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Terms & Conditions

Effective Date: February 2026 
Last Updated: February 2016

Welcome to Heritage Records Consulting (“Company,” “we,” “our,” or “us”). These Terms and Conditions (“Terms”) govern your use of our website and consulting services.

By accessing this website or engaging our services, you agree to be bound by these Terms.

1. Use of Website

 

The content on this website is provided for informational purposes only. You agree to use this website lawfully and in a manner that does not infringe upon the rights of others or restrict their use of the site.

You may not:

  • Copy, reproduce, or distribute website content without written permission

  • Attempt to gain unauthorized access to systems or data

  • Use the website for unlawful, fraudulent, or harmful purposes

We reserve the right to suspend or terminate access to the website at our discretion.

2. Services Overview

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Heritage Records Consulting provides professional consulting services including, but not limited to:

  • Records management assessments

  • Retention schedule development

  • Policy drafting and compliance guidance

  • Records organization strategy

  • Staff training and documentation systems

  • Regulatory and operational best-practice consulting

All services are governed by separate written service agreements executed between the Company and the Client.

3. Client Responsibilities

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Clients agree to:

  • Provide accurate and complete information necessary for consulting services

  • Grant appropriate access to records, systems, and personnel

  • Ensure internal compliance with applicable laws and regulations

  • Pay fees in accordance with agreed payment terms

Failure to provide necessary access or cooperation may impact service delivery timelines.

4. Fees and Payment Terms

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Fees for services will be outlined in a written proposal or agreement.

Unless otherwise stated:

  • Invoices are due within 15 days of issuance

  • Late payments may incur interest at the maximum rate permitted by law

  • Services may be paused for accounts past due

All payments are non-refundable unless otherwise specified in writing.

5. Confidentiality

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We maintain strict confidentiality regarding all client records, documents, and proprietary information.

Information will not be disclosed to third parties except:

  • As required by law

  • With written client consent

  • To subcontractors bound by confidentiality obligations

Clients are responsible for identifying any information subject to heightened regulatory protections (e.g., HIPAA, FERPA, etc.).

6. Intellectual Property

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All materials created by Heritage Records Consulting — including policies, frameworks, templates, reports, and documentation — remain the intellectual property of the Company unless otherwise agreed in writing.

Clients are granted a limited, non-transferable license to use deliverables for internal business purposes only.

Unauthorized redistribution, resale, or modification for commercial use is prohibited.

7. No Legal Advice Disclaimer

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Heritage Records Consulting provides operational and compliance consulting services. We do not provide legal advice.

Clients should consult licensed legal counsel for interpretation of laws, regulations, or litigation-related matters.

8. Limitation of Liability

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To the fullest extent permitted by law:

  • The Company shall not be liable for indirect, incidental, consequential, or punitive damages

  • Total liability for any claim shall not exceed the amount paid by the Client for services rendered

  • We are not responsible for regulatory penalties arising from client failure to implement recommendations

9. Indemnification

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Clients agree to indemnify and hold harmless Heritage Records Consulting from claims, damages, losses, or expenses arising out of:

  • Client misuse of deliverables

  • Failure to comply with applicable laws

  • Inaccurate information provided to the Company

10. Termination

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Either party may terminate services pursuant to the terms outlined in the signed service agreement.

Upon termination:

  • All outstanding fees become immediately due

  • Deliverables completed prior to termination remain billable

  • Confidentiality obligations survive termination

11. Governing Law

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These Terms shall be governed by the laws of the State of Ohio, without regard to conflict of law principles.

Any disputes shall be resolved in courts located in Ohio.

12. Modifications

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We reserve the right to update these Terms at any time. Updated versions will be posted on this page with a revised effective date.

Continued use of the website or services after updates constitutes acceptance of the revised Terms.

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