Last updated: May 2026
These Terms of Service govern the relationship between Operion Systems LLC ("Operion," "we," "us") and any individual or business ("Client," "you") that engages Operion for services. By submitting a form on this website, signing a proposal, or beginning work with Operion, you agree to these terms.
Operion is a service company, not a software product. We build and operate custom automation infrastructure. These terms reflect that relationship.
Operion provides two categories of service:
The discovery call is exploratory and free of charge. No service obligation is created by completing a discovery call.
Certain clients are provided access to the Operion platform — a web-based interface for managing automation workflows, reviewing agent activity, and monitoring system performance. Platform access is invite-only and governed by the following:
Operion's infrastructure stores operational metadata only — this includes workflow configurations, automation definitions, pipeline stage rules, module settings, and user permissions. Operion does not store client business records, patient data, personal information belonging to your contacts, or other sensitive data on its own systems.
Client business data stays in the client's domain. For Model A engagements (client-hosted), all business data resides on the client's own infrastructure. For Model B engagements (Operion-managed platform), business data processed through the system is handled in transit — used to execute the automation, then discarded. Nothing is retained on Operion servers beyond the operational metadata described above.
Files processed through Operion's AI tools are sent to the Claude API for processing, the output is returned to the client, and the original file is discarded. No file content is stored by Operion or by Anthropic per their API terms.
For clients in regulated industries (including healthcare), a Business Associate Agreement (BAA) is required before work begins and is available upon request. The BAA governs any incidental exposure to Protected Health Information that may occur through service delivery.
Operion builds and operates SMS-based automation workflows on behalf of clients as part of certain service configurations. Clients who engage SMS automation services agree to the following:
Operion uses Twilio as its SMS infrastructure provider. Twilio's acceptable use policy applies to all messaging activity conducted through Operion systems. Operion is not liable for carrier-level filtering, delivery failures, or regulatory actions resulting from client-provided content or non-compliant recipient lists.
This section applies to individuals who receive SMS messages sent through Operion Systems infrastructure on behalf of Operion's clients (such as healthcare organizations, staffing firms, or other businesses).
By providing your phone number to an Operion client and agreeing to receive text messages, you consent to receive automated SMS messages related to the services offered by that client — which may include appointment reminders, recruitment updates, status notifications, or follow-up communications.
Consent to receive SMS messages is not a condition of any purchase or service. Your information will not be sold or shared with third parties for marketing purposes. See our Privacy Policy for full details on how your data is handled.
All paid engagements begin with a written proposal that defines scope, deliverables, pricing, and timeline. Work does not begin until the proposal is accepted in writing by both parties.
Ongoing management engagements are governed by a separate service agreement that includes tier-specific terms, billing cadence, and termination conditions. The service agreement supersedes these general terms where there is a conflict.
Pricing is not listed publicly. All pricing is provided in writing via proposal after the discovery call. Payment terms are specified in each proposal.
For ongoing management engagements, billing is monthly. Invoices are due upon receipt unless otherwise stated in the service agreement. Operion reserves the right to pause or suspend services on accounts with outstanding balances beyond 14 days past due.
Operion retains ownership of all automation modules, frameworks, templates, workflows, and underlying system architecture developed or used in the course of delivering services. These are part of the Operion platform and library.
At engagement end, clients receive an export of their configuration data and any business data generated by their system during the engagement. Clients do not receive the underlying automation modules or platform code.
Any materials provided by the client (business data, brand assets, API credentials) remain the property of the client. Operion uses these solely to deliver the contracted services.
Both parties agree to keep confidential any non-public information shared in the course of the engagement. This includes business data, operational processes, pricing, and system configurations. Operion does not share client information with third parties except as required to deliver the contracted services (such as the infrastructure providers on which systems run).
Operion builds and operates automation systems designed to reduce manual work, improve operational efficiency, and surface business intelligence. We do not guarantee specific revenue outcomes, lead volumes, win rates, or other business results.
The effectiveness of any automation depends on factors including the quality of the client's underlying data, the accuracy of information provided during scoping, and the client's own business operations. Operion is responsible for building and running the system. Operion is not responsible for outcomes driven by factors outside the system.
Either party may terminate an ongoing management engagement with 30 days written notice. One-time build engagements are governed by the milestone and delivery terms in the specific proposal.
Operion reserves the right to terminate any engagement immediately if a client engages in conduct that is abusive, illegal, or in material breach of the service agreement. In such cases, fees for work completed to date are due in full.
Operion's liability to any client for any cause is limited to the total fees paid by that client in the 90 days prior to the event giving rise to the claim. Operion is not liable for indirect, incidental, or consequential damages of any kind.
These terms are governed by the laws of the State of Illinois. Any disputes arising under these terms will be resolved in the courts of Illinois, and both parties consent to that jurisdiction.
We may update these terms from time to time. If we make material changes, we will update the date at the top of this page. Active service agreements are not retroactively affected by changes to these general terms unless both parties agree in writing.