Charter & Ledger
Last updated June 18, 2026
Charter & Ledger provides non-binding procurement analysis based on documents submitted by the client. All outputs are informational and advisory only. We do not provide legal, financial, accounting, or professional procurement consulting advice. We make no representations about accuracy, completeness, or fitness for any particular purpose.
Deliverables are produced using AI language models operated by Anthropic, PBC (“Claude”). Extracted data, cost comparisons, trend analysis, and narrative summaries are generated with AI assistance and reviewed by our operator before delivery. AI-assisted outputs are not certified professional opinions and should be independently verified before acting on them.
You are responsible for submitting accurate, complete, and authorized documents. By submitting, you warrant that you have the right to share all submitted materials and that doing so does not violate any third-party confidentiality obligation or applicable law. You are solely responsible for any business decisions made based on our deliverables.
We treat all submitted documents and extracted data as confidential. We will not disclose your data to third parties except to subprocessors necessary to deliver the service (including cloud infrastructure, document processing, and AI analysis providers operating under data processing agreements), or as required by law.
You grant Charter & Ledger a limited license to use anonymized, aggregated data derived from your submissions to improve the service and build cross-client benchmarks. No raw documents, company names, or other identifying information will be used in benchmarks or disclosed externally. You may opt out of benchmarking in writing at any time.
Submission data is retained for your engagement period plus 12 months. To request deletion, submit a written request and deletion will be completed within 30 days. Some data may be retained longer if required by law.
You retain ownership of all documents you submit. Charter & Ledger retains ownership of the methodology, analysis framework, benchmark dataset, platform, and any tools used to produce deliverables. You receive a non-exclusive, non-transferable license to use each deliverable for your internal business purposes only. Deliverables may not be resold, published, or provided to any third party (including investors, lenders, or acquirers) without our prior written consent.
Services are provided "as is" without warranty of any kind, express or implied. We do not warrant that deliverables are error-free, complete, or suitable for any particular purpose. All cost estimates and savings projections are estimates only and do not constitute guarantees of outcome.
Our total cumulative liability arising out of or related to any engagement, whether in contract, tort, or otherwise, is limited to the total fees paid for that specific engagement. In no event will we be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, lost savings, loss of business, or loss of data, even if we have been advised of the possibility of such damages.
The fee for each engagement is stated in the acceptance link. Payment is due within 15 days of delivery or invoice, whichever is earlier. Overdue amounts accrue interest at 1.5% per month from the due date. We reserve the right to withhold delivery until payment is received. Fees are non-refundable once a deliverable has been delivered.
Either party may terminate with 30 days written notice. Fees for work completed prior to termination are due within 30 days of the termination date. Sections 4, 6, 7, 8, 9, 10, 14, and 15 survive termination.
We serve multiple clients, including clients in similar industries who may purchase the same materials from overlapping suppliers. We do not share identifying client data (including company names, supplier names, pricing, or commercial terms) between engagements. Each engagement is conducted in isolation. We reserve the right to decline an engagement where a genuine conflict of interest cannot be managed through data isolation.
Neither party is liable for delay or failure to perform due to causes outside their reasonable control, including natural disasters, government action, internet or infrastructure outages, or third-party service failures (including AI model providers and cloud platforms). If such an event prevents us from delivering for more than 30 days, you may terminate without penalty and owe fees only for work completed prior to the event.
Any dispute arising out of or relating to these terms or any engagement will be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules, conducted in Palm Beach County, Florida. Neither party may bring claims as a plaintiff or class member in any class or representative action. Either party may seek emergency injunctive relief from a court to prevent irreparable harm pending arbitration, or bring qualifying claims in small claims court.
These terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles. For any matter not subject to arbitration under Section 14, the parties consent to exclusive jurisdiction in the state or federal courts of Palm Beach County, Florida.
These terms, together with the engagement acceptance record (including scope, fee, and accepted-at timestamp), constitute the entire agreement between the parties with respect to each engagement. In the event of a conflict between these terms and any other communication, these terms govern.
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