By accessing or using the Ontrak Consulting Group website (the "Site"), purchasing or engaging any consulting service, subscribing to the Security Operating System, or purchasing any digital product, template, or download offered by Ontrak Consulting Group ("OCG," "we," "us," or "our"), you ("Client" or "you") agree to be bound by these Terms & Conditions, our Privacy Policy, and any Statement of Work, proposal, or order confirmation incorporated by reference. If you do not agree to these Terms, do not use the Site or purchase the Services.

If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind that entity, in which case "you" and "Client" refer to that entity.

OCG provides business consulting, operational, sales, marketing, compliance-support, technology, and training-related advisory services primarily to security companies, executive protection firms, private investigation companies, and related protection-oriented businesses. Depending on the engagement, Services may include one-time consulting engagements (e.g., Security Business Audit, SOP Buildout, CRM Launch), multi-phase programs (e.g., 30-Day Business Fix, 90-Day Growth Program, State Expansion Program), the Security Operating System — a recurring subscription-based advisory platform offered at Basic, Core, and Executive tiers — digital products such as templates, SOP manuals, and guides sold directly through the Site, and access to the Ontrak CRM or related technology tools where included in your plan.

You must be at least 18 years old and have the legal capacity to enter into a binding contract to use the Site or purchase Services. By using the Site, you represent that you meet these requirements and that all information you provide to OCG is accurate and current. The exact scope, deliverables, timeline, and pricing for any engagement are governed by the applicable proposal, Statement of Work ("SOW"), or order confirmation provided at the time of purchase, which controls over any general description on the Site in the event of a conflict.

All fees for consulting engagements, Security Operating System subscriptions, and digital products are as stated in your proposal, SOW, order confirmation, or at checkout on the Site at the time of purchase, in U.S. dollars unless otherwise stated. Payments made through the Site are processed by one or more third-party payment processors, including Stripe, PayPal, and Webflow Payments, depending on the checkout method selected. OCG does not store your full payment card information.

Security Operating System subscriptions and other recurring services bill automatically on the disclosed interval until cancelled. Invoices not paid by their due date will accrue a one-time late fee of $100, plus an additional 10% of the outstanding balance per month for each month the invoice remains unpaid thereafter, and OCG may suspend Services until the account is brought current. Fees are exclusive of applicable sales, use, or similar taxes unless stated otherwise; Client is responsible for such taxes other than taxes on OCG's net income.

Because digital products (templates, guides, downloadable SOPs, etc.) are delivered electronically and accessible immediately upon purchase, all sales of digital products are final and non-refundable, except where required by law or where the product is materially defective, in which case OCG will remedy the issue or issue a refund at its discretion. You may cancel a Security Operating System subscription at any time, effective at the end of the then-current billing period; OCG does not provide prorated refunds for partial billing periods, and no refunds are issued for a billing period once it has begun except at OCG's discretion.

To enable OCG to perform the Services effectively, Client agrees to: provide timely, accurate, and complete information reasonably requested by OCG; designate a primary point of contact with authority to make decisions on Client's behalf; implement recommendations, systems, and documentation at Client's own discretion using Client's own personnel or contractors, unless implementation is expressly included in the SOW; maintain all licenses, permits, insurance, and regulatory compliance required to operate Client's business, independent of any advice provided by OCG; and review any template, SOP, policy, or contract document provided by OCG with Client's own qualified attorney before adopting or relying on it. OCG is not responsible for delays or deficiencies caused by Client's failure to meet these responsibilities.

All frameworks, methodologies, templates, SOP formats, training materials, the Ontrak CRM, website content, and trademarks (including "Ontrak Consulting Group," "Security Operating System," and related names/logos) created or provided by OCG ("OCG Materials") remain the exclusive property of OCG or its licensors. Upon full payment, Client receives a limited, non-exclusive, non-transferable license to use OCG Materials delivered as part of Client's engagement solely for Client's own internal business operations. Client may not resell, sublicense, redistribute, or use OCG Materials to develop a competing consulting or training offering. Client retains ownership of its own pre-existing business data and materials provided to OCG.

Each party agrees to protect the other party's confidential business, financial, and operational information disclosed during the engagement with the same degree of care it uses to protect its own confidential information (and no less than reasonable care), and to use such information solely for purposes of the engagement. This obligation does not apply to information that becomes publicly available through no fault of the receiving party, was already known without an obligation of confidentiality, or must be disclosed by law.

OCG does not guarantee any specific business outcome, including revenue increases, contract awards, lead volume or quality, sales conversions, staffing outcomes, or profitability — results depend on factors outside OCG's control. Nothing provided by OCG, including SOPs, policy templates, compliance frameworks, pricing models, or contracts, constitutes legal, financial, or tax advice, or a substitute for a licensed attorney, accountant, or other qualified professional. Client is solely responsible for verifying all licensing, regulatory, employment, firearms, use-of-force, insurance, and compliance requirements with the appropriate regulator or qualified attorney before relying on any OCG deliverable. All templates and documents are provided as a starting framework for Client's own legal counsel to review and customize before adoption. The Site, Services, and deliverables are provided "as is" and "as available," without warranties of any kind except as expressly stated in a signed SOW.

To the maximum extent permitted by Texas law, OCG, its owners, employees, contractors, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, lost revenue, loss of business opportunity, or loss of data, arising out of or related to the Site or Services, even if OCG has been advised of the possibility of such damages. OCG's total cumulative liability for any engagement shall not exceed the total fees actually paid by Client to OCG for the specific Service giving rise to the claim in the twelve (12) months preceding the claim. These limitations apply regardless of the theory of liability, except where prohibited by applicable law.

Client agrees to indemnify, defend, and hold harmless OCG and its owners, employees, and contractors from and against any third-party claims, damages, losses, and expenses (including reasonable attorneys' fees) arising out of Client's use of the Services or OCG Materials in violation of these Terms or applicable law; Client's failure to obtain or maintain required licenses, permits, or insurance; Client's implementation of any recommendation, policy, or template without appropriate legal or regulatory review; or Client's breach of these Terms.

You may use the Site only for lawful purposes and in accordance with these Terms. You agree not to scrape or reproduce Site content beyond normal browsing; attempt unauthorized access to any portion of the Site, the Ontrak CRM, or related systems; interfere with the Site's operation through malware, denial-of-service attempts, or automated bots; misrepresent your identity or affiliation; or use the Site to compete with, disparage, or misappropriate OCG's business or intellectual property. The Site may contain links to third-party websites; OCG does not control and is not responsible for their content or practices.

These Terms remain in effect for as long as you use the Site or receive Services from OCG. OCG may suspend or terminate your access to the Site, the Ontrak CRM, or Services for non-payment, breach of these Terms, or conduct OCG reasonably determines is harmful to OCG or other clients. Termination does not relieve Client of the obligation to pay for Services already rendered, and does not affect the sections covering Intellectual Property, Confidentiality, Disclaimers, Limitation of Liability, Indemnification, or Dispute Resolution, which survive termination.

OCG may update these Terms from time to time. The "Last Updated" date at the top of this page reflects the most recent revision. Continued use of the Site or Services after changes are posted constitutes acceptance of the updated Terms. For active engagements governed by a separate signed SOW, the terms of that SOW control over conflicting updates to these Terms for the duration of that engagement.

These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws principles. Before initiating a formal dispute, the parties agree to attempt to resolve any dispute informally by contacting OCG using the information in Section 17. Any dispute not resolved informally shall be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, seated in Dallas County, Texas, rather than in court, except that either party may bring an individual claim in small claims court. To the extent permitted by law, disputes must be brought on an individual basis only, and not as a plaintiff or class member in any purported class, consolidated, or representative proceeding.

These Terms, together with any applicable SOW, proposal, or order confirmation, constitute the entire agreement between Client and OCG and supersede all prior agreements on that subject. If any provision is found unenforceable, the remaining provisions remain in full force and effect. OCG's failure to enforce any provision is not a waiver of its right to do so later. Client may not assign these Terms without OCG's prior written consent. OCG provides Services as an independent contractor; nothing in these Terms creates a partnership, joint venture, employment, or agency relationship. Neither party is liable for delays or failures caused by events beyond its reasonable control, including natural disasters, acts of government, labor disputes, or failures of third-party systems.

Questions about these Terms should be directed to Ontrak Consulting Group at info@ontrakgrp.com or via ontrakgrp.com. Ontrak Consulting Group is currently completing formation as a Texas limited liability company.