top of page

MarginLane IQ

Terms & Conditions

Welcome to MarginLane IQ. These Terms & Conditions govern your use of our website and any inquiry, consultation, or service request submitted through this site.

By using this website, you agree to these Terms.

​

1. About MarginLane IQ

MarginLane IQ provides transportation profit intelligence, financial analysis, reporting support, forecasting support, and fractional CFO-style advisory services for freight brokers, 3PLs, and transportation companies.

Our services may include, but are not limited to:

  • Transportation Profit Intelligence Audits

  • Customer profitability analysis

  • Lane/load margin analysis

  • Cash flow visibility and forecasting support

  • Reporting gap assessments

  • Executive analysis packets

  • Monthly KPI and financial review support

  • Strategic finance and operational decision support

2. Website Use

The content on this website is for general informational purposes only. It is intended to help prospective clients understand our services and request a consultation.

You agree not to misuse the website, attempt unauthorized access, interfere with the site’s operation, or submit false or misleading information.

3. No Professional License Representation

MarginLane IQ provides business intelligence, financial analysis, strategic advisory, and management reporting support.

Unless specifically stated in a separate written agreement, MarginLane IQ does not provide:

  • CPA services

  • Attest, audit, compilation, or review services

  • Legal advice

  • Tax advice

  • Investment advice

  • Broker-dealer services

  • Regulated financial advisory services

Clients should consult licensed professionals for accounting, tax, legal, investment, or regulatory matters.

4. Consultations and Inquiries

Submitting a form, booking a call, or contacting MarginLane IQ does not create a client relationship.

A client relationship begins only when both parties sign a written agreement or statement of work.

We reserve the right to decline any inquiry or engagement.

5. Client Data and Service Inputs

For initial consultations and audits, MarginLane IQ typically starts with client-provided exports rather than direct system access.

Depending on the engagement, we may request business data such as:

  • TMS/load exports

  • Customer, carrier, lane, revenue, cost, and margin data

  • Accounting summaries

  • P&L statements

  • Balance sheets

  • AR/AP aging reports

  • Cash balance summaries

  • Budget or forecast files

  • Expense categories

  • Payroll totals by month, department, or category

For the initial audit, employee-level payroll data, Social Security numbers, direct deposit information, benefit elections, and other sensitive employee personal data are generally not required and should not be provided unless specifically requested and agreed in writing.

Clients are responsible for ensuring that any data provided to MarginLane IQ is accurate, authorized for sharing, and does not include unnecessary sensitive personal information.

6. Confidentiality

MarginLane IQ treats client business information as confidential and uses it only for the purpose of evaluating, performing, or discussing requested services.

We do not use client data in public examples, marketing materials, case studies, or website samples without written permission.

Sample visuals, dashboards, and reports shown on our website use illustrative or dummy data.

7. AI-Assisted Tools

MarginLane IQ may use business software, analytics tools, automation tools, and AI-assisted tools to support analysis, drafting, reporting, workflow efficiency, and internal review.

We do not intentionally upload raw client confidential data into consumer AI tools. If AI-assisted tools are used in client work, they are used to support analysis and drafting; final recommendations and deliverables remain subject to human review.

8. No Guaranteed Results

Our analysis and recommendations are based on data provided by the client, assumptions available at the time, and professional judgment.

MarginLane IQ does not guarantee:

  • Specific profit improvement

  • Cost reduction

  • Cash flow improvement

  • Revenue growth

  • Financing outcomes

  • Business valuation outcomes

  • Operational results

Clients remain responsible for business decisions made based on our work.

9. Third-Party Tools and Links

Our website may use or link to third-party tools, including booking, form, analytics, hosting, payment, or communication providers. We are not responsible for the practices, content, or policies of third-party sites or tools.

10. Intellectual Property

All website content, service descriptions, frameworks, sample materials, copy, visuals, and templates created by MarginLane IQ are owned by MarginLane IQ unless otherwise stated.

You may not copy, reproduce, distribute, or commercially use our materials without written permission.

11. Limitation of Liability

To the fullest extent permitted by law, MarginLane IQ is not liable for indirect, incidental, consequential, special, punitive, or lost-profit damages arising from use of the website or reliance on website content.

Any paid engagement will be governed by the limitation of liability terms in the applicable written agreement or statement of work.

12. Changes to These Terms

We may update these Terms from time to time. Updates will be posted on this page with a revised “Last Updated” date.

13. Contact

Questions about these Terms may be sent to:

MarginLane IQ
Email: support@marginlaneiq.com

bottom of page