Brain WAVE
Project Summary
L5.ai LLC (“Company” or “L5”) is engaged by the Customer (“Customer” or “the Customer”) under this Professional Services Statement of Work (the “SOW”) to deliver the services outlined and described below (the “Professional Services”).
The Customer has purchased L5 ClickUp Brain Widespread Adoption and Value Enhancement (WAVE) service offering. This SOW is governed by L5 and Customer Master Services Agreement (MSA) incorporated by reference.
The MSA can be found at https://l5.ai/master-services-agreement/.
1. General Definitions
| Reference | Description |
| Automations | Automate recurring actions on your tasks via ClickUp’s Automation engine. |
| Custom Fields | Additional fields that can be added to your ClickUp Workspace |
| Dashboards | Aggregated visual representation of work through customizable widgets |
| Space, Folder, Lists | subsequent levels of the ClickUp Hierarchy |
| Templates | repeatable hierarchy-based objects or Docs |
| Views | Operational visualization of ClickUp tasks across a variety of different View types |
| Workflow | A component of an end-to-end process that is unique and has a distinct set of data points (fields, stage/phase/status, Automations, and Reports/Dashboards) that aren’t transferrable to another Workflow without modification. |
| Workspace | ClickUp instance and the top level of the Hierarchy |
2. Services Approach
This service is designed for customers looking to implement ClickUp Brain (AI). L5 will assist the customer by reviewing their current ClickUp workspace and analyzing their business processes for up to 2 workflows and providing recommendations on how Brain can assist them.
L5 and Customer will work collaboratively to discover, design, and configure Brain for up to two (2) Workflows in the Customer’s ClickUp Workspace. This will include regular meetings with the Customer’s relevant teams and stakeholders.
This engagement is set for a typical duration of 3 weeks from project kickoff, pending availability of Customer stakeholders and subject matter experts.
L5 will provide up to ten (10) hours to deliver the following:
3. Scope
| Service Type | Description | L5 Time | Customer Time |
| Kickoff | The kickoff covers introductions, scope and purpose review, and establishes roles and timelines. The outcome will be a mutual understanding of the engagement, Workflows in scope, the terms of this SOW, and a Kickoff Deck. | Offline Work:
Meeting: | Meeting: 30 minutes |
| Workspace review | Review customer’s current workspace and any available process documentation for up to 2 workflows. | Offline work:
Meeting: | Offline Work:
Meeting: |
| Office Hours | Up to 4 office hours, to review recommendations based on L5’s review of the customer workspace. Provide a demo of ClickUp Brain’s capabilities to support the Customer’s use case. Further help the customer refine Workflows and help define additional business requirements to support them, if applicable. | Meeting: 4 hours | Meeting: 4 hours |
| End User Training | Train Customer’s end users on how to leverage ClickUp Brain’s capabilities for their specific use cases | Offline work:
Meeting: | Meeting: Up to 2 hours |
4. Not in Scope
- Data migration is not in scope. L5 will demonstrate how to import data during the Collaborative Build workshops.
- Integrations are not included in the scope of this engagement.
- Project Management. Due to the short nature of the engagement, no project management effort is included, other than scheduling meetings. Weekly status reports, etc. will not be provided.
5. Customer Responsibilities
- The success of the Customers ClickUp implementation depends on making the right personnel available for the workshops. L5 schedule workshops in advance and block out our time accordingly. Therefore, these sessions are non-cancellable, non-transferable and non-refundable. Reschedules require a minimum notice of two (2) weeks. Scheduled hours canceled without prior notice will result in project hours being charged.
- Services must be utilized within two (2) months of purchase.
- Customer will assign a point of contact who will be available to answer any questions related to the delivery of services and have authority to make service related decisions.
- The Customer will take an active part in ensuring the WAVE service is successful.
- The Customer is responsible for any additional end-user training outside the scope of the deliverables listed above.
- The Customer is responsible for all data migration activities.
8. Fees
The fees for the Services in this SOW are listed in the Order Form (exclusive of T&E, which will be billed at actual cost) and will be due in accordance with the payment terms mentioned in the MSA.
