Terms of Use

Mare & Oak, LLC  ·  Effective June 9, 2026

1. Acceptance of Terms

These Terms of Use (“Terms”) govern your access to and use of the website located at mareandoak.com (the “Site”), operated by Mare & Oak, LLC, a South Carolina limited liability company (“Mare & Oak,” “we,” “us,” or “our”). By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, do not use the Site.

2. Who We Are

Mare & Oak is a South Carolina limited liability company and product consulting firm offering advisory services, structured delivery engagements, and AI-powered technical accelerators to businesses. The Site is a marketing and consultation-intake resource — it does not itself constitute the delivery of any consulting service.

3. Permitted Use

You may access the Site for personal, non-commercial, informational purposes and to initiate a consultation inquiry with Mare & Oak. All other uses require our prior written consent.

The following are expressly prohibited:

  • Scraping, crawling, or systematically downloading Site content by automated means
  • Reverse-engineering any feature, interface, or functionality of the Site
  • Submitting false, misleading, or fraudulent information through any Site feature
  • Using the Site in any manner that violates applicable law or regulation
  • Attempting to gain unauthorized access to any system or data associated with the Site

We reserve the right to refuse, suspend, or terminate access to the Site at our sole discretion and without notice.

4. Intellectual Property

All content on the Site — including text, graphics, logos, design, and code — is owned by or licensed to Mare & Oak and is protected by applicable intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any Site content without our prior written permission.

5. Contact Flow and Information You Submit

5.1 Intake Form

The Site includes an intake form through which you may submit your name, email address, and a brief description of your business challenge (“Intake Form”). Submission of the Intake Form is voluntary. By submitting it, you represent that the information provided is accurate and that you are authorized to share it.

5.2 AI-Powered Intake Agent

Following Intake Form submission, you may interact with an automated conversational assistant (“Intake Agent”). The Intake Agent is powered by a large language model (AI) and is not a human representative of Mare & Oak. Its sole function is to ask clarifying questions about your submission. It does not provide professional advice, make Service recommendations, or create any binding commitment on behalf of Mare & Oak.

AI-generated responses may be inaccurate, incomplete, or not suitable for your specific circumstances. You should not rely on Intake Agent responses as professional guidance of any kind.

5.3 Context Summary

After the Intake Agent conversation, the Site may present a human-readable “Context Summary” derived from your Intake Form answers and Intake Agent exchange. You may review and edit this summary before proceeding. The version you submit is stored as part of your consultation record. Mare & Oak is not responsible for errors or omissions in any AI-generated portion of the Context Summary.

5.4 Retention and Use of Conversation Data

Your Intake Form responses, Intake Agent conversation, and Context Summary are retained as part of your customer record with Mare & Oak. This information may also be used in aggregated or de-identified form to improve our services, including the performance of the Intake Agent. It will not be sold to third parties.

6. Third-Party Services

Certain features of the Site depend on third-party services. By using those features, you acknowledge that your data may be transmitted to and processed by those services in accordance with their respective privacy policies:

  • HubSpot — Our CRM platform. Your name, email, and Context Summary are stored in HubSpot when you complete a consultation booking. HubSpot’s privacy policy is available at legal.hubspot.com/privacy-policy.
  • Calendar and scheduling service — Used to create and confirm consultation appointments. A meeting invitation including a structured agenda derived from your Context Summary is written to the calendar event.
  • Cloud infrastructure and AI inference providers — Used to host the Site and power the Intake Agent.

Mare & Oak is not responsible for the data practices, security, or availability of any third-party service. Outages or errors in third-party systems do not constitute a breach by Mare & Oak.

7. Cookies

The Site uses cookies in the following categories:

  • Necessary cookies — Required for baseline Site operation, security behavior, and storing your cookie preferences.
  • Functional cookies — Used to support richer site experiences, including social media integrations and Contact Flow continuity features.
  • Analytics cookies (Google Analytics and Microsoft Clarity) — Used to measure site traffic and visitor behavior in aggregate, including session interaction patterns. Data is processed by Google and Microsoft in accordance with their privacy policies at policies.google.com/privacy and privacy.microsoft.com.
  • Performance cookies — Used to monitor page performance and user-experience metrics such as load behavior and responsiveness.
  • Advertisement cookies — Used for campaign attribution and advertising measurement across marketing channels.

You may adjust your cookie preferences at any time using the Cookie Preferences control in the Site footer. Note that disabling analytics or recording cookies will not affect the core functionality of the Site.

8. Disclaimers

THE SITE AND ITS CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.

Content on the Site is for informational purposes only and does not constitute legal, financial, technical, or other professional advice.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, MARE & OAK, ITS MEMBERS, OFFICERS, AND CONTRACTORS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SITE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

10. Indemnification

You agree to indemnify, defend, and hold harmless Mare & Oak and its members, officers, and contractors from any claim, demand, loss, or expense (including reasonable attorneys’ fees) arising from your use of the Site, your violation of these Terms, or your submission of false or unauthorized information.

The Site may contain links to external websites. Those sites are not under our control and we are not responsible for their content, privacy practices, or availability. A link does not imply endorsement by Mare & Oak.

12. Changes to These Terms

We may update these Terms at any time. The revised Terms will be posted on this page with an updated effective date. Your continued use of the Site after an update constitutes acceptance of the revised Terms. If the change is material, we will make reasonable efforts to notify affected users.

13. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of South Carolina, without regard to its conflict-of-laws principles. Before initiating formal proceedings, you agree to contact us in writing and give us thirty (30) days to attempt to resolve the dispute informally. If the dispute is not resolved within that period, either party may pursue claims exclusively in the state or federal courts located in South Carolina, and both parties consent to personal jurisdiction in those courts.