L5 ClickUp Custom Hours

Professional Services Statement of Work

L5.ai LLC (“Company” or “L5”) is engaged by 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 Custom Hours. This SOW is governed by L5 and Customer Master Services Agreement (MSA) incorporated by reference. The MSA can be found at www.L5.ai/master-services-agreement

1. Services Approach

L5 ClickUp Custom Hours includes assistance with strategy across the platform, best practice recommendations, basic change management assistance, optimization of Workflows, creation of new Workflows, and product feature training. L5 will provide an allocation of Custom Hours per month, as defined on the Estimate.

2. General Definitions

Refer to https://clickup.com/help for ClickUp definitions such as Automation, Dashboard, etc.

3. Scope and Timeline

Service Type


Workflow Creation and Optimization

L5 can review existing processes, provide an overview of business requirements, and conduct process mapping, along with a process analysis. This will enable the design of new Workflows based on discovery, restructure existing Workflows, configure Dashboards as needed, and configure Automations as needed.

New Feature Implementation

L5 can also train on new features, both Admin and End User functionality, and provide recordings of how these features can be woven into existing or new processes. Additionally, they’ll enable the deployment of new features within the context of the Customer’s Workspace.

Strategic Consulting

L5 can provide insights to best practices and strategic recommendations related to ClickUp structure and processes. Your consultant can assist in ensuring your platform scales appropriately with your business/organization. L5 will look for opportunities to aid the team in working more efficiently and effectively across the platform.

Feature Training

L5 can provide training as needed for both administrators and end users specific to Workflows and objects built within the tool.

Governance and Best Practice Recommendations

L5 can ensure proper governance into your platform, calling out opportunities for improvement, and evaluating permissions, access, and data points.

4. Out of Scope
  • New Workspace configuration (initial onboarding) for first-time ClickUp users.
  • Integrations to other platforms to ClickUp or from ClickUp Workspace to other platforms.
  • Migration of items from ClickUp Workspace to other platforms or from other platforms to ClickUp.
  • Migrations within ClickUp Workspace to ClickUp Workspace.
  • Business process (non-ClickUp) related activities.
  • Product feature development.
  • Bug resolution.
5. Customer Responsibilities
  • Lack of access to Customer’s environment may cause delay in schedule and completion of objectives requested by the Customer.
  • Facilitate Customer stakeholder meeting access and attendance at scheduled meetings. Lack of Customer stakeholder availability or attendance at scheduled meetings may impact hour delivery, schedule, or other terms under this agreement.
  • Customers will be responsible for prioritizing backlog items for the Consultant. In cases where this is not complete, the Consultant will make their best efforts to align priorities based on discussions and relevant assumptions.
  • Organize all of the relevant stakeholders to participate in Discovery, Design, and Validation sessions prior to execution.
6. Assumptions
  • Project Management responsibilities will be included in the hours outlined in the Estimate.
  • Customer delays or incorrect/insufficient information may result in a change order to the extent such matters adversely affect L5’s costs, schedule, or other terms under the Agreement or this Statement of Work.
  • Hours will expire at the end of each monthly period and will not carry over to the following months. Hours not utilized in this time will not be credited or refunded.
  • Where Customer Stakeholders are unable to be contacted, L5 will make attempts to contact other relevant champions. The Services Consultant will use their best discretion to work on objectives to best serve the Customer within the hours stated in this contract.
  • Scheduled meetings canceled less than 24 hours in advance will result in monthly hours being utilized for the call.
  • Monthly Services hours in relation to this contract will commence as of the Stated Start Date on the Estimate if it is on or before the 15th of the given month. Otherwise Monthly Services hours will commence on the 1st day of the subsequent month.
  • 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.
  • Customer acknowledges and agrees that L5 may develop for itself, or for others, content similar to the materials and processes developed in performing the Services, and nothing contained herein precludes L5 from developing or disclosing such materials and information.
  • The Services provided in this SOW are non-cancelable and the associated fees paid or payable are non-refundable and cannot be used as a credit towards any other amounts due to L5 without L5’s prior written consent, which may be withheld in its sole discretion.
  • In the event of a conflict between this SOW and the Estimate, the provisions of the SOW shall take precedence.
  • L5 will deliver the required professional services with qualified employees and/or qualified non-employee contractors of L5. Customer may object to L5’s use of non-employee contractors, in which case both L5 and the Customer will cooperate in good faith to find a suitable resolution. L5 is ultimately accountable for the delivery of services listed in this SOW.
  • In the event that the Professional Services must be extended beyond the scope and timeline herein the parties shall enter into a change order agreement to deliver such changes at the standard professional services hourly rate.
7. Warranty

L5 warrants that it will perform its obligations in this SOW in a professional manner. As Customer’s exclusive remedy for L5 breach of the foregoing warranty, L5 shall make commercially reasonable efforts to correct deficiencies at no additional cost to Customer, provided Customer gives written notice to L5 which describes any deficiencies within thirty (30) days of the earlier of Customer’s discovery of a deficiency or after delivery of the services by L5.

8. Fees

The fees for the Services in this SOW are listed in the Estimate (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.

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