Terms & Data Handling

Last updated: February 2026

These terms describe how pilot engagements work.

Scope of service

• The engagement is a time-boxed pilot, not a long-term software subscription.
• Typical pilot duration is 10-14 days, with limited scope.

Nature of access

• All access provided is read-only.
• No systems are modified.
• No automated actions are taken.
• No workflows are changed.

What this service provides

• Identification of potential contract and renewal risks where contract terms and CRM state may not align.
• A written report outlining what may have slipped, why it matters, and suggested next steps.

What this service does not provide

• This is not legal advice.
• This is not a billing audit.
• This is not a compliance certification.
• Findings are informational and advisory in nature.

Responsibility & ownership

• The customer retains full ownership and control of all systems and data.
• Any decisions or actions taken based on findings remain the customer’s responsibility.

Termination

• The pilot can be stopped at any time by either party.
• Access will be revoked immediately upon termination.

These terms are intended to keep the pilot lightweight, safe, and focused on visibility rather than control.