Terms of Business

Clarus Enhanced Limited — Terms Governing the Provision of Legal Services

Clarus Enhanced Limited (“Clarus”, “we”, “us”, “our”) is not yet authorised and regulated by the Solicitors Regulation Authority (SRA). Our SRA number is [To be confirmed].

These Terms of Business apply to all services provided by Clarus Enhanced Limited to the client identified in the Engagement Letter (“Client”). They must be read alongside your Engagement Letter and our Privacy Policy.

1. Our Services

The scope of services will be strictly limited to the work described in your Engagement Letter and the service tier selected.

Unless expressly agreed in writing, Clarus does not:

• Conduct full case management
• Monitor court deadlines on an ongoing basis
• Correspond with third parties on your behalf
• File documents with any court or tribunal on your behalf
• Provide continuing advisory services outside the agreed scope
• Act in litigation beyond the agreed scope
• Attend court hearings or act as solicitor on record

All services are provided on a defined, limited-scope basis. If you require services beyond those described in your Engagement Letter, you must instruct us separately in writing.

Service Tiers

Our services are structured across five tiers:

2. Fixed Fees and Payment

All services are charged on a fixed-fee basis as set out in your Engagement Letter or selected tier.

• Fees are payable in advance. Work will not commence until payment is received in full.
• VAT is charged at the applicable rate on all fees.
• Payments are processed securely via Stripe. Clarus does not store payment card details on its servers.
• Fees are non-refundable once work has commenced, except where required by law or where Clarus has failed to deliver the agreed scope of work.
• For Tier 5 retainer clients: the monthly fee covers up to the agreed number of standalone documents. Unused allowances do not roll over. Documents must relate to separate standalone matters.

3. AI-Generated Content

Clients may submit documents generated using artificial intelligence tools including, but not limited to, ChatGPT, Claude, Gemini, and Microsoft CoPilot.

Clarus:

• Does not accept responsibility for the original AI-generated draft prior to review
• Does not endorse any AI platform or tool
• Does not provide automated legal advice
• Does not use client documents to train, fine-tune, or improve any AI system

All legal advice and review are conducted by a qualified, SRA-regulated solicitor. Clients acknowledge that AI-generated documents may contain inaccuracies, omissions, fabricated legal authorities, or procedural errors.

4. Client Disclosure Obligations

4.1 General Obligations

The Client confirms that:

• All factual information provided to Clarus is accurate and complete
• All relevant documentation has been disclosed prior to commencement of the retainer
• Strategic decisions remain the Client’s responsibility unless full representation is separately agreed in writing
• The Client will promptly notify Clarus of any material change in circumstances affecting the matter

Clarus is not responsible for undisclosed information or incomplete instructions. We can only review, advise, and redraft based on the facts, content, and documents you provide.

4.2 Disclosure of Live Proceedings

The Client must disclose, prior to instructing Clarus, whether the document submitted relates to:

• Any existing or contemplated court or tribunal proceedings
• Any live litigation, arbitration, or regulatory investigation
• Any matter subject to an existing legal deadline or limitation period

Failure to disclose the existence of live proceedings or imminent deadlines may affect the scope of our review and the value of any output delivered. Clarus accepts no liability for adverse outcomes arising from non-disclosure of live proceedings.

Where live proceedings exist, the Client is strongly advised to consider whether limited-scope document review is sufficient for their needs, or whether full legal representation is required. Clarus does not monitor limitation periods or court deadlines unless expressly retained to do so under a separate instruction.

5. Penelope — AI Paralegal (Client Objectives Call)

Penelope is an AI voice agent provided by ElevenLabs. Her purpose is to conduct the client objectives call for Tiers 2, 3, 4, and 5, and to record and transcribe the instructions you provide.

Clients must be aware that:

• Penelope is an AI tool and is not a solicitor
• Nothing said by Penelope during any call constitutes legal advice
• You must not rely on anything said by Penelope or act upon it as if it were legal advice
• Clarus accepts no responsibility for any words, statements, or outputs produced by Penelope
• Your call with Penelope will be recorded and transcribed for the purpose of recording your instructions
• By proceeding with a client objectives call, you consent to that call being recorded and transcribed
• Transcripts will be retained for a minimum of 6 years from the conclusion of your matter in accordance with SRA guidance
• Penelope’s outputs are reviewed by a qualified solicitor before any legal work is undertaken

6. Confidentiality

We owe a duty of confidentiality to our Clients in accordance with our professional obligations as SRA-regulated solicitors.

Client information may be disclosed only:

• With your express consent
• Where required by law or regulation
• For compliance with anti-money laundering obligations
• To the SRA or another regulatory body where required

7. Data Protection

Clarus Enhanced Limited acts as a data controller under the UK GDPR and Data Protection Act 2018.

We process personal data:

• For the performance of a contract (provision of legal services)
• To comply with legal and regulatory obligations
• For legitimate business interests

We do not sell client data. We do not use client documents to train AI systems. Client data is stored securely using professional legal practice management systems and retained for a minimum of 6 years from the conclusion of the matter in accordance with SRA guidance.

Full details are set out in our Privacy Policy, which forms part of these Terms.

8. Professional Indemnity Insurance

Clarus maintains professional indemnity insurance with cover of £5,000,000 per claim. Details of our insurer are available upon written request.

9. Limitation of Liability

To the fullest extent permitted by law, Clarus’s total aggregate liability arising out of or in connection with our services shall be limited to £5,000,000 (five million pounds sterling).

This limitation reflects:

• The level of professional indemnity insurance maintained
• The limited-scope nature of the services provided
• The fixed-fee structure agreed

This limitation shall not apply to:

• Death or personal injury caused by negligence
• Fraud or fraudulent misrepresentation
• Any liability which cannot lawfully be limited

10. Exclusions of Liability

We shall not be liable for:

• Errors in documents prior to review unless identified within the agreed scope
• Amendments made to documents after delivery without our prior approval
• Court or procedural deadlines unless expressly retained to monitor them
• Loss arising from information not disclosed to us prior to commencement
• Loss arising from failure to disclose the existence of live proceedings
• Indirect or consequential losses of any kind

11. Third Party Reliance

Our advice and documents are provided solely for the benefit of the Client named in the Engagement Letter. No third party may rely upon our advice without our prior written consent. No rights are conferred under the Contracts (Rights of Third Parties) Act 1999.

12. Multiple Clients

Where instructions are provided by more than one Client jointly, the liability cap applies in aggregate to all claimants collectively.

13. Termination

13.1 Termination by Clarus

We may cease acting and terminate the retainer immediately if:

• Fees are not paid when due
• Instructions fall outside the agreed scope and cannot be resolved
• A conflict of interest arises which cannot be managed
• Regulatory or professional obligations require us to withdraw

13.2 Termination by Client

The Client may terminate the retainer at any time. Fees for work already completed remain payable in full.

13.3 Notice Period for Retainer Clients (Tier 5)

Clients on the Tier 5 Clarus Retainer must provide a minimum of 30 days’ written notice to terminate the retainer. Notice must be sent in writing to contact@clarusenhanced.co.uk. The retainer fee for the notice period remains payable in full regardless of whether services are utilised during that period.

14. Complaints

If you are dissatisfied with our service, please contact our complaints department in the first instance:

Email: contact@clarusenhanced.co.uk

We will acknowledge your complaint within 5 working days and aim to resolve it within 8 weeks. If we cannot resolve your complaint, you may refer the matter to:

The Legal Ombudsman

www.legalombudsman.org.uk

Telephone: 0300 555 0333

Complaints must usually be made within six months of our final response and within one year of the act or omission complained of.

15. Regulatory Information

Clarus Enhanced Limited is not yet authorised and regulated by the Solicitors Regulation Authority.

SRA Standards and Regulations: www.sra.org.uk/solicitors/standards-regulations

SRA Number: [To be confirmed]

16. Pre-Launch Status

These Terms of Business will come into full legal effect upon commencement of regulated legal services by Clarus Enhanced Limited. During the pre-launch and development phase, no solicitor-client relationship is formed, no legal services are being provided, and no regulated legal work is being undertaken.

17. Governing Law

These Terms of Business are governed by the laws of England and Wales. Any dispute shall be subject to the exclusive jurisdiction of the courts of England and Wales.

18. Changes to These Terms

We may update these Terms from time to time. Any changes will be posted on this page with an updated version date. Continued use of our services following any changes constitutes acceptance of the revised Terms.