Engagement terms

Start with clear expectations.

This page is a planning guide, not the customer agreement. Any work begins only after Foresight Management and the customer approve a written scope, pricing, responsibilities, data handling plan, and other applicable terms.

What to keep in mind

Do not submit confidential, sensitive, patient, client, or regulated information through the public form. Start with a high-level workflow description.Automation and AI tools should have people in the loop and clear approval boundaries. Customers approve the information used, the tools that process it, and who on the team can access it.Approved non-confidential information may be processed by third-party or AI vendors selected for the engagement. The final scope, security practices, retention period, and deletion process should be documented in writing.Foresight does not provide legal, medical, or financial advice. Voice or call recording requires appropriate notices and consent for the jurisdictions involved.

Questions before a project?

Email contact@foresightmanagement.org or start with a free assessment. Final terms are reviewed before work begins.