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Refund Policy

A legal disclaimer

Effective Date: February 2026
Last Updated: February 2026

At Heritage Records Consulting (“Company,” “we,” “our,” or “us”), we are committed to delivering high-quality professional consulting services. Due to the customized and strategic nature of our work, the following refund policy applies.

1. Consulting Services

All consulting services are customized and begin upon execution of a service agreement and/or receipt of payment.

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Non-Refundable Services

Fees for the following are non-refundable once work has commenced:

  • Records management assessments

  • Policy drafting or retention schedule development

  • Compliance reviews

  • Strategic consulting sessions

  • Staff training sessions (once delivered or prepared)

  • Customized documentation or system design

Because services are intellectual and time-based, payment compensates for time, expertise, research, and preparation.

2. Deposits

If a deposit is required to secure services:

  • Deposits are non-refundable once work has begun

  • If cancellation occurs before work begins, the deposit may be refunded minus any administrative or preparation fees

3. Cancellation by Client

If a client chooses to terminate services:

  • All completed work will be invoiced and due immediately

  • Partial refunds are not issued for unused project hours unless otherwise stated in the service agreement

  • Any prepaid unused hours may be credited toward future services at the Company’s discretion

4. Rescheduling Policy (Training or Consultations)

  • Appointments may be rescheduled with at least 48 hours’ notice

  • Cancellations made less than 48 hours in advance may result in forfeiture of that session

  • No-shows are non-refundable

5. Digital Products or Templates (If Applicable)

If the Company offers downloadable resources, templates, or digital products:

  • All digital sales are final

  • No refunds will be issued once access has been granted

6. Service Dissatisfaction

If a client is dissatisfied with services:

  • The client must notify the Company in writing within 7 days of service delivery

  • The Company will make reasonable efforts to address concerns, which may include revisions or clarification sessions

  • Refunds will not be issued for dissatisfaction once services have been delivered

7. Company Cancellation

If Heritage Records Consulting must cancel services:

  • Clients will receive a prorated refund for services not yet rendered

  • Any prepaid fees for undelivered services will be refunded

8. Chargebacks

Clients agree to contact the Company directly to resolve disputes before initiating a chargeback. Unauthorized chargebacks may result in termination of services and additional administrative fees.

9. Exceptions

Any exceptions to this Refund Policy must be agreed upon in writing and signed by both parties.

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