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Frequently Asked Questions

Last updated: June 6, 2026

This FAQ is a general summary provided for convenience. It does not modify, replace, or create rights independent of the governing documents. For paid Customers, the Subscription Services Agreement controls all billing, refund, cancellation, and data rights matters. The Privacy and Cookies Policy controls how Personal Information is collected, used, retained, and deleted. The Terms of Use and Refund Policy also apply. Nothing in this FAQ waives any non-waivable right a Customer may have under applicable law.

Subscription Plans & Billing

What am I buying?
When you purchase a CrossBeamIP plan, you are purchasing access to the Platform for a fixed period stated at checkout — such as a 3-Day Pass, Monthly Plan, or Annual Plan. The plan provides access only for the purchased term and expires automatically at the end of that period unless you make a new, separate purchase. See Sections 1.8–1.11 and 2.2 of the Subscription Agreement.
Does my plan renew automatically?
No. All CrossBeamIP Subscription Plans are fixed-term, non-auto-renewing access plans. Company does not automatically renew any plan or charge you for a new term without your separate, affirmative purchase. When your term ends, access stops — no further charges will occur unless you initiate a new purchase. See Sections 5.2 and 12.3 of the Subscription Agreement.
What happens when my term ends?
Access to the Services, your dashboard, and all Reports ends automatically when the purchased term expires. If you want to continue using the Services, you must make a new purchase through the account dashboard or another checkout process. See Section 12.3 of the Subscription Agreement and Section 5 of the Terms of Use.
Can I cancel before my term ends?
Yes. You may cancel an active plan at any time through the account dashboard or by contacting Company in writing at customer-service@crossbeamip.com. Cancellation ends future access at the end of the current purchased term but does not trigger a refund for fees already paid, except where the Subscription Agreement or applicable law requires otherwise. See Section 5.3 of the Subscription Agreement.
Before I cancel or let my plan expire — what should I do?
Download all Reports you wish to keep before your term ends. Once your Subscription Term expires or your account is terminated, access to your dashboard and all Reports ends immediately. CrossBeamIP does not retain copies of your Reports and cannot provide access after termination — there is no post-termination window for Report retrieval. See Reports, Dashboard Limits & Data Retention below and Section 8.6 of the Subscription Agreement.

Fees & Refunds

Are fees refundable?
In general, no. Fees are non-refundable and non-creditable once a trademark clearance search has been conducted under your account.
When is a search considered “conducted”?
A search is considered conducted at the earliest of: (a) you or an Authorized User submits a questionnaire, brand-name query, logo, keyword, classification, or other input and initiates a search or screening run; (b) the Platform’s AI algorithms begin processing or aggregating data in response to a submission; or (c) a Report or other automated output is generated, displayed, or made available in your dashboard — regardless of whether you view, download, or use it. Once any of these events occurs, no refund, credit, or pro-rata adjustment is available for that plan, except for the limited exceptions described in the Refund Policy and Subscription Agreement. See Section 1 of the Refund Policy.
Are there any refund exceptions?
Yes, but they are limited. Refunds may be issued only in the following circumstances:
  • Duplicate or unauthorized charge — if you are billed more than once for the same plan in error, or charged without your authorization, and you notify Company within 30 days of the charge.
  • Complete platform access failure at the start of the term — if, due solely to a verified technical failure on Company’s side, you cannot access the Services at all from the start of the term, no search has been conducted, and Company cannot restore access within a commercially reasonable period.
  • Termination for Company’s uncured material breach — if you terminate the Subscription Agreement under Section 12.4 because Company has materially breached and failed to cure within 30 days, a pro-rata refund of prepaid fees for the unused term applies.
  • Company election on a software infringement claim — if a covered software infringement claim arises under Section 11.2 of the Subscription Agreement and Company elects termination, a pro-rata refund applies.
  • Individual Consumer non-waivable rights — where applicable law grants an Individual Consumer a refund or cancellation right that exceeds this policy, that right applies to the extent required by law.

See Section 3 of the Refund Policy and Sections 11.2 and 12.4 of the Subscription Agreement.

What if I don’t like the search results?
An unfavorable risk score, conflicting registration, refusal by the USPTO or another registry, or any other disappointing result does not entitle you to a refund or credit. The Services are a research and screening tool only and do not guarantee trademark clearance, registration, or any regulatory outcome. See Section 6 of the Refund Policy and Section 9.2 of the Subscription Agreement.
How do I request a refund if I believe an exception applies?
Submit a written refund request within 30 days after the charge first appears on your billing statement. Your request must include: (a) the name and email address associated with your account; (b) the date and amount of the charge; (c) the Subscription Plan to which the charge relates; and (d) a clear explanation of which limited exception you believe applies. Send requests to:

Email: customer-service@crossbeamip.com

Mail: VETT, LLC dba CrossBeamIP, 309 Pine Avenue, Suite 236, Long Beach, CA 90802

Company will acknowledge your request within 10 business days and issue any approved refund to your original payment method within 30 days of approval. See Section 5 of the Refund Policy.

What if I want to dispute a charge with my bank or payment provider?
Before initiating a chargeback, payment reversal, or dispute with your credit card issuer, bank, PayPal, Affirm, or other payment provider, you must first contact Company in good faith at customer-service@crossbeamip.com and allow at least 30 days for Company to investigate and respond. Initiating a chargeback after a search has been conducted, or without first contacting Company, may result in suspension or termination of your account. See Section 4 of the Refund Policy.

Reports, Dashboard Limits & Data Retention

How long are my Reports kept on the dashboard?
Your dashboard stores only a limited number of your most recent Reports, subject to the following strict automated rules:
  • Ten (10)-day automatic deletion: Each Report — including questionnaire inputs, uploaded logo files, and search results — is automatically and permanently deleted ten (10) days after it is generated, regardless of whether you have downloaded it.
  • Twenty-five (25)-Report cap: Your dashboard holds a maximum of 25 Reports at any time. Once this limit is reached, you must delete existing Reports before generating new ones. Running a new search above the cap will automatically and permanently delete the oldest Report, even if it is less than 10 days old.
  • No recovery: Deleted Reports cannot be recovered. CrossBeamIP does not retain any copy of your Reports and cannot restore them under any circumstances.

You must download every Report immediately upon generation. Do not rely on your dashboard as long-term storage. See Section 8.6 of the Subscription Agreement, Section 11 of the Privacy Policy, and Section 9 of the Terms of Use.

How do I download or export my Reports?
Each Report can be downloaded from your account dashboard while it is still available. Reports can be exported as PDF, DOCX, Excel, or CSV files. There is no charge to download your own Reports. Because Reports are automatically deleted ten (10) days after generation, you should export and save copies promptly to retain a permanent record in your own file system.
What happens to my Reports and data if I cancel or don’t renew?

When your Subscription Term expires, or your account is terminated, for any reason, your access to the Platform, your dashboard, and all Reports ends immediately. CrossBeamIP does not provide any post-termination access window for Report retrieval because CrossBeamIP does not retain or possess your Reports at any time.

For User Submissions (your trademark queries and search inputs), a 30-day post-termination export window is available through the Platform’s “Export my data” feature to download a copy of inputs still associated with your account. After that 30-day window closes, User Submissions may be deleted from active systems.

To protect your records: Download all Reports you wish to retain before your term ends. Do not assume a post-termination window will be available for Reports, it will not be. See Section 12.5 of the Subscription Agreement and Section 11 of the Privacy Policy.

When is my data permanently deleted after termination?
Reports are subject to automatic permanent deletion on a rolling basis — 10 days after generation, or sooner if the 25-Report dashboard cap is reached, regardless of account status. After the 30-day post-termination export window for User Submissions closes, remaining inputs and associated data that are no longer needed for a disclosed purpose or required by law are permanently deleted and cannot be recovered. Limited information (such as account, billing, and security-log data) may be retained longer only where necessary to comply with a legal obligation, resolve a dispute, prevent fraud, or enforce Company’s agreements, as described in Section 11 of the Privacy Policy.
Can I ask CrossBeamIP to delete my data sooner?
Yes. You may request deletion of Personal Information that Company has collected by contacting customer-service@crossbeamip.com. Company will acknowledge the request and respond within the timeframes required by applicable law. Some information may be retained where the law permits or requires it, for example, to complete a transaction you requested, comply with a legal obligation, prevent fraud, or enforce Company’s agreements — and Company will inform you if an exception applies. Note that deletion rights apply only to Personal Information Company actually holds. Because CrossBeamIP does not retain Reports, deletion rights do not extend to Reports that have already been automatically deleted or that CrossBeamIP never stored. See Section 12 of the Privacy Policy and Section 13.4 of the Privacy Policy (California residents).
Do I keep responsibility for my own records?
Yes. CrossBeamIP provides software and information services only and is not a system of record for your files. Customers, including law firms and their personnel, remain solely responsible for retaining, within their own systems, any Reports or records they need or are required to keep. You should download and save Reports immediately upon generation and before term expiration. See Section 8.6(d) of the Subscription Agreement and Section 9.3 of the Terms of Use.

Privacy & Personal Information

What Personal Information does CrossBeamIP collect?
CrossBeamIP collects limited Personal Information needed to provide and secure the Services. The full Privacy and Cookies Policy is available on the legal site. The following categories are collected:
  • Account information — name, email address, and account credentials
  • Search questionnaire information — proposed trademark names or phrases, international classes, keywords, and uploaded logo images or stylized marks
  • Limited payment-related information — subscription status, plan type, billing status, and the last four digits of a payment card; CrossBeamIP does not collect or store full payment card numbers or full financial credentials
  • Communications information — contact details and message content submitted through support requests or other inquiries
  • Automatically collected technical information — IP address, browser type, device or session identifiers, authentication events, and access logs for shared report links

You must not enter third-party Personal Information (such as your clients’ names, addresses, or contact details) into the questionnaire or other input fields, because those fields are designed to accept trademark-related search inputs only. See Sections 1 and 3 of the Privacy Policy and Section 3.1(iii) of the Subscription Agreement.

Does CrossBeamIP sell my Personal Information?
No. CrossBeamIP does not sell or share Personal Information for cross-context behavioral advertising and has not done so in the preceding 12 months. See Section 6 of the Privacy Policy.
What are my California privacy rights?
California residents have rights under the CCPA/CPRA, including the right to know, access, correct, delete, and opt out of the sale or sharing of Personal Information. These rights apply to Personal Information that CrossBeamIP actually holds, they do not extend to Reports or questionnaire inputs that have been automatically and permanently deleted. CrossBeamIP does not have access to consumers’ Reports. To submit a request, contact customer-service@crossbeamip.com. See Section 13 of the Privacy Policy.

Legal Disclaimers

Is this legal advice?
No. CrossBeamIP is an automated, AI-assisted research and screening tool. Use of the Services does not constitute legal advice, does not create an attorney-client relationship with VETT, LLC or any of its personnel, and does not guarantee any trademark clearance, registration, or other regulatory outcome. You remain solely responsible for your own independent legal review, due diligence, and filing decisions. See Section 3 of the Terms of Use and Section 9.1 of the Subscription Agreement.
What documents control if there is a conflict?
For paid Customers, the Subscription Agreement governs all refund, credit, billing, cancellation, and data rights matters, and supersedes any conflict with a shorter policy summary or this FAQ. The Privacy Policy controls how Personal Information is collected, used, retained, and deleted. The Terms of Use governs your use of the Sites and Services generally. The Refund Policy supplements the Subscription Agreement regarding refunds. Nothing in this FAQ changes any non-waivable right a Customer may have under applicable law.

Definition

What is Vertical AI?

Vertical AI is artificial intelligence designed for a specific industry, business function, or recurring workflow, such as trademark search clearance. Unlike general-purpose AI, which can respond to broad prompts across many subjects, vertical AI is built around the terminology, data structures, rules, documents, and practical decisions that define one field. Its purpose is to support a particular kind of work more reliably and efficiently. For example, a vertical-AI platform may organize complex information, identify patterns or exceptions, automate routine steps, and produce structured work product within an established process, while leaving consequential decisions and accountability with the human professional using it.

Read our Responsible AI page

Support

Contact

Email

customer-service@crossbeamip.com

Mail

VETT, LLC dba CrossBeamIP
309 Pine Avenue, Suite 236
Long Beach, CA 90802

Support hours

Monday–Friday, 9:00 AM–5:00 PM Pacific Time (excluding U.S. federal holidays)

VETT, LLC is a California limited liability company and a woman-owned technology company. Nothing in this FAQ establishes an attorney-client relationship between VETT, LLC, and any user of the Services.