Service Scope
Service is provided as a SaaS platform for firm applications, listing, time reporting, member access, and fee invoicing.
MVP functionality and any add-on services are defined in product scope and published documentation.
Published pricing and cancellation terms for company customers form part of the agreement when the customer accepts the terms during application or continued use of the service.
Public matched interest leads are shared with a limited number of selected firms that match the consultant's choices, not the whole market. Direct interest in a specific firm is sent only to that chosen firm.
Customer Responsibilities
Customer is responsible for correct account details, integration access, and permissions.
Customer is responsible for compliant use under applicable laws and internal policies.
Customer must ensure consultant time arising from interest leads through the platform is time reported in the platform when the firm is listed.
When Customer receives an interest lead through the platform, Customer may use the data only to follow up that specific request. Customer must not resell the data, use it for unrelated marketing, or retain it longer than necessary for the purpose.
If Customer has already accessed an interest lead, later withdrawal cannot guarantee erasure of the data from Customer's own systems. Customer must not treat a withdrawn interest lead as active.
Prohibited Use
Service must not be used for fraudulent activity, unauthorized access, or prohibited data processing.
Provider may restrict access when security risk or contract breach is detected.