so we can route your request appropriately.