LEGAL DISCLAIMERS AND NOTICES

CLIENTLAKE MARKETING SERVICES

ClientLake (Atarax Media LLC)

https://clientlake.com

Last Updated: November 26, 2025

IMPORTANT NOTICE

PLEASE READ THIS ENTIRE DOCUMENT CAREFULLY. By accessing or using our website or engaging with our services, you acknowledge that you have read, understood, and agree to be bound by these legal disclaimers and notices. These disclaimers protect both you and ClientLake by clearly defining the nature and limitations of our services.

1. NATURE OF SERVICES

1.1 Marketing Services Provider

ClientLake is a specialized marketing service provider, NOT a law firm.

We provide:

• Lead generation system design and implementation
• Marketing automation and CRM setup
• Educational courseware development for business succession planning
• Consultation booking systems and appointment management
• Email and SMS marketing automation
• Compliance framework documentation and implementation support

We DO NOT provide:

• Legal services or legal advice
• Legal referrals or lead brokering
• Attorney-client relationship facilitation
• Practice management or case management
• Legal compliance advice or professional responsibility counsel
• State bar advertising compliance determinations

1.2 Service Relationship

When you engage ClientLake's services, we operate as a marketing technology vendor and service provider. You (the attorney or law firm) maintain complete professional independence and responsibility for:

• Review and approval of all marketing materials
• Compliance with state bar advertising rules
• Client intake and consultation procedures
• Engagement decisions and attorney-client relationships
• Professional conduct and ethics obligations
• Legal service delivery and client representation

1.3 No Fee-Splitting or Referral Arrangement

IMPORTANT COMPLIANCE DISCLOSURE:

ClientLake's pricing model is based on marketing services provided, NOT on legal referrals, lead generation volume, or client outcomes. We charge fixed monthly fees and setup fees for our marketing services. This structure complies with bar rules prohibiting fee-splitting between attorneys and non-attorneys.

We are NOT:

• Paid per lead or per consultation booked
• Paid based on attorney revenue or client fees
• Acting as a lead broker or referral service
• Sharing in legal fees in any way

2. NO GUARANTEES OR REPRESENTATIONS

2.1 Results May Vary

WE MAKE NO GUARANTEES ABOUT MARKETING RESULTS, LEAD VOLUME, OR BUSINESS OUTCOMES.

Marketing and lead generation results depend on numerous factors outside our control, including but not limited to:

• Geographic market conditions and competition
• Attorney expertise, reputation, and responsiveness
• Consultation conversion rates and client intake processes
• Seasonal business cycles and economic conditions
• Ad platform algorithm changes and costs
• Target audience receptiveness and timing
• Quality of attorney follow-up and client service

2.2 Past Performance Not Indicative of Future Results

If we share case studies, examples, or results achieved for other attorney clients (once available), these are provided for illustrative purposes only. They do NOT constitute guarantees or predictions of results you will achieve.

Every attorney practice is unique, and results vary based on:

• Practice area focus and experience level
• Geographic market characteristics
• Competition and market saturation
• Attorney responsiveness and sales skills
• Implementation quality and consistency
• Budget allocation and ad spend levels

2.3 Service Performance Expectations

While we strive to deliver high-quality marketing services, we cannot guarantee:

• Specific numbers of leads, consultations, or clients
• Specific return on investment (ROI) percentages
• Immediate results or consistent month-to-month performance
• That every lead will be qualified or convert to a client
• Uninterrupted service availability (subject to third-party platform dependencies)
• Compatibility with all practice management software or systems

3. ATTORNEY PROFESSIONAL RESPONSIBILITY

3.1 Bar Compliance is Attorney's Responsibility

CRITICAL: While we design our systems with attorney advertising compliance in mind, ultimate responsibility for compliance with state bar rules rests with YOU, the attorney client.

You are responsible for:

• Reviewing and approving all marketing materials before launch
• Ensuring compliance with your state bar's advertising rules
• Including required disclaimers and disclosures
• Maintaining accurate jurisdiction and licensing information
• Not making prohibited claims or guarantees
• Responding promptly to bar inquiries about advertising
• Updating materials when bar rules change

3.2 No Legal Advice or Bar Compliance Counsel

ClientLake does NOT provide legal advice, professional responsibility counsel, or bar compliance determinations. We provide marketing services and compliance framework documentation, but YOU must:

• Consult with your own professional liability carrier about advertising practices
• Seek guidance from ethics counsel if you have compliance questions
• Make final determinations about what complies with your bar's rules
• Assume responsibility for all marketing content we create on your behalf

3.3 Material Approval Requirements

Our service agreements require attorney clients to review and approve all marketing materials before deployment. By approving materials, you represent that:

• Content complies with your state bar's advertising rules
• All claims are accurate and substantiated
• Required disclaimers are included
• You accept professional responsibility for the marketing

4. THIRD-PARTY PLATFORMS AND DEPENDENCIES

4.1 Platform Dependencies

Our services rely on third-party platforms including but not limited to:

• GoHighLevel (CRM, email, SMS, course hosting)
• Facebook/Meta (advertising and lead generation)
• Zoom (video consultations)
• Google Workspace (email and document management)
• Cloudflare (website hosting and performance)

4.2 Platform Limitations and Changes

We are NOT responsible for:

• Third-party platform outages, technical issues, or service interruptions
• Changes to platform policies, features, or pricing
• Platform account suspensions or policy violations
• Ad platform algorithm changes affecting performance
• Email or SMS deliverability issues caused by carrier filtering
• Platform terms of service violations by attorney clients

4.3 Advertising Platform Risks

Facebook and other advertising platforms may reject, suspend, or ban ads for reasons including:

• Policy violations (real or perceived)
• Low quality scores or negative user feedback
• Industry restrictions on legal services advertising
• Algorithmic or automated enforcement errors
• Changes to advertising policies

While we design campaigns to comply with platform policies, we cannot guarantee ad approval or account standing.

5. WEBSITE AND CONTENT DISCLAIMERS

5.1 Information Accuracy

While we strive to keep information on our website current and accurate, we make no representations or warranties about:

• Completeness, accuracy, or reliability of content
• Suitability of our services for your specific practice
• Current availability of features or services described
• Compatibility with your existing systems or processes

5.2 Website Availability

Our website and services are provided "AS IS" and "AS AVAILABLE" without warranties of any kind. We do not guarantee:

• Uninterrupted or error-free website operation
• That defects will be corrected promptly
• Freedom from viruses or harmful components
• Compatibility with all browsers and devices

5.3 Third-Party Links

Our website may contain links to third-party websites or resources. We are not responsible for:

• Content, accuracy, or practices of linked sites
• Products or services offered by third parties
• Privacy policies or terms of third-party sites
• Any damages resulting from use of third-party resources

6. CONSULTATION AND EVALUATION

6.1 Initial Consultation Does Not Create Service Relationship

Scheduling or attending an initial consultation or strategy session does NOT:

• Create a service agreement or contractual relationship
• Obligate ClientLake to provide services
• Guarantee that we can or will work with your firm
• Constitute acceptance of your engagement

6.2 Right to Decline Engagement

ClientLake reserves the right to decline service engagements for any reason, including but not limited to:

• Capacity constraints or scheduling conflicts
• Practice areas outside our specialization
• Jurisdictional limitations or compliance concerns
• Attorney client expectations that cannot be met
• Conflicts with existing client obligations
• Insufficient budget or resources for effective implementation

6.3 No Confidentiality During Consultation

Information shared during initial consultations is not protected by attorney-client privilege or confidentiality obligations. While we handle inquiries professionally, do not share:

• Sensitive client information or case details
• Proprietary practice methods or trade secrets
• Confidential business information
• Information subject to professional responsibility restrictions

7. INTELLECTUAL PROPERTY

7.1 ClientLake Intellectual Property

All materials, frameworks, templates, systems, and methodologies created by ClientLake remain our intellectual property, including:

• Course video scripts and educational content frameworks
• Email and SMS automation sequence templates
• Landing page and funnel design templates
• Compliance documentation frameworks
• Marketing strategy frameworks and methodologies

7.2 Client Ownership

Upon completion of setup and payment of setup fees, attorney clients receive:

• Full access to their GoHighLevel account and data
• Ownership of lead data and contact information
• Rights to continue using deployed marketing materials
• Access to websites and funnels created for their use

7.3 License Limitations

Attorney clients may NOT:

• Resell, redistribute, or relicense ClientLake materials
• Share systems or frameworks with other attorneys or firms
• Remove ClientLake attribution from framework documentation
• Reverse-engineer our proprietary methodologies
• Use our materials to create competing services

8. LIMITATION OF LIABILITY

8.1 Disclaimer of Warranties

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CLIENTLAKE PROVIDES ALL SERVICES "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

8.2 Limitation of Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL CLIENTLAKE, ITS OWNERS, EMPLOYEES, OR CONTRACTORS BE LIABLE FOR:

• Any indirect, incidental, special, consequential, or punitive damages
• Lost profits, revenue, clients, or business opportunities
• Damages resulting from marketing performance or lead quality
• Third-party platform issues, outages, or policy changes
• Bar complaints, disciplinary actions, or professional responsibility issues
• Data loss or security breaches
• Unauthorized access to attorney client systems

8.3 Maximum Liability Cap

In no event shall ClientLake's total liability to you for all damages, losses, and causes of action exceed the total amount paid by you to ClientLake during the twelve (12) months immediately preceding the event giving rise to liability.

8.4 Jurisdictional Limitations

Some jurisdictions do not allow the exclusion or limitation of certain warranties or liabilities, so some of the above limitations may not apply to you. In such jurisdictions, our liability will be limited to the greatest extent permitted by law.

9. INDEMNIFICATION

9.1 Attorney Client Indemnification

By engaging our services, attorney clients agree to indemnify, defend, and hold harmless ClientLake from claims, damages, losses, and expenses (including reasonable attorneys' fees) arising from:

• Violations of state bar advertising rules or professional conduct rules
• Misrepresentations or false claims in marketing materials you approved
• Attorney-client relationship issues or malpractice claims
• Your use of our services in violation of applicable laws or regulations
• Your breach of our service agreement terms
• Disputes with leads, clients, or third parties regarding your services

9.2 ClientLake Indemnification

ClientLake agrees to indemnify attorney clients from claims arising from our gross negligence or willful misconduct in creating materially non-compliant marketing content, provided that:

• You promptly notify us of any such claims
• You provided accurate information about bar requirements
• You reviewed and approved materials before deployment
• The claim relates solely to our negligence, not your modifications

10. DATA OWNERSHIP AND PORTABILITY

10.1 Lead Data Ownership

All lead data and contact information generated through your marketing funnel belongs to YOU (the attorney client). This includes:

• Names, email addresses, and phone numbers
• Course enrollment and progress data
• Communication history and engagement data
• Consultation booking information

10.2 Data Portability

We implement systems that ensure your data remains accessible and portable:

• Google Sheets backup systems for all lead data
• Full access to your GoHighLevel account
• Ability to export data at any time
• No data hostage situations or export fees

10.3 Service Termination

Upon termination of services:

• You retain all lead data and contact information
• You maintain access to your GoHighLevel account (subject to GHL's policies)
• You may continue using deployed marketing materials
• We are not obligated to provide ongoing support or updates

11. GOVERNING LAW AND DISPUTE RESOLUTION

11.1 Governing Law

These disclaimers and notices, and any disputes arising from our services, are governed by the laws of the State of Minnesota, without regard to its conflict of law principles.

11.2 Venue and Jurisdiction

Any legal action or proceeding arising from these disclaimers or our services shall be instituted exclusively in the state or federal courts located in Hennepin County, Minnesota. You consent to the personal jurisdiction of these courts and waive any objection to venue.

11.3 Dispute Resolution

Before initiating any legal action, parties agree to:

• Provide written notice of the dispute with reasonable detail
• Attempt good-faith informal resolution for 30 days
• Consider mediation if informal resolution is unsuccessful

12. MODIFICATIONS TO DISCLAIMERS

ClientLake reserves the right to modify these disclaimers and notices at any time. Changes become effective immediately upon posting to our website. Your continued use of our services after such changes constitutes acceptance of the modified disclaimers.

We will make reasonable efforts to notify current clients of material changes through email or service announcements.

The "Last Updated" date at the top of this document indicates when these disclaimers were most recently revised.

13. CONTACT INFORMATION

If you have questions about these disclaimers or our services, please contact us:

ClientLake (Atarax Media LLC)

Email: hello@clientlake.com

Website: https://clientlake.com

Mailing Address:
330 S Second Ave #200-1584
Minneapolis, MN 55401

14. ACKNOWLEDGMENT AND ACCEPTANCE

By accessing our website, scheduling a consultation, or engaging our services, you acknowledge that you have read, understood, and agree to be bound by these legal disclaimers and notices.

If you do not agree with any part of these disclaimers, you should not use our website or engage our services.

You further acknowledge and agree that:

• You understand the limitations and disclaimers set forth in this document
• You accept responsibility for bar compliance and professional responsibility obligations
• You will not hold ClientLake responsible for marketing results or lead quality variations
• You understand that past results do not predict future outcomes
• You accept the risks inherent in marketing and lead generation services
• You agree to the limitation of liability and indemnification provisions

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Questions about these disclaimers?

Contact ClientLake at hello@clientlake.com

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End of Legal Disclaimers and Notices