1. Agreement
By using the Grant Readiness Checklist (“the Service”), you agree to these Terms and to the Privacy Policy. If you use the Service on behalf of an organization, you confirm you are authorized to bind it. The Service is provided by The Lindsey Effect, [LEGAL ENTITY NAME], [STATE] (“we,” “us”).
2. What the Service is, and is not
- The Service is a tool for organizing grant-readiness information, scoring readiness, drafting narrative, and sharing it with a grant writer.
- The readiness score, action plan, guidance text, templates, and AI drafts are general information to help you prepare. They are not legal, tax, accounting, or grant-eligibility advice, and no score or status is a promise that any funder will award a grant.
- You are responsible for the accuracy of everything you enter and upload, and for reviewing any AI draft before you use it.
3. Accounts and links
- Owner links, review links, workspace links, passwords, and recovery codes are credentials. Keep them private. You are responsible for activity under your links and account.
- Share the review link with a grant writer, never the owner link. Regenerate or revoke links from “Manage links” if they are exposed.
- The Service does not currently send email. If you lose your password and your recovery code, we may not be able to restore access to your account; your checklist links keep working.
- You must be 18 or older to create an account.
4. Two kinds of users
Organizations create or receive a checklist and own the information on it. Grant writers may create checklists for clients from a workspace and can read, but not edit, each client’s checklist. When a grant writer creates a checklist for a client, the client’s information belongs to the client; the grant writer accesses it for the purpose of preparing grant applications for that client and agrees to keep it confidential. [Attorney: consider a fuller confidentiality clause and whether a separate agreement between writer and client is expected.]
5. Your content
- You keep all rights to what you enter and upload. You give us a limited license to store, process, display, and transmit it only as needed to run the Service for you and the people you authorize.
- You confirm you have the right to upload what you upload, including any personal information about staff, board members, or participants, and any needed permissions for participant stories.
- Do not upload malware, content that infringes someone else’s rights, or content that is unlawful. Do not attempt to access another organization’s checklist or another grant writer’s workspace.
6. AI features
AI drafting uses Anthropic’s Claude models. Output may be inaccurate or incomplete and may contain bracketed placeholders for facts we do not have. You are responsible for checking every draft before using it in an application. Do not rely on AI output for legal, tax, or financial statements. See the Privacy Policy for what is sent to the AI provider.
7. Fees
[Choose one:] The Service is currently free. / The Service is provided as part of [PROGRAM OR ENGAGEMENT NAME] under its own pricing and terms. We may introduce fees or paid features in the future with notice.
8. Deletion and termination
- You can delete documents, checklists, and accounts at any time as described in the Privacy Policy. Deletion is permanent.
- We may suspend or remove access for misuse, security risk, or legal requirement. We will try to give notice unless doing so is unsafe or prohibited.
- [Optional dormancy clause matching the Privacy Policy.]
9. Availability
We aim to keep the Service available but do not guarantee uninterrupted access. We rely on third-party hosting (Netlify) and AI (Anthropic). Download your Grant Readiness Packet if you need an offline copy of your information.
10. Disclaimers
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT, TO THE FULLEST EXTENT PERMITTED BY LAW. [Attorney to review.]
11. Limitation of liability
TO THE FULLEST EXTENT PERMITTED BY LAW, WE ARE NOT LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST GRANTS, LOST REVENUE, OR LOST DATA, ARISING FROM YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY FOR ANY CLAIM IS LIMITED TO [THE GREATER OF $100 OR THE AMOUNT YOU PAID US IN THE 12 MONTHS BEFORE THE CLAIM]. [Attorney to review; some states limit these exclusions.]
12. Indemnity
You agree to defend and hold us harmless from claims arising from content you upload or from your misuse of the Service. [Attorney to review.]
13. Governing law and disputes
These Terms are governed by the laws of the State of [Texas], without regard to conflict-of-law rules. Disputes will be resolved in the state or federal courts located in [Dallas County, Texas] [or: by binding arbitration under the rules of [PROVIDER]; attorney to choose and, if arbitration, add class-action waiver and opt-out language].
14. Changes to these Terms
We may update these Terms. We will post the new version here with a new date and, for material changes, notify account holders on the Service [or by email]. Continued use after the effective date means you accept the change.
15. Contact
The Lindsey Effect · [MAILING ADDRESS] · [SUPPORT EMAIL]