Operum Group LLC

Self-Serve Subscription Agreement

Version: 9. Published May 14, 2026 at operumgroup.com/terms.

Effective Date: May 14, 2026

Last Updated: May 14, 2026

Summary (Plain English)

This plain-English summary is provided for convenience only. The formal terms below are the legally binding agreement. In the event of any conflict between this summary and the formal terms, the formal terms govern.

This is the agreement between Operum Group LLC (“we,” “our,” or “Operum Group”) and you, the firm or individual subscribing to one of our Self-Serve subscription products (“you” or “Subscriber”). The full terms are below. This summary is here so you understand the major points before you scroll through the formal language.

What you’re buying. A monthly or annual subscription to one of three Self-Serve sub-tiers — Foundation, Practitioner, or Cohort. Each tier delivers the Operum Operating System framework, recurring written analysis, live group sessions, and access to our member space. The exact deliverables for your tier are in Section 4.

The 6-month commitment. Every Self-Serve subscription carries a 6-month minimum-term commitment. If you pay monthly, you commit to six full billing months. If you pay annually, you’ve already covered the commitment with the annual payment. You may upgrade your tier at any time. You may not downgrade or cancel during the 6-month window without paying the remaining months.

After the 6-month window, your subscription auto-renews. Monthly subscriptions renew month-to-month, and annual subscriptions renew year-to-year, until you cancel. You can cancel at any time after the minimum term completes by emailing us.

Cancellation is one-click. To cancel, you visit operumgroup.com/cancel and submit the cancellation form. Email to info@operumgroup.com is also accepted as a backup. Cancellations submitted after the 6-month minimum term completes take effect at the end of your current billing period. Cancellations submitted during the minimum term are scheduled for the end of that minimum term — you remain billed through the commitment window per Section 5.3, but no further renewals occur. You can change payment methods, switch tiers (upgrade), and view invoices in the Stripe Customer Portal.

Not legal advice. Operum Group provides operational and business consulting services. Nothing in our materials, sessions, or member space is legal advice. We are not lawyers and do not practice law. For legal questions, consult your own licensed attorney.

Florida law governs. This agreement is governed by Florida law. Disputes are resolved by binding arbitration in Pinellas County, Florida under American Arbitration Association Commercial Rules, after a 30-day informal dispute resolution period (during which the parties attempt to resolve the matter before arbitration begins).

The full terms follow.

1. Parties and Acceptance

1.1 Parties

This agreement is entered into between Operum Group LLC, a Florida limited liability company (Florida Document Number L26000232689), with a registered agent address at 7901 4th St N, STE 300, St. Petersburg, FL 33702, and the firm or individual identified as the subscriber at Stripe Checkout.

1.2 Acceptance and Binding Version

You accept this agreement by checking the “I agree” box and completing payment at Stripe Checkout for any Self-Serve subscription product. Your subscription begins when payment clears. By accepting this agreement, you represent that you are at least 18 years old, that you have authority to bind the firm or entity on whose behalf you are subscribing, and that the information you provide at checkout is accurate.

The version of this agreement presented to you at Stripe Checkout at the time of acceptance is the version that binds you. Operum Group will maintain a version history of this agreement at operumgroup.com/terms.

1.3 Scope

This agreement governs Operum Group’s three Self-Serve subscription products: Foundation, Practitioner, and Cohort. It does not govern Guided or Fractional COO engagements, which are covered by separate Master Services Agreements and Statements of Work.

1.4 Subscriber Representations and Warranties

By accepting this agreement, the Subscriber represents and warrants that:

• The Subscriber’s firm is a legal services organization, professional services firm, or other legitimate business with a bona fide need for the Operum Materials and Member Space services.
• The Subscriber is not a direct competitor of Operum Group, and is not subscribing for the purpose of replicating, reverse-engineering, or competing with the Operum Operating System framework.
• The Subscriber’s use of the Operum Materials will not violate any applicable law, regulation, or third-party right.
• All information the Subscriber provides at checkout and during the Subscription is accurate and current.

2. The Subscription Products

Operum Group offers three Self-Serve sub-tiers (Foundation, Practitioner, and Cohort), each available in a monthly or annual billing variant. The six Subscription SKUs and the current published pricing are listed at operumgroup.com/engagements.

Sub-tier	Monthly	Annual (15% discount)
Foundation	$300 / month	$3,060 / year
Practitioner	$1,200 / month	$12,240 / year
Cohort	$1,800 / month	$18,360 / year

Current pricing and engagement scope are published at operumgroup.com/engagements. Operum Group reserves the right to change prices on 30 days’ notice; price changes do not apply to active subscriptions until the next renewal.

3. Definitions

For purposes of this agreement:

“Operum Materials” means the Operum Operating System book, the six-pillar framework, all templates, video content, recorded sessions, written Briefs, webinar recordings, the member directory, and all other content provided to Subscribers through the subscription, in any format.

“Member Space” means the Operum-hosted member environment at members.operumgroup.com (currently delivered through Circle), including all content, recordings, directories, and community features.

“Monthly Operating Brief” means a long-form written analysis published by Operum Group during the first week of each calendar month, approximately 1,500 to 3,000 words in length, addressing a current legal-operations issue or framework concept.

“Quarterly Working Webinar” means a live group webinar of 60 to 90 minutes, scheduled once per calendar quarter, walking through one pillar’s implementation in depth, open to all active Self-Serve Subscribers across all sub-tiers, with a recording made available afterward.

“Quarterly Cohort Townhall” means a live group session of comparable length, scheduled once per calendar quarter, restricted to active Cohort-tier Subscribers, with a peer-firm-only format focused on case-study sharing and operator-to-operator discussion. The Quarterly Cohort Townhall is distinct from the Quarterly Working Webinar.

“Subscription” means an active, paid enrollment in one of the six Self-Serve SKUs.

“Minimum Term” has the meaning set forth in Section 5.

“Stripe” means Stripe, Inc., the third-party payment processor and subscription management platform Operum Group uses to bill Subscribers.

“Circle” means Circle.so or any successor third-party member-experience platform Operum Group uses to deliver the Member Space.

4. Deliverables

The deliverables included in each Self-Serve sub-tier are described below. All deliverables remain available to the Subscriber for the duration of the active Subscription. Specific topics, session dates, and Brief subject matter remain at Operum Group’s editorial discretion.

4.1 Foundation — The methodology, kept current.

• The Operum Operating System book (current edition), with continuous access to revisions and additions while the Subscription is active
• The six-pillar framework with sequencing rationale and worked examples drawn from real engagements
• The Monthly Operating Brief
• The Quarterly Working Webinar, with live attendance and recording access
• Access to the Member Space for the duration of the Subscription

4.2 Practitioner — The framework, with the toolkit.

Everything in Foundation, plus:

• Implementation templates across all six pillars
• KPI frameworks and dashboard scaffolds
• Operating-rhythm cadence templates
• Hiring-stage and structural rubrics

4.3 Cohort — The framework, the toolkit, and the room.

Everything in Practitioner, plus:

• Recorded video series on how to run the Cohort working sessions inside the Subscriber’s firm
• Townhall recording archive and vlog series
• The Quarterly Cohort Townhall (peer-firm only)
• Peer-firm office hours and Q&A
• Cohort directory of plaintiff-side leaders (member-only)

4.4 Cadence Commitment

Operum Group commits to publishing or hosting the Monthly Operating Brief, Quarterly Working Webinar, and Quarterly Cohort Townhall on the stated cadence, subject to a reasonable rescheduling window of up to 30 days for force majeure, illness, or scheduling conflicts. Operum Group does not commit to specific topics, session dates, or Brief subject matter; those remain at Operum Group’s editorial discretion.

4.5 Modification of Deliverables

Operum Group may modify the Deliverables included in any sub-tier upon 30 days’ written notice (sent by email to the Subscriber’s email of record or posted in the Member Space). If a modification materially reduces the scope of Deliverables for an active sub-tier, the Subscriber may terminate the Subscription within 30 days of notice without further Minimum-Term obligation. Modifications that add Deliverables, change publication dates within the stated cadence, or shift between functionally equivalent platforms are not material reductions.

If the Subscriber exercising this termination right is on an annual billing plan and has prepaid subscription fees for the remainder of the then-current annual period, Operum Group will issue a prorated refund for the unused portion of those prepaid fees, calculated from the effective date of termination through the end of the prepaid period. No refund is owed to monthly billing Subscribers exercising this right, consistent with Section 6.4. For purposes of this Section 4.5, the “effective date of termination” is the last day of the calendar month in which the Subscriber’s notice of termination is received and confirmed by Operum Group, consistent with how Section 6.1 processes cancellations at the end of the then-current billing period.

4.6 No Personalized Advice

Self-Serve Subscriptions deliver group-format and productized content only. Self-Serve Subscriptions do not include personalized one-to-one advisory, custom deliverables, or firm-specific implementation work. Subscribers seeking personalized engagement should contact Operum Group regarding Guided or Fractional COO engagements.

5. Term, Renewal, and Minimum Commitment

5.1 Subscription Start

A Subscription begins on the date of the first successful payment processed by Stripe.

5.2 Minimum-Term Commitment

Every Self-Serve Subscription is subject to a 6-month Minimum Term. The Minimum Term applies uniformly across Foundation, Practitioner, and Cohort, regardless of monthly or annual billing.

• For monthly-billing Subscribers, the Minimum Term begins on the first successful payment and ends on the last day of the sixth complete billing month.
• For annual-billing Subscribers, the annual payment satisfies the Minimum Term in advance.

5.3 Minimum-Term Enforcement; Liquidated Damages

During the Minimum Term, the Subscriber may not cancel the Subscription without paying the remaining monthly subscription fees due through the end of the Minimum Term. If a Subscriber’s payments fail or are terminated during the Minimum Term, the Subscriber remains liable for the full Minimum-Term subscription value, and Operum Group may pursue collection consistent with applicable law.

The parties agree that the remaining Minimum-Term fees represent a reasonable estimate of Operum Group’s damages in the event of early termination, including but not limited to lost subscription revenue, the administrative cost of collection, the value of access provisioned but not yet paid for, and lost opportunity cost in cohort and member-space configuration. The parties further agree that actual damages would be difficult to calculate with precision at the time of contracting, that this estimate is not a penalty, and that this provision is intended as enforceable liquidated damages under Florida law. The parties acknowledge that Operum Group’s content-production and hosting commitments under this Agreement — including the Monthly Operating Brief, the Quarterly Working Webinar, the Quarterly Cohort Townhall (for Cohort-tier Subscribers), and the provisioning and ongoing operation of the Member Space — are fixed-cost commitments that Operum Group incurs regardless of whether any individual Subscriber actively uses the Subscription. The parties further acknowledge that the 6-month Minimum Term is a material inducement to the pricing structure of each Self-Serve sub-tier and that the liquidated-damages mechanic in this Section 5.3 was negotiated as part of, and is integral to, that pricing structure. If Operum Group successfully resells the same Subscription tier to a different Subscriber for the remaining Minimum-Term period, Operum Group will credit the Subscriber for the corresponding portion of any recovered fees, to avoid double recovery.

5.4 Plan Changes During Minimum Term

• Upgrades within Self-Serve (Foundation → Practitioner, Foundation → Cohort, Practitioner → Cohort) are permitted at any time. The Stripe Customer Portal applies prorated charges immediately. The 6-month Minimum Term resets to begin on the upgrade date.

Upon any upgrade under this Section 5.4, Operum Group will provide written confirmation by email to the Subscriber's email of record specifying the upgrade tier, the upgrade effective date, and the new Minimum Term end date. The Subscriber's acceptance of an upgrade through the Stripe Customer Portal constitutes the Subscriber's acknowledgment that the 6-month Minimum Term resets to begin on the upgrade date.

• Downgrades within Self-Serve are not permitted during the Minimum Term. Downgrade requests received during the Minimum Term will be declined; the Subscriber may submit a downgrade request after the Minimum Term completes.

5.5 Renewal

After the Minimum Term completes, the Subscription continues on a month-to-month auto-renewing basis (or year-to-year for annual-billing Subscribers) until cancelled in accordance with Section 6.

6. Cancellation and Plan Changes

6.1 Cancellation

Subscribers may cancel a Subscription either (a) by submitting the cancellation form at operumgroup.com/cancel, or (b) by sending an email to info@operumgroup.com (or such other address as Operum Group may designate in writing). The web form is the primary cancellation mechanism; the email channel is provided as a backup and produces the same result. The Stripe Customer Portal does not offer cancellation as a self-service option; the operumgroup.com/cancel form serves that role and is no more burdensome to use than the Subscription sign-up process.

Cancellation requests submitted through the operumgroup.com/cancel form are auto-acknowledged by email immediately upon submission and processed automatically. Cancellation requests submitted by email are confirmed by Operum Group within three (3) to five (5) business days. Operum Group will not require the Subscriber to take additional steps beyond the initial submission (form or email) to effectuate a cancellation. The effective date of cancellation depends on the Subscriber’s Minimum-Term status at the time of submission: (i) for Subscribers whose Minimum Term has completed, the cancellation takes effect at the end of the then-current billing period, and no further charges will be incurred; (ii) for Subscribers whose Minimum Term has not yet completed, the cancellation is scheduled to take effect at the end of the Minimum Term, the Subscriber remains liable for all subscription fees due through the end of the Minimum Term in accordance with Section 5.3, and no auto-renewal will occur after the Minimum Term ends. In either case, the Subscriber retains access to the Member Space and to all Deliverables through the cancellation effective date.

6.2 Self-Service Plan Switching

The following changes are available through the Stripe Customer Portal without contacting Operum Group:

• Tier upgrades within Self-Serve (effective immediately, with proration)
• Tier downgrades within Self-Serve (effective at the next billing date, only if the Minimum Term has completed)
• Payment method updates
• Invoice history access
• Customer information updates

6.3 No Cancellation by Cessation of Payment

A Subscriber’s failure to pay does not constitute cancellation. Failed payments are treated as a payment dispute, not a cancellation request. The Subscriber remains liable for any unpaid Minimum-Term fees. Operum Group reserves the right to suspend Member Space access during a payment dispute.

6.4 No Refunds

Except as expressly stated in this agreement (including Section 4.5 modification-driven termination), all subscription fees are non-refundable. Operum Group does not issue refunds for unused portions of billing periods, voluntary non-use of Deliverables, or changes in the Subscriber’s circumstances. Operum Group may, in its sole discretion, issue corrective adjustments for billing errors, double-charges, or material provisioning failures.

7. Pricing, Billing, and Payment

7.1 Currency and Tax

All prices are stated in United States Dollars and are tax-exclusive. Operum Group has configured Stripe Tax to apply applicable sales tax automatically where required. Operum Group does not represent or warrant that any subscription fee is exempt from sales, use, or other transaction taxes in any specific jurisdiction. The Subscriber is responsible for any tax that does apply to the Subscription in the Subscriber’s jurisdiction, and for any tax compliance obligations triggered by the Subscriber’s receipt or use of the Operum Materials.

7.2 Annual Billing Discount

Annual-billing prices reflect a 15% discount relative to the equivalent twelve months of monthly billing. Annual pricing is published at operumgroup.com/engagements.

7.3 Payment Processing

All billing is processed through Stripe. By accepting this agreement, the Subscriber authorizes Operum Group (via Stripe) to charge the payment method on file for all subscription fees as they come due.

7.4 Failed Payments

If a payment fails, Stripe will retry the payment per its default smart-retry schedule. After three failed payment attempts, Operum Group may pause the Subscription and suspend Member Space access. The Subscriber remains liable for any Minimum-Term fees outstanding.

7.5 Price Changes

Operum Group may change subscription prices upon 30 days’ written notice (sent by email or posted to operumgroup.com). Price changes do not affect the current Subscription term; the new price applies at the next renewal.

8. Member Space Access and Authorized Use

8.1 Provisioning

On a successful first payment, the Subscriber is provisioned an account in the Member Space at members.operumgroup.com via Operum Group’s Stripe-to-Circle integration. Access provisioning typically completes within minutes; in unusual cases, provisioning may take up to 24 hours.

8.2 Account Personal and Non-Transferable

Each Subscriber account is personal to the named Subscriber and may not be shared, transferred, or used by any person other than the Subscriber. Login credentials may not be shared outside the Subscriber’s firm.

8.3 Cohort Multi-Seat Provision

For Cohort-tier Subscriptions only, the Subscriber’s firm may add up to five (5) leadership-team seats at no additional cost. The following terms apply to multi-seat use:

• Each seat is an individual account with personal, non-transferable credentials.
• The named Subscriber at Stripe Checkout is the contracting party. The Subscriber is responsible for ensuring that all seat-holders comply with this Agreement, and represents and warrants that each seat-holder has been provided a copy of this Agreement and has agreed to be bound by its terms (including without limitation Sections 8, 9, 10, and 11) before being granted access.
• A breach of this Agreement by any seat-holder constitutes a breach by the Subscriber, and the Subscriber is liable for all consequences of such breach.
• Seats may be reassigned to new leadership-team members at the same firm upon written notice to Operum Group at info@operumgroup.com, provided that the total number of active seats does not exceed five (5) at any time and that the replacement seat-holder has been provided a copy of and agreed to be bound by this Agreement.
• All seats must be at the same firm as the named Subscriber. Seats may not be assigned to individuals at different firms, contractors, or third parties. Personal information collected from seat-holders is governed by Operum Group’s Privacy Policy in the same manner as Subscriber personal information.

8.4 Misuse and Termination

The following constitute material breach and may result in immediate termination of the Subscription without refund:

• Sharing login credentials outside the Subscriber’s firm
• Sharing Cohort-tier seat credentials with individuals at the Subscriber’s firm who have not been designated as authorized seat-holders under the multi-seat provision in Section 8.3, regardless of whether such individuals are otherwise employed by or affiliated with the Subscriber’s firm
• Scraping the Member Space or automating access to Operum Materials
• Reverse-engineering the Member Space architecture
• Any other unauthorized use of the Operum Materials or the Member Space

Operum Group may terminate the Subscription immediately upon discovery of any such misuse.

8.5 Third-Party Platform Dependency

The Member Space is currently delivered through Circle, and billing is processed through Stripe. Operum Group’s obligation under this Agreement is to provide the Operum Materials and the Deliverables described in Section 4. The specific delivery platform may change upon notice, provided that Operum Group makes reasonable commercial efforts to provide functionally equivalent member-experience and billing services. Operum Group is not liable for service interruptions caused by Circle, Stripe, or any other third-party platform, except to the extent Operum Group has materially failed to fulfill the underlying Deliverable obligations.

8.6 Deprovisioning

On Subscription termination (cancellation, non-payment after retries, or breach), Member Space access is deprovisioned automatically. Operum Group will retain account data for up to ninety (90) days after termination for billing and audit purposes, after which the account data will be deleted in accordance with Operum Group's Privacy Policy.

8.7 Privacy

Operum Group’s collection, use, and protection of Subscriber data is governed by Operum Group’s Privacy Policy, published at operumgroup.com/privacy and incorporated into this Agreement by reference. Operum Group will maintain a version history of the Privacy Policy at operumgroup.com/privacy/history. The version of the Privacy Policy in effect at the time of the Subscriber’s acceptance of this Agreement (or, in the case of a renewal, at the time of renewal) is the version that binds the Subscriber until updated. Operum Group may update the Privacy Policy upon thirty (30) days’ written notice (sent by email to the Subscriber’s email of record and posted to operumgroup.com), consistent with the notice provisions in Section 14.6 of this Agreement. Updates to the Privacy Policy that would constitute a material amendment under Section 14.2 (if the Privacy Policy were part of this Agreement) are subject to the same Minimum-Term carve-out as Section 14.2 provides, and will not take effect as to a Subscriber during that Subscriber’s active Minimum Term unless the Subscriber affirmatively accepts the update in writing.

8.8 Communications Consent

By accepting this Agreement, the Subscriber consents to receive transactional and informational communications from Operum Group at the email address on file, including the Monthly Operating Brief, scheduling notices for the Quarterly Working Webinar and (for Cohort-tier Subscribers) the Quarterly Cohort Townhall, billing notices, and Member Space announcements. The Subscriber may opt out of marketing or promotional communications at any time without affecting transactional communications necessary for the Subscription. Opt-out instructions are included in each marketing communication.

9. Intellectual Property and License

9.1 Ownership

Operum Group retains all right, title, and interest in the Operum Materials, including all copyrights, trademarks, trade secrets, and other intellectual property rights. Nothing in this agreement transfers ownership of any Operum Materials to the Subscriber.

9.2 License Granted

Subject to the Subscriber’s compliance with this agreement and timely payment of subscription fees, Operum Group grants the Subscriber a limited, non-exclusive, non-transferable, revocable license to:

• Access the Operum Materials through the Member Space during the active Subscription
• Use the Operum Materials internally within the Subscriber’s firm for the firm’s own operational purposes
• Fill in templates with the Subscriber’s own data and use the completed templates internally without restriction (though the underlying template structure and language remain Operum Group’s property)

9.3 License Restrictions

The Subscriber may not, without Operum Group’s prior written consent:

• Redistribute, resell, sublicense, publish, or publicly share the Operum Materials, in whole or in part, in any form
• Directly reproduce, adapt, or incorporate substantial portions of the Operum Materials — including the structure, sequence, and organization of the Operum Operating System framework — into any product, service, or framework offered to third parties for commercial purposes
• Remove or alter any copyright, trademark, or proprietary notice from any Operum Materials
• Provide access to the Operum Materials to any person outside the Subscriber’s firm (subject to the Cohort multi-seat provision in Section 8.3)
• Use the Operum Materials in any manner that violates applicable law

For the avoidance of doubt, nothing in this Section 9.3 prevents the Subscriber from independently developing operational consulting frameworks, methodologies, or products that do not reproduce or derive from the Operum Materials. The restrictions in this Section 9.3 are limited to the protected expression and creative content of the Operum Materials and are not a covenant against competition with Operum Group.

9.4 Brief Excerpts

Notwithstanding Section 9.3, the Subscriber may quote brief excerpts from the Operum Materials (under 200 words) with proper attribution to Operum Group, for non-commercial educational or internal purposes.

9.5 License Term and Survival

The license granted in Section 9.2 terminates automatically when the Subscription ends. Subject to the templates carve-out in the next paragraph, materials downloaded by the Subscriber during an active Subscription may continue to be used internally within the Subscriber's firm after termination, subject to the restrictions in Section 9.3, which survive termination. Member Space access ends at Subscription termination and does not survive.

Notwithstanding the post-termination retention right in the preceding paragraph, the implementation templates described in Section 4.2 (the “Templates”) and any unpopulated copies of the Templates are licensed for use only during an active Subscription. On Subscription termination, the Subscriber’s license to use the Templates ends, and the Subscriber will discontinue use of, and on request from Operum Group certify destruction of, any unpopulated Template files in the Subscriber’s possession or control. The Subscriber may retain and continue to use internally any reports, dashboards, schedules, plans, or other output files that the Subscriber has populated with the Subscriber’s own firm data using the Templates (“Populated Outputs”), as the firm data in such Populated Outputs is the Subscriber’s property. The Subscriber may not, however, share, distribute, or make available the underlying Template structure, in any form, to any person outside the Subscriber’s firm after Subscription termination.

10. Confidentiality

10.1 Mutual Confidentiality

Each party will protect the confidentiality of non-public information disclosed by the other party in connection with the Subscription, using at least the same degree of care it uses to protect its own confidential information of similar importance, and not less than reasonable care.

10.2 Cohort Tier Peer-Firm Confidentiality

Cohort-tier Subscribers participating in the Quarterly Cohort Townhall, peer-firm office hours, or other peer-interaction sessions agree that all information shared by other firms during those sessions is confidential. The Subscriber will not disclose, repeat, or use such information outside the Subscriber’s own firm without the disclosing firm’s express permission.

Each Cohort-tier Subscriber acknowledges that other Cohort-tier Subscribers are intended third-party beneficiaries of this Section 10.2 with respect to their own information and may enforce this Section directly against any breaching Subscriber.

The parties agree that breach of this Section 10.2 would cause irreparable harm for which monetary damages would be an inadequate remedy, and that injunctive or other equitable relief is an appropriate remedy, without bond or other security.

Each Cohort-tier Subscriber’s confidentiality promise under this Section 10.2 is made for the benefit of both the current and future members of the Cohort tier as a class. Each Subscriber acknowledges that this confidentiality obligation is a material inducement to other Cohort-tier Subscribers’ acceptance of this Agreement and to their willingness to participate openly in peer-firm sessions, and that without it the value of the Quarterly Cohort Townhall and other Cohort-only formats would be materially diminished.

10.3 Standard Exceptions

Confidentiality obligations do not apply to information that (a) is or becomes publicly available through no breach of this agreement, (b) was independently developed by the receiving party without use of the disclosing party’s confidential information, (c) was rightfully received from a third party without confidentiality obligation, or (d) is required to be disclosed by law, regulation, or valid legal process (in which case the receiving party will provide reasonable notice to the disclosing party where lawful).

11. Disclaimers and Limitation of Liability

11.1 Not Legal Advice

Operum Group provides operational and business consulting services. Nothing in the Operum Materials, the Member Space, the Briefs, the webinars, the templates, the recordings, or any other content or interaction constitutes legal advice. Subscribers must consult their own licensed attorneys for all legal questions affecting their firms or clients.

To the extent any Operum Materials are drafted with the assistance of artificial intelligence tools, such materials are reviewed by Operum Group personnel prior to publication. All such materials remain operational and business consulting content only, and the use of AI assistance does not change their character as non-legal-advice.

Operum Group’s content addressing topics such as document retention, client intake procedures, conflict-check protocols, and other operational practices that may have legal compliance implications is provided as operational and business consulting only. Subscribers should consult licensed attorneys before implementing any policy, procedure, or protocol that may have legal compliance implications for their specific jurisdiction or practice area.

11.2 No Attorney-Client Relationship

The Subscription does not create, and will not be deemed to create, an attorney-client relationship between Operum Group and the Subscriber, the Subscriber’s firm, or the Subscriber’s clients.

11.3 No Practice of Law

Operum Group is not engaged in the practice of law in any jurisdiction. Operum Group’s services are limited to operational and business consulting for law firms and similar organizations.

Subscribers operating in jurisdictions with specific restrictions on non-attorney business consulting for law firms are solely responsible for determining whether their use of the Operum Materials and the Member Space complies with applicable rules and authorities in their jurisdiction. The Subscriber assumes full responsibility for any compliance, licensing, or unauthorized-practice analysis applicable to the Subscriber’s location and practice.

11.4 No Warranties

THE OPERUM MATERIALS AND THE MEMBER SPACE ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE FULLEST EXTENT PERMITTED BY LAW, OPERUM GROUP DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. OPERUM GROUP DOES NOT WARRANT THAT THE OPERUM MATERIALS WILL PRODUCE ANY PARTICULAR OPERATIONAL OR FINANCIAL OUTCOME.

11.5 Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, OPERUM GROUP’S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THIS AGREEMENT IS LIMITED TO THE GREATER OF (A) THE TOTAL SUBSCRIPTION FEES ACTUALLY PAID BY THE SUBSCRIBER TO OPERUM GROUP IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) THE TOTAL MINIMUM-TERM FEES APPLICABLE TO THE SUBSCRIBER’S SUBSCRIBED TIER, CALCULATED AS SIX (6) TIMES THE MONTHLY SUBSCRIPTION RATE FOR THAT TIER AS PUBLISHED AT OPERUMGROUP.COM/ENGAGEMENTS AT THE TIME THE CLAIM AROSE. IN NO EVENT WILL OPERUM GROUP BE LIABLE FOR INDIRECT, CONSEQUENTIAL, INCIDENTAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST DATA, OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

The limitations in this Section 11.5 apply regardless of the legal theory on which the claim is based (contract, tort, statute, or otherwise) and survive termination of this agreement.

11.6 Indemnification

The Subscriber will defend, indemnify, and hold harmless Operum Group and its affiliates, officers, employees, and contractors from and against any claims, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) the Subscriber’s use of the Operum Materials in violation of this agreement; (b) the Subscriber’s redistribution, sublicensing, or unauthorized sharing of Operum Materials; (c) the Subscriber’s violation of applicable law in connection with the Subscription; or (d) any breach of this Agreement by any seat-holder added under the Cohort multi-seat provision in Section 8.3. For the avoidance of doubt, the indemnification obligation in this Section 11.6 does not apply to claims arising from Operum Group’s own handling, processing, or security of Subscriber personal information, or Operum Group’s own compliance obligations under applicable privacy law.

12. Term and Termination

12.1 Term

This agreement begins on the Subscription start date and continues for as long as the Subscription is active.

12.2 Termination by Subscriber

The Subscriber may terminate the Subscription at any time after the Minimum Term completes, by following the cancellation procedure in Section 6.1. The Subscriber may also terminate during the Minimum Term in accordance with Section 4.5 (modification of Deliverables) or by paying the remaining Minimum-Term fees in accordance with Section 5.3.

12.3 Termination by Operum Group

Operum Group may terminate the Subscription immediately, without refund and without further notice, for any of the following:

• Non-payment of subscription fees, including failed-payment scenarios that exhaust Stripe’s retry sequence
• Material breach of this agreement, including without limitation unauthorized redistribution of Operum Materials, credential sharing outside the Subscriber’s firm, scraping or automating access to the Member Space, or breach by any seat-holder under Section 8.3
• Conduct in the Member Space (including in Cohort peer-firm sessions) that is harassing, abusive, or that damages the integrity of the peer environment
• Subscription billing fraud, chargeback abuse, or similar conduct affecting the integrity of the payment relationship

12.4 Effect of Termination

On termination, (a) Member Space access is deprovisioned; (b) all license rights granted under Section 9 terminate, except as expressly stated to survive in Section 9.5; and (c) any unpaid Minimum-Term fees and any accrued but unpaid amounts under Section 7 remain due and payable. For the avoidance of doubt, termination by Operum Group for cause under Section 12.3 does not relieve the Subscriber of any Minimum-Term fee obligation accrued under Section 5.3, and the Subscriber remains liable for those fees notwithstanding the loss of Member Space access and the termination of the license rights granted under Section 9.

12.5 Survival

The following provisions survive termination of this agreement: Section 5.3 (Minimum-Term Enforcement / Liquidated Damages, with respect to fees accrued before termination), Section 7 (with respect to amounts accrued but unpaid before termination), Section 9.3 (License Restrictions), Section 9.5 (License Term and Survival), Section 10 (Confidentiality), Section 11 (Disclaimers and Limitation of Liability), Section 13 (Governing Law and Dispute Resolution), and Section 14 (Miscellaneous).

13. Governing Law and Dispute Resolution

13.1 Governing Law

This agreement is governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict-of-law principles.

13.2 Informal Dispute Resolution

Before initiating arbitration, the party with the dispute will provide the other party with written notice describing the dispute and the relief sought, sent to info@operumgroup.com (for disputes against Operum Group) or to the Subscriber’s email of record (for disputes against the Subscriber). The parties will then attempt in good faith to resolve the dispute by direct negotiation for a period of at least thirty (30) days from the date of notice. Arbitration may not be initiated until this informal-resolution period has expired.

For disputes arising under Section 10.2 between Cohort-tier Subscribers — including disputes where one Subscriber seeks to enforce the peer-firm confidentiality obligation against another Subscriber as a third-party beneficiary — the aggrieved Subscriber must provide written notice to Operum Group and to the allegedly breaching Subscriber’s firm at the contact information on file with Operum Group. Operum Group will promptly transmit the notice to the relevant party. The 30-day informal resolution period will begin upon confirmed delivery. Nothing in this Section 13.2 limits a Subscriber’s right to seek emergency injunctive relief under Section 13.7 without first completing this period.

13.3 Binding Arbitration

If informal resolution does not succeed, any dispute, claim, or controversy arising out of or relating to this agreement, the Subscription, or the Operum Materials will be resolved exclusively by binding arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules then in effect.

If the amount in dispute, exclusive of interest and costs, is twenty-five thousand United States dollars (US$25,000) or less, the arbitration will be conducted under AAA’s Expedited Procedures (which use a single arbitrator, no dispositive motions except for good cause, and an expedited timeline) rather than the full Commercial Arbitration Rules. The Expedited Procedures threshold applies to the aggregate amount in dispute on a per-Subscriber basis, irrespective of how the Subscriber’s claims are framed.

13.4 Venue

Arbitration will be conducted in Pinellas County, Florida, unless the parties mutually agree to a different venue or the AAA Commercial Rules require otherwise. The arbitrator’s decision will be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.

Notwithstanding Section 13.3, either party may elect to bring a claim in the small-claims division of a court of competent jurisdiction, provided that the claim qualifies for the small-claims division (in Florida, currently a $8,000 limit in county court) and is filed solely in that small-claims division. A claim brought in small-claims court under this paragraph may not be removed to or consolidated with any arbitration proceeding.

13.5 Class-Action Waiver

To the fullest extent permitted by law, each party waives any right to participate in a class action, collective action, or representative action against the other party. Disputes will be arbitrated only on an individual basis.

This waiver is an essential term of this Agreement. If the class-action waiver in this Section 13.5 is found unenforceable by a court or arbitrator of competent jurisdiction, the parties agree that any class, collective, or representative claims that proceed shall be heard in a court of competent jurisdiction located in Pinellas County, Florida, rather than in arbitration. The remaining provisions of Sections 13.1 through 13.7 will continue to apply to all individual claims.

13.6 Fees

Each party bears its own attorneys’ fees and costs in any arbitration, except as the arbitrator may award under the AAA Commercial Rules.

13.7 Carve-Out for Injunctive and Equitable Relief

Notwithstanding Sections 13.2 and 13.3, either party may seek injunctive or equitable relief in a court of competent jurisdiction located in Pinellas County, Florida, for claims relating to intellectual property infringement, misappropriation of trade secrets, unauthorized disclosure of Operum Materials, or breach of Section 10.2 (Cohort peer-firm confidentiality). A party seeking emergency, preliminary, or temporary injunctive relief is not required to complete the Section 13.2 informal dispute resolution period before filing for such relief. Following the issuance or denial of emergency relief, the dispute will be referred to the Section 13.2 process before any arbitration is initiated under Section 13.3.

14. Miscellaneous

14.1 Entire Agreement

This agreement constitutes the entire agreement between the parties with respect to the Subscription and supersedes all prior or contemporaneous communications, representations, or agreements, whether oral or written. The Privacy Policy referenced in Section 8.7 is incorporated into this Agreement by reference.

14.2 Amendments

Operum Group may amend this agreement on 30 days’ written notice (sent by email to the Subscriber’s email of record or posted to operumgroup.com). Continued use of the Subscription after the effective date of an amendment constitutes acceptance. If the Subscriber does not accept an amendment, the Subscriber’s sole remedy is to cancel the Subscription consistent with Section 6, subject to Minimum-Term obligations.

Material amendments to this Agreement during a Subscriber’s active Minimum Term will not take effect as to that Subscriber until the Minimum Term completes, unless the Subscriber affirmatively accepts the amendment in writing before that date. For purposes of this Section 14.2, a “material amendment” means a change that increases the Subscriber’s payment obligations (other than price changes governed by Section 7.5, which apply at renewal regardless of Minimum-Term status), reduces the Deliverables provided to the Subscriber, materially limits the Subscriber’s rights or remedies, or materially expands the Subscriber’s obligations or liability. Non-material amendments — including formatting changes, clarifying edits, updates to operational contact information, and changes that benefit the Subscriber — take effect on the standard 30-day notice timeline regardless of Minimum-Term status.

A Subscriber who elects not to accept a material amendment may continue under the prior version of this Agreement for the remainder of the active Minimum Term and, at the conclusion of that term, may cancel pursuant to Section 6 or accept the amended Agreement to continue the Subscription.

14.3 Severability

If any provision of this agreement is held to be invalid, illegal, or unenforceable, the remaining provisions remain in full force and effect, and the unenforceable provision will be modified to the minimum extent necessary to make it enforceable while preserving the parties’ intent.

14.4 No Waiver

A party’s failure to enforce any provision of this agreement is not a waiver of that provision or of any other provision. Any waiver must be in writing and signed by the waiving party.

14.5 Assignment

The Subscriber may not assign this agreement, in whole or in part, without Operum Group's prior written consent. Operum Group may assign this agreement, in whole or in part, in connection with a sale of the business, a merger, or a corporate reorganization, without the Subscriber's consent. In the event of any such assignment that results in a change of control of Operum Group, Operum Group will provide written notice to the Subscriber by email to the Subscriber's email of record at least thirty (30) days before the assignment takes effect. The Subscriber's continued use of the Subscription after the effective date of the assignment constitutes the Subscriber's acceptance of the assignment for purposes of this Agreement.

14.6 Notices

Notices to the Subscriber will be sent to the email address on file in the Subscriber’s Stripe account. Notices to Operum Group must be sent to info@operumgroup.com or to Operum Group LLC, c/o Northwest Registered Agent LLC, 7901 4th St N, STE 300, St. Petersburg, FL 33702. Notices are deemed received on the date sent (for email) or on actual delivery (for postal mail).

14.7 Force Majeure

Neither party is liable for any failure or delay in performance caused by circumstances beyond its reasonable control, including without limitation acts of God, natural disasters, war, terrorism, civil unrest, government action, labor disputes, internet or infrastructure outages, or third-party service failures.

14.8 Independent Contractors

The parties are independent contractors. Nothing in this agreement creates a partnership, joint venture, employment, agency, franchise, or fiduciary relationship.

14.9 Headings

Section headings are for convenience only and do not affect interpretation.

14.10 Construction

This agreement will not be construed against the drafting party.

15. Acceptance

By checking the “I agree to the Operum Group Self-Serve Subscription Agreement” box at Stripe Checkout and completing payment, the Subscriber acknowledges:

1. The Subscriber has read and understood this agreement, including the 6-month Minimum-Term commitment in Section 5, the cancellation procedure in Section 6, and the auto-renewal terms in Section 5.5.
2. The Subscriber agrees to be bound by all terms of this agreement, including the version of this agreement presented at Stripe Checkout at the time of acceptance, as governed by Section 1.2.
3. The Subscriber represents that they have authority to bind the firm or entity on whose behalf the Subscription is being purchased and that the warranties in Section 1.4 are accurate and current.
4. The Subscriber acknowledges that Operum Group provides operational and business consulting services only, and that nothing in this agreement, the Operum Materials, or the Member Space constitutes legal advice.

The Subscriber acknowledges and agrees to the binding arbitration provision in Section 13.3 and the class-action waiver in Section 13.5, including the small-claims carve-out in Section 13.4 and the injunctive-relief carve-out in Section 13.7.

The Subscriber acknowledges the 6-month Minimum-Term liquidated-damages provision in Section 5.3 and the cap on Operum Group's total cumulative liability in Section 11.5.

Operum Group LLC Florida Limited Liability Company Florida Document Number L26000232689 EIN 42-2260021 info@operumgroup.com operumgroup.com

This agreement may be updated from time to time. The current version is published at operumgroup.com.