Clevik — Terms of Service

Last updated: June 10, 2026

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Customer," "you," or "your") and Clevik LLC, a New Mexico limited liability company 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 Professional plan you have selected, as described in Section 4.

1.6. "Order Form" means an ordering document executed by you and Clevik (or an online checkout you complete) that specifies your Subscription Plan, fees, included Credits, and overage rates.

1.7. "Usage Guide" means Clevik's then-current documentation of how Credits are consumed by Service features, made available through the Service and incorporated into these Terms by reference.

1.8. "Documentation" means the Order Form, the pricing page at clevik.com/pricing, and the Usage Guide, each as incorporated into these Terms.

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 security@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.

3.6. API. Clevik may make application programming interfaces ("APIs") available to you. Your use of the APIs is subject to these Terms, the Documentation, and any API-specific reference materials we publish. You are responsible for securing any API keys or credentials issued to you, must not share them, and must comply with any rate limits, quotas, and acceptable-use requirements we set. We may modify, throttle, or deprecate API endpoints with reasonable advance notice. Credit consumption attributable to API usage is governed by Section 4 and the Usage Guide.

4. Subscription Plans and Billing

4.1. Plan. Clevik offers a single subscription plan, the Professional plan. The included Credit allocation and overage rate are also specified in your Order Form and on our pricing page at clevik.com/pricing, both of which are incorporated into these Terms:

4.2. Credit-Based Billing. The Service uses a credit-based billing model. Credits are consumed as you use the Service, as described in the Usage Guide (incorporated into these Terms). We may update the Usage Guide from time to time; however, any change that materially increases the Credits consumed by a given feature will not take effect until at least thirty (30) days after we provide notice in accordance with Section 13.1.

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 the overage rate stated in your Order Form or on the pricing page. 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 under Section 10.1 or otherwise terminated under Section 10. Renewal is at the then-current rate for your plan. You may cancel auto-renewal at any time through the Service or by written notice; cancellation takes effect at the end of your then-current billing period as described in Section 10.1.

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. Refunds. Subscription fees and unused credits are non-refundable, except: (a) as required by applicable law; (b) where these Terms or the DPA expressly provide for a refund of prepaid, unused fees (for example, pro-rata refunds on termination for convenience of a longer-than-monthly subscription (Section 10.2), on your termination for Clevik's uncured material breach (Section 10.3), or on termination following an unresolved sub-processor objection under the DPA). On cancellation of a monthly subscription under Section 10.1, no refund is due because you retain access through the end of the period you have already paid for. 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, excluding taxes on Clevik's net income.

4.9. Late Payment and Suspension for Non-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 fifteen (15) days overdue, after providing notice and an opportunity to cure. This Section 4.9 governs suspension for non-payment; Section 10.5 governs other grounds for suspension.

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 and maintain the Service for you, and as described in our Privacy Policy and Data Processing Agreement. Any use of Customer Data to improve or develop the Service is limited to aggregated, anonymized, and de-identified data as described in Section 8.3, and Clevik does not use identifiable Customer Data to train AI models.

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 our AI model sub-processors for processing. These sub-processors process your data solely to generate responses and do not use your data for model training. The current AI sub-processors and the manner in which they are engaged are identified in our Data Processing Agreement and sub-processor list. 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. Synced Customer Data held in the Service is a copy of data that originates in, and remains available in, your own source systems (such as your ERP, CRM, and databases); the Service is not your system of record for that data. For the data that originates in or is generated by the Service — the documents you upload to the knowledge base and your AI Outputs — you may export a copy at any time during your active subscription through the Service's export functionality. Export functionality also remains available during any suspension under Section 4.9 or 10.5 and for the export period described in Section 10.4.

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. The Service does not make decisions that produce legal or similarly significant effects without your review.

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. Clevik may use aggregated, anonymized, and de-identified usage data (which does not identify you, your Authorized Users, or any individual, and which Clevik commits not to re-identify) to operate, secure, and 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. Liability Cap. TO THE MAXIMUM EXTENT PERMITTED BY LAW, CLEVIK'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE — INCLUDING CLAIMS RELATING TO DATA SECURITY OR CONFIDENTIALITY — SHALL NOT EXCEED THE AMOUNTS PAID BY YOU TO CLEVIK IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM, EXCEPT AS PROVIDED IN SECTION 9.4.

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. No Enhanced Cap; Statutory Exception. Claims relating to Clevik's data security obligations (as set forth in the Data Processing Agreement) or its confidentiality obligations under Section 13.9 are subject to the same liability cap as all other claims under Section 9.2 (one times the amounts paid in the preceding twelve (12) months). There is no separate or enhanced cap for such claims. The only exception is that nothing in these Terms limits liability that cannot be limited under applicable law, including any statutory liability to data subjects or regulators under applicable data protection law.

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. Cancellation, Termination, and Suspension

10.1. Cancellation of a Monthly Subscription (Non-Renewal). If you are on a monthly subscription, you may cancel at any time through the Service or by written notice. Cancellation turns off auto-renewal: your subscription will not renew for a further billing period and ends automatically at the close of your then-current billing period (the "effective date" for a cancellation). You retain full access to the Service through the end of that already-paid period, and no further fees are charged after it. Because you keep access through the period you have paid for, fees for the current billing period are not refunded on cancellation (see Section 4.7). To prevent the next renewal, you must cancel before that period's renewal date.

10.2. Termination for Convenience. Either party may terminate these Terms for convenience on thirty (30) days' written notice. Where you terminate a monthly subscription for convenience, it will be treated as a cancellation under Section 10.1 and take effect at the end of your then-current billing period, so that a notice period crossing a renewal date does not, by itself, cause you to be charged for an additional full period. For any subscription with a term longer than one month (for example, as set out in an Order Form), termination for convenience takes effect at the end of the 30-day notice period, and prepaid, unused fees for the period after the effective date are refunded on a pro-rata basis.

10.3. 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. If you terminate for Clevik's uncured material breach, Clevik will refund any prepaid, unused fees covering the period after the effective date of termination (a refund expressly permitted under Section 4.7).

10.4. Effective Date; Effect of Cancellation or Termination. The "effective date" is the date the subscription ends under Section 10.1, 10.2, or 10.3, as applicable. As of that date:

• (a) Your right to access and use the Service ceases at the end of the applicable billing period (for a cancellation) or notice period (for a termination);
• (b) You remain responsible for all fees incurred through the effective date, including overage charges;
• (c) Clevik will make your knowledge base documents and AI Outputs available for export for thirty (30) days following the effective date (synced Customer Data remains available in your own source systems);
• (d) Clevik will delete your Customer Data within ninety (90) days following the effective date, in accordance with our Privacy Policy and Data Processing Agreement, except as required by applicable law;
• (e) Sections 6.1, 7, 8, 9, 11, 12, 13.9, and the other provisions of 13 that by their nature should survive, survive the end of these Terms.

10.5. Suspension. Clevik may suspend your access to the Service immediately if (a) you fail to pay fees when due and the failure continues as described in Section 4.9, (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. Suspension is not termination: your subscription remains in effect, your Customer Data is retained, and your ability to export Customer Data is preserved as described in Section 6.6. Once the cause of suspension is resolved, we will restore access.

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 misuse of, or unauthorized 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, the Order Form, the pricing page at clevik.com/pricing, the Usage Guide, and Clevik's sub-processor list, constitute the entire agreement between you and Clevik regarding the Service and supersede all prior agreements and understandings. In the event of a conflict, the following order of precedence applies: (1) the Data Processing Agreement (for matters concerning the processing of personal data), (2) the Order Form, (3) these Terms, and (4) the remaining Documentation.

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, except that you may assign these Terms in their entirety, upon written notice to Clevik, to an affiliate or to a successor in connection with a merger, acquisition, or sale of all or substantially all of your assets or equity, provided the assignee assumes these Terms. 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 legal@clevik.com and by mail to Clevik LLC, Attn: Legal, 3571 Far West Blvd #3798, Austin, Texas 78731. 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.

13.9. Confidentiality. Each party (as "Receiving Party") will protect the other party's ("Disclosing Party's") Confidential Information using at least the same degree of care it uses for its own confidential information (and no less than reasonable care), will use it only to perform under these Terms, and will not disclose it except to personnel and advisors who need it and are bound by confidentiality obligations. "Confidential Information" means non-public information disclosed by a party that is designated confidential or that a reasonable person would understand to be confidential, including Customer Data, the Service's non-public features, and pricing. Confidential Information excludes information that is or becomes public through no fault of the Receiving Party, was lawfully known before disclosure, is independently developed, or is rightfully received from a third party. A party may disclose Confidential Information if required by law, provided it gives reasonable notice where lawful. This Section survives termination. Clevik's security obligations with respect to personal data are set out in the Data Processing Agreement.

13.10. Export Control and Sanctions. Each party will comply with applicable export-control and economic-sanctions laws. You represent that you are not located in, or a national or resident of, any embargoed or restricted jurisdiction, and are not on any government restricted-party list, and that you will not use the Service in violation of such laws.

14. Contact Us

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

Clevik LLC
3571 Far West Blvd #3798
Austin, Texas, 78731 USA
Email: support@clevik.com (general) · legal@clevik.com (legal notices)
Website: clevik.com