Client Intake Agreement

1. Parties

"Firm" refers to Placide Global Consultancy™, a professional consulting firm operating globally.

"Client" refers to the individual, organization, or entity engaging the Firm for advisory, consulting, translation, proofreading, or related services.

By submitting a consultation request, booking an appointment, or otherwise engaging the Firm, the Client agrees to the terms of this Agreement.

2. Scope of Engagement

The specific scope of services, deliverables, timelines, and fees for each engagement are confirmed in writing by the Firm following the initial consultation. No work commences until the scope confirmation has been accepted and applicable fees have been settled.

Any changes to the agreed scope must be requested in writing and are subject to a revised fee estimate and timeline.

3. Fees and Payment

All fees are quoted in United States Dollars (USD) and are inclusive of processing costs. The price confirmed in the scope confirmation is the price paid, with no hidden fees.

Placide Global Consultancy™ accepts the following payment methods: card payment through Stripe (Visa, Mastercard, American Express, and select local payment methods), and inclearing and FX checks collections.

Inclearing and FX checks collections is available for all eligible invoices. Payment instructions are provided upon request. Domestic inclearing items typically clear the same business day. International FX checks collections may require one to three business days to clear. Collection fees are the responsibility of the Client. Inclearing and FX checks collections payments are final once received.

Placide Global Consultancy™ does not begin any consulting, advisory, or project work until payment has been fully confirmed. New clients paying by inclearing and FX checks collections must submit payment at least two weeks prior to the intended project start date. Returning clients in good standing may submit payment five business days prior.

International clients are responsible for any currency conversion costs imposed by their financial institution.

For engagements requiring a deposit, the deposit amount and terms are specified in the scope confirmation.

3a. Local vs. International Rate Justification

Placide Global Consultancy™ uses a structured pricing model that reflects the operational, regulatory, and financial requirements of each engagement. Local rates apply to clients within the United States. International rates account for cross-border banking fees, currency conversion, compliance screening, extended communication windows, and the additional operational complexity required to support international clients with clarity and precision. This structure ensures disciplined financial management and accurate support across borders.

3b. Price Discrepancy Regulation and Adjustment Policy

Placide Global Consultancy™ maintains strict pricing consistency across all services, consulting engagements, and digital platforms. The governing price for all services is the rate listed on the most recent official invoice or written agreement issued directly by Placide Global Consultancy™. Website prices, promotional materials, or third-party listings do not override the governing price.

If a discrepancy appears, the governing price will apply. Website or material discrepancies may be corrected without notice. Price discrepancies do not qualify for retroactive adjustments, refunds, or credits. Market-based adjustments may apply to future engagements. International pricing may vary due to currency fluctuations, banking fees, regulatory requirements, or regional operational costs.

4. Refund Policy

Placide Global Consultancy™ operates under a no-refund policy for all consulting, advisory, translation, proofreading, and operational services. Due to the nature of professional expertise, time allocation, and intellectual deliverables, all payments are final once a service is booked or work has begun.

If the Client cancels before any work has started, Placide Global Consultancy™ may offer a credit toward future services at the Firm's discretion. Credits are not guaranteed and are evaluated case-by-case.

For digital products, training materials, or downloadable resources, all sales are final.

If Placide Global Consultancy™ is unable to deliver a service due to internal circumstances, the Firm will either reschedule the service or issue a full refund. This applies only when the inability to deliver is on the Firm's side.

By booking any service, the Client acknowledges and agrees to this refund policy.

5. Confidentiality

Both parties agree to treat all non-public information shared during the engagement as strictly confidential. The Firm will not disclose Client information to third parties without written consent, except as required by applicable law.

The Client agrees to treat any proprietary methodologies, frameworks, templates, or materials provided by the Firm as confidential and not to reproduce, distribute, or disclose them to third parties without the Firm's written permission.

Confidentiality obligations survive the termination of this Agreement for a period of three (3) years.

6. Intellectual Property

Upon full settlement of all applicable fees, the Client receives a non-exclusive, non-transferable license to use the deliverables produced for their engagement for their internal business purposes.

The Firm retains ownership of all underlying methodologies, frameworks, templates, and proprietary processes. Generic frameworks and templates remain the property of the Firm and may be used in other engagements.

The Client may not reproduce, resell, or represent Firm deliverables as their own original work without written permission.

7. Independence

All statements, services, and materials provided by Placide Global Consultancy™ are solely produced independently and are not associated with, sponsored by, or endorsed by any previous, current, or future employer.

The Firm operates as an independent contractor. Nothing in this Agreement creates an employment, partnership, joint venture, or agency relationship between the Firm and the Client.

8. Warranties and Limitations

The Firm warrants that services will be performed with professional care and in accordance with the agreed scope. The Firm does not warrant that any particular business outcome will result from the engagement.

The Firm's liability for any claim arising from an engagement is limited to the fees paid by the Client for the specific engagement giving rise to the claim. The Firm is not liable for indirect, consequential, or incidental damages.

The Firm does not provide legal, tax, regulatory, or financial advice specific to any jurisdiction outside the United States. Clients are responsible for ensuring compliance with applicable laws in their own jurisdiction.

9. International Clients

The Firm serves clients globally. All services are available to clients regardless of geographic location, subject to applicable laws and regulations in the Client's jurisdiction.

Clients outside the United States are responsible for ensuring that engaging the Firm complies with any applicable laws, regulations, or professional licensing requirements in their jurisdiction.

Data shared during the engagement may be processed and stored in the United States. By engaging the Firm, international clients consent to such processing in accordance with the Firm's Privacy Policy.

10. Termination

Either party may terminate an engagement by providing written notice. If the Client terminates after work has commenced, fees for work completed to the date of termination are due and payable.

The Firm reserves the right to decline or discontinue any engagement at its sole discretion, in which case any fees paid for work not yet commenced will be refunded.

11. Governing Law

This Agreement is governed by the laws of the State of Texas, United States, without regard to conflict of law principles. Any dispute arising from this Agreement must be submitted in writing within seven (7) business days of the event giving rise to the dispute. Placide Global Consultancy™ will review the concern and propose a good-faith resolution. If no agreement is reached, the dispute shall be submitted to binding arbitration in Texas, under the rules of the American Arbitration Association. Litigation in any court is not permitted.

For clients located in the European Union, the United Kingdom, Canada, or other jurisdictions with mandatory consumer protection laws, nothing in this Agreement limits rights that cannot be waived under applicable local law.

12. Contact

Questions regarding this Agreement should be directed to [email protected]. The Firm responds to all inquiries within 24–48 hours on business days.