Last updated 18 August 2026 · Version 1.1

Solicitor review pending — any changes it produces will be published here with a new version number.

By using this website, creating an account, or subscribing to the platform, you agree to be bound by these Terms. If you do not agree with any part of them, please do not use the Toolkit.

Structure of This Agreement

These Terms have a common core that applies to everyone, plusone schedule determined by the licensing mode you are on. The core is mode-neutral: the no-legal-advice boundary, the AI disclaimer, intellectual property, data protection, liability and governing law apply identically however you licence the Toolkit. Where a term genuinely differs by mode, it lives in the schedule.

ScheduleModeStatus
Schedule AIndividual / in-house self-serve subscriptionIn force — this is the mode live today
Schedule BEnterprise organisation licenceActivates when Enterprise licensing launches
Schedule CConsultancy / multi-client licenceActivates when Consultancy licensing launches

If a schedule conflicts with the core, the schedule wins for that mode only. Schedules B and C have no effect until the corresponding licensing mode launches; until then, everyone is on Schedule A.

1. Who You Are Contracting With

The Trans Inclusion Toolkit is operated by SEE Change Happen Ltd, a company registered in England and Wales under company number 13138905, whose registered address is 1 The Briars, Waterberry Drive, Waterlooville, PO7 7YH. In these Terms, "we", "us" and "our" mean SEE Change Happen Ltd.

"You" means the person or organisation that agrees to these Terms — identified in the schedule that applies to you.

This is a business-to-business service. The Toolkit is provided for organisational use — by employers, public bodies, charities, consultancies and professional practitioners — and not to consumers. Consumer protection legislation, including the Consumer Rights Act 2015 and the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, does not apply to it. By subscribing you confirm that you are acting in a professional or organisational capacity and that you have authority to agree these Terms.

Contacting us

PurposeAddress
General enquiries and disputes[email protected]
Support and accessibility[email protected]
Billing and subscriptions[email protected]
Data protection and your rights[email protected]
Security issues and vulnerability reports[email protected]

2. What the Toolkit Is

The Toolkit is a self-serve platform that helps organisations do trans inclusion policy work. It provides structured tools — self-assessment and diagnostic, policy stress-testing, EqIA and DPIA support, a defensibility framework, AI-assisted drafting and analysis, the Quinn™ conversational assistant, and reference libraries of authorities, personas, scenarios and playbooks. It also publishes the Beyond Compliance research programme and related educational material.

What it does: it helps you assess where your organisation stands, reason through decisions, document how you reached them, and keep a written record you can stand behind.

What it is not: it is not a legal service, not a substitute for professional advice, and not a decision-maker. It supports your decision-making and documents your process.The decisions remain yours.

2.1 The Toolkit documents process, it does not prescribe outcomes

The Toolkit is deliberately built to help you show how you reached a decision rather than to tell you what to decide. Outputs record reasoning, evidence considered, and the trade-offs weighed. Two organisations using the Toolkit honestly may reasonably reach different decisions on the same question, and the Toolkit does not treat either as the correct answer.

2.2 What the Toolkit does not do

The Toolkit does not require you to tell us who in your organisation is trans, and no feature is gated on that information. It does not produce rulings on contested questions of access to single-sex services or spaces; where the law leaves a judgement to the organisation, the Toolkit helps you make and record that judgement rather than making it for you.

Coverage is not uniform across the United Kingdom: it is deepest for England and Wales, and Scotland and Northern Ireland coverage varies by topic.

This is the most important clause in this agreement. Please read it.

The Toolkit does not provide legal advice, and nothing it produces is a legal opinion. This is true of every part of the platform: the tools, the AI-generated outputs, the reference libraries, the commentary on legislation and case law, the conversational assistant, the documents you generate, and anything said to you by us in support.

Specifically:

  1. No solicitor-client relationship is created by your use of the Toolkit, by any subscription, or by any communication with us about your use of it. We are not your legal advisers.
  2. Nothing the Toolkit produces is a legal conclusion. Where the Toolkit refers to legislation, statutory codes, judgments or regulatory guidance, it does so to help you locate and think about the material — not to tell you what it means for your situation. Our commentary is commentary.
  3. The Toolkit supports your decision-making; it does not make decisions. Every assessment, score, maturity result, recommendation, risk rating and draft is an input to your own judgement.
  4. You remain responsible for your own decisions and for their consequences — including any policy you adopt, any position you take, any assessment you publish, and any action you take or do not take in reliance on the Toolkit.
  5. You should take qualified legal advice. For any matter that is contested, high-risk, legally exposed, or likely to affect an individual's rights, involve your own legal advisers, your HR function, or both. The Toolkit is designed to make that conversation better informed — not to replace it.
  6. The law changes. The Toolkit's content reflects our understanding at the time it was authored, and legislation, codes of practice and case law all move. We do not warrant that any content is current, and we do not undertake to notify you when the law changes.

Separate acknowledgement. Because this boundary matters more than anything else in these Terms, you acknowledge it as its own conscious decision at the acceptance gate, separately from accepting these Terms. That separation is deliberate and will not be bundled into a single click.

4. AI-Generated Content

Several parts of the Toolkit use artificial intelligence to generate responses, analyses, drafts and recommendations — including Quinn™, the EqIA/DPIA Wizard, Roast My Policy, the Defensibility Builder and the Response Builder. You must review AI-generated output before you rely on it.

  1. AI output is guidance only. It is not legal, HR, medical or other professional advice, and clause 3 applies to it in full.
  2. AI output may be wrong. It may contain errors, omissions, outdated statements, or assertions that appear confident and are not correct. You are responsible for independently verifying anything you intend to rely on.
  3. You must review before reliance. Reviewing AI output before using it is your obligation under these Terms, not merely good practice. Output you have not reviewed is not output you may treat as ours.
  4. Output varies. AI models are updated over time, so the same input may produce different output on different occasions. Output quality also depends on your input — vague or incomplete information produces weaker results.
  5. Output is not a benchmark or a certification. Nothing the Toolkit generates certifies that your organisation is compliant, safe, or at any particular standard. Maturity results describe an assessment, not an accreditation.
  6. Your inputs are not used to train AI models. Content sent to our AI providers is used to generate your response and is not used to train their models. Our AI provider's retention of requests for its own abuse-monitoring purposes is being confirmed, and the position will be stated here.

A note on terminology used throughout this agreement. Anaccess level is what you have subscribed to (Registered, Practitioner, Professional, Enterprise). A maturity tier is a result the diagnostic gives you (at-risk, emerging, developing, competent, leading). They are unrelated: a paying subscriber may hold any maturity result, and a maturity result confers no access.

5. Accounts and Acceptable Use

5.1 Your account

Sign-in is passwordless: you sign in with your own email address and a 6-digit one-time code sent to it. There are no passwords to manage, and equally there is no password to fall back on —keeping access to that email account secure is your responsibility. Do not share or forward sign-in codes.

Account creation is currently gated. To create a new account you need a valid pilot or trial access code; without one you will be routed to ourRegister Interest waiting list. Signing in to an existing account is not affected by this gate. Self-serve sign-up opens when pilot invitations have gone out.

Tell us promptly at[email protected]if you believe your email account or your Toolkit access has been compromised.

5.2 Licences are personal

A licence is issued to a named individual and is personal to them. It may not be shared with, transferred to, or used by anyone else. A licence covers two concurrent devices; you can retire a device from your account at any time to free the slot.

Persistent use by more than one person, or attempts to work around the device limit, is a breach of these Terms.

5.3 Acceptable use — what you may do

You may use the Toolkit for your own organisation's inclusion work (or, under Schedule C, for your client's), including policy development, governance review, assessment, board and committee papers, internal training, professional development, and academic research and teaching.

5.4 Acceptable use — what you must not do

You must not:

  1. Harvest, scrape, or bulk-extract content from the Toolkit, whether manually, by automated means, or by any interface not intended for that purpose. This includes extracting the authority, persona, scenario or playbook libraries in whole or in substantial part.
  2. Resell, sublicense, or redistribute the Toolkit or its content, or use it to build or train a competing product, service, dataset or model.
  3. Share your access with anyone outside the licence, or use one licence to serve multiple people.
  4. Misrepresent the content — quote it out of context, present it as reaching conclusions it does not reach, or present our material as your own original work.
  5. Use the Toolkit to discriminate against, harass, out, or target any individual or group. This applies with particular force to using outputs to justify excluding or disadvantaging people the Toolkit exists to protect.
  6. Attempt to circumvent access controls, usage limits, rate limits, or the licensing model.
  7. Upload malicious content, attempt to compromise the platform, or interfere with anyone else's use of it.
  8. Enter personal data you have no lawful basis to process, or more of it than the task needs.

5.5 We enforce this technically, not only contractually

Access to the content libraries runs through a server-side gateway with per-account limits. Unusual extraction patterns are logged; sustained ones are refused outright. This is automatic and applies to every account. Fair-use limits also apply to AI-powered features at every access level.

We do not publish per-tool monthly quotas, because there are none. Access levels differ by capability, not by how many times you may run a given tool. Current fair-use figures are available on request from[email protected], and we will give reasonable notice of any material reduction.

Hitting a limit in normal use is not a breach and is not treated as one — the limits sit far above ordinary reading. If you reach one, you will see a clear message saying when it resets; your other features and your saved work are unaffected. If a limit gets in the way of legitimate work, contact support.

6. Access Levels, Subscriptions and Billing

6.1 Access levels

Access differs by capability — what each level lets you do — not by a published per-tool quota. The levels are:

Access levelWhat it is
RegisteredFree. Explore the Toolkit, take the diagnostic, use the AI assistant. Outputs are on-screen and ephemeral — no vault storage, no export.
PractitionerPaid. Full tool access for one named user, work saved to the document vault, PDF export.
ProfessionalPaid. Everything in Practitioner plus the assurance layer — evidence pack, editable Word export, board briefing, full corpus.
EnterprisePaid. Multiple named seats, a shared organisational vault, an organisation-level view. See Schedule B.

The features included at each level are described on our Pricing page and in the Subscription Terms. We may add, change or discontinue individual features within a level, provided the overall value of what you subscribed to is not materially reduced.

6.2 Payment

Payments are processed by Stripe. Card details are entered on Stripe's hosted checkout and never pass through our systems; all payment data is handled by Stripe in accordance with PCI DSS Level 1 standards. By subscribing you also agree toStripe's Terms of Service as they apply to end users.

Prices are quoted excluding VAT, which is added at checkout where applicable. Our VAT registration number is GB368976815.

6.3 Renewals

Subscriptions renew automatically at the end of each billing period — monthly or annual, as you chose — at the then-current price for your plan, until cancelled. We will give at least 30 days' notice of a price increase affecting your renewal.

If a payment fails, we will retry. If we cannot collect after reasonable retries, we may suspend or end the subscription under clauses 12 and 13.

6.4 Cancellation

You may cancel at any time from the Account area — "Manage subscription" — which opens the Stripe billing portal. When you cancel:

There are no cancellation fees.

6.5 Refunds

Subscription fees are non-refundable. Cancelling stops the next renewal: you keep access for the remainder of the period you have paid for, and there isno pro-rata refund for unused time.

Nothing in this clause affects statutory rights that cannot lawfully be excluded.

7. Intellectual Property

7.1 What we own

The Toolkit — its framework documents, persona library, scenarios, playbooks, assessment methodology, rubrics, prompts, retrieval configurations, our commentary and analysis, the software, the design and the brand — is the intellectual property of SEE Change Happen Ltd or its licensors. This includes the Beyond Compliance™ research methodology, its original datasets and its analytical frameworks. Subscribing licenses use; it does not transfer ownership of anything.

Underlying legislation, statutory codes and judgments referred to in the Toolkit are third-party material published under their own terms. We license our commentary on them; we do not license them.

7.2 Trademarks

The following names, phrases and marks are trademarks™ of SEE Change Happen Ltd and may not be used without prior written permission: The Trans Inclusion Toolkit™; Trans Inclusion, Done Right™; Quinn™ (and Quinn AI); Positive People Experiences™; Smile, Engage, Educate™; Beyond Compliance™; Policy Roast™ (and Roast My Policy); Defence Mode™; DocuVault™.

These marks are claimed under common law. Registration with the UK Intellectual Property Office may be pending or in progress. Use of the ™ symbol indicates a claimed trademark; the ® symbol will be applied upon successful registration.

7.3 What your licence lets you do

For as long as your subscription is current, you have a non-exclusive, non-transferable licence to use the Toolkit and its content for your own organisation's internal purposes (or, under Schedule C, your client's), including internal circulation to colleagues who need it, board and committee papers, and internal training.

7.4 What your licence does not let you do

It does not let you republish, resell, sublicense, or distribute Toolkit content outside your organisation; make it available as part of a product or service you offer; use it to build or train a competing product, dataset or model; or extract the libraries in whole or substantial part. Clause 5.4 sets out the anti-harvesting position, and clause 5.5 how it is enforced.

7.5 Some published material is openly licensed — this is not it

Parts of our public marketing website are published under aCreative Commons Attribution-ShareAlike 4.0 International licence (CC BY-SA 4.0) and remain freely usable on those terms — blog posts and articles, Beyond Compliance research findings and public analysis pages, publicly accessible educational pages, and our commentary in the authority library. When using that content you must give appropriate credit to SEE Change Happen Ltd, link to the licence, and share any derivative work under the same licence.

The Toolkit platform content is not openly licensed. The framework document library, the persona profiles, the scenario stress-tests, the AI prompts and retrieval configurations, the research datasets and the brand assets are all rights reserved. Do not assume the open licence extends into the platform.

7.6 Your outputs

Documents you generate — assessments, EqIA and DPIA outputs, policy analyses, evidence packs, board briefings, exports — are yours to use within your organisation for the purposes the Toolkit is for. They will often incorporate our underlying framework material, so clause 7.4 continues to apply to that underlying material: you may use your EqIA internally and share it with your regulator or your advisers; you may not extract our framework out of it and publish that.

Exported evidence packs include a version manifest recording which component versions produced the content. They are not legal opinions and must not be presented as such to regulators, courts or other bodies.

7.7 Feedback

If you send us suggestions or feedback about the Toolkit, we may use them without obligation or payment. This does not give us any rights in your own content.

8. Your Content and the Document Vault

8.1 You own your content

Everything you put into the Toolkit and everything it generates for you from your inputs — assessments, policy text, analyses, saved scenarios, vault documents —remains yours. We claim no ownership of your inputs or your outputs.

8.2 The licence you give us

You grant us a limited licence to store, process and display your content solely to provide the service to you — saving your work, generating your exports, showing you your own records, and running the AI features you invoke. That licence is limited to running the platform. It ends when your content is deleted.

8.3 What we do not do with it

We do not sell your content, share it with other customers, use it to train AI models, or use it for any purpose beyond providing the service. We may use anonymised, aggregatedusage data to improve the platform, where it cannot identify you or your organisation.

8.4 The document vault

Paid access levels include the document vault (DocuVault™), which stores your work. Vault contents are private to your account (or, under Schedules B and C, to the organisation or project workspace they belong to) and are subject to access controls that restrict each account to its own records. When you upload a policy for analysis you confirm you have the right to share that document for that purpose.

Export your work before your subscription ends if you want to keep a copy — export is a paid feature, so it stops being available when access drops to Registered.

8.5 Retention and deletion

8.6 Personal data in your content

You decide what personal data you put into the Toolkit. You are responsible for having a lawful basis for it and for not entering more than the task needs. The Toolkit never requires you to record whether anyone is trans, and no feature depends on it — please do not enter that information unless your own assessment says you need to.

9. Data Protection

9.1 The short version

Our ICO registration number is ZB020601.

9.2 Where your data lives

The platform's database, authentication, file storage (including vault documents) and server-side functions run on Supabase, in a project hosted in theUnited Kingdom (London region). Data held there stays in the UK and does not involve a restricted international transfer.

9.3 Subprocessors

We use the subprocessors below. This list is also published on thePrivacy Policy and Security pages; if they differ, Annex C of the Data Processing Agreement is the current statement.

SubprocessorWhat it doesWhere it processes
SupabaseThe platform — database, authentication, file storage (including the vault), server-side functions. The primary store for your data.United Kingdom (London)
CloudflareHosting, content delivery, security, bot management and form protectionGlobal edge network
OpenAIAI assistant and AI analysis. Inputs and outputs are not used to train modelsUnited States
PineconeVector search over the knowledge baseUnited States
StripePayment processing (PCI DSS Level 1). Card data never reaches our systemsUnited States and elsewhere
HubSpotCRM, marketing forms and email communicationsUnited States (some data)
ResendTransactional email — sign-in codes, account notificationsTo be confirmed

Where a subprocessor processes data outside the UK, the transfer relies on that subprocessor's own Data Processing Addendum incorporating the Standard Contractual Clauses and the UK Addendum (International Data Transfer Agreement), or — for Stripe — additionally certification under the EU–US Data Privacy Framework. No adequacy decision is claimed for any transfer beyond those safeguards.

We will publish an updated list before adding a new subprocessor.

9.4 Your rights, and your own data subjects' rights

Individuals have rights under the UK GDPR including access, rectification, erasure, restriction, portability and objection. Where we are the controller, exercise them at[email protected]. Where you are the controller and someone exercises a right against you, we will assist you in meeting it — the platform's export and deletion functions exist partly for that purpose.

9.5 Data Processing Agreement

Where we act as your processor, a Data Processing Agreement governs that processing and is incorporated into these Terms. The DPA is currently published as Version 0.3, a final draft issued for solicitor sign-off; it takes contractual effect on execution, and this clause takes effect with it.

9.6 Security

We use appropriate technical and organisational measures: encryption in transit, database-level access policies restricting each account to its own records, platform-managed encrypted secrets never exposed to the browser, access on a need-to-know basis, and periodic review. No internet service is completely secure and we cannot guarantee absolute security. Our current measures are described on the Security page.

Report a suspected vulnerability to[email protected]. We will not pursue anyone who reports a genuine issue responsibly and in good faith.

10. Availability

We aim to keep the Toolkit available and working reliably, and we will usereasonable endeavours to do so. We do not guarantee uninterrupted or error-free access, and we do not offer a service level agreement or uptime warranty.

The platform may be unavailable because of planned maintenance (we will give reasonable notice where we can), unplanned infrastructure or hosting problems, or matters outside our reasonable control including internet outages, cyberattacks and force majeure.

AI features depend on third parties — OpenAI and Pinecone — which have their own outages, rate limits and service changes. We are not responsible for AI features being temporarily unavailable because a third-party service is down.

If you need guaranteed availability or dedicated support, talk to us about a bespoke arrangement.

11. Limitation of Liability

Read this clause carefully — it limits what we are liable for.

11.1 What is never excluded

Nothing in these Terms excludes or limits our liability for:

11.2 The service is provided as-is

To the fullest extent the law allows, the Toolkit is provided "as is" and "as available", and we exclude all warranties, conditions and terms — express, implied or statutory — including any implied terms under the Supply of Goods and Services Act 1982 as to satisfactory quality, fitness for a particular purpose, or reasonable care and skill.

11.3 What we are not liable for

To the fullest extent the law allows, we are not liable for:

11.4 The cap

To the fullest extent the law allows, our total aggregate liability for all claims arising out of or in connection with these Terms or your use of the Toolkit will not exceed the total fees you paid us in the twelve months immediately before the event giving rise to the claim.

Where you have paid nothing — a free Registered account — our aggregate liability will not exceed one hundred pounds (£100).

11.5 Why this is reasonable

The Toolkit is a low-cost, self-serve tool that explicitly does not give legal advice and whose outputs you are required to review before relying on them (clause 4). The value you get from it depends on your own judgement, your own advisers, and decisions we neither see nor control. The cap is set against that allocation of responsibility, and against fees that are modest relative to the decisions the Toolkit helps you document.

11.6 Your responsibility

You are responsible for your use of the Toolkit, for your content, for having a lawful basis for the personal data you enter, and for the decisions you take. If a third party brings a claim against us because you breached clause 5.4 (acceptable use) or clause 8.6 (personal data in your content), you will be responsible for it.

12. Suspension

We may suspend your access, in whole or in part, where:

Where it is safe and lawful to do so, we will tell you why, and what would lift it.Except where the breach is serious or the risk immediate, we will give you a reasonable chance to put it right first. Suspension does not extend your billing period.

13. Termination

13.1 By you

Cancel at any time under clause 6.4.

13.2 By us

We may end your subscription and access where:

Clause 6.5 (refunds) applies in every case.

13.3 What happens then

Your paid access ends. Unless we terminated for a serious breach, your account and saved work remain, at the free Registered level, and clause 8.5 applies.Export your work first.

Clauses that by their nature should survive do survive: clause 3 (no legal advice), clause 4 (AI content), clause 7 (intellectual property), clauses 8.1 to 8.3 (your content), clause 9 (data protection), clause 11 (liability), and clauses 17 to 19.

The Toolkit refers to legislation, judgments, statutory codes, regulatory guidance and third-party websites. That material is published by others under their own terms; we do not control it, do not warrant its accuracy or currency, and referring to it is not endorsement. Where we link out for a citation, verify against the authoritative source before relying on it.

15. Changes to the Toolkit

The Toolkit is actively developed. We may add, change, improve or withdraw features. We will not make a change that materially reduces the overall value of the access level you are paying for without telling you in advance, and clause 16 covers changes to these Terms.

Content is updated as the law and our research develop. Historic outputs you generated are not retrospectively changed — they record what the Toolkit said at the time, which is part of their value as a record.

16. Changes to These Terms

We may update these Terms. Any update is published with a revised date and a new version number.

Changing subprocessors, or a change to the licensing schedule that applies to you, counts as material.

17. General

Entire agreement. These Terms, the schedule that applies to you, theSubscription Terms, thePrivacy Policy and (once executed) theData Processing Agreement are the whole agreement between us about the Toolkit.

Order of precedence. If they conflict: the applicable schedule, then this core, then the Subscription Terms, then the Privacy Policy. For processing of personal data where we are your processor, the executed Data Processing Agreement prevails over all of them.

No waiver. Not enforcing something once does not waive it.

Severability. If any provision is unenforceable, the rest stands, and that provision is read down to the least extent necessary.

Assignment. You may not assign these Terms without our written consent. We may assign them to a successor of our business, on notice to you.

Third parties. Nobody other than you and us has rights under these Terms under the Contracts (Rights of Third Parties) Act 1999, except as a schedule expressly says.

Force majeure. Neither of us is liable for failure caused by something outside our reasonable control.

18. Complaints and Disputes

If something is wrong, contact[email protected]first. We will acknowledge promptly and aim to respond substantively withinten working days. Both of us agree to try to resolve any dispute informally before starting proceedings.

Nothing here stops either of us seeking urgent injunctive relief, or you complaining to the Information Commissioner's Office about how we handle personal data.

19. Governing Law and Jurisdiction

These Terms, and any dispute arising out of or in connection with them or their subject matter (including non-contractual disputes), are governed by thelaw of England and Wales, and both of us submit to theexclusive jurisdiction of the courts of England and Wales.

Schedule A — Individual / In-House Self-Serve Subscription

Status: in force — this is the mode live today

A.1 Who contracts

A subscription is bought by an individual for use within their organisation, or by an organisation for a designated individual within it. Whoever pays, the licence is issued to one named user, and that named user accepts these Terms.

Where an organisation pays for a licence used by an employee, the organisation is the contracting party for billing and the named user is the authorised user. The named user must still accept these Terms personally — acceptance is recorded against their account.

A.2 What the licence covers

If the named user leaves the organisation, contact us to transfer the licence to a replacement named user. Do not simply hand over the sign-in — that breaches clause 5.2 and puts the leaver's personal email in the middle of your organisation's records.

A.3 Access levels available

Registered (free), Practitioner (paid) andProfessional (paid), as described in core clause 6.1. Enterprise isSchedule B.

A.4 Promotional and founding pricing

Where you subscribed on a promotional or founding offer — our Early Bird rate, for example — that rate is the pricing basis for that subscription, for as long as it remains continuously active. If you cancel, or a renewal is not paid, the lock ends and the price then current applies if you subscribe again.

Where we increase general pricing, the increase is applied as an uplift from your Early Bird basis — it does not reset you to standard pricing. Promotional rates are capped in number and allocated first come, first served; we may cap or withdraw an offer at any time without affecting subscribers already holding it.

Wording per JoJo's 18 August 2026 ruling — confirm the uplift reading at review.

A.5 Trials and codes

Trial or pilot access granted by a code is time-limited, may be withdrawn, and createsno entitlement to continued access and no obligation on either side to enter a paid subscription. These Terms apply to trial access in full.

A.6 Data protection posture in this mode

For your account we are the controller. For content you enter about other people — colleagues, scenarios drawn from real cases, policy material naming individuals —your organisation is the controller and we are the processor. Core clause 9 applies.

A.7 Ending

Core clauses 6.4, 12 and 13 apply without modification.

Schedule B — Enterprise Organisation Licence

Status: not launched — this schedule activates when Enterprise licensing launches

B.1 Who contracts — the organisation, not the individual

The organisation is the contracting party. This is the key difference from Schedule A. The organisation agrees these Terms through an authorised signatory, and individual users hold seats under the organisation's licence rather than their own subscriptions.

Individual users still acknowledge the advice boundary (core clause 3) personally when they first sign in — an organisation cannot acknowledge that on someone else's behalf, because it governs how that person must treat what they read.

B.2 Seats

B.3 The organisation administrator

The organisation nominates one or more administrators, who may:

Users must be told what administrators can see. The organisation is responsible for informing its users that their work in the Toolkit is visible to administrators and forms part of organisational records. We provide the capability; telling your people about it is your obligation as their employer, not ours.

B.4 The shared organisational vault

Enterprise includes a vault shared across the organisation's seats. Content in it belongs to theorganisation, not to the individual seat that created it. When a seat is removed, that user's work stays in the organisational vault.

Where a user has a genuinely personal workspace as well as the shared vault, the boundary between them is as configured in the platform, and the organisation should make clear to users which is which.

B.5 Controller and processor posture in this mode

This clause differs materially from Schedule A.

B.6 Termination affects every seat

Ending the organisation's licence ends access for every seat under it. Individual users do not retain access, and do not inherit a personal subscription, when the organisation's licence ends.

On termination:

B.7 Where this schedule differs from the core

For the avoidance of doubt, the core applies in full except that: the organisation replaces the individual as contracting party (B.1); seats are reassignable (B.2); the controller is the organisation (B.5); and termination is organisation-wide (B.6). The no-legal-advice boundary, the AI disclaimer, intellectual property, liability and governing law are identical to Schedule A.

Schedule C — Consultancy / Multi-Client Licence

Status: not launched — this schedule activates when Consultancy licensing launches

C.1 Who contracts, and for whom

The contracting party is the consultant — an individual practitioner, or a consultancy practice — who uses the Toolkit on behalf of third-party client organisations rather than solely for their own.

"Client organisation" means an organisation the consultant serves. "Project" means the workspace within the consultant's licence dedicated to one client organisation.

Client organisations are not parties to these Terms. Their relationship is with the consultant.

C.2 Projects — one per client organisation

The pricing unit is organisations served. Cycling one project slot through a succession of clients is a breach of this schedule, and the non-reassignability rule exists to prevent it.

C.3 The consultant's warranty about client information

This is the clause that carries the most risk, and it sits on the consultant.

The consultant warrants and undertakes that, for every client organisation it onboards as a project:

  1. it has authority from that client organisation to process the information it enters, for the purposes it enters it;
  2. that authority is sufficient to permit processing by us and by our subprocessors as described in core clause 9;
  3. it has told the client organisation, to the extent the client organisation's own transparency obligations require, that a third-party platform is used;
  4. it has a lawful basis for the personal data it enters and enters no more than the engagement needs;
  5. it holds its own written agreement with the client organisation covering the processing — because where the consultant is the client organisation's processor, we are that client organisation's sub-processor, and that chain only works if the consultant's own contract supports it.

If a client organisation challenges the consultant's authority, we may suspend the affected project under core clause 12 until it is resolved. We will not adjudicate between a consultant and its client — that is not our relationship and not our competence.

C.4 Confidentiality between client workspaces

Projects are confidential from one another. This is a structural requirement, not a preference — a consultant serving two organisations in the same sector may hold information from each that must not reach the other.

Both of us also owe ordinary confidentiality: we treat project content as confidential, and use it only to provide the service.

C.5 Data protection posture in this mode

The chain is: client organisation (controller) → consultant (processor) → us (sub-processor), where the consultant acts on the client organisation's behalf.

Where instead the consultant is itself a controller for some processing — its own practice records, its own staff — we are its processor for that.

In either case:

C.6 Work product, ownership, and what happens when the licence ends

C.6.1 Ownership during the engagement

C.6.2 Export while the licence is live

The consultant may export a single project ("export this client") or its whole practice ("export all clients") at any time while the licence is active.

C.6.3 Fee lapse

If fees lapse, the licence moves through grace to lapsed. In both states the workspace becomes read-only but remains exportable.Non-payment never blocks export. Content is not deleted on lapse alone.

C.6.4 The client organisation's entitlement on termination

On termination or lapse of the consultant's licence, the client organisation named on a project can export that project's workspace itself, and the consultant may not withhold it.This is a commitment, not a service we offer at our discretion: the export capability is made available to the client organisation directly, and it does not depend on the consultant's cooperation or on the state of the consultant's account.

C.6.5 What this does not do

It does not give a client organisation access to the consultant's account, visibility of other projects, any right to our framework content beyond core clause 7, or any right to enforce the consultant's own engagement terms through us.

C.7 Attribution on outputs

Client-facing outputs carry distinct attribution: prepared by the consultant,prepared for the client organisation, and powered by the Toolkit. The consultant may configure its own branding to the extent its licence allows, butmust not remove or obscure Toolkit attribution, and must not present the Toolkit's framework content as its own original work (core clause 5.4).

C.8 Where this schedule differs from the core

The core applies in full except that: the consultant is the contracting party acting for third parties (C.1); projects bind to client organisations and are non-reassignable (C.2); the consultant warrants authority (C.3); confidentiality operates between workspaces (C.4); the controller chain has an extra link (C.5); and client organisations gain a limited export entitlement (C.6.4). The no-legal-advice boundary, the AI disclaimer, intellectual property, liability and governing law are identical to Schedule A.

Contact

If you have questions about these Terms, please contact us:

Email: [email protected]
Post: SEE Change Happen Ltd, 1 The Briars, Waterberry Drive, Waterlooville, PO7 7YH