Terms of Service

Ipello provides business formation, brand, technology, marketing, financial-coordination, and intellectual-property coordination services, delivered as one-time packages, monthly operating plans, or custom Grand/Enterprise engagements. Services include, but are not limited to:

• •Business planning, strategy, and go-to-market roadmaps
• •Business identity setup (domain, business email, phone systems)
• •Business registration coordination and EIN assistance, in any U.S. state
• •Non-profit formation coordination, including IRS Form 1023 preparation assistance
• •Operating agreement / bylaws coordination with a legal partner
• •Logo design, brand identity, and brand strategy
• •Website design and development, including premium/custom builds
• •E-commerce setup (including Shopify/WooCommerce) and advanced e-commerce integrations
• •CRM setup, workflow automation, and lead-routing integrations
• •Mobile application and portal development
• •Social media setup and ongoing management
• •Search engine optimization (SEO) and local SEO
• •Paid advertising management (e.g., Google, Meta)
• •YouTube channel setup, management, and monetization-readiness preparation
• •Reputation and review management
• •AI chatbot deployment and AI-driven workflow automation
• •Bookkeeping setup, monthly bookkeeping, and accounting-software setup (e.g., QuickBooks)
• •Business credit profile and credit-building coordination
• •Contract package coordination (service agreements, NDAs, standard contracts)
• •Intellectual property coordination — trademark, patent, and copyright matters (see Section 7)
• •Business insurance recommendations and protection review
• •Business maintenance, annual report, and compliance-reminder services
• •Business consulting on an hourly basis
• •Fractional / outsourced department services (sales, marketing, finance, HR, support, development, or design)

Not every service is included in every package. Current package composition and pricing are published on the Site’s Services page and in your specific proposal or invoice, which controls over any general description on the Site in the event of a conflict.

Ipello delivers Services either directly through its own team or by coordinating vetted third-party partners and licensed professionals (“Partners”). At the time of engagement, we will identify whether a given service is delivered in-house or through a Partner.

2.1 Regulated and licensed services

Certain services described in this document — including trademark prosecution, patent matters, copyright registration, tax filing, accounting/CPA services, legal document preparation, and insurance recommendations — involve activity that, in whole or in part, may only be lawfully performed by an attorney, patent agent, trademark agent, CPA, or other professional licensed in the relevant jurisdiction. For these services:

• •Ipello does not itself practice law, prosecute patents, or provide licensed tax or insurance advice.
• •Ipello coordinates, prepares supporting materials for, and manages the administrative process on behalf of, a licensed Partner who performs the regulated work.
• •Where a filing must be made before a foreign intellectual property office that requires a locally qualified representative (including, without limitation, the EUIPO, UKIPO, CIPO, ARIPO, IP Australia, the New Zealand IP office, or CNIPA (China)), Ipello will engage a Partner qualified to act before that office. Ipello cannot and does not represent that it, itself, is authorized to file directly with any office that requires local qualification.
• •Any legal, tax, or professional advice you receive in connection with the Services is the advice of the licensed Partner who gave it, not of Ipello.

2.2 Third-party services generally

Where a Service involves a Partner, you understand that: (a) the Partner may require you to accept separate terms of its own; (b) Ipello is not liable for the acts, omissions, quality, or timeliness of Partner work beyond Ipello’s obligation to select, brief, and reasonably oversee that Partner; and (c) Ipello disclaims liability for information, materials, or outcomes provided by third-party platforms or services referenced in connection with the Services.

Ipello offers the following categories of engagement, each described in full on the Site’s Services page:

• •One-time packages — START, BUILDER, and SCALE.
• •Monthly operating plans — ESSENTIAL, GROWTH, SCALE, and OPERATIONS.
• •Grand / Enterprise lump-sum engagements — custom Statements of Work for large, funded, or multi-entity clients.

Grand and Enterprise engagements are billed on a milestone schedule (typically signing/approved, approved build milestone, pre-launch/UAT, and final handover, as set out in the applicable Statement of Work) and require a signed Statement of Work before work begins. Scope changes after approval require a written change order and may affect price and timeline.

Government filing fees, third-party platform fees, advertising spend, software subscriptions, hosting, domain registration, and other pass-through costs are separate from package pricing unless the applicable package or proposal explicitly states they are included.

By purchasing a Service, you confirm and agree that:

• •All information you provide to Ipello is accurate and complete.
• •You authorize Ipello to act on your behalf solely for the limited purpose of delivering the purchased Services, including coordinating with Partners and third-party platforms as necessary.
• •The payment made is authorized by the cardholder or account holder.
• •The transaction is voluntary and made with a full understanding of the Services selected.
• •Electronic communications, digital approvals, and confirmations constitute valid authorization and written consent for purposes of these Terms.
• •Any billing concern must be raised within the window set out in Section 10 (Billing Concerns, Disputes & Chargebacks).

• •All service fees are due as set out in your invoice, proposal, or Statement of Work.
• •Pricing may vary depending on scope, complexity, number of revisions, or additional requirements beyond the original quote; any such variation will be communicated before additional work begins where practicable.
• •Government filing fees, third-party platform fees, advertising budgets, hosting fees, domain registrations, consultation and similar pass-through costs are separate unless explicitly included in your package.
• •Installment or milestone plans, where offered, must be completed according to the agreed schedule.
• •Ipello reserves the right to suspend or pause Services for non-payment or overdue balances, after reasonable written notice.
• •Payments are compensation for professional time, expertise, coordination, and deliverables rendered, and are treated as earned progressively as work is performed — see Section 8 (Refund Policy) for how this affects refund eligibility.

Because Services are professional, advisory, and coordination-based in nature, Ipello does not guarantee:

• •Approval, registration, or acceptance of any government or regulatory application, including trademark registration, patent grant, copyright registration, or business/non-profit formation acceptance
• •Outcomes of any Office Action, Notice of Allowance, extension request, Section 8, Section 8 & 9, Section 8 & 15, or revival filing before the USPTO or any other intellectual property office
• •Marketing, SEO, advertising, or social media performance results
• •App store approval or platform acceptance
• •Specific revenue, growth, or business outcomes
• •Approval of financing, business credit, or insurance applications

All final decisions relating to regulatory filings, intellectual property applications, government authorities, financial institutions, or third-party platforms are made solely by those respective entities, not by Ipello.

Where your engagement includes trademark prosecution support, the following USPTO terms may appear in your Statement of Work. This section is informational and does not itself constitute legal advice:

• •Notice of Allowance (NOA) — USPTO notice that an application has been approved to proceed toward registration, subject to use-in-commerce requirements.
• •Office Action — a USPTO examiner’s formal objection or requirement that must be responded to within a fixed deadline.
• •Extension — a request for additional time to file a Statement of Use following a Notice of Allowance.
• •Section 8 — the post-registration declaration confirming continued use of the mark, required to maintain a registration.
• •Section 8 & 9 — combined use declaration and renewal application.
• •Section 8 & 15 — combined use declaration and declaration of incontestability.
• •Revival — a petition to revive an application that was abandoned for missing a deadline.

Because Ipello’s services involve intellectual work — strategy, consultation, design, development, filing preparation, and coordination — that begins shortly after purchase, refund eligibility is tied to how much work has been completed, not to elapsed time alone:

• •Refund requests must be submitted in writing within 2 business days of payment, unless a different window is stated in your proposal or Statement of Work.
• •Once work has commenced — including drafts prepared, consultations delivered, government fees paid, filings initiated, development started, or third-party/Partner submissions made — fees for that portion of work become non-refundable.
• •Government fees and other third-party pass-through fees are non-refundable once submitted to the relevant office or platform, regardless of the outcome of that submission.
• •For Grand/Enterprise engagements billed on a milestone schedule, amounts tied to a completed and accepted milestone are non-refundable; amounts tied to a future, not-yet-started milestone remain refundable up to the point work on that milestone begins.
• •Approved refunds are processed to the original payment method within a commercially reasonable time.
• •Partial refunds may be considered at Ipello’s discretion based on the proportion of work actually completed.

• •You may cancel a monthly plan (ESSENTIAL, GROWTH, SCALE, OPERATIONS) with written notice; cancellation takes effect at the end of the current billing cycle unless a different notice period is stated in your plan agreement.
• •Cancelling a one-time package (START, BUILDER, SCALE) or a Grand/Enterprise engagement after work has begun follows the Refund Policy in Section 8 — completed work and submitted third-party fees are not refunded.
• •Ipello may cancel or suspend an engagement for non-payment, for a client’s failure to provide information necessary to proceed, or for conduct that makes continued delivery impracticable, following reasonable written notice.

Payment & billing

• •All service fees are due in full unless an installment or milestone schedule is agreed in writing.
• •Recurring monthly plans are billed automatically on the same date each billing cycle to the payment method on file until cancelled in accordance with Section 9.
• •Ipello will provide reasonable advance notice by email before any price change to a recurring plan takes effect.
• •Failure to notify Ipello of a billing concern within the window below may be treated as acknowledgment of the transaction.

Concerns, disputes & chargebacks

If you have a question about a charge, invoice, or billing matter, you agree to contact Ipello directly using the support email listed on your invoice or on the Site before initiating a chargeback with your card issuer or bank.

• •Ipello will make reasonable efforts to respond to billing inquiries within 2 business days.
• •Ipello maintains service records — including payment authorization confirmations, correspondence, work drafts and revisions, submission confirmations, and delivery documentation — which may be used to verify and contest an unwarranted chargeback.
• •Electronic communications, digital approvals, invoice confirmations, and online payment acknowledgments constitute valid written records of authorization and delivery for purposes of resolving a dispute.

You agree to:

• •Provide accurate and complete information needed to perform the Services
• •Respond to requests, approvals, and reviews in a timely manner
• •Review drafts, mockups, applications, or development stages before approval
• •Pay any additional required government or third-party fees
• •Maintain reasonable communication during project execution

Delays caused by your failure to meet these responsibilities will extend delivery timelines accordingly and do not, by themselves, entitle you to a refund, discount, or extension of any government-imposed deadline (such as a trademark Office Action response window, which Ipello cannot extend).

Unless otherwise agreed in writing:

• •Preliminary drafts, concepts, proposals, and internal working materials remain Ipello’s property until full payment is received for the applicable service.
• •Upon full payment, you receive ownership of, or a license to, the final approved deliverables created specifically for you, as specified per service.
• •Ipello retains ownership of its own pre-existing tools, templates, and methodologies used to create deliverables.
• •Ipello may display completed work in its portfolio or marketing materials unless you request otherwise in writing.

This section addresses deliverables created by Ipello. It does not affect ownership of trademarks, patents, copyrights, or other intellectual property that is the subject of a filing — that intellectual property belongs to you (the applicant) or as otherwise determined by the relevant government office, subject to your engagement letter with the licensed Partner handling the filing.

Each party agrees to use the other party’s confidential business, financial, and technical information disclosed in connection with the Services solely to perform or receive the Services, and not to disclose it to third parties except to Partners as necessary to deliver the Services, or as required by law.

• •To the maximum extent permitted by law, Ipello will not be liable for indirect, incidental, special, or consequential damages.
• •Ipello is not responsible for losses resulting from third-party or Partner decisions, government or IP-office actions, platform removals, or inaccurate information provided by the Client.
• •Ipello’s total liability arising out of any Service will not exceed the amount actually paid by the Client for that specific Service.

Before filing any claim, you agree to contact Ipello at help@ipello.com and attempt to resolve the dispute informally and in good faith for at least 30 days. Any dispute not resolved informally will be brought exclusively in the state or federal courts located in New York, and each party consents to the personal jurisdiction of those courts. This does not prevent either party from seeking injunctive relief where available.

These Terms are governed by the laws of the State of New York, without regard to its conflict-of-law principles, and without prejudice to any mandatory consumer-protection law of the Client’s home jurisdiction that cannot be waived by contract.

Ipello reserves the right to modify Service offerings, pricing, or these Terms at any time. Material changes will be posted on the Site with an updated effective date. Continued use of the Services after an update constitutes acceptance of the revised Terms. Changes will not retroactively alter the terms of an engagement already under a signed/approved proposal or Statement of Work.

If any provision of these Terms is found unenforceable, the remaining provisions will remain in full force and effect.

Questions regarding these Terms, our Privacy Policy, billing matters, payment discrepancies, or the handling of personal information may be directed to:

Email: help@ipello.com
Address: 19 Campo Cir, Old Westbury, New York, NY 11568

Please include your invoice number and transaction ID with any billing-related inquiry to help us resolve your request efficiently.