Terms of Service - JMWise Consulting

Last Updated: June 10, 2025

These Terms of Service ("Terms") govern your access to and use of the services, consulting offerings, courses, tools, and website operated by JMWise Consulting ("Company", "we", "our", or "us"). By using our website or engaging our services, you agree to be bound by these Terms.




1. Acceptance of Terms

By accessing or using our services, you confirm that you have read, understood, and agree to these Terms. If you do not agree, do not use our services.




2. Services Overview

JMWise Consulting provides:

Health Information Management (HIM) Consulting

Business Optimization Services

Custom AI Automation & Solutions for HIM

Online Courses, Workshops, and Educational Content

Auditing, Evaluation, and Compliance

Booking and Advisory Services

Each service may be governed by additional agreements or scopes of work, which will be presented separately and agreed upon in writing.




3. Client Obligations

By engaging our services, you agree to:

Provide accurate and up-to-date information

Communicate promptly and clearly throughout the engagement

Respect intellectual property and confidentiality clauses

Make payments on time as per invoicing terms

Adhere to scheduled appointments or provide appropriate notice for changes




4. Intellectual Property Rights

All content created or shared by JMWise Consulting—including but not limited to reports, presentations, templates, tools, workflows, and training materials—is the sole property of the Company unless otherwise agreed upon in writing. You may not reproduce, sell, or distribute proprietary content without explicit permission. Licensed tools and deliverables are provided for your internal business use only.

By submitting any evaluation or like tool, you agree that the information you provide may be compiled into a summary report and transmitted to JMWise Consulting for review and follow-up. You acknowledge and consent to receive communications about your results and related services.




5. Payment and Billing

Fees for services will be stated in individual proposals or invoices. Payment is due upon receipt or per the terms outlined. We reserve the right to suspend service for non-payment. No refunds are given for services already delivered unless otherwise agreed in writing.




6. Scheduling and Cancellations

Appointments must be canceled with a minimum of 48 hours’ notice and rescheduled within a minimum of 2 hours' notice. No-shows or last-minute cancellations may be charged in full. We reserve the right to reschedule due to unforeseen circumstances but will notify you promptly.




7. Confidentiality

Both parties agree to maintain the confidentiality of proprietary or sensitive information exchanged during service engagements. This includes but is not limited to business strategies, client records, proprietary methods, or patient information (as governed by HIPAA, when applicable).




8. HIPAA & Compliance

If services include access to PHI (Protected Health Information), JMWise Consulting operates in accordance with HIPAA requirements. A Business Associate Agreement (BAA) will be signed when applicable. All tools and communications are handled using secure, compliant systems.




9. Online Courses & Digital Content

Access to courses or downloads is granted upon full payment. You may not share login details or redistribute materials. We may revoke access for violations of this policy without a refund.




10. Limitation of Liability

JMWise Consulting shall not be liable for:

Indirect, incidental, or consequential damages

Client implementation failures or business losses

External system or third-party tool errors or outages

Our total liability is limited to the amount paid for services rendered in the last 30 days.




11. Termination

We may terminate a service relationship at any time for breach of terms, failure to pay, or misuse of our services. In such cases, we will provide written notice and retain the right to seek any unpaid amounts due.




12. Modifications to Terms

We reserve the right to modify these Terms at any time. Changes will be posted on our website and will become effective upon posting. Continued use of services implies acceptance of the updated Terms.




13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law principles.




14. Contact Information

If you have any questions or concerns about these Terms, please contact us at:


JMWise Consulting
Email: [email protected]
Phone: 585.626.4596
Website: www.jmwiseconsulting.com