Legal
These terms govern the purchase and use of everything WLR Advisory sells through this website. They are written to be read, not to be survived. Where an executed engagement letter says something different, the engagement letter controls.
“WLR.ai” means WLR Advisory LLC, a Massachusetts limited liability company, trading as WLR Advisory. “Client” means the person or organization purchasing. By completing a purchase on this website you accept these terms on behalf of yourself and the organization you represent, and you confirm you are authorized to do so. You confirm that you are purchasing as a business and not for personal, family, or household use.
These terms apply to purchases made through this website. They do not create an Advisory Engagement on their own. An Advisory Engagement begins only as described in Section 5.
Everything on this website is one of two things, and the distinction decides how it is paid for and whether it can be refunded.
Licensed Products are documents delivered by email — the 360 Intelligence Kits and any other kit, guide, packet or framework sold at a fixed price for download. You are buying a copy of a document.
Advisory Engagements are professional services — the Operator Sheet at any service level, the Territory & Target Map, paid search, managed advisory and any scoped or commissioned build. You are buying WLR.ai’s time, judgment and method applied to your situation.
WLR.ai is not a law firm, an accounting firm, a broker-dealer or an investment adviser, and does not practice law or provide legal, tax, investment or securities advice. Products and engagements that address contracts, regulatory readiness, clinical documentation, fundraising or securities filings are research, benchmarking and decision-support frameworks. They are not a substitute for advice from your own licensed professionals, and nothing WLR.ai delivers creates an attorney-client relationship. A description of how a framework was built, including input from practicing attorneys or regulatory professionals, does not make the framework legal or investment advice, and those professionals are not Client’s counsel.
Decisions taken on the strength of anything WLR.ai delivers are Client’s decisions. Have your counsel and your accountant review anything that matters before you act on it.
License. Purchase grants Client a perpetual, non-exclusive, non-transferable license to use the product internally within Client’s organization, including use by Client’s employees and individual contractors who are bound to confidentiality no less protective than these terms. Client may not resell it, publish it, distribute it outside the organization, share it with affiliates unless those affiliates are named on the order, use it to train a publicly available model, or use it to build a competing product for sale. WLR.ai retains all ownership.
Delivery. Licensed Products are delivered by email to the address given at checkout, or made available for download, within one business day of payment. “Business day” means a day on which banks in Boston, Massachusetts are open.
Refunds. Because delivery of the document is the whole of what is purchased, Licensed Products are non-refundable once delivered. If a product has not reached you by the end of the next business day after payment, email hello@wlradvisory.com with your receipt and WLR.ai will either deliver it that day or refund the purchase in full.
Payment is a retainer, not payment for an outcome. A payment made through this website for an Advisory Engagement is an unearned retainer held against an engagement WLR.ai and Client have yet to define together.
Payment does not commence work. Work commences on countersignature of the engagement letter by both parties. The form of that letter is WLR.ai’s then-current engagement letter, which sets scope, boundary, deliverables, cadence, included hours, the rate applied beyond them, the sender of record, and the written canon of what may and may not be claimed on Client’s behalf. Nothing is researched, written, sent, or published under Client’s name before that letter is countersigned.
After payment, WLR.ai contacts Client within one business day to agree that letter.
Refunds before commencement. The retainer is refundable in full, on request, at any time before the engagement letter is countersigned. If WLR.ai and Client cannot agree scope, the retainer is returned in full.
After commencement. Once the engagement letter is countersigned and the first cycle or deliverable has been delivered, the retainer for that period is earned and non-refundable. Amounts paid for periods not yet delivered are handled under Section 6.
The Operator Sheet is billed monthly in advance at the service level and, where the level is priced per territory, for each territory engaged. Billing continues each month until cancelled.
Client may cancel at any time before the next billing date, by email to hello@wlradvisory.com or through the customer portal or receipt link on any invoice. Cancellation stops all future billing. The cycle already paid for is delivered in full and is not prorated or refunded, because the work for that cycle is loaded at its start.
WLR.ai may decline to renew any engagement at the end of a paid cycle, on notice, with any amount paid for an undelivered cycle refunded in full.
Operated-level territories are capacity-limited. WLR.ai may close availability at any time; where a purchase is accepted and capacity is not in fact available, the retainer is returned in full.
WLR.ai MAKES NO REPRESENTATION, WARRANTY OR GUARANTEE AS TO RESULTS. WLR.ai IS ENGAGED TO PRODUCE ANALYSIS, VERIFIED INFORMATION AND EXECUTION INSTRUMENTS — NOT TO PRODUCE MEETINGS, REPLIES, CUSTOMERS OR REVENUE.
Whether outreach produces a reply depends on the market, the offer, the timing and, at every service level short of Operated, on whether Client works the rows delivered. WLR.ai reports the execution rate honestly, including when it is low, and treats a thin cycle as a finding about the segment rather than as a failure to be explained away. That reporting is the deliverable. The outcome is not.
Contact information is verified against published sources and graded — confirmed, plausible, or not found. WLR.ai does not warrant that a graded contact is current, that a person still holds a role, or that an address will accept mail.
Services are provided on an “as is” and “as available” basis. To the fullest extent permitted by law, WLR.ai disclaims all implied warranties, including merchantability, fitness for a particular purpose and non-infringement.
Advisory Engagements involve WLR.ai acting in relation to Client’s market, under Client’s name. Client accordingly represents, warrants and undertakes that:
WLR.ai may decline or withdraw from any instruction it believes would breach this Section, misstate a fact, or expose either party to a claim. Doing so is not a breach by WLR.ai.
Each party will keep the other’s non-public information confidential, use it only for the engagement, and protect it at least as carefully as its own. This survives the engagement by three years, and indefinitely for anything that is a trade secret.
Client will not disclose or publicly link any private instrument WLR.ai provides, including any Operator Sheet URL, which is issued to Client’s named users. Access is per named user and is not transferable.
WLR.ai does not name a client, or a client’s customers, in any public material without that client’s prior written consent.
Client owns its own deliverables. On payment in full for the relevant period, Client owns the work product created specifically for Client under an Advisory Engagement — its territory map, its contact records, the copy written for its segments, its briefings.
WLR.ai owns its method. WLR.ai retains all rights in its underlying methodologies, frameworks, scoring systems, rubrics, templates, software and instruments, including the 360 Intelligence System and the Operator Sheet, together with any improvement to them. Client receives a license to use these as delivered, not ownership of them.
WLR.ai may use anonymized, non-identifying learnings from engagements to improve its methods. General know-how, residual knowledge, and unspecific improvements to WLR.ai’s methods remain WLR.ai’s. WLR.ai will not use Client-identifying data to train a third-party model without Client’s prior written consent.
TO THE FULLEST EXTENT PERMITTED BY LAW, WLR.ai SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOST PROFITS, LOST REVENUE, LOST BUSINESS, LOST OPPORTUNITY, LOST DATA, OR REPUTATIONAL HARM, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY.
EXCEPT FOR THE CARVE-OUTS BELOW, WLR.ai’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS OR ANY ENGAGEMENT SHALL NOT EXCEED: (A) FOR A LICENSED PRODUCT, THE AMOUNT ACTUALLY PAID FOR THAT PRODUCT; AND (B) FOR AN ADVISORY ENGAGEMENT, THE AMOUNTS ACTUALLY PAID BY CLIENT TO WLR.ai FOR THAT ENGAGEMENT IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
The cap does not apply to WLR.ai’s fraud, willful misconduct, or gross negligence; to WLR.ai’s indemnity for infringement of its own methodologies under Section 12; or to liability that cannot lawfully be limited. Nothing in these terms excludes liability that cannot lawfully be excluded, including claims under Massachusetts General Laws Chapter 93A to the extent they cannot be limited by contract.
Client will defend, indemnify and hold WLR.ai harmless from any third-party claim arising out of Client’s breach of Section 8, Client’s use of any name or mark it was not entitled to use or to authorize, the content of communications Client sent, or any claim Client instructed WLR.ai to make.
WLR.ai will defend, indemnify and hold Client harmless from any third-party claim that WLR.ai’s own methodologies, as delivered and used as intended, infringe that third party’s intellectual property.
The indemnified party will give prompt written notice of a claim, allow the indemnifying party to control the defense and settlement, and reasonably cooperate at the indemnifying party’s expense. The indemnifying party will not settle a claim that imposes a non-monetary obligation on the indemnified party, or that includes an admission of fault by the indemnified party, without that party’s prior written consent, not to be unreasonably withheld. WLR.ai’s intellectual-property indemnity covers WLR.ai’s methodologies as delivered and used as intended. It does not cover combinations with Client materials or modifications WLR.ai did not approve.
Either party may terminate an engagement for material breach on fifteen (15) days’ written notice, if the breach is not cured within that period. Either party may terminate immediately where the other becomes insolvent or where continuing would require a breach of law or of Section 8.
On termination, WLR.ai delivers the work product for any period already paid for, and refunds any amount paid for a period not delivered. Sections 3, 4, 7, 8, 9, 10, 11, 12, 15, 16, 17, and 19 survive.
Neither party is liable for delay or failure caused by an event beyond its reasonable control, including act of government, act of God, war, civil disturbance, epidemic or pandemic, labor action, or failure of a third-party network, platform, data source or payment processor. The affected party will notify the other promptly and resume as soon as practicable. Where WLR.ai cannot perform a paid cycle for such a reason, that cycle is refunded or credited at Client’s election.
Payments are processed by Stripe. WLR.ai does not receive or store Client’s full card details. Client’s use of the checkout is additionally subject to Stripe’s own terms. Prices are in US dollars and exclusive of any applicable tax, which is added at checkout where required.
A chargeback, reversal, or failed recurring charge authorizes WLR.ai to suspend the engagement and any private instrument issued under it, including any Operator Sheet URL, until the matter is resolved. Client’s use of the site and checkout is also subject to WLR.ai’s Privacy Policy, published at wlradvisory.com/privacy.
These terms are governed by the laws of the Commonwealth of Massachusetts, without regard to its conflict of laws principles. The Federal Arbitration Act governs the interpretation and enforcement of this Section 16.
The parties will first attempt in good faith to resolve any dispute by direct discussion for thirty (30) days after written notice.
Any dispute not so resolved shall be settled by binding arbitration administered by JAMS, before a single arbitrator, seated in Boston, Massachusetts, in English. Disputes in which the amount in controversy is less than $250,000 shall be administered under the JAMS Streamlined Arbitration Rules. All other disputes shall be administered under the JAMS Comprehensive Arbitration Rules. Judgment on the award may be entered in any court of competent jurisdiction.
Each party may bring claims against the other only in an individual capacity, and not as a plaintiff or class member in any purported class, collective, or representative proceeding. Either party may bring an individual action in a Massachusetts small claims court of competent jurisdiction, if the claim is within that court’s jurisdiction. Either party may seek injunctive relief in court to protect confidential information or intellectual property.
Each party bears its own counsel fees unless the arbitrator finds that a claim or defense was brought in bad faith. JAMS filing and arbitrator fees are allocated as the applicable JAMS rules provide, except that WLR.ai will advance Client’s share of those fees for an individual claim that cannot reasonably be brought in small claims court if Client requests it in writing; the arbitrator may reallocate those fees in the award.
WLR.ai may amend these terms. The version in force for a purchase is the version published on the date of that purchase, and the effective date appears at the top of this page. Material changes do not apply retroactively to an engagement already commenced.
Order of precedence. Where they conflict, a countersigned engagement letter or statement of work controls over these terms, and these terms control over anything else on this website or in marketing material.
These terms, together with the applicable engagement letter, are the entire agreement between the parties on their subject matter and supersede all prior discussions and representations. No amendment is effective unless in writing and agreed by both parties. If any provision is held unenforceable, the rest remains in force.
WLR Advisory — Cambridge, Massachusetts
hello@wlradvisory.com
Notices. Notices under these terms may be given by email to hello@wlradvisory.com and to the email address Client used at checkout. Email notice is effective when sent, unless the sender receives an immediate bounce.
Assignment. Client may not assign these terms without WLR.ai’s prior written consent. WLR.ai may assign these terms to a successor of its practice. These terms bind permitted successors and assigns.
Independent contractor. WLR.ai is an independent contractor. These terms do not create a partnership, joint venture, employment, or fiduciary relationship.
No third-party beneficiaries. These terms create no rights in any person other than the parties.
Electronic signatures. Signatures, including countersignature of an engagement letter, may be electronic and have the same effect as original signatures under Massachusetts General Laws Chapter 110G.
Feedback. WLR.ai may use non-confidential suggestions about its methods without obligation or attribution.
Sanctions. Client represents that it is not a prohibited party under applicable U.S. sanctions laws and will not use a Licensed Product or engagement in violation of those laws.