Terms of Service

These Terms (“Terms”) are a contract between you and Clearstone Group, LLC (“Clearstone”). By creating an account, submitting a case, or otherwise using clearstonegroup.com or the client portal (together, the “Services”), you agree to be bound by these Terms. If you do not agree, do not use the Services.

1. Eligibility

You must be at least 18 years old and have the legal capacity to enter into contracts. By using the Services, you represent that the information you provide is accurate and that you are the person you claim to be.

2. Nature of our services

Clearstone is a recovery organization. We help individuals and families navigate claims and recover assets. We are not a law firm and these Terms do not create an attorney-client relationship. Where legal representation is necessary, we work with partner counsel under a separate engagement letter signed by you.

No content on the Services constitutes legal, tax, accounting, or investment advice. Outcomes depend on the specific facts of your case; nothing on the Services is a guarantee or prediction of result.

3. Your account

• Keep your sign-in credentials confidential. You are responsible for activity that occurs under your account.
• Notify us promptly at support@clearstonesgroup.support if you suspect unauthorized access.
• We may suspend or terminate accounts that violate these Terms, are inactive for an extended period, or that we reasonably believe are being used for fraud or abuse.

4. Fees, trust ledger, and disbursements

Engagement fees, if any, are described in the engagement letter you sign before we begin substantive work. Funds we hold on your behalf are tracked on a trust ledger visible to you in the portal. Disbursement requests are reviewed by our operations team and may be held briefly while we verify the destination and applicable compliance checks.

5. Acceptable use

You agree not to:

• Provide false, misleading, or unlawfully obtained information.
• Use the Services to harass, threaten, or impersonate any person.
• Interfere with, scrape, reverse engineer, or attempt to gain unauthorized access to the Services.
• Upload viruses, malware, or unlawful content.

6. Intellectual property

The Services, including text, logos, and software, are owned by Clearstone or our licensors. You may use the Services only as expressly permitted. Content you upload remains yours; you grant Clearstone a limited license to host, process, and display it as necessary to provide the Services.

7. Confidentiality

Information you share through the Services is treated as confidential and used only to advance your matter, subject to disclosures required by law or our engagement letter.

8. Disclaimers

The Services are provided “as is” and “as available”. To the maximum extent permitted by law, Clearstone disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Services will be uninterrupted, error-free, or that any specific result will be obtained.

9. Limitation of liability

To the maximum extent permitted by law, Clearstone will not be liable for indirect, incidental, special, consequential, or punitive damages, or for any loss of profits or revenues, whether incurred directly or indirectly. Our total liability arising from or related to the Services will not exceed the fees you have paid to Clearstone in the twelve months preceding the event giving rise to the claim, or US$500, whichever is greater. Some jurisdictions do not allow these limits; in that case the limits apply to the fullest extent permitted.

10. Indemnification

You will indemnify and hold harmless Clearstone, its officers, employees, and partners from third-party claims arising out of your breach of these Terms or your unlawful use of the Services.

11. Governing law and dispute resolution

These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to its conflict-of-laws rules. Any dispute will be resolved by binding arbitration in Boston, Massachusetts under the Commercial Arbitration Rules of the American Arbitration Association, except that either party may bring an action in small-claims court for qualifying disputes. You and Clearstone each waive any right to a jury trial.

12. Changes

We may update these Terms from time to time. Material changes will be announced in the portal and by email at least 14 days before they take effect. Continued use of the Services after the effective date constitutes acceptance of the updated Terms.

13. Contact

Clearstone Group, LLC · 141 Beacon Street, 4th Floor, Boston, MA 02116 · support@clearstonesgroup.support · +1 (226) 828-2004