Terms of Service

1. Acceptance and Scope

These Terms of Service govern access to this website and the purchase or use of remote artificial intelligence consulting and business process advisory services provided by Clear Summit Strategies. By using the website, submitting a request, approving a proposal, or accepting services, the client agrees to these terms and any written proposal, statement of work, invoice, or service agreement that applies to the engagement.

If a project document conflicts with these general terms, the specifically negotiated project document controls for that conflict. A website inquiry does not create an engagement, guarantee acceptance, reserve availability, or require either party to proceed.

2. Services

Services may include AI readiness assessment, AI strategy consulting, workflow optimization consulting, AI tool selection support, implementation planning, prompt and workflow development, and remote AI training. Work is advisory and is based on the agreed scope, information provided by the client, and the capabilities of existing third-party tools at the time of review.

Unless a signed project document expressly states otherwise, services do not include custom software development, continuous system monitoring, operation of client systems, autonomous decision-making systems, regulated professional advice, financial services, data brokerage, legal compliance certification, cybersecurity certification, or guaranteed business outcomes.

3. Proposals and Engagement Formation

A valid engagement begins only when the parties confirm the scope in writing and any required initial payment has been received. Proposals may describe objectives, assumptions, deliverables, schedule, fees, revision limits, meeting allowances, and client dependencies. A proposal expires on the date stated in it or, if no date is stated, after 30 days.

Changes to objectives, workflow count, business units, deliverable formats, meeting requirements, data volume, or requested analysis may require a revised scope, timeline, and fee. Clear Summit Strategies may decline work that falls outside its services, presents an unreasonable security or legal risk, requires access that should remain with the client, or cannot be performed responsibly with available information.

4. Client Authority and Responsibilities

The client confirms that the person approving the engagement has authority to do so and that the client has the right to provide all information, documents, accounts, and materials supplied for the work. The client must provide accurate and timely information, designate a decision-maker, attend necessary meetings, review drafts, give consolidated feedback, and maintain appropriate backups and security for its own systems.

The client must not provide unlawful content, credentials through unsecured channels, complete card data, protected health information, government identification numbers, or other highly sensitive data unless expressly required by a written scope and supported by agreed safeguards. The client is responsible for its own policies, permissions, employee notices, vendor contracts, and decisions about deploying any recommended tool.

5. Third-Party Tools

Recommendations may refer to software, AI products, cloud services, or integrations operated by third parties. Their features, pricing, availability, terms, security, output quality, and data practices may change without notice. The client contracts directly with those providers and is responsible for reviewing and accepting their terms.

Clear Summit Strategies does not control third-party services and is not responsible for outages, model changes, removed features, inaccurate outputs, vendor security incidents, account restrictions, price changes, or the client’s configuration and use. Any tool should be tested in the client’s environment before broader adoption.

6. Fees, Invoices, and Taxes

Fees are stated in the applicable proposal or invoice. Website prices are starting prices for general reference and are not binding quotes. The final fee depends on scope, complexity, timing, and dependencies. Unless otherwise stated, fees are in United States dollars and do not include applicable sales, use, value-added, withholding, or similar taxes.

Invoices are payable by the due date stated. The client is responsible for bank charges, payment processing charges assigned to the payer, and lawful taxes other than taxes on the business’s net income. Late or disputed payments are governed by the Payment & Billing Policy and any project document.

7. Delivery, Review, and Revisions

Delivery dates are estimates unless expressly identified as fixed in writing. Timing depends on prompt client access, information, decisions, and feedback. Deliverables may be provided by email, secure file link, shared document, remote meeting, or another agreed digital method.

The client must review deliverables within the review period in the project document, or within five business days if none is stated. Included revisions address alignment with the agreed scope. New objectives, new workflows, changed assumptions, implementation work, or expansion of the audience are additional services.

8. Intellectual Property and Use

Ownership and license rights are described in the Intellectual Property & Confidentiality Policy and any specific project agreement. Subject to full payment, the client may use final client-specific deliverables internally for the business purpose identified in the scope. Pre-existing methods, know-how, frameworks, general templates, and tools remain the property of their respective owners.

9. Confidentiality

Each party will use reasonable care to protect nonpublic business information received from the other party and will use it only for the engagement, administration, legal compliance, and protection of rights. Confidentiality obligations do not cover information that is public without breach, already known without restriction, independently developed, rightfully received from another source, or required to be disclosed by law.

10. No Guarantees

Consulting recommendations involve judgment and are based on available information. No guarantee is made that a recommendation, tool, prompt, workflow, training session, or plan will produce a particular revenue, cost saving, productivity level, compliance result, error rate, adoption rate, or competitive outcome. The client retains responsibility for review, testing, approval, implementation, and business decisions.

11. Limitation of Liability

To the maximum extent permitted by law, Clear Summit Strategies will not be liable for indirect, incidental, special, punitive, exemplary, or consequential damages; lost revenue, profit, opportunity, data, or goodwill; cost of replacement systems; third-party claims; or damages arising from a third-party tool, client implementation, or use without adequate review. The aggregate liability for a claim arising from a paid engagement will not exceed the fees actually paid for the specific service giving rise to the claim during the three months before the event, unless applicable law prohibits that limitation.

12. Suspension and Termination

Work may be paused for overdue payment, missing dependencies, security concerns, abusive conduct, unlawful requests, material scope conflict, or a client instruction that would make the work misleading or irresponsible. Either party may terminate as allowed by the project document or Cancellation & Refund Policy. Accrued payment, confidentiality, intellectual property, disclaimers, liability limits, and other provisions intended to survive will remain effective.

13. Governing Law and General Terms

These terms are governed by the laws of the State of Colorado, without regard to conflict-of-law principles. The parties will first attempt in good faith to resolve a dispute through direct written discussion. Venue for a claim that cannot be resolved will lie in a court of competent jurisdiction serving Denver County, Colorado, unless applicable law requires another forum.

If a provision is unenforceable, it will be limited to the minimum extent necessary and the remaining terms will continue. A delay in enforcement is not a waiver. The client may not assign an engagement without written consent, except as part of a lawful sale of substantially all relevant assets. Clear Summit Strategies may use qualified service providers for administrative support while remaining responsible for its contractual obligations.