Consultant License & Permitted Use

Any user who uses CIFIS to research, evaluate, or manage funding for an organization other than their own primary employer. This includes independent consultants, agency staff, fractional development leaders, and advisors under contract.

The default Terms of Service require each user to act on behalf of their own organization. Multi-client use is permitted only under a Consultant License, which is granted by CIFIS on request. Contact us at hello@cifis.org to request a Consultant License and pricing.

• Each client organization must have its own CIFIS workspace with its own tenant-isolated data.
• Consultants may be added as members of a client workspace with the client's authorization.
• Do not co-mingle data from multiple clients in a single workspace.
• Do not share client workspace credentials with other clients.

• Perform funder research, readiness assessment, opportunity discovery, and pipeline management inside each client workspace.
• Export data from a client workspace for that client's use.
• Use Ask CIFIS to answer questions grounded in the client's own data.

• Use CIFIS to generate grant proposals, narratives, LOIs, cover letters, or budgets. Ask CIFIS is a read-only intelligence assistant and does not produce application copy.
• Move data between client workspaces without the receiving client's written authorization.
• Resell CIFIS access, reports, or exports as a standalone product without a written reseller agreement.
• Represent CIFIS output as an independent audit, certification, or funding guarantee.

Data entered into a client's workspace belongs to that client. Consultants are custodians while engaged. On engagement end, the client may retain, export, or delete their workspace data at their discretion.

Consultants must disclose their use of CIFIS to clients when CIFIS output materially informs a funding recommendation or strategy deliverable. See our AI Disclosure for the underlying grounding rules.

Consultant Licenses are commercial arrangements. Contact hello@cifis.org with your firm name, number of concurrent client engagements, and intended workflow. We will respond within two business days.