Terms of Service
Effective Date: January 1, 2024 | Last Updated: January 1, 2024
These Terms of Service ("Terms," "Agreement") govern your access to and use of the services provided by DOCPATH SYSTEM LLC ("Company," "we," "our," or "us"). By engaging our services, accessing our website, or utilizing our intellectual property, you ("Client," "you," "your") agree to be bound by these Terms.
1. Definitions & Interpretation
- 1.1. "Services"
- Refers to document management consultancy, including but not limited to system audits, protocol design, workflow mapping, implementation support, and related advisory services.
- 1.2. "Deliverables"
- Tangible and intangible outputs of our services, including document structures, workflow maps, protocol designs, templates, reports, and recommendations.
- 1.3. "Client Materials"
- Documents, data, systems, and information provided by Client for service execution.
- 1.4. "Intellectual Property"
- Methodologies, frameworks, processes, and proprietary knowledge developed or owned by DOCPATH SYSTEM LLC.
- 1.5. "Project Scope"
- Specifically defined services, deliverables, timelines, and fees outlined in Service Agreements or Statements of Work.
2. Service Engagement & Scope
2.1. Service Initiation
Services commence upon:
- Execution of a written Service Agreement or Statement of Work
- Receipt of initial payment as specified in the agreement
- Provision of necessary Client Materials and access
- Mutual agreement on project timeline and key milestones
2.2. Scope Management
Any changes to the Project Scope require:
- Written Change Request submitted by either party
- Impact assessment including timeline and cost implications
- Mutual written agreement via Change Order
- Adjustment to payment schedule if applicable
2.3. Client Responsibilities
Client agrees to:
- Provide accurate and complete information necessary for service delivery
- Designate a primary contact with decision-making authority
- Provide timely feedback and approvals as requested
- Secure necessary internal permissions for system access and implementation
- Maintain adequate backups of all Client Materials
3. Fees & Payment Terms
3.1. Fee Structure
Services are provided under the following fee structures:
- Fixed Project Fees: Specified in Service Agreement for defined scope
- Hourly Rates: Applied to services outside defined scope or consultation hours
- Retainer Agreements: Monthly or quarterly fees for ongoing support
- Expenses: Reimbursable expenses as pre-approved in writing
3.2. Payment Terms
Unless otherwise specified in Service Agreement:
- 50% payment due upon agreement execution
- 25% payment due upon delivery of primary deliverables
- 25% payment due upon project completion
- Invoices are due within 15 days of receipt
- Late payments incur 1.5% monthly interest or maximum allowed by law
Important Payment Terms
Services may be suspended for overdue payments exceeding 30 days. Client remains responsible for all fees incurred prior to suspension. Reactivation of suspended services requires payment in full of all outstanding amounts plus a $250 reactivation fee.
4. Intellectual Property Rights
4.1. DOCPATH SYSTEM IP
DOCPATH SYSTEM LLC retains all rights to:
- Proprietary methodologies, frameworks, and processes
- Pre-existing intellectual property utilized in service delivery
- Documentation templates, protocol structures, and standardized approaches
- Tools, software, and systems developed internally
4.2. Client Deliverables
Upon full payment, Client receives:
- Non-exclusive, perpetual license to use custom deliverables
- Right to implement recommended structures within Client's organization
- Ownership of final reports and specific Client-customized outputs
- Exclusion: DOCPATH SYSTEM retains right to reuse methodologies and approaches
4.3. Client Materials
Client retains all rights to Client Materials. By providing Client Materials, Client grants DOCPATH SYSTEM:
- Limited license to use, modify, and process for service delivery
- Right to create derivative works necessary for service completion
- License terminates upon project completion or termination
5. Confidentiality
5.1. Confidential Information
Both parties agree to protect confidential information including:
- Business processes, strategies, and operational details
- Financial information and pricing structures
- Technical specifications and system architectures
- Employee and customer information
- Proprietary methodologies and trade secrets
5.2. Protection Obligations
Receiving party agrees to:
- Use confidential information only for permitted purposes
- Implement reasonable security measures
- Limit access to employees with need-to-know
- Maintain confidentiality for 3 years post-termination
5.3. Exclusions
Confidentiality obligations do not apply to information that:
- Was publicly known at time of disclosure
- Becomes publicly known through no fault of receiving party
- Was independently developed without reference to confidential information
- Is required to be disclosed by law or legal process
6. Warranties & Limitations
6.1. Service Warranties
DOCPATH SYSTEM warrants that:
- Services will be performed with reasonable skill and care
- Deliverables will conform to specifications in Service Agreement
- Personnel assigned possess appropriate qualifications
- Services do not infringe third-party intellectual property rights
6.2. Disclaimer of Warranties
EXCEPT AS EXPRESSLY STATED HEREIN, SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. WE DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
6.3. Limitation of Liability
IN NO EVENT SHALL DOCPATH SYSTEM'S TOTAL LIABILITY EXCEED THE AMOUNT PAID BY CLIENT FOR THE SPECIFIC SERVICES GIVING RISE TO THE CLAIM. WE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES.
7. Termination
7.1. Termination Rights
Either party may terminate this Agreement:
- For Convenience: With 30 days written notice
- For Cause: Immediately upon material breach
- Automatic Termination: Upon completion of all Services
7.2. Termination for Cause
Material breaches include but are not limited to:
- Non-payment of fees for 60+ days
- Violation of intellectual property rights
- Breach of confidentiality obligations
- Misrepresentation of authority or information
7.3. Post-Termination Obligations
Upon termination:
- Client pays for all services rendered through termination date
- DOCPATH SYSTEM delivers completed work to date
- Both parties return or destroy confidential information
- Intellectual property rights provisions survive termination
8. Dispute Resolution
8.1. Informal Resolution
Parties agree to attempt informal resolution:
- Written notice of dispute to designated contacts
- 30-day negotiation period
- Executive-level mediation if initial negotiation fails
8.2. Arbitration
If informal resolution fails:
- Binding arbitration in Santa Fe, New Mexico
- American Arbitration Association rules apply
- Arbitrator's decision final and binding
- Each party bears own costs unless arbitrator decides otherwise
8.3. Governing Law
This Agreement is governed by New Mexico law without regard to conflict of law principles.
9. General Provisions
9.1. Entire Agreement
This Agreement, together with any Service Agreements, constitutes the entire understanding between parties and supersedes all prior agreements.
9.2. Amendments
Amendments must be in writing and signed by authorized representatives of both parties.
9.3. Assignment
Client may not assign this Agreement without our prior written consent. We may assign to affiliates or successors.
9.4. Force Majeure
Neither party liable for delays or failures due to circumstances beyond reasonable control.
9.5. Severability
If any provision is invalid or unenforceable, remaining provisions remain in full effect.
9.6. Notices
All notices must be in writing and sent to addresses in Service Agreement or via email with confirmation.
Legal & Service Contact Information
Legal Notices: info@docpathsystem.com (Subject: Legal Notice)
Service Agreements: info@docpathsystem.com (Subject: Service Agreement)
Dispute Resolution: info@docpathsystem.com (Subject: Dispute Resolution)
Phone: +1 (904) 372-2194 (Legal matters: Monday-Friday, 10AM-4PM MST)
Registered Address: 2516 Camino Entrada, Santa Fe, NM 87507
Formal Service: All legal documents must be served via certified mail to registered address.
10. Acceptance & Acknowledgment
By engaging DOCPATH SYSTEM services, you acknowledge that:
- You have read, understood, and agree to these Terms
- You have authority to enter into this Agreement on behalf of your organization
- These Terms constitute a legally binding agreement
- You accept electronic communications as valid notice
- These Terms may be updated periodically with notice
DOCPATH SYSTEM LLC operates under structured service protocols designed for clarity, fairness, and professional engagement. These Terms reflect our commitment to transparent, effective document management consultancy relationships.