Terms and Conditions

1. Agreement

These Terms and Conditions are a legal agreement between Fat Tailed Solutions LLC and the person or organization using ipstrategy.tech. Our mailing address is 207 South McDowell Blvd., #1040, Petaluma, CA 94954. If you use the service for a company, law firm, client, or other organization, you represent that you are authorized to accept these terms for that organization.

By accessing the public demo, creating an account, selecting a package, accepting onboarding terms, clicking through checkout, using a workbench, submitting a workflow, reviewing evidence, exporting a report, or otherwise using the service, you agree to these terms and to our Privacy Policy.

If a signed order form, statement of work, data processing agreement, security addendum, business associate agreement, or enterprise agreement applies to your use, that signed agreement controls where it expressly conflicts with these online terms.

2. What ipstrategy.tech provides

ipstrategy.tech is an evidence-first workflow system for patent practitioners. It supports novelty, invalidity, freedom-to-operate, landscape, diligence, evidence review, report drafting, usage review, billing, and guided workbench assistance.

The service is search, analysis, workflow, and drafting support. It is not a law firm, does not provide legal advice, does not create an attorney-client relationship with Fat Tailed Solutions, and does not replace professional judgment.

Outputs may include model-assisted planning, patent-search results, excerpts, relevance labels, citations, suggested limitations, run records, reports, and credit estimates. You are responsible for independent attorney or qualified professional review before relying on any output.

3. Plans and access paths

Public demos and sample matters are non-billable and use public or sanitized facts. They are for evaluation only and must not include confidential client facts, restricted data, trade secrets, export-controlled information, personal health information, payment card data, government identifiers, or other regulated data.

Practitioner Starter plans are for one named user, bounded workflow credits, public materials, and low-sensitivity professional materials. Card checkout alone does not authorize submission of restricted client facts or high-sensitivity confidential matters.

Practitioner Pro, one-seat paid pilots, setup sprints, enterprise evaluations, practice-group contracts, private tenant deployments, and any approved-matter access may require signed terms, data-boundary acceptance, security review, a DPA, and/or a scoped statement of work before confidential client facts are entered.

Enterprise and setup-sprint commitments, service levels, support commitments, data handling commitments, setup work, training, custom security controls, private tenant terms, and negotiated liability terms must be written in a signed agreement.

4. Accounts, users, and authority

You must provide accurate account, organization, billing, and workspace information. You are responsible for keeping account access secure and for all activity under your account, organization, workspace, and invited users.

Access is tied to named users, organizations, roles, product access grants, workspace access state, and billing state maintained through Fat Tailed Solutions authentication and billing systems.

You may not share credentials, evade seat limits, impersonate another user, misrepresent authority, bypass access checks, or use another organization or workspace without authorization.

5. Data boundaries and customer content

You retain ownership of the information, prompts, matter facts, documents, notes, annotations, feedback, and other content you submit to the service. You grant Fat Tailed Solutions a limited right to host, process, transmit, display, secure, audit, and otherwise use that content as needed to provide, maintain, protect, and improve the service.

You are responsible for making sure you have the right to submit customer content and that your use complies with professional duties, client instructions, court orders, protective orders, export controls, confidentiality obligations, and applicable law.

You must follow the workspace data mode shown in the product. Public demo workspaces must use sanitized public information. Sanitized evaluation workspaces must avoid restricted or high-sensitivity confidential facts. Approved-matter workspaces may be used only after the applicable approved-matter terms and data boundary have been accepted.

6. Workflow quotes, credits, and spend confirmation

Live searches are quote-first. Preparing a quote does not itself run a live search. A live workflow may require explicit confirmation of the workspace, attorney review responsibility, credit spend, and data boundary before execution.

Workflow credits, report exports, Operator allowance, usage allowances, overage policies, and plan limits are defined by the plan, checkout details, order form, or signed agreement. Credit estimates may be approximate until a run is completed and settled.

We may block, throttle, defer, fail closed, or require additional approval for usage that exceeds a credit cap, budget cap, access state, billing state, security policy, or data boundary.

7. Billing and payment

Practitioner Starter and Practitioner Pro card payments may be handled through Fat Tailed Solutions billing systems and third-party payment processors. You authorize charges, renewals, taxes, and applicable usage or overage fees shown during checkout, in the plan, or in a signed agreement.

Subscriptions renew automatically until canceled when the checkout or order says they renew. Before an online subscription starts, we present the renewal price, billing period, cancellation method, renewal terms, and an unchecked affirmative-consent box. We retain renewal-consent records, including user, organization, plan, price, timestamp, terms version, copy version, checkout session, and IP/device metadata.

You can cancel online subscriptions from Billing Settings. Cancellation stops future renewal charges but does not refund past charges unless required by law or stated in your order. Annual subscriptions, long trials or promotions, material renewal-term changes, and fee changes may receive additional notices before renewal or change dates.

Unless a signed agreement says otherwise, fees are non-refundable except where required by law. You are responsible for taxes, chargebacks, failed payments, and accurate billing information.

We may suspend, downgrade, or terminate access for unpaid amounts, failed payment, chargeback risk, fraud risk, abuse, breach of these terms, expired access, or account revocation.

8. Acceptable use

You may not use the service to break the law, infringe intellectual property, violate privacy or professional obligations, upload malware, attack systems, scrape or exfiltrate data, reverse engineer the service, bypass controls, overload infrastructure, create competing services from non-public features, or interfere with other users.

You may not use the service for unlawful surveillance, discriminatory decisions, unauthorized legal practice, deceptive filings, automated spam, or high-impact decisions without appropriate human professional review.

You may not submit regulated data unless your plan and signed agreement expressly allow it. This includes payment card data, Social Security numbers, health data, children's data, protected government data, controlled technical data, and materials subject to a protective order or legal hold unless approved in writing.

9. Professional responsibility and output limits

Outputs can be incomplete, incorrect, stale, ambiguous, or unsuitable for a specific legal conclusion. Patent data, publication data, priority dates, claim mappings, citations, excerpts, translations, classifications, and relevance labels must be independently checked.

You are solely responsible for legal advice, filing strategy, litigation positions, clearance decisions, freedom-to-operate conclusions, invalidity positions, licensing decisions, client communications, and other professional or business decisions.

Reports and exports are draft work product aids unless and until reviewed, corrected, and approved by qualified counsel or other responsible professionals.

10. Security, tenant isolation, and audits

We use technical and organizational controls intended to protect workspaces, including authentication, secure session cookies, same-origin application controls, workspace and organization scoping, access checks, policy gates, audit records, usage ledgers, and storage controls.

The service is designed around organization and workspace boundaries, role-based access, approved-matter gates, quote-first execution, spend and credit caps, controlled search templates, durable run ledgers, and fail-closed credit controls. These controls support auditability and isolation, but they do not eliminate every operational or professional risk.

No system is completely secure. You must promptly notify us of suspected compromise, unauthorized access, credential exposure, billing anomalies, or possible cross-tenant exposure.

We may log and review audit events, usage events, workflow records, Operator activity, billing events, and security telemetry to operate the service, enforce these terms, investigate abuse, comply with law, and protect users.

11. Third-party services and subprocessors

The service may rely on third-party infrastructure and services for hosting, storage, authentication, billing, payment processing, analytics, email, search, model services, monitoring, and support.

We maintain a public subprocessor list for the main services that may process personal information or customer content for ipstrategy.tech. Internal Fat Tailed Solutions services, including the account, billing, and patents APIs, are part of the service; their underlying cloud, payment, model, email, and security providers appear on the subprocessor list where applicable.

Third-party services are subject to their own terms and policies. We are not responsible for third-party services outside our control, but we select service providers to support the service and use them as described in our Privacy Policy, subprocessor list, and applicable signed agreements.

12. Intellectual property and feedback

Fat Tailed Solutions owns the service, software, workflows, interfaces, documentation, models of operation, product names, trademarks, and non-customer content. These terms do not transfer ownership of our intellectual property.

You may use the service only as permitted by these terms and your plan or signed agreement. You may not copy, resell, sublicense, reverse engineer, or provide the service to third parties except as expressly allowed.

If you provide suggestions, feedback, benchmarks, issue reports, or improvement ideas, we may use them without restriction or compensation, provided we do not disclose your confidential information except as allowed by these terms or a signed agreement.

13. Confidentiality

Each party may receive non-public information that should reasonably be understood as confidential. The receiving party will use confidential information only for the relationship under these terms, protect it with reasonable care, and disclose it only to personnel, contractors, service providers, or advisors who need to know and are bound by confidentiality obligations.

Confidentiality obligations do not apply to information that is public through no fault of the receiving party, already known without restriction, independently developed, rightfully received from a third party, or required to be disclosed by law after reasonable notice where legally permitted.

14. Privacy

Our Privacy Policy explains how we collect, use, disclose, retain, and protect personal information and customer content. By using the service, you acknowledge the Privacy Policy.

Where Fat Tailed Solutions processes personal data on behalf of a customer as a processor or service provider, the applicable DPA or signed agreement controls that processing.

15. Suspension and termination

You may stop using the service at any time. Subscription cancellation, renewal, export, deletion, and refund rules depend on the plan, checkout, billing portal, order form, or signed agreement.

We may suspend or terminate access immediately if we reasonably believe there is a security risk, legal risk, professional-responsibility risk, payment failure, breach, fraud, abuse, or threat to the service or other users.

After termination, your right to use the service ends. We may retain records as described in the Privacy Policy, including billing, audit, security, legal, and dispute records.

16. Disclaimers

The service is provided "as is" and "as available." To the fullest extent permitted by law, Fat Tailed Solutions disclaims all warranties, including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, security, and error-free operation.

We do not warrant that the service will identify all relevant prior art, avoid all errors, meet every professional obligation, preserve privilege, satisfy a court or client requirement, or be suitable for any particular legal, business, technical, or regulatory purpose.

17. Limitation of liability

Except for Excluded Claims, neither party will be liable for indirect, incidental, special, consequential, exemplary, punitive, or lost-profit damages, whether based on contract, tort, negligence, strict liability, statute, or any other theory, even if the party has been advised of the possibility of those damages.

Except for Excluded Claims and Super-Cap Claims, each party's aggregate liability arising out of or relating to the affected services will not exceed the plan cap stated below or in the applicable signed order. Public demo: greater of $100 or fees paid for the service in the prior three months. Self-serve: greater of $500 or fees paid for the service in the prior three months. Pro approved-matter: greater of $5,000 or fees paid for the service in the prior twelve months. Setup sprint: fees paid or payable under the SOW. Enterprise evaluation: greater of $5,000 or fees paid or payable under the SOW. Practice-group annual: fees paid for the affected service in the prior twelve months. Private tenant: fees paid in the prior twelve months or the order-form cap.

For Super-Cap Claims, each party's aggregate liability will not exceed the super-cap stated below or in the applicable signed order. Super-Cap Claims are claims arising from breach of confidentiality, breach of the DPA, or a Security Incident caused by a party's failure to comply with its material security obligations. Self-serve: greater of $1,000 or fees paid for the service in the prior six months. Pro approved-matter: greater of $25,000 or two times fees paid for the service in the prior twelve months. Setup sprint: two times fees paid or payable under the SOW. Enterprise evaluation: greater of $25,000 or two times fees paid or payable under the SOW. Practice-group annual: greater of $50,000 or two times fees paid in the prior twelve months. Private tenant: greater of $100,000 or two times fees paid in the prior twelve months.

Excluded Claims are payment obligations, fraud, willful misconduct, gross negligence, intentional misappropriation, unauthorized use of the service, customer breach of prohibited-data or acceptable-use restrictions, and any liability that cannot be limited under applicable law. The limitations in this section apply to the maximum extent permitted by law and do not limit either party's right to seek equitable or injunctive relief.

18. Indemnity

You will defend, indemnify, and hold harmless Fat Tailed Solutions from claims, damages, liabilities, costs, and expenses arising from your customer content, your use of outputs, your breach of these terms, your violation of law or professional obligations, your unauthorized submission of restricted data, or your use of the service for a client or third party.

Customer indemnity for uploaded content, restricted data, unlawful use, unauthorized corpus mirroring, and breach of acceptable-use or data-boundary rules is uncapped unless a signed agreement states a negotiated super-cap. Fat Tailed Solutions IP infringement indemnity, if included in a signed order, is super-capped for ordinary claims and uncapped only for willful misconduct or claims that cannot legally be capped.

Data, security, and confidentiality claims use the Super-Cap Claims framework unless a signed enterprise agreement provides different terms.

19. Changes

We may update these terms from time to time. We will post the updated version with a new effective date. For material changes to paid or enterprise use, we may provide additional notice through the service, email, checkout, order documents, or account communications.

If you continue using the service after updated terms take effect, you accept the updated terms. If you do not agree, you must stop using the service and cancel any applicable subscription before the updated terms apply.

20. Dispute resolution and California courts

Before filing a claim, the party raising a dispute should send written notice to legal@fattailed.ai or the notice contact associated with the account and allow 30 days for informal resolution where practical.

These terms are governed by the laws of California, excluding conflict-of-law rules, unless a signed agreement says otherwise. The parties will bring court proceedings arising out of or relating to these terms or the service in the state or federal courts located in California, unless a signed agreement provides a different forum.

Either party may bring eligible claims in small claims court. Either party may seek equitable or injunctive relief in court for intellectual-property protection, trade-secret protection, platform abuse, unauthorized access, security threats, confidentiality breaches, or other urgent harm.

Nothing in this section limits nonwaivable rights, remedies, defenses, or procedures available under applicable law.

21. General terms

Neither party is liable for delay or failure caused by events beyond reasonable control. These terms do not create a partnership, agency, employment, fiduciary, or attorney-client relationship. If any provision is unenforceable, the rest remains in effect. Failure to enforce a provision is not a waiver.

Notices may be sent through the service, by email, by billing portal, or to the contact information associated with your account. Legal questions and notices may be sent to legal@fattailed.ai or Fat Tailed Solutions LLC, 207 South McDowell Blvd., #1040, Petaluma, CA 94954.