Service Terms & Conditions
Root and Branch LLC - Service Agreement
This Service Agreement (“Agreement”) is entered into between Root + Branch LLC (“Consultant”) and the purchasing entity or individual (“Client”) and governs any limited‑scope HR consulting service offered by Consultant, including but not limited to the Form I‑9 Compliance Audit, Employee Handbook + Consultation, and/or similar limited engagements (“Services”). By purchasing or booking any Service, Client agrees to be bound by the terms below.
1. Scope of Services
The Consultant will perform the specific Services outlined on the corresponding product page, booking description, or Statement of Work (collectively “SOW”). Services are advisory in nature and do not replace independent legal counsel. Deliverables may include written summaries, recommendations, or checklists, which are for Client’s internal use only.
2. Client Responsibilities
Client shall (a) provide accurate and complete information and documentation requested by Consultant; (b) designate a primary point of contact; (c) adhere to agreed timelines for calls, document uploads, and feedback; and (d) use the deliverables solely for internal business purposes.
3. Fees & Payment
Fees are stated on the product or booking page and are due in full at the time of purchase unless otherwise agreed in writing. Services are non‑refundable once the kickoff/intake call has occurred or work has commenced, whichever comes first.
4. Confidentiality
Each party agrees to keep confidential all non‑public information received from the other party. Consultant will not retain Client‑provided documents (e.g., Form I‑9s) longer than 14 days after final deliverables are provided, unless otherwise required by law or mutually agreed.
5. Data Security & Deletion
Consultant will take commercially reasonable administrative, physical, and technical safeguards to protect Client data in transit and at rest. Client agrees to use the secure upload method provided. Consultant will permanently delete Client documents within 14 days after project completion and maintain an internal deletion log.
6. Intellectual Property
Consultant retains ownership of any pre‑existing materials and proprietary methodologies. Upon full payment, Consultant grants Client a non‑exclusive, non‑transferable license to use deliverables for internal purposes. Client may not resell or publicly distribute deliverables without written consent.
7. Disclaimer (No Legal Advice)
Consultant is not a law firm and does not provide legal advice. Services and deliverables are provided for informational purposes and are not intended to be relied upon as legal or compliance advice. Client is encouraged to consult qualified legal counsel for any legal matters.
8. Limitation of Liability
To the maximum extent permitted by law, Consultant’s total liability arising out of or related to this Agreement shall not exceed the fees paid by Client for the Service giving rise to the claim. Consultant shall not be liable for any indirect, incidental, special, or consequential damages.
9. Term & Termination
This Agreement begins on the purchase/booking date and terminates upon delivery of final deliverables, unless extended by mutual written agreement. Either party may terminate early for material breach that is not cured within 10 days of written notice.
10. Refund & Cancellation Policy
If Client cancels before the kickoff/intake call, fees will be refunded minus any transaction fees. After the kickoff call or commencement of work, fees become non‑refundable. Missed or rescheduled sessions require 24‑hour notice; otherwise, sessions may be forfeited at Consultant’s discretion.
11. Governing Law & Dispute Resolution
This Agreement is governed by the laws of the State of Iowa, without regard to its conflict of law principles. The parties agree to attempt good‑faith resolution of disputes. If unresolved, disputes shall be submitted to binding arbitration in Polk County, Iowa, in accordance with the rules of the American Arbitration Association.
12. Entire Agreement; Modification
This Agreement, together with any SOW or product description, constitutes the entire agreement. It may be modified only in writing signed by both parties. If any provision is held invalid, the remaining provisions shall remain in effect.
13. Acceptance
By clicking “Purchase,” “Book Now,” or similar, Client affirms that they have read and agree to this Service Agreement and any applicable SOW.