Proxara Connect Evaluation Agreement

Last updated: July 2026

This Proxara Connect Evaluation Agreement ("Evaluation Agreement") governs a free evaluation of Proxara Connect (the "Evaluation") between Proxara, Inc. ("Proxara," "we," or "us") and the organization enrolling in the Evaluation ("Customer" or "you"). The Evaluation lets a firm run Proxara Connect on its own Microsoft 365 tenant and its own work, with nothing installed on any device, before deciding whether to become a paying customer.

By enrolling in or authorizing the Evaluation, including by signing this Evaluation Agreement or by granting the Microsoft administrator consent described in Section 4, you agree to these terms. The individual accepting represents that they are authorized to bind Customer. If you do not agree, do not enroll in the Evaluation.

This Evaluation Agreement incorporates, and the Evaluation is subject to, the Master Subscription Agreement (the "MSA"), the Data Processing Addendum (the "DPA"), and the Acceptable Use Policy, except as expressly modified here for the Evaluation. Where this Evaluation Agreement conflicts with the MSA, this Evaluation Agreement controls for the Evaluation; the DPA controls for data protection matters.

A device pilot of Proxara's Endpoint Protection product is governed by the separate Endpoint Protection Pilot Terms, not by this Evaluation Agreement.

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1. What the Evaluation Is

Proxara Connect joins the firm's AI assistant (Claude, in the firm's own Claude workspace) to the firm's Microsoft 365 tenant through a dedicated, single-tenant environment Proxara provisions for Customer (the Proxara-Managed model described in the MSA). When an employee asks the assistant to work across the firm's mail, calendar, Teams messages, files, and tasks, the request runs through the firm's Proxara connector: Proxara retrieves what the signed-in employee is permitted to see, applies the firm's policy inside the dedicated environment, replaces protected references with consistent stand-ins before anything reaches the model, shows the employee the real result in a Proxara view inside the conversation, and records every step on the firm's signed record.

The Evaluation is a real deployment of Proxara Connect on the same dedicated environment a paying customer receives, not a hosted demonstration. Its purpose is evaluation: to let Customer see, on its own tenant and its own work, how Proxara Connect enforces the firm's policy, protects client information, and produces a record, before committing to a paid subscription.

The Evaluation is signed even though it is free, because client information from Customer's own mailboxes and files flows through the Evaluation from the first day, and that processing deserves contract terms from the first day.

2. Term

The Evaluation runs for fourteen (14) days, measured from the day the first employee connects and the connector completes its first request in Customer's dedicated environment, not from signature of this Evaluation Agreement. The Evaluation does not automatically renew and does not convert into a paid subscription automatically. At the end of the Evaluation, Customer decides whether to convert (Section 8) or to end it (Section 9).

3. No Fee

The Evaluation is provided free of charge. Customer owes no fees for the Evaluation and is under no obligation to purchase a subscription. Customer may connect as many employees as it wishes during the Evaluation.

4. Setup

Deployment of Proxara Connect for the Evaluation consists of:

• (a) Microsoft administrator consent. A Customer tenant administrator grants one tenant-wide administrator consent to the verified Proxara Connect application, using the consent link Proxara provides. The consent grants delegated, read-only Microsoft permissions: the connector can only ever see what the signed-in employee can already see. The application then appears in Customer's own Entra admin center under Enterprise applications, where Customer can inspect, restrict, or revoke it at any time without asking Proxara.
• (b) Adding the connector in Claude. A Customer Claude administrator adds the firm's Proxara connector in the Claude admin settings and enables it for the workspace or a chosen group. A Claude plan that supports organization custom connectors is a prerequisite for the Evaluation.
• (c) Choosing who connects. Customer decides which employees participate. Each participating employee signs in with their own Microsoft account on first use; requests then run under that employee's own identity and permissions.

No software is installed on any device, and no device management platform is required.

5. Customer Responsibilities

Customer represents and warrants that:

• The individual granting the Microsoft administrator consent is authorized to grant it for Customer's tenant.
• The individual adding the connector in Claude is authorized to administer Customer's Claude workspace.
• Customer has provided any notice, and obtained any consent, that Customer owes its own personnel or its own clients under applicable law or professional obligation in connection with the Evaluation. Proxara provides a Client Consent Template and a Connect notice template within the Employee Monitoring Disclosure Template to help, but the notice and consent obligations are Customer's.
• Where Customer requires that every connected path to its systems run through Proxara, Customer is responsible for disabling overlapping native connectors in its AI assistant's own settings. A native connector runs inside the AI host and bypasses Proxara.

Customer acknowledges the boundary of the product: anything an employee types or uploads directly into an AI assistant is visible to that assistant and is not protected by Proxara Connect. Proxara enforces Customer's approved policy and narrows disclosure; it does not by itself create or ensure Customer's compliance with 26 U.S.C. §7216, the FTC Safeguards Rule, or any other law or professional obligation.

6. Data Protection

All personal data processed during the Evaluation is processed under the DPA, with Customer as the controller and Proxara as the processor. Evaluation data is held only in Customer's dedicated, single-tenant environment, isolated from every other customer, as described in the DPA and the Security Overview. Customer owns its data at all times.

The retention posture of the Evaluation is stated plainly: Proxara does not keep copies of the firm's mail and files. It fetches what is needed when an employee asks, protects it, and keeps the record of what it did. Retrieved content and the clear results shown in the Proxara view are held encrypted in Customer's dedicated environment only as long as the work requires, and the mapping between a protected reference and its stand-in never leaves that environment.

At the end of the Evaluation, Customer receives an evaluation pack drawn from its own record: the usage analytics, the record of what ran, what was replaced before it reached the model, and the context the firm built. The pack is prepared for Customer's review and is never sent anywhere by itself.

7. Evaluation, As Is

The Evaluation is provided for evaluation on an "as is" and "as available" basis. Notwithstanding any warranty in the MSA, Proxara makes no warranty of any kind for the Evaluation, whether express, implied, statutory, or otherwise, including any warranty of merchantability, fitness for a particular purpose, or that the service will identify all protected references or prevent all disclosure of sensitive information. Results observed during a fourteen-day evaluation may differ from a full production deployment.

8. Conversion

If Customer decides to proceed, the Evaluation converts to a paid subscription by executing an Order Form under the MSA. All fees are as stated in the Order Form. On conversion, the same dedicated environment continues without migration or re-enrollment: the Microsoft consent, the connected employees, the policy, and the record accrued during the Evaluation carry forward unchanged, and billing begins as set out in the Order Form. The signed Order Form, together with the MSA and DPA, governs the paid subscription.

9. Ending the Evaluation

Either party may end the Evaluation at any time, for any reason or no reason, on written notice, and email is sufficient. The Evaluation also ends automatically at the close of the fourteen-day window if Customer has not converted.

On ending without conversion:

• Customer's tenant administrator revokes the Proxara Connect application's consent in the Entra admin center (or deletes its service principal), and the Claude administrator removes the connector from the Claude workspace. Either side alone stops the service; doing both removes it cleanly.
• Proxara disables the connector for Customer's environment, revokes the Microsoft grants it holds, deletes all Customer data from the dedicated environment, including retrieved content, workflow state, the stand-in vault, and grant tokens, and certifies the deletion in writing, as described in the DPA.

Revoking consent on the Microsoft side prevents new access. An access token Microsoft has already issued can remain valid until it expires on Microsoft's side, which is one reason Proxara's own disablement runs alongside revocation rather than instead of it.

10. Limitation of Liability

The Evaluation is free and provided for evaluation, and liability is limited accordingly. Proxara's total aggregate liability to Customer arising out of or relating to the Evaluation will not exceed one thousand U.S. dollars (US $1,000.00), except for liability that cannot be limited under applicable law. Neither party is liable for indirect, incidental, special, consequential, or punitive damages arising out of or relating to the Evaluation. This section does not limit Customer's responsibilities under Section 5 or Customer's indemnification obligations under the MSA.

11. Confidentiality

Each party's Confidential Information is protected as set out in the MSA. The existence and results of the Evaluation, and any evaluation materials Proxara provides, are Proxara's Confidential Information.

12. Governing Law

This Evaluation Agreement is governed by the laws of the State of California, without regard to its conflict of law provisions, and any dispute is subject to the dispute-resolution and venue provisions of the MSA.

13. Contact

Questions about the Evaluation or this Evaluation Agreement:

Proxara, Inc.

28 Geary St. Suite 650 PMB 5328, San Francisco, CA 94108

Email: support@proxara.ai

Security inquiries: security@proxara.ai