Software licensing

Effective date: pending legal review

Everything Advizr delivers falls into one of two categories with different ownership rules: custom software built for your business, which is yours, and Advizr proprietary tools, which are licensed to you while your subscription is active. This page sets out both, plus what happens to each when an engagement ends.

The two categories at a glance

Custom-built systems: you own them

Custom workflows and systems built specifically for your business during your engagement belong to you. You keep the code.

Ownership takes effect once the fees for the relevant work are paid. From that point you can:

• Use the systems for your business without time limit, whether or not you remain an Advizr client
• Modify them — your own team or any developer you hire can change and extend them
• Self-host them on your own infrastructure
• Keep them with us under a small hosting retainer if you’d rather not run them yourself

Documentation, architecture overviews, walkthrough recordings, and prompt templates delivered during your engagement are yours to keep using internally.

What client ownership does not include: Advizr’s pre-existing tools, frameworks, and know-how that we reuse across engagements. Where a custom build depends on an Advizr proprietary tool, the custom code is yours but the proprietary dependency still requires an active subscription — we’ll tell you about any such dependency before the build starts, so there are no surprises at handover.

Advizr proprietary tools: licensed, not sold

Advizr’s proprietary tools — our LinkedIn automation and email systems — and the Advizr client platform itself remain Advizr’s intellectual property. While your subscription is active, you have a non-exclusive, non-transferable licence to use them for your own business operations.

This licence does not include the right to:

• Access, copy, or modify the source code
• Resell, sublicense, or provide the tools to third parties, including operating them on behalf of another business
• Reverse engineer, decompile, or attempt to extract the underlying code or models, except where law expressly permits it
• Remove or alter proprietary notices

When your subscription ends, access to proprietary tools ends with it. These are our products; the subscription is what keeps them running, maintained, and improved for you.

Open-source components

Custom systems are typically assembled from open-source frameworks and libraries alongside code written for you. Open-source components remain under their own licences — we don’t (and can’t) transfer ownership of them, and your use of handed-over code includes complying with those licences. The documentation we hand over identifies the major components in your build. We select components with permissive, business-friendly licences.

Third-party services

Custom builds often connect to third-party services — your CRM, Google Workspace, Slack, AI model providers. Your use of those services is governed by your own agreements with those providers. Advizr’s handover includes the credentials and configuration we manage on your behalf, but we can’t grant rights to third-party services themselves. See integrations.

What happens when you cancel

Nothing breaks on day one. The handover process gives you:

1. Code — the source for everything custom-built for your business
2. Documentation — how each system works and how to operate it
3. Credentials — the accounts and configuration your systems depend on

You then choose one of three paths: self-host, hand operations to your own team (they’ll have been trained during the engagement), or keep a minimal hosting retainer with us. Access to Advizr proprietary tools ends when your subscription does, and your platform data follows the retention schedule in Data processing — retained 30 days, then deleted.

Warranty on delivered code

Custom code is delivered working, documented, and as described in your engagement scope, and it’s covered by the guarantees during your engagement. After handover, if you’re no longer a client, code is provided as-is — though you’re welcome to re-engage us for maintenance or new work at any time.

Governing law

These terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable in Ontario.

Contact

Licensing questions, including requests to review these terms against your procurement requirements: email legal@advizr.ca.