Policies
These policies are designed for a small professional services business. Update the bracketed placeholders to match your operations.
Privacy Policy
Effective date: January 1, 2026
We collect information you provide when you contact us (such as name, email, and project details). We use it only to respond to inquiries, deliver services, and maintain business records.
- Data sharing: We do not sell your personal data. We may use standard service providers (email, hosting) to operate our business.
- Security: We use reasonable safeguards, but no method is 100% secure.
- Retention: We retain communications and records as needed for operations and legal compliance.
- Contact: For privacy questions, email info@clearpathregulatory.com.
Refund Policy
Effective Date: January 1, 2026
Last Updated: February 15, 2026
Professional services: Consulting time and delivered work products are generally non-refundable once work has started.
- If you paid for a package and work has not started, you may request cancellation within 7 days for a partial refund minus any administrative fees.
- For retainers, unused hours may roll over for 3 months or be handled as defined in the engagement agreement.
- Any exceptions must be agreed in writing.
Tip: replace the bracketed values with your actual policies to avoid ambiguity.
Terms & Conditions
- Scope: Services are defined in a written agreement (proposal/contract/SOW).
- Client responsibilities: You provide timely access to required information and reviewers.
- No legal/medical advice: We provide regulatory consulting; you remain responsible for final decisions and submissions.
- Confidentiality: Both parties agree to protect confidential information, as defined in the agreement.
- Limitation: Liability is limited to the maximum extent permitted by law and typically capped by fees paid, as stated in the agreement.
- Governing law: [Add jurisdiction].