LNC Strategy Call Terms & Conditions

These Strategy Call Terms and Conditions (the "Terms") are entered into by and between the attorney, law firm, insurance company, or other individual or entity purchasing the strategy call (the "Client") and the legal nurse consultant (the "Consultant"). By scheduling and purchasing a strategy call (the "Call"), the Client acknowledges and agrees to the terms set forth in these Terms.

1. SERVICES PROVIDED. Consultant agrees to provide the Client with a one-time strategy session focused on preliminary case review, medical record interpretation, standard-of-care discussion, case viability, or general legal nurse consulting guidance as selected by the Client at the time of booking (the "Services"). The Call is a consultation only and does not include record review, chronology development, written reports, execution, or ongoing case consulting unless otherwise agreed in writing in a separate Statement of Work.

The duration of the Call shall be the length selected by the Client at the time of booking, as reflected on Consultant's website or scheduling system.

1. PAYMENT TERMS. The Client agrees to pay the full amount for the Call at the time of booking. All payments are non-refundable, except as expressly provided in the "Rescheduling and Cancellations" section of these Terms. If the Call extends beyond the scheduled duration, additional time may be billed at Consultant's standard hourly rate, which will be communicated in advance. The Client must pay for any additional time within five (5) days of invoicing. Failure to make timely payment may result in late fees of 2% per day or legal action to recover the amount due.
2. SCHEDULING AND NO-SHOWS. The Client must select an available time slot for the Call at the time of booking. If the Client needs to reschedule, they must provide at least twenty-four (24) hours' advance notice before the scheduled Call. The rescheduled Call must take place within 30 days of the original appointment, subject to Consultant's availability. If the Client fails to provide timely notice or does not attend the scheduled Call without prior notification, the Client forfeits the session fee, and no rescheduling or refund will be permitted. If the Client arrives late, the Call will still end at the originally scheduled time, and no additional time will be provided.
3. CLIENT CANCELLATIONS AND REFUNDS. The Client acknowledges that all sales are final, and refunds are not available for Client-initiated cancellations. If Consultant is unable to conduct the Call for any reason, the Client may choose to reschedule or receive a full refund. Consultant reserves the right to cancel the Call for any reason, including the identification of a conflict of interest discovered after booking, and issue a refund at Consultant's sole discretion.
4. CLIENT WARRANTIES & REPRESENTATIONS. The Client is responsible for ensuring they are available at the scheduled time. The Client is expected to come prepared with any necessary case information, records, or questions relevant to the strategy session, and to have appropriate authority to discuss the underlying matter. The value of the Call depends on the completeness and accuracy of the information the Client provides. The Client represents and warrants that all information, records, and facts provided to Consultant are accurate and complete to the best of the Client's knowledge, and that the Client has the right to share any Case Materials or medical information discussed during the Call. Consultant is not responsible for any negative outcomes resulting from the Client's misrepresentation of facts, incomplete records, misinterpretation of clinical input, or failure to properly apply the impressions discussed during the Call.
5. CLIENT EXPECTATIONS & DELIVERABLES. The Client acknowledges that the Call is designed to provide preliminary clinical impressions, guidance, and strategic discussion, but does not include a formal written report, medical chronology, record review, or ongoing case consulting unless explicitly stated at the time of booking. If no deliverables are specified, the Call will be advisory-only, and any impressions shared are preliminary and subject to change upon full record review.

If Consultant includes deliverables as part of the strategy session, they may consist of:

Preliminary case impressions, guidance on record requests or missing documentation, discussion of potential standard-of-care issues, recommendations on whether a full record review or formal screening is warranted, general education on relevant medical terminology or conditions, or referrals to appropriate testifying experts.

The nature and format of any deliverables will be determined at Consultant's discretion, based on the type of strategy session booked. Nothing discussed on the Call constitutes a final clinical opinion, a legal opinion, or a substitute for a full medical record review.

1. SCOPE OF PRACTICE & NO LEGAL OR MEDICAL ADVICE. Consultant is a Licensed Vocational Nurse providing legal nurse consulting services. Consultant does not practice law, does not provide legal advice, and does not represent the Client in any legal capacity. Any clinical impressions shared during the Call are based solely on the information provided by the Client at the time of the Call, are preliminary in nature, do not constitute a medical diagnosis or a final standard-of-care opinion, and do not create a nurse-patient relationship with any individual discussed. Unless otherwise agreed in a separate written Statement of Work, this Call does not constitute retention of Consultant as a testifying or non-testifying expert in any matter, and nothing discussed is intended to be disclosed, cited, or relied upon as expert opinion in any proceeding.
2. RECORDING CONSENT & CONFIDENTIAL SUBJECT MATTER. The Call may involve discussion of confidential case information, attorney work product, and/or Protected Health Information ("PHI"). For this reason, Consultant does not record the Call by default. If either Party wishes to record the Call, both Parties must expressly agree in writing in advance. Neither Party may record the Call without the other Party's prior written consent. If a recording is made with mutual consent, it will be treated as Confidential Information under Section 13 and handled, stored, and destroyed consistent with the PHI and confidentiality obligations therein. Consultant does not guarantee that a recording will be available and is not responsible for any failure to record, technical issues, or lost recordings. If a recording is unavailable for any reason, the Client is not entitled to a refund or a replacement session.
3. CLIENT TECHNOLOGY & THIRD-PARTY TOOLS. The Client is responsible for ensuring they have a stable internet connection, functioning audio/video equipment, and access to any required third-party software (e.g., Zoom, Google Meet) before the Call. The Client is responsible for using a private, secure connection when discussing case details or PHI, and should avoid public or unsecured networks. Consultant is not responsible for any technical difficulties, system outages, software incompatibilities, or disruptions caused by third-party platforms. If a Call is delayed or interrupted due to the Client's internet issues, device malfunctions, or software failures, the Call will proceed as scheduled and end at the originally planned time, unless Consultant, at Consultant's sole discretion, agrees to reschedule. No refunds or additional time will be provided due to Client-side technical difficulties unless otherwise agreed upon by Consultant.
4. PROHIBITED CONDUCT & RIGHT TO REFUSE SERVICE. The Client agrees to conduct themselves professionally during the Call. Consultant reserves the right to terminate the Call immediately if the Client engages in harassment, inappropriate behavior, a request that Consultant exceed her scope of practice or licensure, or any other conduct that disrupts the session. In such cases, no refund will be issued. Consultant reserves the right to refuse or discontinue services to any Client at Consultant's sole discretion, including but not limited to cases of unprofessional behavior, an identified conflict of interest, or if the Client's needs fall outside Consultant's scope of practice or expertise. In such cases, a refund may be issued at Consultant's discretion.
5. INTELLECTUAL PROPERTY. Consultant retains all rights, title, and interest in any frameworks, checklists, proprietary methodologies, templates, and other general intellectual property shared or developed during the Call (collectively, "Consultant's IP"), separate and apart from any Client-specific case impressions. The Client receives a limited, non-exclusive, non-transferable license to use Consultant's IP solely for the Client's own internal case or business purposes. The Client shall not, without Consultant's express written consent: modify, copy, reproduce, republish, distribute, resell, sublicense, or exploit any portion of Consultant's IP; share, teach, or otherwise disseminate Consultant's IP to third parties, whether for free or for compensation; or use Consultant's IP to create derivative works, competing products, or services. Any unauthorized use of Consultant's IP shall constitute a breach of this Agreement and may result in legal action, damages, and injunctive relief to prevent further misuse. For clarity, this section does not affect ownership of any case-specific impressions, notes, or discussion, which are addressed under the Confidentiality provisions below.
6. NO OBLIGATION FOR FUTURE SERVICES. The Parties acknowledge that this Call is a standalone, one-time service and does not create any obligation, expectation, or right for either Party to enter into any future agreements, business relationships, or continued services. Nothing in this Agreement shall be construed as a commitment to provide ongoing support, consulting, expert designation, or future services beyond the scheduled Call, or a guarantee of availability for additional services in the future. Any future engagement, including retention as a non-testifying or testifying expert, must be separately agreed upon in writing and is subject to a separate Statement of Work, conflict check, and pricing.
7. LIMITATION OF LIABILITY. Consultant makes no guarantees, representations, or warranties, express or implied, regarding any specific outcomes resulting from the Call, including case outcomes, settlement value, or litigation strategy. The Client acknowledges that all clinical impressions, guidance, and insights provided by Consultant during the Call are preliminary, are based solely on information provided by the Client, are for informational purposes only, and should not be relied upon as a final clinical opinion, legal advice, or a guarantee of case merit. Consultant shall not be liable for any direct, indirect, incidental, consequential, or special damages, including but not limited to loss of revenue, lost profits, adverse case outcomes, reputational harm, or legal disputes, arising from: the Client's use or implementation of impressions discussed during the Call; the Client's reliance on preliminary information provided during the Call; or any decisions made or actions taken (or not taken) by the Client based on the Call's contents. The Client agrees that the maximum liability of Consultant under this Agreement, for any reason, shall not exceed the total amount paid by the Client for the Call.
8. CONFIDENTIALITY. Both Parties agree to maintain the confidentiality of any proprietary, sensitive, privileged, or non-public information shared during the Call, including case details, attorney work product, and any Protected Health Information discussed (collectively, "Confidential Information"). Consultant will not use case-specific details, client names, or identifying information from the Call for educational, training, or marketing purposes without the Client's express written consent, and may only reference fully de-identified, generalized concepts consistent with applicable confidentiality and privacy obligations. Confidentiality does not apply to information that: is publicly available at the time of disclosure or becomes public through no fault of the receiving Party; is lawfully obtained from a third party without confidentiality obligations; or is required to be disclosed by law, subpoena, or governmental order, provided the disclosing Party gives prompt notice to the other Party where legally permitted. The Parties' confidentiality obligations shall survive the termination of this Agreement.
9. GOVERNING LAW AND DISPUTE RESOLUTION. This Agreement shall be governed by and construed in accordance with the laws of Harris County, Texas, without regard to conflict-of-law principles. In the event of a dispute arising out of or relating to this Agreement, the Parties agree to first attempt to resolve the matter through good-faith negotiations. If the dispute is not resolved within thirty (30) days, the Parties agree to submit the matter to mediation with a mutually agreed-upon mediator before pursuing litigation or other legal remedies. Mediation costs shall be shared equally between the Parties, unless otherwise agreed. If mediation fails, either Party may pursue legal action only in the courts located in Texas, and the Parties waive any objections to jurisdiction or venue in that location. The prevailing Party in any legal action shall be entitled to recover reasonable attorney's fees and costs, in addition to any awarded damages or relief.
10. NO GUARANTEE OF RESULTS. Consultant makes no guarantees, warranties, or representations, express or implied, regarding any specific results or outcomes from the Services provided during the Call. The Client acknowledges that case outcomes, litigation strategy, and settlement value depend on multiple factors, including but not limited to full record review, legal strategy, opposing evidence, and external influences beyond Consultant's control. Consultant shall not be held liable for any losses, damages, or lack of expected results arising from the Client's use, interpretation, or implementation of the impressions discussed during the Call.
11. FORCE MAJEURE. Neither Party shall be held liable for any failure or delay in performing obligations under this Agreement if such failure or delay is due to circumstances beyond their reasonable control, including but not limited to: acts of God (e.g., floods, earthquakes, hurricanes); government orders, regulations, or restrictions; strikes, labor disputes, or civil disturbances; power failures, internet outages, or telecommunications disruption; pandemics, epidemics, or public health emergencies; or any other unforeseeable event beyond the control of the affected Party. If a Force Majeure event occurs, the affected Party shall:

Notify the other Party as soon as reasonably possible, and

Resume performance as soon as the disruption is resolved, to the extent practicable.

The Client acknowledges that Force Majeure does not excuse payment obligations for Services already rendered.

1. NON-DISPARAGEMENT. The Client agrees not to make defamatory or misleading statements about Consultant, whether orally or in writing, including on social media, public forums, or online reviews.
2. INDEPENDENT CONTRACTOR RELATIONSHIP. Nothing in this Agreement shall be construed to create a partnership, joint venture, agency, franchise, or employer-employee relationship between the Parties. Consultant is an independent contractor and retains full discretion over the manner and means of delivering the Services, consistent with Consultant's scope of practice and licensure. The Client shall not control or direct Consultant's clinical judgment beyond the agreed scope of the Call. Consultant is not an employee of the Client and shall not be entitled to any benefits, insurance, or compensation beyond what is explicitly stated in this Agreement. The Client shall not have the authority to bind, represent, or act on behalf of Consultant in any capacity. Nothing in this Agreement shall be interpreted as creating an obligation for either Party to enter into future agreements or business relationships.
3. SEVERABILITY. If any provision of this Agreement is found to be invalid, illegal, or unenforceable, such provision shall be modified to the extent necessary to make it enforceable, or if modification is not possible, it shall be severed from the Agreement. The remainder of this Agreement shall continue in full force and effect.
4. AMENDMENTS. No modification, amendment, or waiver of any provision of this Agreement shall be valid unless made in writing and signed by both Parties. Any oral modifications or implied waivers shall be void and unenforceable.
5. ASSIGNMENT. The Client may not assign, transfer, or delegate their rights or obligations under this Agreement without the prior written consent of Consultant. Any attempted assignment in violation of this clause shall be null and void. Consultant may assign or transfer its rights and obligations under this Agreement at its sole discretion.
6. ENTIRE AGREEMENT. This Agreement constitutes the entire understanding between the Parties with respect to the subject matter herein and supersedes all prior discussions, negotiations, agreements, or understandings, whether written or oral. No representations, warranties, covenants, or conditions, express or implied, other than those set forth in this Agreement, shall be binding upon either Party.