← Terms of Service · Module M‑WF
Module M‑WF — Workflows
This Module M‑WF applies to fixed‑fee Roadmap Workflow products, regardless of whether the purchaser holds an active Roadmap subscription. Workflows consumed through an active subscription (i.e., included in subscription scope or priced as “included for subscribers”) are governed by Module M‑SUB and not this Module. This Module governs only workflows that are priced and purchased as separate fixed‑fee products.
M‑WF.1 Fixed‑Fee Matters and Workflow Products
Roadmap offers discrete fixed‑fee productized workflow deliverables (for example, a formation package, a filing, a contract review, or a defined workflow output). Fixed‑fee amounts and the deliverable scope are set on the Stripe checkout, the Stripe invoice, or applicable Engagement‑Specific Terms and are incorporated by reference for descriptive purposes (see Section 13). For non‑subscribers, the payment is taken at Stripe checkout. For subscribers who purchase a workflow priced as a separate fixed‑fee product, the payment is taken from the payment method on file under their subscription, on the same earned‑on‑delivery basis described below.
Charge at checkout; earned on delivery; refund if not delivered. Roadmap’s standard billing pattern for fixed‑fee matters and workflow products is to charge Client’s payment method in full at the time of checkout through Stripe. The fixed fee, although charged at checkout, is earned only when the corresponding deliverable is delivered to Client (or, where the deliverable consists of multiple discrete components, as each component is delivered). Between checkout and delivery, the amount charged is held by Roadmap as an unearned fixed‑fee deposit for the specific deliverable purchased and is subject to refund as set out below.
Refund on non‑delivery. If a fixed‑fee deliverable is not delivered (for any reason, including engagement termination before delivery, Roadmap’s decision to decline the matter after intake, or Client’s cancellation before delivery), Roadmap will refund the full fixed fee for that undelivered deliverable through Stripe to the original payment method, ordinarily within ten (10) business days of the determination that the deliverable will not be delivered, subject to standard financial‑processing timing. Where the deliverable consists of multiple discrete components, the refund covers any components not delivered. This refund right is in addition to, and not in lieu of, any non‑waivable refund obligation Roadmap has under applicable rules of professional conduct, and is without prejudice to Roadmap’s right to invoice separately for any pre‑delivery work‑in‑progress that was performed at Client’s express written request outside the fixed‑fee scope.
M‑WF.2 No Subscription; Scope; Legal vs. Advisory Workflows
A purchase under Module M‑WF is a one‑off engagement. It does not create a subscription, an auto‑renewing obligation, or a minimum term. The scope of the workflow is the deliverable identified on the Stripe checkout or invoice (and any Engagement‑Specific Terms incorporated by signed side letter). Whether the workflow is a legal deliverable (forming an attorney‑client relationship under Section 3.2 once Roadmap commences attorney work) or an advisory deliverable (no attorney‑client relationship) is identified on the Stripe checkout for the workflow.
M‑WF.3 Acceptance
For purchasers without an active Roadmap subscription, payment of (or checkout completion for) a workflow at Stripe checkout constitutes the acceptance moment for this Engagement Letter as a whole (Core + Module M‑WF) under Section 23. For purchasers with an active Roadmap subscription who buy a workflow priced as a separate fixed‑fee product, the purchase is charged to the payment method on file under the subscription and Module M‑WF attaches to the existing Engagement Letter on payment of that workflow without any new clickwrap event (Section 23).