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Controlled Pilot Terms

For invited organisations evaluating Cliff within an agreed scope and under human supervision.

1. Who these terms apply to

Cliff and Family Pty Ltd (ABN 75 699 047 151), trading as Cliff & Co (“we”, “us”), provides the pilot to the organisation identified in its written pilot agreement or schedule (“you”). These terms apply when expressly accepted by your authorised representative as part of that agreement. Authorised participants must follow its access and use requirements.

Version 1.0 — 21 September 2026. Visiting this page, installing an app or connecting an account does not by itself accept these terms or authorise the pilot to start. Our public website is covered by separate Terms of Use.

2. Agreed scope and supervision

The pilot is a limited, supervised evaluation. Before live use, we agree in writing on its purpose, participants and roles, enabled connections, selected resources, permitted actions, operating and support windows, fees (if any), and arrangements for stopping, retention and cleanup. Together these form the pilot schedule.

Only the capabilities and activities included in that schedule are authorised. Demonstrations and product descriptions do not expand the scope or promise production readiness, uninterrupted availability or a particular business result. Changes require agreement. A separately negotiated pilot agreement prevails over these terms to the extent of any inconsistency, subject to applicable law.

3. Accounts, permissions and human approvals

You nominate appropriate users, reviewers and approvers, and ensure you have authority to provide access to the selected systems and information. We each protect the accounts and credentials under our control. Participants must not share credentials, bypass controls or use the pilot unlawfully.

Signing in, granting provider access, accepting a reviewer role and approving a business action are separate steps. Connecting an account does not authorise unrestricted access, sending messages or changing records. A read-only connection remains read-only unless an expressly agreed change is implemented and authorised.

Business actions require the approvals specified in the pilot schedule and the applicable controls. Reviewers must check the exact proposed action, recipients and content. A notification, app installation, link click or informal reply in Teams does not replace a required approval in Cliff. We do not treat silence as approval.

4. AI-assisted work

AI-generated drafts and recommendations can contain errors, omissions or misleading conclusions. They require human review against the relevant source information before reliance or action. They are not a substitute for qualified professional advice where needed.

We use AI only for the agreed pilot purposes and within the applicable authorisations. Provider access does not itself authorise model processing. Use of OpenAI or another AI provider requires separately recorded written approval covering the purpose, permitted data and processing arrangements before information is sent to that provider.

We do not promise a successful collection, payment, delivery or other external outcome. These limitations do not remove our obligation to exercise reasonable care and skill or any rights you have under law.

5. Information and confidentiality

We use your information to deliver and secure the agreed pilot, maintain appropriate approval and audit records, and meet legal obligations. Access is limited to the agreed accounts and selected resources. Model inputs are limited to the approved fields and excerpts for the agreed task. Do not provide unrelated records, sensitive information or other people’s information without the necessary authority and agreed safeguards.

Each party protects the other’s confidential information and discloses it only to people or service providers who need it for the agreed purpose and are subject to appropriate confidentiality obligations, or where disclosure is required by law. This does not cover information already lawfully known, independently developed or publicly available without a breach.

Our Privacy Policy explains personal-information handling and how to raise a privacy concern. Both parties remain responsible for their applicable privacy obligations, including required notices and consents. An organisation’s pilot approval does not automatically supply every individual’s consent. We do not use client content to train general-purpose AI models for ourselves or third parties without express written agreement.

6. Connected services and processing locations

Before relevant data is accessed or shared, the pilot schedule or accompanying data-handling notice identifies the enabled providers, access scopes, purposes, material processing arrangements and likely overseas recipient countries where practicable. Additional connections, broader permissions and new processing purposes require the applicable agreement and approvals.

Providers may process information outside Australia. Where Microsoft Bot Global processing is included, an Australian resource-group location does not mean that all bot processing stays in Australia. Other providers’ arrangements must be assessed separately. Acceptance of these terms is not a blanket consent to undisclosed processing or a waiver of privacy rights.

Your use of third-party accounts remains subject to the relevant provider’s terms. Provider outages or changes can affect the pilot; we will explain material effects we become aware of and agree any necessary scope changes with you.

7. Security and incidents

We apply technical and organisational safeguards appropriate to the pilot, including controlled access and protected credentials. No system is risk-free. Each party must promptly report suspected unauthorised access, credential exposure or misuse affecting the pilot and cooperate in reasonable containment and investigation.

We will notify you of a confirmed incident affecting your pilot information without undue delay and provide information reasonably needed for your response. Notifications to individuals or regulators will be handled as required by applicable law. Either party may pause affected activity while an incident or material safety concern is addressed.

8. Ownership and permitted use

Each party retains its existing intellectual-property rights. You retain your rights in information you provide and authorise us to process it only as needed for the agreed pilot and the obligations described here. We retain our rights in the Cliff software and underlying materials.

You may use outputs supplied to you for the agreed business purpose, subject to applicable law and third-party rights. AI outputs may not be unique or qualify for intellectual-property protection. Any additional ownership or licensing arrangements must be agreed in writing.

9. Fees, duration and stopping

Fees and any approved third-party costs must be stated in the pilot agreement. These terms do not introduce a fee, purchase authority or automatic conversion to a paid subscription. Continuing beyond the agreed pilot requires a further agreement.

The pilot ends at the agreed time unless changed by agreement. Either party may stop participation or request a pause by notifying the other. We may restrict affected access where reasonably necessary to address misuse, a security risk or a legal requirement, giving the reason and notice where practicable. We will coordinate an orderly stop, including any action already in progress. Agreed charges for work already performed and any refunds are determined by the pilot agreement and applicable law.

10. Disconnection, retention and cleanup

Before live data is used, the pilot schedule records how to stop access, return or export agreed information, delete working copies, and handle records that must be retained, including their retention periods or criteria. Retained information remains protected and is deleted or de-identified when no longer required, subject to applicable law.

Disconnecting within Cliff does not necessarily revoke a provider-side grant or delete source records, backups or audit evidence. We will identify any separate administrator steps and explain any retention required for security, disputes or legal obligations. Stopping infrastructure is not a promise of immediate deletion of every copy.

11. Your legal rights

Nothing in these terms excludes, restricts or modifies a guarantee, right or remedy that cannot lawfully be excluded, including applicable Australian Consumer Law rights. Describing the service as a pilot or using third-party technology does not remove those rights. These terms do not impose a blanket exclusion of liability or an indemnity on you.

12. Changes, questions and disputes

The version accepted for your pilot continues to apply unless we agree a change with you. Publishing a new version does not by itself change an existing pilot agreement. We will discuss concerns in good faith; this does not prevent either party from seeking urgent relief or using statutory remedies.

Queensland law applies, and the parties submit to the non-exclusive jurisdiction of courts with jurisdiction in Queensland, subject to any mandatory rights or laws that apply elsewhere.

Contact hello@cliffandco.ai about participation, stopping the pilot or these terms. For privacy enquiries, use the subject “Attention: Privacy Officer”.

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