Terms of service.

Update: March 2025

1. Our Services

Martin & Sorbo provides procurement analysis, invoice auditing, cost recovery, and vendor compliance services. Our goal is to help organizations identify billing errors and optimize procurement efficiency.

2. Who We Work With

We work with businesses and organizations that authorize access to their financial and procurement data. By engaging our services, you confirm that you’re authorized to represent your organization.

3. What We Expect From You

To deliver accurate results, we ask that you:

  • Provide relevant invoices, contracts, and vendor data in a timely manner

  • Respond to requests and questions from our audit team

  • Inform us of any significant operational changes

4. Confidentiality

We take your privacy and data security seriously. All information you share with us is treated as confidential and will not be shared with third parties without your permission, unless required by law.

5. Fees

Our fee structure is customized for each engagement and may be based on:

  • A percentage of recovered funds

  • A flat project rate

  • Hourly consulting fees

  • Transactional fees

Payment terms are outlined in our engagement agreement.

6. Currency Exchange Methodology

Payment Currency

All amounts payable to us must be paid in the currency specified on the invoice we issue.

Currency Conversion

If the invoiced amount is converted from another currency (or currencies), we will convert those sums as follows:

  • Applicable Exchange Rate: We will use the prevailing exchange rate from the day immediately prior to the invoice date. For example, if the invoice is issued on a Monday, we will use the exchange rate from the preceding Friday.

  • Conversion Adjustment: At our discretion, we will apply a 2% adjustment to the converted amount.

Benchmark Exchange Rates

The conversion rates we use are sourced from third-party providers, Open Exchange Rates (OXR). By agreeing to these terms, you waive any right to dispute the benchmark rates used in calculating the invoice amount.

7. No Guaranteed Results

While we strive for high-quality insights and recoveries, outcomes depend on the data and scope provided. We do not guarantee specific financial results.

8. Intellectual Property

All reports, tools, and materials we produce remain the property of Martin & Sorbo. You’re welcome to use them internally, but please don’t share or distribute them without our written consent.

9. Limitation of Liability

Martin & Sorbo is not liable for indirect or consequential damages. Our liability is limited to the amount you’ve paid us for services in the past 12 months.

10. Governing Law

These Terms are governed by the laws of Zurich, Switzerland. Any disputes arising from or related to our services will be resolved in the courts of Zurich, Switzerland.

11. Updates to These Terms

We may update these Terms occasionally. If we do, we’ll post the changes here. Your continued use of our services means you accept the updated Terms.