Terms of Service

◆1 · Who these terms are between

These terms are an agreement between Caveris, LLC, a Virginia limited liability company, and you — the individual professional using Caveris.

You accept these terms yourself, when you create your account. If your brokerage, team, or organization has signed an agreement with Caveris, that agreement binds the organization. It does not bind you, and your organization cannot accept these terms on your behalf.

This is not a formality. Your conversation records are yours, and an organization cannot agree away rights it does not hold.

If a coach added you to a roster, that is not an account. A roster record is a name on a list. It creates no agreement, gives no one access to anything of yours, and does nothing until you register. Nothing has been accepted for you.

You may hold a Caveris account with no organization at all.

◆2 · What Caveris is, and what it is not

Caveris is a professional conversation navigation discipline and the software that delivers it. It helps you locate where another person’s thinking actually is before you choose where to go next.

It does not decide anything. A Reflection or an Orientation describes a conversation. It never tells you what to do, and every decision in your work remains yours to make and yours to answer for.

Not everyone holds both halves. The platform also carries the production side of a practice — a pipeline, agreements, progress against a program — so that you and your coach, advisor or mentor can work efficiently. That is accountability, and it is a different thing from the Method. Both live in the same application. If you are not with an organization, you hold the Method and not the production side: no pipeline, no leaderboard, no cap, and no coaching fee.

What you may read, either way. Any account may read the Foundations lessons and any module or lesson that teaches the Method. The rubrics, the evaluation criteria, and the routing mechanism are withheld from everyone, as §10 sets out.

Caveris is not legal advice, financial advice, tax advice, brokerage advice, medical advice, or therapy. It does not supervise you, and it does not stand in for your license obligations, your brokerage’s supervision, your fiduciary duties, or the professional standards that govern your work. Where anything Caveris produces appears to conflict with those obligations, those obligations win.

◆3 · Your account, and how it begins

There are three ways to arrive and they end at the same place.

In every case, the account comes into existence when you register a login and accept these terms. Not before.

If you are on an organization’s roster, your primary email must match your roster record exactly. That match is how the system links your login to your record, and a mismatch is why a code appears not to work.

• One account, one person. Do not share your credentials.
• Keep it accurate. Give accurate information and keep it current.
• It is yours to look after. You are responsible for activity under your account.

◆4 · Your records belong to you

Your conversation records — the Reflections, Orientations and notes you create — are yours.

Your organization does not own them by virtue of your being on its roster. You are an independent contractor of your organization, or otherwise engaged by it, and neither that relationship nor its payment for your access transfers ownership of your records to it. Caveris treats your records as yours in every case.

If you leave your organization, your account goes with you. You may join another organization or continue on your own, and your records travel with your account rather than staying behind with the roster you were on. Your organization does not receive a copy on your departure and cannot direct their deletion.

If you continue on your own, you join Caveris Direct. It is one shared place for professionals who are not with an organization, and the coaching role in it is served by an AI coach. Caveris Direct has no administrator who can read your reflections — §5’s limits hold there as everywhere. You are paying for yourself, so under §5 you choose what is visible.

You may set a nickname on your record, which your coach can see. If you later join an organization, your progress through the Method travels with you, and the AI coaching relationship ends where a human coach’s begins.

◆5 · Who can see your work

Whoever pays determines who sees.

Several things follow, and they are commitments rather than settings.

• Coverage runs forward only. Records you created while paying privately stay private permanently. Accepting coverage today does not open yesterday’s records, and nothing in this agreement or any later one reaches backward.
• Reflection access follows the coaching relationship and is not a permission. It cannot be granted to an administrator, a manager, or a leader, whatever other access they hold. An organization admin with every permission in the platform still cannot read a reflection. It is stamped when a record is created and frozen there.
• Billing shows counts, never names. Your organization sees how many seats it holds and what they cost. It does not see who chose coverage and who declined.
• Your coach is the only other reader at your organization. No one above them, and no one at another organization, ever. In Caveris Direct there is no one above them because there is no one else.
• Your organization may call this person something else — advisor, mentor, team leader. The label is theirs to choose. It is the same role, with the same access and the same limits.
• What Caveris can see. Caveris staff do not read reflections in the ordinary course. A support person can reach what you see only by standing in your session to troubleshoot something, that access is recorded against them by name, and it happens at your request or your organization’s. It is not a permission anyone holds; it is a logged act with a person’s name on it. The log is written today; a place for you to read it yourself is being built, and until it is, ask and we will show you.

◆6 · Submission consent

Each time you submit a real conversation, you are shown a consent notice at the moment of submission and asked to accept it. That notice — not this document — governs what happens to that submission.

It is versioned deliberately: the license attaches to the text you actually read, at the moment you accepted it. A later version never applies to an earlier submission.

Where this document and a submission notice appear to differ about a particular submission, the notice you accepted at that submission governs.

The submission notice covers a submission. How Caveris handles information generally — what is collected, who sees it, how long it is kept, and what you can ask us to do about it — is set out in the Privacy Policy.

◆7 · Artificial intelligence — what we send, and what we never send

Reflections, Orientations and practice feedback are generated using artificial intelligence — Claude, made by Anthropic — under standard commercial API terms.

• What is sent to the model. Your own de-identified account of a conversation, plus three pieces of context about your practice: how long you have been practicing, how many submissions you have made, and where you are in your learning.
• What is never sent, under any circumstance. Client names, addresses, prices, agreements, transactions, commission figures, income, or production numbers. Not de-identified. Not redacted. Not summarized. It never leaves the data layer, and the isolation is enforced there rather than by policy.
• What AI output is. A read, not a verdict. It can be wrong, incomplete, or miss what mattered. Treat it as one view of a conversation and not as a finding about you or about anyone you spoke with.
• Provider retention. Your de-identified narrative is processed under the model provider’s standard commercial terms, which include a retention window. Caveris does not represent that a zero-retention arrangement is in place, because it is not, and the honest statement is stronger than the vague one.

◆8 · The corpus and the Conversation Library

Your de-identified record joins the corpus — every record the system holds.

A small number of records are later selected into the Conversation Library, the vetted set that teaching standards are drawn from. That selection is a curation act performed by Caveris. You have no part in it, and your submission is never presented as a Library candidate at the time you make it.

Caveris reserves the right to use de-identified records to improve the method and the engine, on the terms set out in the consent notice you accepted at submission.

◆9 · De-identification is your obligation

Change or remove anything that could identify your client before you write. Names, addresses, prices, dates, anything unique to the person or the property. Describe what was said and done, not who they are.

The platform cannot do this for you, and the twice-removal design depends on you doing it first.

If you realize afterward that you left an identifying detail in, tell us. There is a window in which a record can be pulled and corrected, and it protects nothing if no one uses it.

◆10 · What you may not do

• Do not reproduce the criteria. The Method’s rubrics, evaluation criteria, and routing mechanism may not be reproduced, published, taught, or licensed. The competency names and levels are public; the criteria are not.
• Do not reverse engineer or scrape. Or access the platform by automated means.
• Do not submit a conversation you were not a party to.
• Do not use another person’s account, or let anyone use yours.
• Do not present Caveris output as an evaluation of another person for an employment, compensation, or disciplinary decision. It is a developmental instrument and is not built to carry that weight.

◆11 · Intellectual property

The Caveris Method™, The Caveris Standard™, Caveris Certified, and the Caveris platform — including all lessons, prompts, rubrics, and interface content — are the property of Caveris, LLC.

You are granted a personal, revocable, non-transferable license to use them for your own practice for as long as your account is active. Nothing in that license transfers ownership of anything.

Your conversation records remain yours, as stated at §4.

◆12 · Plans and fees

Caveris is paid for. Version 0.5 said there was no fee during the pilot; that is no longer the case, and this section replaces it.

Who pays, and for what. A plan is bought either by an organization for the people on its roster, or by an individual professional for themselves. A plan carries access to the platform and a number of Reflections each month for each person it covers. Prices are shown at checkout before you pay.

How payment is taken. Through Stripe. Your card details are held by Stripe and are never held by Caveris — we can see that a payment succeeded or failed and what plan you are on, and we cannot see your card. Stripe’s own terms and privacy policy apply to what it holds.

The trial. A two-week trial is available to an individual professional. It covers Reflections only, at the Advantage level, and it takes a card at the start. If you do nothing, it becomes a paid plan when the two weeks end; cancel before then and you are not charged. A brokerage does not take a trial — it sees the platform through the demonstration organization instead.

Paying for a year at once. A year paid ahead costs ten months for twelve, on individual plans as well as organization plans.

Changing plan. An upgrade takes effect immediately and is charged pro rata for the rest of the period you have already paid for. A downgrade takes effect at your next renewal rather than immediately, so you keep what you have paid for until it runs out. Either can be called off before it takes effect.

Discount codes are applied at checkout.

Changing prices. If we change what a plan costs, you will be told before it applies to you, and no charge is ever applied retroactively to a period already used.

◆13 · Ending, lapsing, and what is kept

Three different things end an arrangement, and they do not have the same consequences. Version 0.5 carried one sentence — nothing is deleted — which is true of the first and false of the third, so they are separated here.

You close your own account. Tell us and we will close it. Nothing is deleted. Records end by status rather than by removal, which is what makes the history trustworthy, and your records remain associated with you. If you want them actually removed rather than closed, that is a different request and the Privacy Policy says what we can and cannot do about it — ask, and we will do what we can and tell you plainly about anything we cannot.

We suspend or close your account for breach of these terms, with notice where circumstances allow.

Your organization’s plan lapses. This is new to this document and it is the sequence a brokerage should read before it hands over a card.

• A payment fails. The card network and Stripe retry it for about two weeks.
• If the retries run out, the organization goes read-only. Everyone still signs in. All of the work is there to read, and it can be exported at any time from the Billing screen. Practice and the Method lessons carry on as normal. What stops is entering anything new.
• Read-only runs for thirty days. Paying at any point in it puts everything back immediately, exactly as it was.
• If the plan is still unpaid, the organization closes. Sign-in stops for everyone except the Main admin and anyone with Billing access, so the records stay reachable to the people who might need them.
• Records are kept for twelve months after close. An organization returning inside those twelve months pays no setup fee and finds its settings unchanged. It chooses whether to bring its transaction pipeline back as it stood at close or to start the pipeline fresh; everything else comes back either way.
• After twelve months, the working records are removed — client records, transactions, agreements and production figures — and cannot be recovered. The organization’s own account and its billing history are kept. Warnings are sent thirty days and seven days before.

◆14 · Changes to these terms

We may update these terms. Ordinary changes take effect on notice. A material change — anything affecting ownership of your records, who can see your work, or fees — is presented to you for acceptance before it applies.

Every version is numbered, and the version you accepted is recorded against your account.

◆15 · Disclaimers and limits

The platform is provided as-is. Caveris makes no warranty that it will be uninterrupted, error-free, or that any Reflection or Orientation will be accurate or suitable for a particular conversation.

Caveris is not liable for indirect, incidental, or consequential damages, or for lost business, lost commissions, or lost opportunity. Our liability to you is limited to the greater of the fees you have paid Caveris in the preceding twelve months or one hundred dollars. That limit does not apply to your obligations under §10 and §11 — if you reproduce, publish, teach, or license the Method’s rubrics, evaluation criteria, or routing mechanism, or otherwise infringe Caveris’s intellectual property, your liability is not capped.

You are responsible for your own compliance with the laws, license conditions, and professional standards governing your work.

◆16 · Governing law

These terms are governed by the laws of the Commonwealth of Virginia, without regard to conflict-of-law rules. Any dispute is brought in the state or federal courts located in Virginia.

◆17 · Contact

Caveris, LLC · [email protected] · caveris.ai

How Caveris handles information generally — what is collected, who sees it, how long it is kept, and what you can ask us to do about it — is set out in the Privacy Policy. You can also reach us through the contact page.