Terms of use

Effective 2026-10-29. Version 2026-10-29.

These terms govern ClientGen Reach: the connector for Claude and ChatGPT, the web desk, and the hosted personal pages (together, the service), provided by ClientGen LLC, a Florida limited liability company, 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258. Effective 2026-10-29, version 2026-10-29. Firm acceptance must be given by someone authorized to bind the firm. Viewing this page alone does not record acceptance.

1. Parties and agreements

The agreement is between ClientGen LLC (ClientGen, we, us) and the firm that holds the account (the firm, you). Advisors, firm admins and reviewers who use seats are authorized users and the firm is responsible for their use. If the firm has signed an order form, pilot agreement or services agreement with ClientGen, that document governs where it conflicts with these terms. The privacy notice at /privacy is part of these terms.

2. Accounts and seats

Each user needs an individual login. Advisors, helpers, marketing staff, managers and compliance staff must use their own accounts with assigned permissions, not another person's sign-in code. Which users count as billable seats is set by your firm's order form or the checkout. A firm admin adds and removes seats, sets roles and firm settings, and is the firm's contact for billing and notices. You must give accurate firm details, including the sender identity and registration that print on your pieces, and keep them current. Tell us at once at pete.galloway@clientgen.ai if you believe a seat has been misused.

3. What the service does

The service drafts printed postcards, handwritten notes and hosted personal pages (booking, RSVP, reply) from your firm's approved templates and your own words, shows you a complete proof and the exact price, runs an automated pre-check of the copy, lets your firm route drafts through its own compliance review, and keeps a write-once record of every piece you confirm. Physical gifts shipped by our gift partner are offered on the web desk and through the connector to firms that have them switched on, and you confirm each gift on our site. Household ads are not part of the connector, and gift cards and charitable donations are not offered.

ClientGen does not charge a per-draft fee. Account subscription fees and your assistant provider's charges may still apply. Nothing is charged or sent from Claude or ChatGPT. When you tell your assistant to approve a draft, the service stages it and emails you a confirmation link. Opening the link shows a preview. The piece is ordered only after you press the confirmation button on that page. Physical printing and mailing are switched on firm by firm; while they are off for your firm, confirming records the piece in your archive and nothing is printed, mailed or charged. ClientGen attempts delivery of the archive record to your firm's verified archive address and records delivery failures for follow-up.

4. What the service does not do

• It does not give investment, legal, tax or compliance advice. The automated pre-check flags wording for you and your reviewer; an empty result means no automated flags were found, not that the piece is compliant.
• It does not decide what your firm may send. Your firm is responsible for the content of every piece, for the claims and disclosures in it, for having permission to contact everyone on its list, for honoring do-not-contact requests, for review and approval under the rules that apply to it (including the SEC Marketing Rule and FINRA Rule 2210 where they apply), and for its own books and records.
• It is not your archive of record. It can send records to the verified archive address your firm designates. Your firm must verify receipt, completeness and the suitability of its archive, and use the available exports where needed.
• It does not authorize sending merely because someone opens the email link. Confirmation requires a separate button on the preview page.
• It does not refer clients or leads to you, and it does not promise any response, appointment or business result from a piece.

5. Proofs, review and confirmation

Every piece starts as a draft with a complete proof: the design, the text, the sender name and address, the required disclosures, any images, the linked personal page and the price. A draft is not an order. Approval and review apply to that complete proof, not only to its words. Any material change to a proof, including its text, design, images, disclosures, sender details, recipients or linked page, creates a new draft that needs fresh review and confirmation.

Your firm decides which pieces need review by its own compliance staff and must apply the review that the law and its regulators require, whatever review setting the account has. If your firm turns on required review, or a draft carries a blocking rule flag, the piece cannot be confirmed until a reviewer at your firm approves that exact proof.

The emailed link opens a preview and expires after twenty-four hours; the separate confirmation button on that page authorizes the order. Opening or previewing a draft does not create a charge.

6. Prices, payment and cancellation

The price shown on a draft and again on the confirmation page is the total for those pieces, including printing and standard first-class postage, before any applicable taxes. A gift is priced as the Gifts paragraph in section 7 describes. Orders under $10.00 include a $0.50 small-order service charge, shown on the confirmation page before you confirm. Any applicable sales tax is calculated and shown on the confirmation page before you confirm.

When printing and mailing are on for your firm, pressing the confirmation button charges the payment card on file for your firm's account for the total shown on that page. If the charge is declined, the order is not placed and the page says so. Seats are billed monthly by card through the checkout on the web desk billing page, at $49 a month for each active advisor or firm admin seat, plus any applicable sales tax. Review-only seats are not billed. A firm's first subscription starts with a 30-day free trial, and no card is needed to start it; if no card is on file when the trial ends, the subscription ends. A firm that has subscribed before does not get a second trial. The subscription renews each month until a firm admin cancels in the billing portal. When a seat is added or removed during a month, the next bill is adjusted for the part of the month that seat was active. If a subscription payment fails we will tell the firm admin and may pause new orders until it is fixed.

Use the connector or the web desk to cancel an order. An order cancelled before production starts is refunded in full to the card that paid for it. Cancellation stops once production has started or while its status with the print or handwriting service is being confirmed, which can be before mail is sent; contact support if cancellation is blocked. A seminar kit or a mailing with many recipients can be partly sent; you pay only for the pieces that went out. Disputes about a charge must reach us within sixty days of the charge; this does not limit rights you have under law or a signed agreement.

7. Production, delivery and remedies

Postcards and notes are produced and mailed by third-party print and handwriting services and delivered by the postal service. We pass on the production and mailing dates they report, but we do not guarantee a delivery date, delivery at all, or any result from a piece.

If ClientGen or its print or handwriting services make an error, such as a duplicate charge, a piece that does not match the confirmed proof, or a production defect, report it to support within sixty days of the charge. We will review it and, where the error is ours or our provider's, refund the affected pieces or reprint them at no charge, at your choice. You are responsible for the accuracy of the addresses on your list; mail returned as undeliverable because of an address you supplied is not refunded. Hosted pages run on shared infrastructure and may be unavailable from time to time.

Gifts. Where gifts are offered to your firm, you choose a gift from our gift partner's catalog and write the message for its card. The gift's price, shipping and any applicable tax are shown as separate lines on the quote and again on the confirmation page. You can cancel a gift until it has been placed with our gift partner. After that every gift is final sale, except that we will replace or refund a gift that arrives damaged or defective, is lost by the carrier, or is wrong because of our gift partner's error, if you report it to support promptly. Our gift partner may substitute contents of comparable value without notice, so a gift may not match its photo exactly. Gifts are shipped to street addresses only; we cannot ship to a PO box. We do not guarantee a delivery date, and perishable and food items may arrive later than estimated. A gift returned or lost because of an address you supplied is not refunded. Your firm's gift cap is applied to every gift and is counted per recipient across every advisor at your firm, but Reach can only count gifts sent through Reach. You, and each advisor who orders a gift for your firm, are responsible for following your firm's gift procedures and the rules that apply, including any limit lower than the cap set in Reach. Until charging is switched on for your firm, nothing is charged in Reach for a gift. When charging is switched on for your firm, the card on file is charged for a gift when you press the confirmation button, for the gift's price, any message card or service charge, and any shipping or tax shown on that page as part of that charge. Shipping that our gift partner sets after the order, and any sales tax not included in that charge, are billed separately as their own line before the gift ships. Where this paragraph differs from sections 6 and 7 for a gift, this paragraph applies.

8. Acceptable use

You agree to use the service only for your firm's own lawful marketing to people it has permission to contact, and not to:

• send misleading, deceptive or unsubstantiated claims, or omit disclosures your rules require;
• put account numbers, government identifiers, health information or other sensitive data into drafts, pages or notes;
• contact anyone who has asked your firm not to, or import a list you do not have the right to use;
• take content, logos or images from a website you do not have the right to use;
• try to reach another firm's records, overload the service, or get around its limits and checks;
• resell the service or use it to build a competing product.

Security testing of the service needs our written permission first; report suspected vulnerabilities to pete.galloway@clientgen.ai. We may remove content or refuse a piece that breaks these rules.

9. Your content and our content

You keep ownership of everything you upload or write: your message text, your logo, photos, artwork, brand brief and your mailing list. You give ClientGen and its service providers a limited license to store, render, print, mail, display and keep that content only to provide the service, to fulfill the pieces you confirm, and to keep the write-once record. You confirm that you have the rights to everything you upload, including likeness and photo rights. ClientGen does not train its own AI models on your content or use it for its own marketing. Optional API checks and your assistant provider process content as described in the privacy notice.

ClientGen or its licensors own the service, software, templates, page layouts and designs, and third-party artwork and templates remain subject to their licenses. Your firm may download, print and share draft proofs and confirmed pieces with its own staff, compliance reviewers, auditors, regulators and archive provider, and keep them in its books and records, before and after ordering. A confirmed piece is yours to use for your firm's marketing. You may not extract the reusable templates or layouts and use them to produce other pieces outside the service. If you send us feedback we may use it without obligation.

10. Confidentiality

ClientGen will keep your firm's nonpublic information confidential, including your brand briefs, drafts, marketing plans, mailing lists, page responses and account details. We use it only to provide and secure the service and to meet our legal obligations, limit access to people and service providers who need it for those purposes, and require our service providers to protect it under confidentiality obligations at least as protective as these. We may disclose it where the law or a regulator requires, and will tell you first where we lawfully can. This does not cover information that is public through no fault of ours, that we already had or receive lawfully from someone else without restriction, or that we develop independently.

11. Disclaimers

The service is provided as is and as available. We do not promise that it will be uninterrupted or error free, that the automated pre-check or image check will catch every problem, or that a piece will comply with the rules that apply to your firm. To the fullest extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement. This does not reduce our commitments in sections 6, 7, 10 and 12.

12. Limitation of liability and indemnity

To the fullest extent the law allows, neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, lost business or lost data, arising from the service, even if advised of the possibility. Each party's total liability for all claims arising from the service is limited to the total amounts the firm paid ClientGen, including subscription fees and piece charges, in the twelve months before the event that gave rise to the claim. These limits do not apply to a party's fraud or willful misconduct, to the firm's payment obligations, to the indemnities below, or to liability that cannot be limited by law.

The firm will defend and hold ClientGen harmless from third-party claims arising from the content of the firm's pieces and pages, the firm's list and its permission to contact the people on it, or the firm's breach of these terms, except to the extent a claim is caused by ClientGen's breach of these terms or by the service itself. ClientGen will defend and hold the firm harmless from third-party claims that the service, or ClientGen's templates as ClientGen provided them, infringe that party's intellectual property rights.

A party seeking defense must notify the other promptly in writing, let the other control the defense and settlement, and cooperate reasonably at the defending party's expense. The defending party may not settle a claim in a way that admits fault for, or imposes an obligation on, the other party without that party's written consent.

13. Suspension, termination and what happens afterward

We may suspend a seat or the firm's account, with notice where practical, for misuse under section 8, a security risk, a legal requirement, or a regulator's or provider's instruction. For non-payment we will give the firm admin notice and ten days to fix it before suspending, except where a security or legal risk requires faster action.

Either party may end the agreement on thirty days' written notice. The firm may cancel its seats at any time in the billing portal, and the subscription then runs to the end of the current monthly billing period; the rest of that month is not refunded. If ClientGen ends the agreement or the service without the firm being at fault, ClientGen will refund the unused part of the current month's subscription fee.

For sixty days after the agreement ends, a firm admin can sign in to download the firm's compliance export and account records. Orders not yet in production are cancelled and refunded; pieces already in production are completed and charged. Hosted pages close, and their printed QR codes and short links then open a plain notice that the page is closed. Ending the agreement does not automatically erase data; the privacy notice describes what is kept afterward, and write-once records are retained. Sections 4, 6, 9, 10, 11, 12, 14 and 15 survive termination.

14. Governing law and venue

These terms are governed by the laws of the State of Florida, without regard to its conflict-of-law rules. Any dispute arising from the service will be brought in the state or federal courts located in Duval County, Florida, and both parties consent to that venue. Before filing, the parties will try in good faith to resolve the dispute by written notice and a thirty-day discussion; either party may still seek urgent relief from a court during that time.

15. Changes and notices

We may change these terms. For a material change we will email firm admins at least thirty days before it takes effect and post the new version here with a new effective date; where renewed acceptance is required, it will be requested separately from an authorized firm representative. Notices to the firm go to the firm admin's seat email. Notices to ClientGen go to info@clientgen.ai.

16. Contact

Support and billing: info@clientgen.ai. Security: pete.galloway@clientgen.ai. ClientGen LLC, 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258.

Contact

Support and privacy requests: info@clientgen.ai
Security contact: pete.galloway@clientgen.ai

Account controls: Privacy and account in the Reach console.