ClereTerms of Service
Last updated 29 July 2026
These terms govern your use of Clere ("we", "us"). By requesting access and using the service, you agree to them.
What the service is
Clere is an assistant for individual advisors, reached over WhatsApp. It reads the accounts you choose to connect, maintains a private set of notes about your contacts and open work, answers questions, sends you a daily summary, and prepares drafts of messages and documents.
It drafts; you send
The assistant never sends anything to anyone on your behalf, and never takes an action outside your own accounts. Everything it prepares lands as a draft for you to read, change and send yourself. This is enforced in the software rather than by policy: there is no send function in it.
Access is by invitation
The service is currently in a limited pilot. Requesting access does not entitle you to it, and we may decline or withdraw access at our discretion. We will tell you if we do.
Your responsibilities
- You confirm you are entitled to connect the accounts you connect, and to share the information you share.
- You are responsible for anything you send. The assistant prepares drafts; the decision to send one, and its consequences, are yours.
- Keep your WhatsApp account and your Google account secure. Anyone with access to your WhatsApp can talk to your assistant.
- Do not use the service to break the law, to send unsolicited bulk messages, or to process anyone's personal data in a way you are not entitled to.
What the assistant gets wrong
The service is built on a large language model. It will sometimes be confidently wrong: it can misread a thread, conflate two people with similar names, or state something that is not true. Treat everything it produces as a draft prepared by a capable but fallible assistant, and check anything that matters before acting on it.
Nothing it produces is legal, financial, tax or professional advice, and it is not a system of record. Keep your own records.
Availability
This is a pilot service, provided as-is. We do not promise it will be available, uninterrupted, or free of defects, and we may change or discontinue it. We will give you reasonable notice and an export of your notes before withdrawing it entirely.
Your data
The Privacy Policy forms part of these terms and describes what we collect and who processes it. Your notes are yours: ask and we will export them, ask and we will delete them.
You keep all rights in the content you connect and the drafts the assistant produces for you. We claim no ownership over them, and we do not use your data to train generalised AI models.
Fees
Pilot access is provided at the fee agreed with you directly, or at no charge where no fee has been agreed. We will not begin charging you without telling you first and giving you the chance to decline.
Liability
To the extent the law allows, we are not liable for indirect or consequential loss, or for lost profits, business or goodwill, arising from your use of the service. Our total liability is limited to the fees you have paid us in the twelve months before the claim. Nothing here limits liability for fraud, death or personal injury caused by negligence, or anything else that cannot be limited by law.
Ending it
You may stop at any time: disconnect Google at myaccount.google.com/permissions and tell us to close your account. We may end your access if you breach these terms, or if we discontinue the service.
Governing law
These terms are governed by the laws of the State of Delaware, USA, and the courts of Delaware have exclusive jurisdiction over any dispute.