Terms of Service

These terms are an agreement between ExpertMatch (“ExpertMatch”, “we”, “us”) and the organization whose employees hold ExpertMatch accounts (“you”, “the client”). Anyone who signs in under your organization is bound by them, and your organization is responsible for what those people do with the account.

These Terms are a contract between you and ExpertMatch LLC, an Arkansas limited liability company (“ExpertMatch”, “we”, “us”). Every reference to “ExpertMatch” in these Terms means that company.

Accounts are issued by invitation. We may decline a request for access, and we may suspend or close an account — see section 10.

You describe a research question. We identify people whose background fits it, contact them on your behalf, handle the conflict and rate conversation, schedule a call from your connected calendar, and bill the call to the card you have on file.

We are an intermediary. We do not employ the experts, we do not warrant what they say on a call, and we do not give investment, legal, tax, or accounting advice. What you do with an expert’s answers is your decision and your responsibility.

ExpertMatch is sold as a monthly per-seat subscription. A seat is one person who can sign in. Your total active seat count picks a price band, and every seat is billed at that band’s rate — not just the seats above the threshold.

• 1–5 seats: $250 per seat per month.
• 6–20 seats: $200 per seat per month.
• 21 or more seats: custom pricing, agreed with us in writing before the seats are added.

Billing is month to month. There is no annual contract, no setup fee, and no seat minimum. You can add or remove seats at any time from your team settings; changes are prorated, so you are charged for the remainder of the month when a seat is added and credited when one is removed. Adding seats can move your whole organization into a different band, in either direction.

You can cancel at any time. Cancellation stops future subscription charges; it does not refund the current month, and it does not cancel a call that has already happened but has not yet been billed.

Calls are billed separately from your seats. Each engagement has a rate, shown to you before the call is scheduled and quoted per hour. That rate is all in: it includes both the expert’s fee and the ExpertMatch fee. There is no separate research fee, retainer, or per-call markup added afterwards.

Every call carries a 15-minute minimum. A call shorter than 15 minutes is billed as 15 minutes; beyond that, you are billed per minute of actual call time.

The rates shown on our pricing page are our opening position for each seniority band. The final rate for an engagement is agreed before the call is scheduled, and that agreed rate is what you are charged.

When a call completes, we charge the card you have on file automatically. You do not receive an invoice to approve first. You must keep a valid payment method on your account; if a charge fails we may pause your account until it is settled. If you think a charge is wrong, tell us within 30 days and we will review the call record with you.

Amounts are in US dollars and exclusive of any taxes that apply to you. Where we are required to collect sales tax or VAT we will add it to the charge; otherwise you are responsible for any tax due on your side.

Experts are independent contractors engaged by ExpertMatch. They are not your employees, agents, or contractors, and they are not ours either in any employment sense. ExpertMatch pays the expert. You never pay an expert directly, and you should not agree to.

We screen and brief experts, but we do not control what they say. An expert’s statements are their own opinions and recollections, not ExpertMatch’s.

Until a call is scheduled, an expert’s identity is anonymized: you see their background and seniority, not their name, employer history in identifying detail, or contact information. Identity is revealed to both sides once a call is on the calendar.

While your account is open, and for 12 months afterwards, you agree not to:

• contact an expert we introduced outside the platform, or arrange to;
• ask an expert for their email address, phone number, LinkedIn profile, calendar link, or any other direct contact detail;
• engage or pay an expert we introduced for consulting work outside ExpertMatch, unless we have agreed to it in writing;
• give an expert your firm’s name or your own contact details before identities are revealed.

We screen messages in both directions for exactly these things and will hold a message that contains them. Repeated attempts are grounds for suspension.

This is not a formality. Anonymized introductions are the reason experts take these calls, and the reason we can pay them properly.

You are responsible for complying with your own firm’s policies and with the law that applies to you. That includes, at minimum:

• Material non-public information. Do not ask an expert for MNPI, and stop a call that is heading toward it. If your firm requires calls to be chaperoned, recorded, or pre-cleared, that is your process to run — we do not run it for you.
• Confidential information. Do not ask an expert to disclose anything covered by an employment agreement, NDA, or duty of confidentiality they owe someone else, and do not ask for a current or former employer’s trade secrets or customer data.
• Conflicts. You are responsible for your own conflict checks and restricted lists. We ask experts about conflicts and pass on what they tell us; we do not verify it independently.
• Your use of the output. Notes, summaries, and call content are for your internal research. Do not republish or resell them.

ExpertMatch does not record calls and does not offer recording. Do not record a call yourself without the express consent of everyone on it.

Keep your credentials to yourself — seats are per person, not shared logins. Tell us promptly if you think an account has been compromised. Do not attempt to access another organization’s data, scrape the platform, or reverse-engineer it.

You keep ownership of the briefs and questions you submit. You give us permission to use them to run the service — to source experts, to write the outreach we send on your behalf, and to schedule and bill your calls.

We work to keep ExpertMatch available and will tell you about planned maintenance where we can, but the service is provided as is and we do not offer an uptime guarantee or a service level agreement. We also depend on third parties — payment processing, calendars, video conferencing, email — and an outage at one of them can interrupt the service.

Access is by invitation and at our discretion. We may decline a request for access without giving a reason.

We may suspend or close an account — with notice where we reasonably can, and without it where the risk is immediate — if payment fails, if these terms are breached (particularly section 06 or 07), if we believe the account is being used to obtain confidential information or MNPI, or if we are required to by law.

You may close your account at any time by telling us. Section 05, 06, 07, 11, 12 and 13 survive closure.

To the fullest extent the law allows, ExpertMatch is not liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost revenue, lost data, or lost business opportunity — including any investment, transaction, or business decision you make after a call.

Our total liability for any claim relating to the service is capped at the amount you paid ExpertMatch in the 12 months before the event giving rise to it.

Nothing here limits liability that cannot be limited by law, including for fraud.

You will defend and indemnify ExpertMatch against claims arising from your use of the service in breach of these terms, in particular claims arising from seeking or using confidential information or MNPI, or from contacting an expert outside the platform.

These terms are governed by the laws of the State of Arkansas, without regard to its conflict-of-laws rules. Any dispute will be brought in the courts of the State of Arkansas, and both parties consent to that jurisdiction.

We may update these terms. If a change materially affects you, we will tell you by email to your account address before it takes effect. Continuing to use ExpertMatch after that date means you accept the updated terms. The effective date at the top of this page always reflects the current version.

Questions about these terms go to ashergoldsteinbusiness@gmail.com, or by post to 4502 Mayflower Hill, Waterville, ME 04901.

How we handle personal data is described in our Privacy Policy.