CleverX Participant Terms

Last updated: 16 July 2026

These Participant Terms are a binding agreement between you and BluMatter, Inc., a Delaware corporation doing business as CleverX ("CleverX", "we", "us"), with offices at 131 Continental Drive, Suite 305, Newark, DE 19713. They govern your participation in research studies made available through cleverx.com and related pages, tools, and services (the "Platform").

You accept these Terms when you create a CleverX account, and again each time you open a study invitation link, apply to a study, or begin a study session. If you were invited by a research panel or recruitment partner and do not have a CleverX account, these Terms still apply to your participation the moment you enter a study through the Platform. If you do not agree, do not participate.

If you use CleverX as a researcher or customer, the CleverX Customer Terms govern that use instead.

1. What CleverX is

CleverX connects companies running research studies ("Researchers") with people who take part in them ("Participants"). Studies may include surveys, interviews conducted by a human moderator, interviews conducted by an AI moderator, usability and prototype tests, video diaries, and similar research tasks. CleverX operates the Platform and facilitates payment of rewards. CleverX is not a party to the research itself: study content, questions, and materials come from the Researcher.

2. Eligibility and your account

  • You must be at least 18 years old.
  • You may hold only one CleverX account. Creating or operating multiple accounts, or participating in the same study more than once through any means, is prohibited.
  • Everything in your profile and your answers to screening questions must be true, accurate, and current, including your identity, employment, job title, location, and experience. Researchers select and pay participants in reliance on this information.
  • You are responsible for activity on your account and for keeping your credentials secure.
  • You may not use tools or techniques that misrepresent who or where you are, including VPNs or proxies used to disguise your location, virtual machines used to evade device checks, or automated tools that complete studies for you.

3. Independent relationship

Participation in studies does not make you an employee, agent, or contractor of CleverX or of any Researcher. Rewards are payments for voluntary research participation, not wages. Nothing in these Terms creates an employment, agency, partnership, or joint venture relationship.

4. Screening and selection

Studies may include screening questions. Whether you qualify for a study is determined by your answers, the Researcher's criteria, and automated checks, and may include verification steps such as confirming your professional profile. Screening decisions and selection decisions are final. Neither CleverX nor any Researcher guarantees that you will qualify for, be invited to, or be selected for any study, or that any number of studies will be available to you.

5. Rewards and payment

  • Each study states its reward before you take part. Rewards are denominated in U.S. dollars unless stated otherwise.
  • A reward is earned only when your participation is completed and approved. Submissions are reviewed after completion, by the Researcher, by CleverX, or by automated quality checks.
  • Your submission may be rejected, and no reward paid, if in our or the Researcher's reasonable judgment: (a) you did not complete the study or follow its instructions; (b) your responses are inattentive, contradictory, copied, machine-generated, or otherwise not a good-faith effort; (c) your screening or profile information was inaccurate; (d) you were ineligible for the study; (e) you missed or substantially delayed a scheduled session without timely notice; or (f) your participation involved fraud or a violation of these Terms.
  • Approved rewards are delivered through our third-party payout providers using the delivery methods offered to you. Delivery methods, processing times, and any provider fees vary by method and country. You are responsible for providing accurate payout details; we are not responsible for payments misdirected because of details you supplied.
  • Rewards are stated and funded by the Researcher's study budget. If a Researcher cancels a study before you complete it, no reward is owed for incomplete participation, with one possible exception: if a Researcher cancels a scheduled live session within 24 hours of its start time, cancels after you have joined, or fails to attend, you may be eligible for a portion of the reward for that session. Compensation in these cases is reviewed case by case; contact support@cleverx.com if you believe you're owed for a missed session.
  • Taxes are your responsibility. Rewards may be taxable income in your jurisdiction. Where required by law, we or our payout providers may ask you for tax information or documentation (for example, a Form W-9 or W-8) and may withhold amounts or report payments to tax authorities. If you do not provide required tax information, we may be unable to pay you until you do.
  • Unclaimed rewards: if a delivered reward remains unclaimed after the payout provider's redemption period, redemption is governed by that provider's terms. If your reward goes unclaimed or undelivered, contact support@cleverx.com and we will reissue it through an available method where the provider permits.

6. Recordings, observation, and AI

Some studies involve live sessions or recorded tasks. For those studies:

  • Sessions are recorded. Video interviews, AI-moderated interviews, usability sessions, and video diaries are recorded, including your camera, microphone, screen (where the task involves screen sharing), and the content you produce.
  • You will be asked to consent before any recorded session begins. If you do not consent, do not begin the session; you can decline and leave without penalty, though the study cannot then be completed and no reward is earned.
  • Sessions may be observed live. Members of the Researcher's team may watch a live session, and some observers may not be visible in the session interface. By joining a session after consenting, you agree to recording and to live observation by the Researcher's team.
  • AI processing. Recordings and responses may be transcribed and analyzed using third-party AI services, and AI moderators may conduct or assist interviews. AI-generated summaries and analyses derived from your participation form part of the study results.
  • Recordings, transcripts, and derived analyses are shared with the Researcher who ran the study and are handled as described in our Privacy Policy.
  • You may not record a session yourself, and you may not photograph, screenshot, or capture study materials, unless the study expressly permits it.

7. Confidentiality

Studies frequently expose you to information that is not public: unreleased products, prototypes, designs, concepts, plans, and the questions themselves. You agree to:

  • keep everything you see, hear, or learn in a study confidential;
  • use it only to participate in that study;
  • not share, publish, describe, or post it anywhere, including social media; and
  • not use it to gain any commercial advantage.

If a study includes its own non-disclosure agreement, that agreement applies in addition to this section. These obligations continue after the study ends and after you stop using the Platform. Because a breach of this section can cause harm that money cannot fully repair, CleverX and the affected Researcher are each entitled to seek injunctive relief in addition to other remedies.

8. Your content and intellectual property

  • You keep ownership of the responses, recordings, and other content you create in a study ("Participant Content").
  • You grant the Researcher whose study you join a perpetual, irrevocable, worldwide, royalty-free license to use, reproduce, analyze, adapt, and create derivative works from your Participant Content for research, analysis, product development, and related internal business purposes, including quoting or presenting excerpts internally and in research deliverables.
  • You grant CleverX a worldwide, royalty-free license to host, store, process (including with AI), transmit, and display Participant Content as needed to operate, secure, and improve the Platform and to deliver study results to the Researcher.
  • Neither CleverX nor Researchers will use your name, likeness, or identifiable recordings in public advertising without your separate written permission.
  • You represent that your Participant Content is your own honest work and does not infringe anyone's rights or breach any obligation you owe to an employer or other party. Do not disclose your employer's trade secrets or confidential information in a study.
  • If you send us ideas or suggestions about the Platform itself, we may use them without restriction or compensation.

9. Prohibited conduct

You may not: misrepresent your identity, location, employment, or qualifications; hold or operate multiple accounts; sell, share, or transfer your account; use bots, scripts, or AI tools to generate study responses presented as your own; share study links or invite codes with others; contact Researchers outside the Platform to solicit work or payment for a Platform study; attempt to identify, contact, or harass other participants; probe, disrupt, or reverse engineer the Platform; or use the Platform for any unlawful purpose.

10. Enforcement, suspension, and removal

We protect the integrity of research on the Platform, including with automated systems that analyze signals such as device characteristics, network information, and account relationships to detect fraud and duplicate accounts.

  • We may suspend, restrict, or terminate your account, remove you from studies, and reject pending submissions if we reasonably believe you have violated these Terms, provided false information, or engaged in fraud.
  • Where a violation or fraud is involved, unapproved and unpaid rewards associated with that conduct are forfeited. Rewards already delivered for legitimately completed work are not clawed back.
  • If you believe an enforcement action was a mistake, contact support@cleverx.com within 30 days and we will review it. For residents of jurisdictions that grant a right to human review of automated decisions, a human will review your case on request.
  • You may stop using the Platform and request account deletion at any time through your account settings, subject to our Privacy Policy. Pending payout balances will be paid out before deletion where the balance is payable under these Terms.

11. Privacy

Our Privacy Policy explains what personal data we collect, including profile and professional information, data we obtain from third-party sources, recordings, and payment data, and how we use and share it, including sharing your profile information and study responses with the Researchers whose studies you join. Please read it.

12. Disclaimers

The Platform and all studies are provided "as is" and "as available." To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that studies will be available, that you will earn any particular amount, that the Platform will be uninterrupted or error-free, or that any Researcher will act in any particular way. CleverX is not responsible for the content of studies created by Researchers.

13. Limitation of liability

To the fullest extent permitted by law: (a) neither CleverX nor its officers, directors, employees, or agents will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost data, or loss of goodwill; and (b) CleverX's total liability to you for all claims arising out of or relating to these Terms or the Platform will not exceed the greater of one hundred U.S. dollars (US$100) or the amounts payable to you for approved participation in the six (6) months before the event giving rise to the claim. Some jurisdictions do not allow certain limitations; in those jurisdictions, these limits apply to the fullest extent permitted.

14. Indemnification

You will defend and indemnify CleverX and its officers, directors, employees, and agents against third-party claims, and resulting damages and reasonable attorneys' fees, arising out of your violation of these Terms, your violation of law, your infringement of another's rights, or your breach of confidentiality obligations under Section 7.

15. Disputes: informal resolution first, then individual arbitration

Please read this section carefully. It affects your rights.

  • Informal resolution. Before filing any claim, you and we agree to try to resolve the dispute informally. Either party may start this process with written notice describing the dispute (to us: sharekh@cleverx.com or the address above). Both parties agree to negotiate in good faith for 60 days, including at least one telephone or video conference if either party requests it. A claim may not be filed until this process completes.
  • Binding arbitration. Any dispute arising out of or relating to these Terms or the Platform that is not resolved informally will be resolved by binding individual arbitration administered by the American Arbitration Association under its Consumer Arbitration Rules. The arbitration will be conducted by a single arbitrator, in English, by videoconference or documents-only unless an in-person hearing is required by the rules, in which case it will take place in the county where you reside or another mutually agreed location. Judgment on the award may be entered in any court of competent jurisdiction. This agreement to arbitrate is governed by the Federal Arbitration Act.
  • Small claims and injunctive relief carve-outs. Either party may bring an individual claim in small claims court, and either party may seek injunctive relief in court for infringement or misuse of intellectual property or breach of confidentiality (Section 7).
  • Class action waiver. Disputes will be resolved only on an individual basis. Neither you nor we may bring or participate in a class, collective, consolidated, or representative action, and the arbitrator may not consolidate claims or preside over any form of representative proceeding. If this waiver is found unenforceable as to a particular claim, that claim (and only that claim) must proceed in court.
  • Coordinated filings. If 25 or more similar demands for arbitration are filed against us by the same or coordinated counsel, the parties agree to a staged bellwether process: the AAA will administer 10 cases at a time selected in equal number by each side, and remaining cases will not be filed (and no fees will be owed on them) until the prior stage resolves; statutes of limitation are tolled meanwhile.
  • Opt-out. You may opt out of arbitration and the class waiver by emailing sharekh@cleverx.com within 30 days of first accepting these Terms, with your name, account email, and a statement that you opt out.
  • Fees. Arbitration fees will be allocated under the applicable AAA rules; where those rules place filing fees on consumers, we will pay any portion exceeding the cost of filing in small claims court, and if the arbitrator finds a claim frivolous, fees may be reallocated as the rules permit.

16. Governing law and time limit

These Terms are governed by the laws of the State of Delaware, without regard to conflict of law rules, except that the Federal Arbitration Act governs Section 15. Where you are a consumer in a jurisdiction whose law grants you mandatory protections, nothing in these Terms deprives you of them. Except where prohibited by law, any claim must be brought within one (1) year after it accrues.

17. Changes to these Terms

We may update these Terms. For material changes we will give notice through the Platform or by email at least 14 days before they take effect, and the updated Terms will apply to your participation after that date. The Terms in effect when you complete a study govern that study, including its reward.

18. General

These Terms, together with the Privacy Policy and any study-specific agreements you accept, are the entire agreement between you and CleverX about participation. If any provision is found unenforceable, the rest remain in effect. Our failure to enforce a provision is not a waiver. We may assign these Terms in connection with a merger, acquisition, or sale of assets; you may not assign them. Notices to you may be sent to your account email.

19. Contact

BluMatter, Inc. d/b/a CleverX

131 Continental Drive, Suite 305, Newark, DE 19713

support@cleverx.com