Support Policy

Clearfield Forward™ provides limited customer support related to purchase- or order-verification, product access, file delivery, replacement-copy requests from verified purchasers when the original product remains available, and general questions about the included product instructions.

Support is limited to the product purchased or complimentary resource requested. It does not include completing or reviewing customer records, deciding what information to enter, evaluating personal or business situations, customizing templates, providing professional advice or emergency assistance, or supporting client-service, staff, team, contractor, or multi-user use.

For product-support requests, email Clearfield Forward™ at:

office@clearfieldforward.com

What Clearfield Forward™ Support Can Help With

Clearfield Forward™ may assist with:

  • Purchase- or order-verification questions
  • Download-access questions
  • File-delivery questions
  • Replacement-copy requests from verified purchasers, subject to product and file availability
  • Questions about the file formats and materials included with a purchase
  • General questions about the included instructions and the intended use of The Move Forward File™
  • Basic clarification of the Limited Single-User License, including permitted personal use and internal recordkeeping connected to a one-person business

Support is limited to general product information and clarification. It does not include completing, reviewing, repairing, customizing, or advising on a customer’s working files or personal or business matter.

What’s Included with Paid Move Forward File™ Products

Each paid Move Forward File™ product includes:

  • An editable DOCX file
  • A User Manual in PDF format
  • A Completed Example in PDF format

The editable DOCX file is intended for customers who want to type directly into the file. Dictation may also be used when supported by the customer’s device, software, or word-processing application.

The User Manual provides guidance for using the product, keeping an untouched master copy, creating separate working copies, and reviewing entries for accuracy.

The Completed Example shows how the file may look when used to document a matter from beginning through resolution.

Customers are responsible for using compatible software, apps, and devices capable of opening and using the included DOCX file, User Manual, and Completed Example.

Replacement Copies

Verified purchasers may request a replacement copy of the original blank product they purchased, subject to successful purchase verification, continued product and file availability, and any applicable checkout or delivery-platform requirements.

A replacement copy does not include a customer’s completed, edited, customized, or previously saved working files. Clearfield Forward™ does not store customer-completed files and cannot recover, restore, repair, rebuild, organize, interpret, or review files that have been deleted, damaged, overwritten, misplaced, corrupted, or saved incorrectly.

Replacement copies are not guaranteed indefinitely. A request may be declined when the purchase cannot be verified, the original product or file is no longer available, or the request conflicts with the Limited Single-User License, these policies, or applicable third-party platform requirements.

Customers are responsible for retaining their original download, keeping an untouched master copy, and maintaining appropriate backups of their own files.

What Clearfield Forward™ Support Does Not Provide

Clearfield Forward™ does not provide:

  • Legal, financial, medical, therapeutic, tax, accounting, business, compliance, investigative, or other professional advice
  • Emergency assistance or responses to urgent or time-sensitive matters
  • Court-preparation, claim-preparation, or case-management services
  • Review, evaluation, interpretation, correction, or approval of completed customer files
  • Advice about what information a customer should enter, omit, share, submit, or use
  • Recommendations about what action a customer should take in a personal or business matter
  • Completion, customization, modification, or preparation of templates or working files for customers
  • Support for client-service, employee, contractor, assistant, staff, team, organization-wide, or other multi-user use
  • Technical support for personal devices, software, printers, internet service, email accounts, cloud storage, dictation tools, or third-party apps
  • Recovery, repair, reconstruction, or restoration of customer-completed files

Clearfield Forward™ does not determine whether a product satisfies any profession-specific, industry-specific, legal, regulatory, confidentiality, security, retention, or reporting requirement. Customers are responsible for obtaining qualified professional guidance when needed.

Customer Privacy

Customers should not send completed files or private, sensitive, confidential, financial, medical, account, identity, or client information through email or support messages.

Clearfield Forward™ does not need to review a customer’s personal or business situation to answer purchase- or order-verification, product-access, file-delivery, replacement-copy, or general product-use questions.

Support requests should include only the limited information reasonably necessary to identify the purchase or order and explain the product-access or delivery issue. Clearfield Forward™ may request basic order information, such as the purchaser’s or requester’s name, email address used for the purchase or order, order or receipt number, product or resource requested, and purchase or order date.

Clearfield Forward™ may decline to review attachments or detailed records that are unnecessary for product support and may ask the customer to resubmit the request without sensitive or unrelated information.

Checkout, payment processing, transaction administration, and related purchase functions are currently handled by Lemon Squeezy as Clearfield Forward™’s Merchant of Record. Some payment, refund, transaction, or order-related issues may require following Lemon Squeezy’s applicable procedures. Clearfield Forward™ may use a different checkout or payment provider in the future.

Customer Responsibility

Customers are responsible for accurately completing, reviewing, saving, storing, securing, backing up, opening, editing, printing, exporting, and using their own files.

Customers are responsible for choosing compatible devices, software, apps, word-processing programs, PDF readers, printers, dictation tools, email services, cloud-storage services, and other third-party technology needed to use or manage the files.

Customers are responsible for deciding when, how, and with whom to share a completed record. Customers should protect sensitive or confidential information and share only what is reasonably necessary for the matter.

The blank, original, reusable, or editable Clearfield Forward™ template may not be shared with another person. Customers may share completed records only as permitted under the Limited Single-User License.

Long-Term Use

The Move Forward File™ products are one-time digital purchases licensed for long-term use by the original purchaser, subject to the Limited Single-User License and these policies.

Customers may retain an untouched master copy and create separate working copies for their own permitted personal matters or internal matters connected to a one-person business.

Continued access and long-term use depend on the customer properly downloading, saving, securing, maintaining, and backing up the original product and their working files in storage locations they control.

Clearfield Forward™ does not provide permanent cloud storage or guarantee that replacement copies, prior versions, delivery links, products, or file formats will remain available indefinitely.

Emergency or Time-Sensitive Matters

Clearfield Forward™ does not provide emergency assistance, crisis response, real-time monitoring, or time-sensitive professional support. Support messages should not be relied upon for urgent action or deadline management.

If a matter involves immediate danger, health or safety concerns, legal or filing deadlines, financial deadlines, employment or housing deadlines, suspected fraud, account-security problems, or another urgent concern, customers should contact the appropriate emergency service, qualified professional, agency, court, financial institution, service provider, employer, housing provider, or other responsible organization directly.

Customers are responsible for identifying and tracking applicable deadlines, preserving their rights, and taking timely action. Sending a message to Clearfield Forward™ does not pause, extend, satisfy, or otherwise affect any deadline or required action.

Clearfield Forward™ is not responsible for consequences resulting from reliance on customer support for an emergency, urgent matter, professional decision, or time-sensitive action.

Clear the field. Align the facts. Move forward.