Terms

Service terms outline.

A plain-language outline of how ClearAutomations works with clients. Signed client engagements use written proposals and agreements reviewed by counsel.

Scope of this page

This page is a business-readiness outline, not legal advice. Signed client work is governed by the written proposal or statement of work for that engagement.

Services

ClearAutomations may provide automation strategy, website and workflow implementation, AI voice or chat configuration, CRM setup, reporting, documentation, training, and support as agreed in a written proposal or statement of work.

Client responsibilities

  • -Provide accurate business information and timely approvals.
  • -Own or approve the systems connected to the project.
  • -Approve customer-facing copy, consent language, and disclosures before launch.
  • -Confirm applicable legal, privacy, industry, and professional requirements.

Boundaries

  • -ClearAutomations does not provide legal, medical, insurance, financial, or clinical advice.
  • -AI workflows route, summarize, and assist approved business processes; they do not replace licensed judgment.
  • -Regulated workflows may require a separate agreement, BAA, vendor review, retention controls, and access controls before production use.