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Pre-launch. We're inviting founding experts and early-access clients.

Interactive prototype: sample profiles, simulated payments and demo e-signatures. Intake requests and expert applications are sent to the Peritelos team; everything else stays in your browser.
PeritelosAdvisory

Legal Center

Contracts, NDAs & policies

Peritelos's legal stack: Terms of Service for everyone, a Client MSA and Expert Agreement signed once, and a mutual NDA plus SOW for each engagement.

Template only, not legal advice. These documents were drafted from Peritelos's planning framework as a starting point. They must be reviewed and adapted by a licensed attorney in your jurisdiction before real use. Bracketed items like [AMOUNT] are placeholders.

Services not offered

At launch, Peritelos does not offer, and Experts may not offer through the platform: (a) attest or audit services (for example financial statement audits, reviews or other attestation engagements by CPAs); (b) legal services or legal representation; or (c) personalized investment advice by anyone who is not appropriately registered or licensed as an investment adviser (or exempt). Each Expert is solely responsible for holding and maintaining any license, registration or certification their services require.

Attorneys (coming later)

Attorney Listing Terms (pending counsel review)

Plain-English summary: Pending counsel review. Not yet in effect. Attorneys pay a flat listing fee. Peritelos never takes a percentage or any share of legal fees, and attorney engagements are kept outside the 20% milestone fee. Attorney terms pending counsel review.

Status

Pending counsel review. Attorneys are not listed at launch and these terms are not in effect.

1. Flat listing fee

Attorneys pay a flat listing fee. Peritelos never takes a percentage or any share of legal fees, and attorney engagements are kept outside the 20% milestone fee. Attorney terms pending counsel review. Listing fee: [FLAT LISTING FEE AND BILLING PERIOD].

2. No fee sharing

Peritelos never takes a percentage or any share of legal fees. Attorney engagements are agreed and paid directly between the attorney and the client, outside the 20% milestone fee.

3. Open questions for counsel

Attorney listing-fee structure and state lawyer-referral rules; CFP / RIA scope (coaching and education vs. investment advice; RIA/IAR verification); Enrolled Agent (EA) and Professional Engineer (PE) state rules; CPA advisory-only language (no audit, attest, review or compilation).

Template version 0.2 (prototype). Template for attorney review. Generated from Peritelos's planning framework. Not legal advice.