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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.

Experts

Expert Code of Conduct

Plain-English summary: Conflict disclosure, no confidential or material non-public information, stay within your own licenses, no services on the not-offered list, keep everything on-platform.

1. Conflicts of interest

Disclose any conflict before accepting an engagement and decline engagements that conflict with existing duties.

2. Confidential and non-public information

Never share confidential or material non-public information belonging to current or former employers or clients.

3. Scope of practice and licenses

Advise only within the licenses and certifications you hold and maintain. Do not offer services on the "Services not offered" list.

4. Honest representation

List only accepted credentials, describe them accurately, never imply a credential or claim has been verified unless it shows a Verified on date, and never present yourself as an employee or agent of Peritelos. Experts may only offer services within their credential and license. Experts must not offer audit/attest work (CPA), investment advice without registration (CFP/CFA), legal advice without a license (everyone but attorneys), or any other regulated service they are not authorized to provide.

5. On-platform conduct

Keep communications, files and payments in the Peritelos workspace.

6. Professionalism and training

Respond promptly, meet SOW deadlines, treat clients with respect, and complete the annual compliance refresher.

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