AI Use Policy for Clients
How licensed Meticulous Research reports may be used with generative AI tools. Secure internal use is permitted, and limited sharing of AI-generated insights with your customers is permitted within set limits. Training AI models, using public AI tools and redistributing licensed content are not.
1.1This policy sets out how clients who license reports from Meticulous Research (the “Company”) may use them with generative artificial intelligence tools, and the conditions that apply. It applies to every Licensee, whether the content was purchased directly from the Company or through an authorised Distributor, and forms part of the licence terms issued with every purchase.
1.2Secure internal use of Licensed Content with AI Tools is permitted. Limited sharing of AI-generated insights with the customers of a Licensee is permitted within the limits of clause 5. Training AI models, using public AI Tools and redistributing Licensed Content are not permitted.
1.3All rights not expressly granted in this policy are reserved by the Company.
| Term | Meaning |
|---|---|
| Licensed Content | Any report, Report Description, table, chart, figure, forecast, company profile or other material delivered to a Licensee under a valid purchase. |
| Licensee | The company or individual named on the order or licence. |
| Authorised User | An employee of the Licensee, or a contractor bound by written confidentiality, who is entitled to access the Licensed Content under the licence type purchased. |
| AI Tool | Any software that uses machine learning to generate, summarise, classify or analyse text or data, including large language models and AI assistants. |
| Secure Enterprise Environment | A private, access-controlled deployment of an AI Tool operated by or for the Licensee, under a contract that prohibits the provider from training on, or retaining, the inputs of the Licensee. |
| Derived Output | A summary, analysis, answer or insight produced by an AI Tool from Licensed Content. |
| Substantial Extract | Any table, chart, figure, forecast data series, segment or country level market size, or company profile section; any passage of more than 100 consecutive words; or more than five data points from a single report in one deliverable. |
| Distributor | A reseller or agent authorised in writing by the Company to sell Licensed Content. |
3.1Internal summarisation and analysis in a Secure Enterprise Environment is permitted under every licence type. Sharing Derived Outputs with customers is permitted under Multi User and Corporate licences within the limits of clause 5.
| Use | Status | Condition |
|---|---|---|
| Summarising or analysing Licensed Content in a Secure Enterprise Environment | Permitted, all licence types | Safeguards in clause 6 |
| Internal knowledge base or retrieval system built on Licensed Content | Permitted, Multi User and Corporate licences | Access restricted to Authorised Users |
| Sharing Derived Outputs with customers of the Licensee | Permitted, Multi User and Corporate licences | Limits and attribution in clause 5 |
| Using Licensed Content in a public or consumer AI Tool | Not permitted | None |
| Training, fine tuning or evaluating AI models on Licensed Content | Not permitted | None |
| Sharing Substantial Extracts with any third party | Not permitted | Written consent of the Company |
| Embedding Licensed Content in a client facing product, chatbot or service | AI Use Addendum required | Clause 8 |
| Datapacks, Excel models and data files | Limited | Clause 9 |
4.1An Authorised User may upload Licensed Content to an AI Tool inside a Secure Enterprise Environment to summarise, translate, compare, extract themes, answer questions or support analysis for internal business purposes. This applies to every licence type.
4.2The licence type determines who may use the content and how widely it may be held internally:
| Licence type | Who may use AI on the content | Internal scope |
|---|---|---|
| Single User | The named individual only | Private workspace of that user, no shared access |
| Multi User | Up to the number of seats purchased | Shared workspace limited to the licensed seats |
| Corporate or Site | Employees of the licensed entity and named affiliates | Internal knowledge base permitted, with access limited to employees |
4.3Derived Outputs may be used in internal presentations, memos, board papers and decision support documents, provided the source is acknowledged and clause 7 is respected.
4.4Contractors and consultants may use Licensed Content only where they are named Authorised Users and are bound by written confidentiality terms at least as strict as this policy.
5.1A Licensee holding a Multi User or Corporate licence may share Derived Outputs with its own customers, where the output is a summary, conclusion or insight written in the words of the Licensee or the AI Tool and is not a Substantial Extract. Single User licences do not include this right.
5.2Sharing is subject to the following limits:
- (a)no tables, charts, figures, forecast data series, or segment, country or company level data from the report;
- (b)no more than five data points from a single report in one deliverable, such as total market size, CAGR and the leading segment;
- (c)no passage of more than 100 consecutive words taken from the report;
- (d)no sharing of the full or substantially full text of the report, or of a summary that could replace it;
- (e)sharing is limited to customers of the Licensee, who may not pass the material on beyond their own organisation; and
- (f)no sale of Derived Outputs as a standalone product or data service.
5.3Every shared deliverable that uses a Derived Output must carry a visible source line in the following form:
“Source: Meticulous Research, [Report Title], [Year of publication]. Summary prepared with AI assistance and reviewed by [Licensee name].”
5.4The Meticulous Research name and logo may be used only in the source line. Nothing may state or suggest that the Company reviewed, approved or endorsed the deliverable.
5.5Sharing beyond these limits requires an AI Use Addendum under clause 8.
6.1The Licensee shall comply with each of the following safeguards at all times.
| Safeguard | Requirement |
|---|---|
| No model training | Licensed Content must not be used to train, fine tune, distil or evaluate any AI model, and the AI provider must be contractually barred from doing so. |
| Secure Enterprise Environment only | Processing only in a private, access-controlled deployment. Public or consumer AI Tools, free tiers and personal accounts are excluded. |
| Limited retention | Prompts, uploaded copies and outputs held within the AI Tool must be deleted within 30 days. Indexes, embeddings and vector stores built on Licensed Content must be deleted when the licence ends. |
| Access control | Only Authorised Users may access the content or any index built from it, with user level logging. |
| Provider terms | The AI provider must not retain inputs for its own use and must process data under enterprise or zero retention terms. |
| Attribution kept | Source references and report titles must not be removed from Derived Outputs. |
| Human review | Derived Outputs must be reviewed by a person before external use. |
| Incident notice | Any unauthorised access, leak or misuse must be reported to the Company within five business days. |
6.2A Derived Output saved as part of normal business records may be kept, provided it complies with this policy.
7.1The following are not permitted under any licence type, unless the Company agrees otherwise in writing:
- (a)training, fine tuning or building any model, dataset, benchmark or embedding service from Licensed Content;
- (b)uploading Licensed Content to public, consumer or free AI Tools, or to any tool that retains inputs for its own use;
- (c)using AI or automated tools to scrape, bulk download or systematically extract content from the website or from reports;
- (d)reproducing or redistributing Substantial Extracts, or the full or substantially full content of a report in any form, including AI reworded versions;
- (e)using AI to remove watermarks, licence notices, source lines or confidentiality markings;
- (f)using Licensed Content to create a competing research product, report, database or data service;
- (g)offering Licensed Content or Derived Outputs through a chatbot, API, data feed or platform available to third parties;
- (h)using AI to circumvent access controls or the seat limits of the licence; and
- (i)presenting Derived Outputs as original research of the Licensee or as endorsed by the Company.
8.1No separate licence or fee is required for the uses permitted in clauses 4 and 5, provided the Licensee holds a valid licence and complies with this policy.
| Use | Licence required | Fee |
|---|---|---|
| Internal summarisation and analysis in a Secure Enterprise Environment | Existing licence | Included |
| Internal knowledge base (Multi User and Corporate) | Existing licence | Included |
| Sharing within the limits of clause 5 (Multi User and Corporate) | Existing licence | Included |
| Sharing beyond the limits of clause 5, or sharing under a Single User licence | AI Use Addendum | Quoted on request |
| Embedding in a client facing product, chatbot or workflow | AI Use Addendum | Quoted on request |
| Processing by a named external AI vendor under a custom arrangement | AI Use Addendum | Quoted on request |
| Training or fine tuning a model on Licensed Content | Bespoke agreement | By negotiation |
8.2An AI Use Addendum is a short written agreement that names the reports, the AI environment, the permitted audience, the term and the fee. Requests are answered within five business days.
9.1Standard syndicated reports, including Meticulous Next briefs, are covered by clauses 4 and 5. The products below carry the following terms.
| Product | AI treatment |
|---|---|
| Excel datapacks, market size models and data files | Internal analysis in a Secure Enterprise Environment is permitted. Loading into any shared index or system, and sharing of data series with third parties, requires an AI Use Addendum. |
| Databases, data feeds, API access and subscription platforms | Excluded from this policy. AI use is governed by the subscription terms, and the default is internal analysis only. |
| Buyer intelligence, KOL guides and contact lists | Excluded from AI processing because they contain personal data. |
| Custom research, GEM studies and consulting deliverables | Governed by the statement of work. Internal analysis with AI is permitted, and sharing with third parties requires written consent. |
| Free samples, Report Descriptions and website content | Not licensed for AI training or bulk processing. Ordinary reading and summarising for personal evaluation is permitted. |
| Third party content cited within a report | Remains subject to the rights of the original owner and must not be reused outside the report context. |
10.1The licence to the Licensed Content is granted by the Company, whichever channel is used to buy it. This policy applies in full to a Licensee that buys through an authorised Distributor, with the licence type shown on the order.
10.2A Distributor has no authority to grant, vary or waive any term of this policy. Any additional AI right requires an AI Use Addendum issued by the Company.
10.3A Licensee may request an AI Use Addendum through its Distributor or directly from the Company. The Distributor will refer the request to the Company, which alone decides it and quotes the fee.
10.4The Licensee should keep the order or invoice showing the report and licence type purchased, because its AI rights under this policy depend on the licence type.
11.1Accuracy. AI Tools can misstate or omit facts. The Licensee is responsible for checking Derived Outputs against the report before relying on or sharing them. The Company is not liable for errors introduced by an AI Tool.
11.2Ownership. The Company retains all rights in Licensed Content. Derived Outputs remain subject to this policy to the extent they contain or reflect Licensed Content. No right is granted by implication.
11.3Personal and confidential data. Licensed Content is confidential and for the use of the Licensee only. The Licensee must not enter personal data of its own customers into a prompt together with Licensed Content unless its AI environment is approved for that data.
11.4Records and audit. The Licensee must keep a record of the AI Tools and environments used with Licensed Content and confirm compliance in writing within 15 business days of a reasonable request.
11.5Breach. On a breach, the Company may suspend access, require deletion of affected content, indexes and outputs, and terminate the licence without refund, in addition to any other remedy available.
11.6Order of precedence. This policy supplements the licence terms of each purchase. A signed agreement or AI Use Addendum prevails where it conflicts with this policy.
11.7Changes. The Company may update this policy for future purchases. The version in force at the date of purchase applies to that licence.
11.8Contact. Questions and addendum requests may be sent to the Company through the contact page at www.meticulousresearch.com, or through the Distributor from which the Licensed Content was bought, who will refer them to the Company. Governing law and jurisdiction follow the licence agreement.
12.1The following clause may be inserted in any licence agreement, order form or quotation for Licensed Content:
“The Licensee may use the Licensed Content with generative AI tools solely within a private, access-controlled enterprise environment, for internal purposes, in accordance with the Meticulous Research AI Use Policy for Clients published at www.meticulousresearch.com. The Licensee shall not use the Licensed Content to train or fine tune any AI model, shall not process it in any public AI tool, and shall delete prompts, uploaded copies and outputs held in the AI tool within 30 days. Summaries and insights may be shared with the customers of the Licensee only within the limits and with the attribution set out in that policy. Any other AI use requires a written AI Use Addendum.”
End of policy
- 1.Purpose and Scope
- 2.Definitions
- 3.Summary of Permitted and Prohibited Use
- 4.Internal Use with AI Tools
- 5.Sharing Derived Outputs with Customers of the Licensee
- 6.Mandatory Safeguards
- 7.Prohibited Uses
- 8.AI Use Addendum and Fees
- 9.Product Exclusions and Special Terms
- 10.Purchases through an Authorised Distributor
- 11.General Terms
- 12.Standard Clause for Licence Agreements
To ask about this policy or request an AI Use Addendum, contact us directly or through the Distributor you bought from. Addendum requests are answered within five business days.
Contact Meticulous Research
