Terms & Conditions
Effective Date: 05-22-26
Last Updated: 06-01-26
This Terms & Conditions Agreement (“Agreement”) governs the use of this website and services provided by Angulo & Morsa Legacy Consulting LLC (“Company,” “we,” “our,” or “us”).By accessing this website, booking services, signing agreements, submitting payment, or otherwise engaging with the Company, you agree to be bound by these Terms & Conditions and any additional written agreements, proposals, invoices, statements of work, or service-specific terms provided by the Company.
If you do not agree to these Terms, you should not use this website, book services, submit payment, or purchase services from the Company.If there is a conflict between these Terms and a signed written agreement, the signed written agreement will control for that specific engagement.
Legal Business Information
Angulo & Morsa Legacy Consulting LLC
Business Phone: (951) 323-3762
Business Email: [email protected]
Services Provided
Angulo & Morsa Legacy Consulting LLC provides consulting, advisory, audit, implementation, branding, marketing, website, operational, customer experience, and related business support services.Services may include, but are not limited to:
Customer Journey & Operations Review
Mini Audits with Recommendations
Full Audits with Recommendations
Operations Consulting
Marketing and Branding Consulting
Website and User Experience Consulting
Implementation Services
Ongoing Advisory or Retainer Services
Custom Consulting Engagements
Services may be delivered remotely, in person, or through a hybrid format depending on the nature of the engagement, location, scope, scheduling availability, and client needs.
Acceptance of Terms
By using this website, booking a Discovery Call, purchasing services, signing an agreement, submitting payment, or otherwise engaging with Angulo & Morsa Legacy Consulting LLC, you agree to these Terms & Conditions and any additional written agreements, proposals, invoices, statements of work, or service-specific terms provided by the Company.Where services are purchased, booked, or contracted electronically, clients may be required to confirm acceptance of applicable terms before payment, scheduling, or project commencement.
Customer Journey & Operations Review
Customer Journey & Operations Reviews are introductory consulting sessions intended to evaluate business needs, determine mutual fit, and discuss potential service options.
Customer Journey & Operations Reviews:
must be paid in advance at the time of booking,
may be rescheduled one (1) time,
are non-refundable unless canceled at least seventy-two (72) hours before the scheduled appointment date,
and will be credited toward eligible future services if purchased within thirty (30) days of the Customer Journey & Operations Review date.
Customer Journey & Operations Review:
expire after thirty (30) days,
are non-transferable,
have no cash value,
and may not be redeemed after expiration.
Missed appointments, late cancellations, repeated rescheduling requests, or failure to attend a scheduled Discovery Call may result in forfeiture of the appointment and associated payment.
The Company reserves the right to refuse service, decline future engagements, or determine that the Company is not the right fit for a requested engagement.
Contracts, Proposals & Invoices
Most consulting services require:
a signed written agreement,
acceptance of project terms,
and payment of all required invoices before work begins.
Invoices, proposals, pricing, credits, timelines, and service availability expire fourteen (14) calendar days after issuance unless otherwise stated in writing.
Failure to complete payment within the stated timeframe may:
void pricing,
remove scheduling priority,
cancel service availability,
or invalidate promotional credits, including Customer Journey & Operations Review credits.
The Company reserves the right to revise pricing, timelines, or project scope after expiration.
Payment Terms
All invoices are due upon receipt unless otherwise stated in writing.
Work will not begin until:
all required agreements are signed,
and payment has been successfully received and processed.
For ongoing retainers, quarterly reviews, phased projects, recurring advisory services, or custom consulting engagements, additional payment schedules may apply and will be outlined in the applicable client agreement, proposal, invoice, or statement of work.
Failure to make required payments may result in:
delayed work,
suspension of services,
termination of the engagement,
withholding of deliverables,
or cancellation of future services.
Clients remain responsible for any unpaid balances associated with completed work, reserved service time, active engagements, or approved project scope.
Recurring Services, Retainers & Automatic Renewals
Some ongoing consulting, advisory, retainer, quarterly review, or recurring service engagements may involve recurring billing or automatic renewal only if expressly stated in a signed written agreement, proposal, invoice, or checkout process.Unless clearly stated in writing, services do not automatically renew.
If a service includes automatic renewal, recurring billing, or continuous service, the Company will provide the material renewal terms before enrollment, including the billing amount, billing frequency, renewal term, cancellation method, and any minimum commitment.Clients must provide affirmative consent before any automatic renewal or recurring billing arrangement begins.
The Company will maintain records of consent where required by applicable law.Clients may cancel recurring services according to the cancellation process stated in the applicable agreement. If a recurring service is accepted or managed online, the Company will provide a reasonably accessible online cancellation method where required by applicable law.
Cancellation of recurring services does not eliminate responsibility for amounts already earned, completed work, reserved service time, unpaid balances, or non-refundable payments under the applicable agreement.
Chargebacks & Payment Disputes
By submitting payment, the client acknowledges and agrees that:payment was knowingly authorized,
services are custom, time-based, and reserved specifically for the client, and work may begin immediately after payment and agreement execution.
The Company reserves the right to dispute chargebacks or payment reversals involving valid completed services, scheduled consulting time, signed agreements, delivered work, or documented communications.
The Company may provide evidence including:
signed agreements,
invoices,
email communications,
scheduling records,
attendance logs,
deliverables,
timestamps,
and project correspondence.
Fraudulent or abusive chargebacks may result in immediate termination of services, refusal of future services, collections activity, and potential legal action where permitted by law.
Client Responsibilities
Clients agree to provide accurate information, timely communication, requested materials, approvals, access credentials where applicable, and reasonable cooperation necessary for completion of services.
The Company is not responsible for delays caused by:
lack of client response,
missing materials,
delayed approvals,
technical limitations,
third-party vendors,
incomplete information,
or circumstances outside the Company’s reasonable control.
Clients are responsible for reviewing deliverables, recommendations, marketing claims, business materials, website content, pricing statements, service descriptions, public-facing claims, and implementation decisions before use.
No Guaranteed Results
The Company does not guarantee:
revenue increases,
business growth,
customer acquisition,
profitability,
marketing performance,
operational outcomes,
search engine rankings,
website traffic,
conversion rates,
cost savings,
or any specific business result.
All recommendations, strategies, audits, and consulting services are provided for informational, strategic, operational, and implementation-support purposes only.
Business results depend on many factors outside the Company’s control, including:
market conditions,
customer behavior,
implementation quality,
competition,
economic conditions,
internal business operations,
budget,
staffing,
technology,
client decision-making,
and third-party performance.
Clients remain solely responsible for all business decisions, implementation choices, and resulting outcomes.
Marketing, Advertising Claims & Testimonials
The Company may provide marketing, branding, messaging, website, customer experience, or business strategy recommendations. Clients remain responsible for reviewing and approving all marketing claims, public statements, advertisements, testimonials, disclosures, pricing statements, service descriptions, and promotional materials before use.
Clients agree not to use Company-created or Company-supported materials in a false, misleading, deceptive, unlawful, or unsupported manner.Any business results, examples, testimonials, case studies, projections, or recommendations are not guarantees of future performance.
Results may vary based on market conditions, customer behavior, client implementation, competition, operational capacity, budget, and other factors outside the Company’s control.Clients are responsible for ensuring that claims about their own products, services, pricing, qualifications, licenses, certifications, customer results, testimonials, and endorsements are accurate, substantiated, and compliant with applicable law.
Professional Disclaimer
Angulo & Morsa Legacy Consulting LLC does not provide legal, tax, accounting, investment, insurance, lending, medical, clinical, employment law, or other licensed professional advice unless expressly stated in a separate written agreement and provided by a properly licensed professional.
The Company may provide general business consulting, operational recommendations, marketing guidance, website strategy, customer experience recommendations, and implementation support.
Clients should consult qualified licensed professionals before making legal, tax, financial, employment, insurance, lending, regulatory, or compliance decisions.
If the Company refers a client to an outside professional or service provider, the client remains responsible for evaluating, selecting, and contracting with that provider.
The Company does not guarantee the services, availability, pricing, results, or suitability of any third-party provider.
Project Timelines
Estimated timelines, milestones, launch dates, completion dates, and delivery schedules are estimates only unless expressly guaranteed in writing.
Project timelines may vary based on:
project scope,
client responsiveness,
revision requests,
availability of required materials,
third-party vendors or software,
scheduling availability,
technical limitations,
and circumstances outside the Company’s reasonable control.
The Company shall not be held responsible for delays caused by:
client inaction,
delayed approvals,
incomplete information,
third-party interruptions,
platform issues,
or force majeure events.
Deliverables & Revisions
Deliverables, recommendations, reports, creative assets, implementation work, and project scope will be defined within the applicable client agreement, invoice, proposal, statement of work, or written communication.
Unless otherwise stated in writing:
services do not include unlimited revisions,
additional requests outside the agreed scope may require additional fees,
and significant scope changes may require revised timelines or pricing.
The Company reserves the right to reasonably determine when deliverables have been substantially completed according to the agreed scope of work.
Communication & Availability
The Company does not guarantee immediate responses, emergency availability, or around-the-clock support unless expressly stated in a written service agreement.
Communication response times may vary based on:
business hours,
project phase,
holidays,
travel,
workload,
and ongoing client commitments.
Clients agree to maintain professional and respectful communication throughout the engagement.
The Company reserves the right to suspend or terminate services for abusive, threatening, discriminatory, harassing, unlawful, or inappropriate conduct.
Commercial Email & Communications
If the Company sends marketing or promotional emails, it will use reasonable efforts to comply with applicable commercial email laws, including requirements related to accurate sender information, non-deceptive subject lines, business contact information, and unsubscribe options.
Clients and subscribers may unsubscribe from marketing emails using the unsubscribe link provided in those communications.
Transactional or operational communications related to appointments, invoices, active services, client matters, legal obligations, or business administration may still be sent when necessary.
Confidentiality
During an engagement, clients may share business, operational, financial, marketing, customer, employee, vendor, or other confidential information with the Company.The Company will use reasonable care to protect confidential information and will not intentionally disclose non-public client information except as necessary to provide services, communicate with approved third-party providers, comply with legal obligations, enforce agreements, or protect legitimate business interests.
Clients agree not to disclose the Company’s non-public templates, frameworks, pricing structures, internal documents, methods, tools, or confidential business information without prior written consent.Confidentiality obligations do not apply to information that is publicly available, independently developed, previously known, lawfully obtained from another source, or required to be disclosed by law.
Intellectual Property
Unless otherwise stated in a signed written agreement, each party retains ownership of its pre-existing intellectual property, materials, systems, content, tools, templates, trade names, logos, processes, and business methods.The Company retains ownership of its pre-existing frameworks, methodologies, templates, internal systems, assessment tools, processes, educational materials, strategy models, checklists, and business methods, even if those materials are used or adapted during a client engagement.
Upon full payment of all amounts due, clients may receive ownership or usage rights to final client-specific deliverables as stated in the applicable agreement, proposal, invoice, or statement of work.Final deliverables may include client-specific reports, recommendations, website copy, messaging drafts, business materials, SOP drafts, workflow documents, or other agreed project outputs.Clients may use final paid deliverables for their internal business purposes unless otherwise restricted in writing.
Clients may not resell, reproduce, distribute, sublicense, publish, or commercially exploit Company-owned templates, frameworks, methodologies, tools, or internal business methods without prior written consent.Client-provided materials remain the property and responsibility of the client. Clients represent that they have the right to provide and use any logos, images, copy, data, trademarks, documents, account access, or other materials supplied to the Company.
Portfolio, Case Studies & Public Examples
The Company may reference generalized or anonymized descriptions of completed work for portfolio, educational, marketing, or case study purposes, provided confidential client information is not intentionally disclosed.The Company will not use a client’s name, logo, testimonial, identifiable project details, private business information, non-public results, screenshots, or specific performance metrics in marketing materials without the client’s written permission.Publicly available information may be referenced where appropriate, but the Company will use reasonable care not to misrepresent the client relationship or disclose confidential information.Clients may request additional confidentiality protections in writing before project commencement.
Website Conduct
Users agree not to:
misuse the website,
attempt unauthorized access,
upload malicious software,
interfere with website functionality,
submit false information,
scrape or copy website content without authorization,
or use the website for unlawful purposes.
The Company reserves the right to restrict or terminate website access at its discretion.
Website Accessibility
Angulo & Morsa Legacy Consulting LLC strives to maintain a website that is accessible and usable for visitors.If you experience difficulty accessing content, forms, scheduling tools, or other website features, please contact us at [email protected] or (951) 323-3762 so we can review the issue and provide reasonable assistance where appropriate.
Third-Party Services
This website and the Company’s services may use or integrate third-party platforms and providers, including but not limited to Squarespace, Squarespace Scheduling / Acuity, Squarespace Email Campaigns, Google Analytics, payment processors, video conferencing tools, communication platforms, file-sharing providers, and other software providers.
Third-party platforms may have their own terms, privacy policies, data practices, service limitations, outages, pricing, or technical requirements.
The Company is not responsible for third-party outages, errors, data breaches, platform changes, account suspensions, service interruptions, or technical limitations outside the Company’s reasonable control.
Clients remain responsible for maintaining access to their own third-party accounts, logins, subscriptions, licenses, domains, hosting, software, and business tools unless otherwise stated in writing.
Termination of Services
The Company may suspend or terminate services if a client fails to make required payments, does not provide requested information or approvals, repeatedly delays the project, violates these Terms, behaves abusively or unprofessionally, requests unlawful or unethical work, or otherwise prevents reasonable completion of the engagement.
Clients may terminate services according to the applicable written agreement.
Termination does not eliminate responsibility for completed work, reserved service time, non-refundable payments, unpaid balances, or obligations that reasonably survive termination, including confidentiality, intellectual property, payment, limitation of liability, and dispute resolution provisions.
Limitation of Liability
To the fullest extent permitted by law, Angulo & Morsa Legacy Consulting LLC shall not be liable for:
indirect damages,
incidental damages,
consequential damages,
lost profits,
lost business opportunities,
business interruption,
loss of data,
platform outages,
third-party failures,
or other damages arising from use of the website or services.
To the fullest extent permitted by law, the Company’s total liability for any claim shall not exceed the amount paid by the client to the Company for the specific service giving rise to the claim.
Indemnification
Clients agree to indemnify and hold harmless Angulo & Morsa Legacy Consulting LLC and its owners, contractors, employees, affiliates, and representatives from claims, liabilities, damages, costs, or expenses arising from:
misuse of services,
client negligence,
client-provided materials,
client implementation decisions,
violations of law,
false or misleading claims made by the client,
third-party claims related to client materials or business practices,
or breach of these Terms.
Governing Law
These Terms shall be governed by the laws of the State of California without regard to conflict-of-law principles.
Dispute Resolution
The parties agree to first attempt to resolve disputes through informal good-faith communication.If a dispute cannot be resolved informally, the parties may pursue mediation, arbitration, small claims court, or other legal remedies as allowed by the applicable written agreement and governing law.
Any arbitration requirement, class-action waiver, venue term, or dispute-resolution process may be further defined in the applicable client agreement.
Nothing in these Terms prevents either party from seeking injunctive or equitable relief where legally appropriate, including for misuse of intellectual property, confidentiality violations, non-payment, or unauthorized use of business materials.
Severability
If any portion of these Terms is found unenforceable, invalid, or unlawful, the remaining provisions shall remain in full force and effect.
Changes to These Terms
The Company may update or modify these Terms at any time.Updated Terms will be posted on this website with a revised effective date or last updated date.Continued use of the website after updated Terms are posted constitutes acceptance of the revised Terms for future website use.For active client engagements, material changes to these Terms will not retroactively alter the core terms of a signed written agreement unless agreed to in writing or required by law.
Contact Information
Angulo & Morsa Legacy Consulting LLC
Business Phone: (951) 323-3762
Business Email: [email protected]