Terms of Service Strategic Engagement Framework

Service Provision

We provide fractional AI director services, forensic auditing, and strategic integration. Services are advisory in nature, focused on operational architecture and capital recovery.

• Strategic Advisory retained tiers
• On-site and remote training workshops
• No legal or regulated financial advice provided

Client Obligations

Effective strategy requires timely access to departmental literature, accurate data, and key personnel.

• Provision of accurate internal metrics
• Authority to implement governance changes
• Compliance with data processing agreements

Intellectual Property

Upon payment, clients receive a license to use deliverables. AI-Si retains ownership of its proprietary forensic methodologies and frameworks.

• Methodology ownership remains with AI-Si
• Client data ownership remains with Client
• Restrictions on reselling audit templates

Limitation of Liability

Liability is limited to fees paid for the engagement. Clients remain responsible for fiduciary implementation and third-party AI behavior.

• No liability for loss of business opportunity
• No liability for implementation failure
• Reasonable skill and care guaranteed

Cancellation Terms

Either party may end the engagement with written notice. We aim to make this straightforward and fair.

• 30 days written notice required to cancel a retainer
• Project work cancelled mid-phase: fees for completed work are due
• AI-Si may terminate immediately if client materially breaches these terms
• Deposits are non-refundable once strategic work has commenced
• All deliverables completed to date remain the client’s property upon payment

Dispute Resolution

We prefer to resolve disagreements quickly and professionally. Formal proceedings are always a last resort.

• Step 1: Direct discussion between Simon Steggles and the client contact
• Step 2: Written notice of dispute with 14 days to respond
• Step 3: Mediation via a mutually agreed mediator
• Step 4: Binding arbitration or English courts if mediation fails
• Governing law: England and Wales

Contact for disputes: simon@ai-si.com | 07973 210895

Force Majeure

Neither party will be in breach of these terms if performance is prevented by events genuinely outside their control. This includes: natural disasters, pandemic restrictions, power outages, major infrastructure failures, or government-mandated restrictions. In such cases: (1) the affected party must notify the other within 5 business days; (2) both parties will work in good faith to reschedule or modify the engagement; (3) if the situation persists beyond 30 days, either party may terminate without penalty. This clause does not apply to payment obligations for work already delivered.