Understand the scope before agreeing to company access.

Free personal access and Community participation retain the limits described on the pricing page and in the account. Company custody, participation and leadership permissions apply only in an enabled company workflow. Advisor access is client-authorized and time-bounded; it does not transfer the client’s decision or records.

Published annual license bands are shown on the pricing page. Actual workflow capacity, onboarding, AI usage and support scope are confirmed in writing before payment. A headcount band does not itself promise a number of active investigations or participants. Professional advisor services are optional and separately scoped.

The pilot availability page describes the approved starting design and pending limits. It does not activate a company, invite contributors, charge a card or accept a purchase. Final included access and commercial terms must be published before that entry is opened. Existing agreed program access remains governed by its actual written offer.

The privacy and security pages describe current data handling and access boundaries. AI proposals require human review and acceptance; no software promise replaces the owner’s decision. Prepared examples are fictional and establish no customer outcome. This scope notice creates no new waiver, jurisdiction clause or legal agreement.