1. The agreement
These Terms of Service govern the advisory firm's ("Customer," "you") use of the CanyonOps platform provided by CanyonOps, a product of Canyon Strategic Wealth ("we," "us"). Ordering documents — your plan, household band, and fees — form part of the agreement.
2. The service
CanyonOps provides practice-management software: service-calendar setup, task management, meeting-ingest suggestions, reporting, and evidence generation. We provide software, not investment, legal, accounting, or compliance advice. You remain solely responsible for your professional and regulatory obligations.
3. Accounts & acceptable use
You agree to provide accurate information, safeguard credentials, and use the service lawfully. You may add unlimited users within the subscribing firm; you may not resell access, probe other organizations' data, or use the service to violate the rights of others.
4. Customer Data
You own your data, including Client Data. We process it to provide the service as described in the Privacy Policy. You are responsible for having the rights and consents necessary to submit it — including any consents required to record the meetings you upload.
5. AI features
AI-generated suggestions are drafts produced from content you submit. You review, edit, approve, or dismiss them; nothing becomes a record until a firm user approves it, and you are responsible for content you approve. We do not warrant that suggestions are complete or error-free.
6. Fees
Fees are based on your household band, with unlimited team members. Plans are billed monthly or annually (annual plans receive a discount). If your household count exceeds your band, you move to the next band with notice, prorated. You are responsible for applicable taxes. We may suspend service for accounts materially past due, after notice.
7. Term & termination
Subscriptions run month-to-month unless you choose annual billing. Either party may terminate as permitted by the plan terms. Upon termination we will make Customer Data available for export for [30] days, after which it is deleted per our retention schedule, subject to legal holds.
8. Warranties & disclaimers
We will provide the service with reasonable skill and care. Except as expressly stated, the service is provided "as is," and we disclaim implied warranties to the extent permitted by law. We do not warrant uninterrupted or error-free operation.
9. Limitation of liability
To the extent permitted by law, neither party's aggregate liability under these terms will exceed the fees paid in the twelve months preceding the claim, and neither party is liable for indirect, incidental, or consequential damages. [Carve-outs to be finalized by counsel.]
10. Indemnities
[Mutual indemnities scoped by counsel — e.g., our indemnity for third-party IP claims arising from the service; yours for Customer Data and use in violation of these terms.]
11. Confidentiality
Each party will protect the other's confidential information with at least reasonable care and use it only as needed to perform under the agreement.
12. General
Governing law: [State]. Notices to hello@canyonops.ai or the firm's account email. Neither party may assign except to a successor in interest. These terms plus ordering documents are the entire agreement; material changes will be notified in advance.
Questions about these terms? hello@canyonops.ai