Clevik — Terms of Service

Last updated: March 2026

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Customer," "you," or "your") and Clevik, Inc., a Delaware corporation headquartered in Austin, Texas ("Clevik," "we," "us," or "our"). These Terms govern your access to and use of the Clevik platform, including our web application, Microsoft Teams integration, APIs, on-premise sync agent, and all related services (collectively, the "Service").

By creating an account, accessing, or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

1. Definitions

1.1. "Customer Data" means all data, files, documents, database contents, and other information that you or your authorized users upload, sync, connect, or otherwise transmit to the Service, including data synced from your ERP, CRM, databases, and uploaded knowledge base documents.

1.2. "AI Outputs" means any answers, charts, reports, summaries, recommendations, or other content generated by the Service using artificial intelligence models.

1.3. "Credits" means the units of usage included in your subscription plan that are consumed when you use the Service's features, including AI queries, data syncing, and report generation.

1.4. "Authorized Users" means individuals you authorize to access the Service under your account.

1.5. "Subscription Plan" means the tier of service you have selected (Starter, Growth, or Scale), as described in Section 4.

2. Eligibility and Account Registration

2.1. Eligibility. The Service is intended for use by businesses and their authorized representatives. You must be at least 18 years of age and have the authority to bind the entity you represent to these Terms.

2.2. Account Registration. To use the Service, you must create an account by providing accurate, current, and complete information. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

2.3. Account Security. You agree to notify us immediately at support@clevik.com if you become aware of any unauthorized access to or use of your account. Clevik is not liable for any loss or damage arising from your failure to secure your account credentials.

3. The Service

3.1. Description. Clevik is an AI-powered operations intelligence platform that connects to your business systems (ERP, CRM, databases), syncs and stores your data, and uses artificial intelligence to answer questions, generate reports, and provide operational insights.

3.2. Delivery. The Service is delivered via our web application and Microsoft Teams integration. Additional integrations (including Slack) may be made available in the future.

3.3. On-Premise Sync Agent. Certain data connections (e.g., SQL Server) require installation of Clevik's sync agent on your network. You are responsible for providing a suitable environment for the sync agent and for maintaining network connectivity. The sync agent operates under your control on your infrastructure.

3.4. Knowledge Base. You may upload documents to the Service's knowledge base. Uploaded documents are processed, chunked, and stored as vector embeddings to enable AI-powered search and retrieval.

3.5. Service Availability. We use commercially reasonable efforts to maintain Service availability but do not guarantee uninterrupted or error-free operation. We may perform scheduled maintenance with reasonable advance notice.

4. Subscription Plans and Billing

4.1. Plans. Clevik offers the following subscription plans:

Specific credit allocations and overage rates for each plan are detailed on our pricing page at clevik.com/pricing.

4.2. Credit-Based Billing. The Service uses a credit-based billing model. Credits are consumed as you use the Service. Credit consumption varies by feature and is documented in our usage guide.

4.3. No Credit Rollover. Unused credits do not roll over to subsequent billing periods. Credits expire at the end of each monthly billing cycle.

4.4. Overage Charges. If you exceed your plan's included credits in a billing period, additional usage will be billed at your plan's overage rate. Overage charges are invoiced at the end of the billing period in which they are incurred.

4.5. Auto-Renewal. Subscriptions automatically renew at the end of each billing period (monthly) unless canceled in accordance with Section 10. Renewal is at the then-current rate for your plan.

4.6. Payment. All fees are due in U.S. dollars. Payment is processed via our third-party payment processor (currently Stripe). You authorize us to charge your designated payment method for all applicable fees.

4.7. No Refunds. Subscription fees and unused credits are non-refundable, except as required by applicable law. Overage charges for usage already consumed are non-refundable.

4.8. Taxes. All fees are exclusive of applicable taxes. You are responsible for all taxes, duties, and levies imposed by taxing authorities in connection with your use of the Service.

4.9. Late Payment. Overdue amounts accrue interest at the lesser of 1.5% per month or the maximum rate permitted by law. We may suspend your access to the Service if payment is more than 15 days overdue.

5. Acceptable Use

5.1. Permitted Use. You may use the Service solely for your internal business operations in accordance with these Terms and any applicable documentation.

5.2. Prohibited Conduct. You agree not to:

• (a) Use the Service for any unlawful purpose or in violation of any applicable law or regulation;
• (b) Reverse engineer, decompile, disassemble, or attempt to derive the source code of the Service;
• (c) Sublicense, resell, rent, lease, or distribute access to the Service to third parties;
• (d) Interfere with or disrupt the integrity or performance of the Service or its underlying infrastructure;
• (e) Attempt to gain unauthorized access to any part of the Service, other accounts, or systems connected to the Service;
• (f) Use the Service to process data you do not have the right to process;
• (g) Upload malicious code, viruses, or harmful content;
• (h) Use the Service to generate content that is illegal, defamatory, harassing, or violates third-party rights;
• (i) Circumvent any usage limits, credit allocations, or access controls;
• (j) Use the Service in a way that could harm Clevik, the Service, or other customers.

5.3. Enforcement. We may suspend or terminate your access if we reasonably believe you have violated this Section 5, with notice where practicable.

6. Customer Data

6.1. Ownership. You retain all right, title, and interest in and to your Customer Data. Nothing in these Terms transfers ownership of Customer Data to Clevik.

6.2. License to Clevik. You grant Clevik a non-exclusive, worldwide, royalty-free license to use, process, store, transmit, and display your Customer Data solely as necessary to provide, maintain, and improve the Service, and as described in our Privacy Policy.

6.3. Data Processing. Customer Data synced from your systems is stored in our analytics database and application database infrastructure. Your data is logically isolated from other customers' data in our multi-tenant architecture (tenant isolation). We do not share your data with other customers or use it to train AI models.

6.4. AI Processing. When you submit queries to the Service, relevant portions of your Customer Data may be sent to third-party AI model providers (currently OpenAI and Anthropic, via Azure AI Foundry) for processing. These providers process your data solely to generate responses and do not use your data for model training. See our Privacy Policy and Data Processing Agreement for details.

6.5. Data Accuracy. You are responsible for the accuracy, quality, and legality of your Customer Data and the means by which you acquired it.

6.6. Data Export. You may export your Customer Data at any time during your active subscription through the Service's export functionality.

7. AI Disclaimers

7.1. Informational Only. AI Outputs generated by the Service are provided for informational purposes only. They are intended to assist your decision-making but are not a substitute for professional judgment.

7.2. No Guarantee of Accuracy. AI Outputs are generated by third-party artificial intelligence models and may be inaccurate, incomplete, outdated, or misleading. Clevik does not warrant the accuracy, reliability, completeness, or usefulness of any AI Output.

7.3. Not Professional Advice. AI Outputs do not constitute legal, financial, accounting, tax, engineering, medical, or any other form of professional advice. You should consult qualified professionals before making business decisions based on AI Outputs.

7.4. Human Review. You are solely responsible for reviewing, validating, and verifying all AI Outputs before relying on them or taking action based on them.

7.5. Third-Party Models. The Service relies on third-party AI models that may change, be updated, or become unavailable. We do not control these models and are not responsible for changes in their performance or behavior.

8. Intellectual Property

8.1. Clevik IP. Clevik and its licensors retain all right, title, and interest in and to the Service, including all software, algorithms, user interfaces, documentation, trademarks, and other intellectual property. These Terms do not grant you any rights to Clevik's intellectual property except the limited right to use the Service as described herein.

8.2. Customer Data. As stated in Section 6.1, you retain all rights to your Customer Data.

8.3. AI Outputs. Subject to the disclaimers in Section 7, as between you and Clevik, you own the AI Outputs generated from your Customer Data and queries. Clevik retains no ownership interest in your AI Outputs. However, Clevik may use aggregated, anonymized, and de-identified usage data to improve the Service.

8.4. Feedback. If you provide suggestions, ideas, or feedback about the Service ("Feedback"), you grant Clevik a perpetual, irrevocable, royalty-free license to use that Feedback for any purpose without obligation to you.

9. Limitation of Liability

9.1. Disclaimer of Warranties. THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, CLEVIK DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY OF AI OUTPUTS.

9.2. Limitation of Liability. TO THE MAXIMUM EXTENT PERMITTED BY LAW, CLEVIK'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE AMOUNTS PAID BY YOU TO CLEVIK IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

9.3. Exclusion of Consequential Damages. IN NO EVENT SHALL CLEVIK BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, REVENUE, DATA, BUSINESS OPPORTUNITIES, OR GOODWILL, REGARDLESS OF THE THEORY OF LIABILITY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

9.4. Exceptions. The limitations in this Section 9 do not apply to (a) Clevik's breach of its confidentiality or data security obligations, or (b) either party's indemnification obligations.

9.5. Basis of the Bargain. You acknowledge that Clevik has set its prices and entered into these Terms in reliance on the limitations of liability and disclaimers set forth herein, and that these form an essential basis of the bargain between the parties.

10. Termination

10.1. Termination for Convenience. Either party may terminate these Terms for any reason by providing thirty (30) days' written notice to the other party.

10.2. Termination for Cause. Either party may terminate these Terms immediately upon written notice if the other party materially breaches these Terms and fails to cure such breach within fifteen (15) days of receiving written notice of the breach.

10.3. Effect of Termination. Upon termination:

• (a) Your right to access and use the Service ceases immediately at the end of the notice period;
• (b) You remain responsible for all fees incurred through the termination date, including overage charges;
• (c) Clevik will make your Customer Data available for export for thirty (30) days following the effective date of termination;
• (d) After the 30-day export period, Clevik will delete your Customer Data in accordance with our Privacy Policy and Data Processing Agreement;
• (e) Sections 6.1, 7, 8, 9, 11, 12, and 13 survive termination.

10.4. Suspension. Clevik may suspend your access to the Service immediately if (a) you fail to pay fees when due, (b) we reasonably believe your use poses a security risk to the Service or other customers, or (c) required by law. We will provide notice of suspension when practicable.

11. Indemnification

11.1. Your Indemnification. You agree to indemnify, defend, and hold harmless Clevik and its officers, directors, employees, and agents from and against any third-party claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising from (a) your use of the Service, (b) your Customer Data, (c) your violation of these Terms, or (d) your violation of any applicable law or third-party right.

11.2. Clevik Indemnification. Clevik will indemnify, defend, and hold harmless Customer from and against any third-party claim that the Service (excluding Customer Data and AI Outputs) infringes such third party's intellectual property rights, provided Customer gives prompt notice, cooperates in the defense, and grants Clevik sole control of the defense and settlement.

12. Governing Law and Dispute Resolution

12.1. Governing Law. These Terms are governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of laws principles.

12.2. Jurisdiction. Any dispute arising under these Terms shall be subject to the exclusive jurisdiction of the state and federal courts located in Travis County, Texas. Both parties consent to personal jurisdiction in such courts.

12.3. Waiver of Jury Trial. TO THE MAXIMUM EXTENT PERMITTED BY LAW, BOTH PARTIES WAIVE ANY RIGHT TO A JURY TRIAL IN CONNECTION WITH ANY DISPUTE ARISING UNDER THESE TERMS.

13. General Provisions

13.1. Modifications. We may modify these Terms from time to time. For material changes, we will provide at least thirty (30) days' advance notice via email or through the Service. Your continued use of the Service after the effective date of any modification constitutes acceptance of the updated Terms. If you do not agree with a modification, you may terminate your account before it takes effect.

13.2. Entire Agreement. These Terms, together with the Privacy Policy, Data Processing Agreement, and any Order Forms, constitute the entire agreement between you and Clevik regarding the Service and supersede all prior agreements and understandings.

13.3. Severability. If any provision of these Terms is held to be unenforceable, the remaining provisions remain in full force and effect.

13.4. Waiver. The failure of either party to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

13.5. Assignment. You may not assign these Terms without Clevik's prior written consent. Clevik may assign these Terms in connection with a merger, acquisition, or sale of all or substantially all of its assets.

13.6. Force Majeure. Neither party shall be liable for failure or delay in performance due to causes beyond its reasonable control, including natural disasters, war, terrorism, epidemics, government action, or internet or infrastructure failures.

13.7. Notices. Notices to Clevik must be sent to support@clevik.com or to Clevik, Inc., Austin, Texas. Notices to you will be sent to the email address associated with your account.

13.8. Independent Contractors. The parties are independent contractors. Nothing in these Terms creates a partnership, joint venture, or employment relationship.

14. Contact Us

If you have questions about these Terms, please contact us at:

Clevik, Inc. Austin, Texas, USA Email: support@clevik.com Website: clevik.com