1. Acceptance of Terms

By engaging with the services of Lex-Health Consulting, LLC (“we,” “our,” or “us”), you (“Client”) agree to be bound by these Terms and Conditions. If you do not agree, please refrain from using our services.

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2. Services Provided

We provide legal nurse consulting services including, but not limited to:

• Medical record review and analysis

• Case evaluation and chronology creation

• Causation and standard of care assessments

• Visual presentations for court

• Expert witness and deposition preparation

Services are provided for informational and consulting purposes only and do not constitute medical care or legal advice.

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3. Fees and Payment

• Fees may be billed as flat-rate packages or at an hourly rate, as outlined in your service agreement or invoice.

• A retainer may be required before services commence.

• Payment is due within 15 days of invoicing unless otherwise agreed in writing.

• Late payments may incur a 15% late fee.

3A. Retainer 

Case-Specific Retainer
A one-time retainer is required for each individual case review prior to the start of work. This retainer secures the project start and is applied toward medical record review, chronology development, and any agreed deliverables. The retainer is non-refundable and will be deducted from the final invoice for that specific case.

Monthly Consulting Retainer (Ongoing Access)
The Monthly Consulting Retainer provides clients with continuous access to legal nurse consulting and expert guidance throughout the life of an active matter. This service is intended for firms that require ongoing clinical insight and strategic support rather than case review deliverables.

•  A retainer fee is required prior to commencement of the monthly consulting service and will be applied toward consulting time and advisory support.

• Retainer fees are non-refundable and secure priority scheduling, including return of consultation calls within 24–48 hours.

• The retainer covers as-needed consultation calls, case discussions, and strategic guidance, but does not include record review, chronology preparation, report writing, or visual exhibits (these services will be billed separately based on case complexity and scope).

• Additional task requests under the monthly retainer (such as summaries or medical chronologies) will incur an additional fee and will be completed as workload allows, with a standard turnaround goal of 1–2 weeks unless otherwise agreed in writing.

• Rush requests may be accommodated depending on availability and may incur an additional rush fee.

4. Confidentiality and HIPAA Compliance

We maintain strict confidentiality in accordance with HIPAA regulations and our Privacy Policy. All protected health information (PHI) will be handled securely and only accessed by authorized personnel.

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5. Client Responsibilities

The Client agrees to:

• Provide accurate and complete case information and documents.

• Use secure channels when transmitting sensitive information or PHI.

• Understand that our work is for consulting purposes and is not a substitute for legal judgment.

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6. Turnaround Time

Estimated completion dates will be provided at the start of each project. Rush services may be available for an additional fee.

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7. Intellectual Property

All reports, timelines, presentations, and other deliverables created by Lex-Health Consulting, LLC remain our intellectual property unless otherwise stated in writing. Clients are granted a limited license to use deliverables solely for the purpose for which they were created.

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8. Limitation of Liability

We are not liable for any direct, indirect, or consequential damages arising from the use of our consulting services. Our role is advisory, and final decisions remain the responsibility of the Client.

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9. Termination of Services

Either party may terminate services with written notice. Clients will be responsible for all fees incurred up to the termination date.

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10. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of California.

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11. Modifications

We reserve the right to update these Terms and Conditions at any time. Continued use of our services constitutes acceptance of the updated terms.