These Terms of Service ("Terms") govern your access to and use of the Coellaborate client portal at portal.coellaborate.com, operated by Coellaborate, LLC ("Coellaborate," "we," "us," or "our"). By accessing or using the portal, you agree to be bound by these Terms.
Access to the portal is provided exclusively to active clients of Coellaborate, LLC. If you are not a current client or have not been granted access as part of an engagement, please do not use the portal. The portal is powered by SuiteDash; use of the portal is also subject to SuiteDash's Terms of Service and Privacy Policy.
1. Portal Access
The client portal is a private, invitation-only workspace provided as part of your consulting engagement with Coellaborate, LLC. Your access is personal and non-transferable. You may not share your login credentials or grant access to individuals outside your firm without our prior written consent.
We reserve the right to modify, suspend, or terminate portal access at any time, with reasonable notice provided when practicable. Access will typically be maintained for the duration of your active engagement.
2. Acceptable Use
You agree to use the portal only for lawful purposes directly related to your consulting engagement. You may not:
- Share your login credentials with unauthorized individuals
- Upload or transmit files containing malware, viruses, or any harmful code
- Use the portal to store or distribute content that is unlawful, defamatory, or infringes on any third party's intellectual property or privacy rights
- Attempt to gain unauthorized access to any portion of the portal or its underlying systems
- Use the portal for any purpose outside the scope of your engagement with Coellaborate
3. Confidentiality
Both parties acknowledge that information shared within the portal — including your firm's data, documents, workflows, financial information, and client-related materials — is strictly confidential.
Coellaborate, LLC will not disclose your confidential information to any third party for any reason. In turn, you agree to maintain the confidentiality of any proprietary methods, frameworks, templates, or documentation shared by Coellaborate in connection with your engagement. This obligation survives termination of the engagement.
4. Intellectual Property
Project deliverables created specifically for your firm — including CRM configurations, SOPs, workflow documentation, and training materials — become your property upon receipt of full payment for the engagement in which they were created.
Coellaborate, LLC retains ownership of the underlying methodologies, template frameworks, and general approaches used to develop those deliverables. Nothing in these Terms transfers any rights to our proprietary systems or know-how beyond what is explicitly delivered as part of your engagement.
5. Privacy
Your use of the portal is also governed by our Privacy Policy, which is incorporated into these Terms by reference. We do not share your information with anyone, ever. Please review the Privacy Policy for full details on how your information is handled.
6. Portal Availability
We make reasonable efforts to keep the portal available and accessible. However, we cannot guarantee uninterrupted or error-free access. Scheduled maintenance, platform updates, or circumstances beyond our control may occasionally affect availability. We will provide advance notice of planned downtime when reasonably practicable.
7. Limitation of Liability
To the fullest extent permitted by applicable law, Coellaborate, LLC shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of — or inability to use — the client portal, including loss of data or business interruption.
Our total liability to you in connection with these Terms or your use of the portal shall not exceed the total fees paid by you to Coellaborate in the 30 days preceding the event giving rise to the claim.
8. Termination
Portal access will generally remain active for the duration of your consulting engagement. Either party may request termination of portal access with reasonable written notice. Upon termination, you will have a reasonable period — no less than 14 days — to download and retrieve any files you have uploaded. After that period, files may be permanently deleted from the platform.
Sections relating to confidentiality, intellectual property, and limitation of liability survive termination of these Terms.
9. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the state in which Coellaborate, LLC is registered, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the courts of that jurisdiction.
10. Changes to These Terms
We may update these Terms from time to time to reflect changes in our services, platform, or applicable law. If we make material changes, we will notify you by email or through the portal at least 14 days before the changes take effect. Your continued use of the portal after that date constitutes acceptance of the revised Terms. The effective date at the top of this page will always reflect the most current version.
11. Entire Agreement
These Terms, together with your engagement agreement and our Privacy Policy, constitute the entire agreement between you and Coellaborate, LLC with respect to your use of the client portal and supersede any prior understandings on the same subject.
Questions about these Terms?
Erin M. Coe · Coellaborate, LLC