Terms of Service

You must be at least 18 years old and legally able to enter into contracts. Our services are intended for franchise brokers and consultants operating in a professional capacity.

Engagements begin with a free Practice Mapping (typically 3 meetings) where we map your practice, identify bottlenecks, and build your first AI tool. After the practice mapping, you may choose to continue with a paid monthly retainer. No payment is required during the initial practice mapping sessions.

Information shared during practice mapping sessions and ongoing engagements is treated as confidential. We will not disclose your practice details, judgment rules, client information, or engagement specifics to third parties without your explicit consent.

Bearing offers three retainer tiers: Practice Intelligence ($500/month), Full Pipeline Intelligence ($1,200/month), and Brokerage Transformation ($2,000/month). Retainers are billed monthly via direct invoicing.

Every engagement starts with a free Practice Mapping (Meetings 1-3). You see the value before you pay anything. There is no obligation to continue to a paid retainer.

You may end your retainer at any time by notifying us. Upon cancellation, you retain access to all deliverables produced during your engagement. No partial refunds are issued for unused time within a billing cycle.

Bearing uses artificial intelligence (powered by Anthropic's Claude) to generate matching reports, candidate assessments, scored shortlists, follow-up sequences, FDD analyses, and other deliverables. These outputs are informational tools to support your professional judgment — they are not legal advice, financial advice, or a substitute for your own due diligence.

AI-generated deliverables may contain errors, omissions, or inaccuracies. Matching reports, candidate assessments, and FDD analyses should be reviewed by you before being used in business decisions. We do not guarantee the accuracy, completeness, or reliability of any AI output.

Your corrections to AI outputs are a core part of our process. When you identify errors or adjust recommendations, those corrections are captured and used to improve your custom AI tools. This correction data is specific to your engagement and is not shared with other clients.

Data sent to our AI providers is used solely to generate your deliverables. Your data is not used to train third-party AI models.

Before candidate data is sent to AI providers for processing, personally identifiable information (full names, email addresses) is stripped. AI scoring, matching, and pipeline analysis operate on financial profiles, preferences, and behavioral data only — without identifying information attached. Where personalized content must be generated (e.g., follow-up emails), only a first name is included.

All user-provided text is sanitized and length-validated before being processed by AI. AI responses are schema-validated to ensure outputs conform to expected formats. These safeguards protect against prompt injection attacks and help maintain the integrity of AI-generated deliverables.

You own your data. Your practice profile, judgment rules, matching logic, client information, and all deliverables produced during your engagement belong to you. You may request copies of all your data at any time.

The Bearing methodology, frameworks (Intelligence Pipeline, practice mapping process), tools, and underlying technology are owned by us and protected by intellectual property laws. Your engagement grants you use of AI tools built for you during the engagement, but not our underlying methodology or technology.

We may use anonymized, aggregated patterns from across engagements to improve our methodology (e.g., common pipeline bottlenecks, typical time-per-task benchmarks). This data is stripped of all identifying information and cannot be traced back to any individual broker.