Terms of Service — Slope Strategy Group

1Agreement to Terms

These Terms of Service ("Terms") are a contract between Slope Strategy Group, LLC ("Slope," "we," "us") and the business entering into an engagement with us ("Client," "you"). By signing a proposal or statement of work with us, creating an account, or using any part of the Slope platform, you agree to these Terms.

If you're accepting these Terms on behalf of a business, you're confirming you have the authority to bind that business.

2What We Provide

Slope provides done-for-you AI and technology services for small and medium-sized businesses, which may include any combination of:

AI Phone Answering — an AI-operated phone agent that answers, qualifies, and routes inbound calls on your behalf.
AI Agent Workforce — a set of specialized AI agents built around your business, coordinated by an orchestrating agent ("Chief of Staff") that can pull in other agents to answer a question or complete a task.
Custom CRM — a customer relationship management system configured for how your business actually runs, including AI-assisted data entry from notes you provide.
Website Design — design, build, and ongoing maintenance of a business website.

The exact scope, deliverables, and configuration of each service are set out in your proposal, order form, or the configuration you approve when a service is set up.

3AI Output — What It Is and Isn't

Our services are built substantially on generative AI (currently Anthropic's Claude models). About anything an AI agent produces for you — a phone call summary, a CRM record update, a research finding, a suggested next step, or any other output:

AI output can be incomplete, out of date, or simply wrong. It is a tool to help you work faster, not a substitute for your own judgment.
Nothing an AI agent produces is legal, financial, tax, medical, or other licensed professional advice, even if it discusses those topics. Verify anything important independently before relying on it or acting on it.
Where an agent has real web access (for example, the Market Research Digest), it is reporting what it found on the public internet at the time it searched — we don't independently verify every source, and information can change or be wrong at the source.
Where an agent can take an action on your behalf (for example, updating a CRM record or running another one of your agents), we build in a human-confirmation step for anything we consider consequential or hard to undo — but you're responsible for reviewing what an agent proposes before approving it.

4Phone Calls and Call Recording

If you use AI Phone Answering, calls handled by your AI agent may be recorded, transcribed, and summarized so that the service can function and so you can review what happened on a call.

Slope is based in Utah, which is a one-party consent state (Utah Code § 77-23a-4): a call may be lawfully recorded with the consent of just one participant, so long as the recording isn't made for a criminal or tortious purpose. For calls handled entirely within Utah, that single consent is satisfied by your own agreement to these Terms and by your AI phone agent's own disclosure to callers.

If your callers are outside Utah: one-party consent under Utah law doesn't reach into a caller's state if that state requires every party to consent — roughly a dozen states do, including California, Florida, and Illinois. You're responsible for making sure your call handling complies with the law of every state your callers are actually in, typically by way of a spoken disclosure at the start of a call (e.g., "this call may be recorded," and, since it's an AI agent, disclosure that the caller is speaking with an AI). We can help build that disclosure into your phone agent's script, but the legal responsibility for compliance sits with you as the business placing and receiving the calls.

5Your Account and Your Data

You're responsible for keeping your login credentials secure and for anything that happens under your account. Let us know right away if you think your account's been compromised.

You retain ownership of the business data you give us or enter into the platform — your customer records, notes, call data, and anything else specific to your business ("Your Data"). You're responsible for having the right to share any of it with us, including any personal information about your own customers, leads, or contacts that flows into your CRM or phone system.

You grant us the right to use Your Data to provide the services to you — including sending relevant parts of it to our AI providers to generate the outputs you're asking for. We don't sell Your Data, and we don't use it to train our own or a third party's AI models beyond what's needed to run your agents in the moment (see our Privacy Policy for the specifics of how each provider handles this).

6Fees and Payment

Most engagements involve a one-time setup fee (covering the initial build) and an ongoing monthly fee (covering everything after). Specific pricing is set out in your proposal or on our published pricing page at the time you sign up.

Setup fees are due before work begins unless we've agreed otherwise in writing.
Monthly fees are billed in advance and are due on the billing date shown on your invoice.
Where a service is described as having unlimited usage, that means there's no per-use charge and no hard cap under normal use — not a license to use the service in a way that's clearly disproportionate to a real business's needs. If usage looks like that, we'll reach out to talk about it before doing anything else.
Late payments may result in services being paused until the account is brought current.

7Term and Termination

Unless your proposal says otherwise, engagements run month-to-month after setup and either party may cancel with 30 days' written notice. Fees already paid are not refunded except where required by law or where we've separately agreed to a refund.

We may suspend or terminate your access if you materially breach these Terms (including non-payment) and don't fix it within a reasonable time after we notify you.

When an engagement ends, you can request an export of Your Data within 30 days; after that window we may delete it from our systems in the ordinary course.

8Intellectual Property

We own the Slope platform itself — the software, agent templates, designs, and methods we use to deliver the services — and nothing in these Terms transfers that ownership to you. We grant you a license to use the platform for your own business for as long as your engagement is active.

Deliverables built specifically for you under a statement of work (for example, a custom website's final design files, once paid in full) belong to you as described in that statement of work.

9Confidentiality

Each of us may see confidential information belonging to the other in the course of this engagement. Both of us agree to protect the other's confidential information with the same care we use for our own, and not to share it with anyone else except as needed to provide or receive the services, or as required by law.

10Disclaimers and Limitation of Liability

The services are provided "as is." We don't guarantee that the platform will be error-free, uninterrupted, or that any AI output will be accurate — see Section 3. To the maximum extent the law allows, we disclaim all other warranties, express or implied.

To the maximum extent the law allows, neither of us is liable to the other for indirect, incidental, or consequential damages, and our total liability to you under this agreement is capped at the amount you paid us in the 3 months before the claim arose. This limitation doesn't apply to either party's confidentiality obligations, indemnification obligations, or to liability that can't legally be limited.

11Indemnification

You agree to cover our reasonable costs if a third party brings a claim against us arising from Your Data, your use of the services in violation of these Terms, or your failure to comply with a law that applies to your own business (including call-recording consent laws, Section 4).

12Third-Party Providers

We rely on third-party providers to deliver the platform, including Anthropic (AI processing), Supabase (database and storage), Vercel (hosting), and Resend (email delivery) — with others added as new capabilities go live. Those providers' own terms and reliability affect our ability to deliver the service, and we're not responsible for their outages or errors, though we'll work to minimize any impact on you.

13Changes to These Terms

We may update these Terms as the platform changes. We'll give you reasonable notice of material changes before they take effect. Continuing to use the services after that means you accept the update.

14Governing Law

These Terms are governed by the laws of Utah, without regard to conflict-of-law rules. Any dispute will be handled in the state or federal courts located in Davis County, Utah, and both parties consent to that venue.

15Contact

Questions about these Terms can be sent to contact@slopestrategy.com. Legal notices under this agreement are effective when sent to that address.