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Terms of Use
Effective Date: November 27, 2025
Welcome to Blue Harbor Compliance. These Terms of Use (this “Agreement”, and sometimes referred to as the “Terms & Conditions”) govern your access to and use of the Website and any products, materials, and services provided through it (collectively, the “Services”).
By accessing or using the Services (or by clicking “accept” or “agree” when prompted), you agree to be bound by this Agreement on behalf of yourself or the organization you represent. If you do not agree, you must not use the Services.
1. Acceptance of Terms
By using the Services, you represent and warrant that:
You have read and understood this Agreement;
You are at least 18 years old; and
You have the authority to enter into this Agreement on your own behalf or on behalf of the entity you represent.
If you do not meet these requirements, you must not access or use the Services
2. Services We Provide
Blue Harbor Compliance provides, among other things:
CRM consulting and strategy
Done-for-you CRM buildouts and configurations
Implementation of workflows, automations, and integrations
Support around aligning CRM workflows with compliance frameworks (e.g., HIPAA, SOC 2)
Any paid Services you purchase from us may be further governed by one or more separate written agreements, such as proposals, statements of work, or master service agreements (“Client Agreements”).
If there is any conflict between this online Agreement and a signed Client Agreement, the Client Agreement will control with respect to the specific engagement.
3. No Legal, Tax, or Professional Advice
Blue Harbor Compliance is not a law firm, accounting firm, or CPA firm, and does not provide legal, tax, or accounting advice.
Any information provided through the Services, including content on the Website, emails, or calls, is for general informational and educational purposes only and should not be relied upon as legal, tax, or accounting advice.
You are solely responsible for consulting with qualified legal, tax, or other professional advisors regarding your obligations under applicable laws and regulations.
Your use of the Services does not create an attorney-client, accountant-client, or similar professional relationship.
4. No Guarantee of Compliance or Results
We design and configure systems to help you work more securely and more efficiently, but:
We do not guarantee that your systems, policies, or practices will satisfy any particular regulator, auditor, or certification body.
We do not guarantee that you will pass any audit, achieve or maintain any certification, avoid regulatory enforcement, or obtain specific business outcomes (such as revenue, funding, or cost savings).
All implementation decisions and compliance responsibilities ultimately remain with you and your organization.
5. Changes to This Agreement
We may update this Agreement from time to time. When we do, we will post the updated version on the Website with a new effective date.
Your continued use of the Services after the updated Agreement is posted constitutes your acceptance of the changes. If you do not agree to the updated terms, you must stop using the Services.
6. Access to and Use of the Services
We may modify, suspend, or discontinue any aspect of the Services at any time without notice.
You may be required to create an account or provide information to access certain features. You agree to:
Provide accurate, current, and complete information; and
Maintain the security of any login credentials and promptly notify us of any unauthorized use.
You are responsible for all activity that occurs under your account.
7. Acceptable Use
You may use the Services only for lawful purposes and in accordance with this Agreement. You agree not to:
Violate any applicable law, contract, intellectual property right, or other third-party right;
Use the Services to send spam, unsolicited communications, or harmful content;
Impersonate any person or entity or misrepresent your affiliation;
Upload or transmit viruses, malware, or other malicious code;
Interfere with or disrupt the operation of the Services;
Attempt to gain unauthorized access to any systems or networks; or
Use the Services to build or provide a competing product or service.
We reserve the right to suspend or terminate access to the Services for any violation of this Agreement.
8. Geographic Restrictions
The Services are primarily intended for businesses located in the United States. If you access the Services from outside the United States, you are responsible for compliance with local laws.
9. Communications & SMS
By providing your contact information, you agree that we may contact you via email, phone, and text message (SMS/MMS) in connection with the Services, including:
Appointment confirmations and reminders;
Follow-up communications; and
Informational or promotional messages, where permitted by law.
You may opt out of SMS at any time by following the instructions in the message (for example, texting “STOP” to the number used). Once you opt out, you may no longer receive SMS messages, except where permitted or required by law.
Message and data rates may apply.
10. Subscriptions, Purchases, and Payments
If we offer paid Services via the Website or through invoices:
Prices, payment terms, and scope of Services will be specified at the time of purchase or in a Client Agreement.
Payment must be received before we provide access to subscription-based or one-time Services, unless otherwise agreed in writing.
Any renewal, cancellation, or refund policies will be set forth at the time of purchase or in the applicable Client Agreement.
11. Third-Party Tools & Integrations
Our work may involve configuring or integrating third-party platforms such as GoHighLevel, HubSpot, Zendesk, cloud providers, or other software tools.
Those third-party tools are governed by their own terms and privacy policies.
We do not control and are not responsible for the availability, security, or performance of third-party platforms.
Your use of such third-party tools is at your own risk, and you are responsible for complying with their terms.
12. Intellectual Property
All content and materials on or through the Services—including text, graphics, logos, software, and documentation—are owned by Blue Harbor Compliance or its licensors and are protected by intellectual property laws.
We grant you a limited, non-exclusive, non-transferable license to access and use the Services for your internal business purposes, subject to this Agreement. You may not:
Copy, reproduce, modify, or create derivative works based on the Services or their content;
Distribute, sell, lease, or sublicense any portion of the Services; or
Use any trademarks, logos, or branding without our prior written consent.
All rights not expressly granted are reserved.
13. User Content & Feedback
If you submit, upload, or provide any content, feedback, or suggestions (“User Content”) through the Services, you:
Represent and warrant that you have the right to provide such User Content; and
Grant Blue Harbor Compliance a non-exclusive, worldwide, royalty-free license to use, reproduce, modify, and display such User Content as necessary to operate and improve the Services.
We may remove or disable access to any User Content that we believe violates this Agreement or applicable law.
14. Privacy
Your use of the Services is subject to our Privacy Policy, which explains how we collect, use, and protect your information. By using the Services, you consent to our data practices as described in the Privacy Policy.
15. No Warranties
The Services are provided on an “as is” and “as available” basis. To the fullest extent permitted by law, we disclaim all warranties, whether express, implied, statutory, or otherwise, including:
Warranties of merchantability, fitness for a particular purpose, and non-infringement;
Any warranties arising out of course of dealing or usage of trade; and
Any warranties that the Services will be error-free, uninterrupted, secure, or meet your requirements.
16. Limitation of Liability
To the maximum extent permitted by law, in no event will Blue Harbor Compliance or its owners, employees, contractors, or affiliates be liable for any:
Indirect, incidental, consequential, special, exemplary, or punitive damages;
Loss of profits, revenue, business, data, or goodwill;
arising out of or in connection with your use of, or inability to use, the Services, even if we have been advised of the possibility of such damages.
To the extent any liability is found, our total aggregate liability for all claims relating to the Services will not exceed the greater of:
The amount you paid to us for the Services giving rise to the claim during the three (3) months preceding the event giving rise to the claim; or
$500.
Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.
17. Indemnification
You agree to indemnify, defend, and hold harmless Blue Harbor Compliance and its owners, employees, contractors, and affiliates from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:
Your use of the Services;
Your breach of this Agreement; or
Your violation of any law or third-party right.
18. Governing Law & Dispute Resolution
This Agreement is governed by the laws of the State of Texas, without regard to its conflict-of-law principles.
Any dispute arising out of or relating to this Agreement or the Services will be brought exclusively in the state or federal courts located in Travis County, Texas, and you consent to the personal jurisdiction of those courts.
Nothing in this section prevents either party from seeking injunctive or equitable relief in a court of competent jurisdiction.
19. Miscellaneous
Entire Agreement. This Agreement, together with our Privacy Policy and any applicable Client Agreements, constitutes the entire agreement between you and Blue Harbor Compliance regarding the Services.
Severability. If any provision is found unenforceable, the remaining provisions will remain in full force and effect.
No Waiver. Failure to enforce any provision is not a waiver of that provision or any other provision.
Assignment. You may not assign this Agreement without our prior written consent. We may assign this Agreement without restriction.
No Agency. This Agreement does not create a partnership, joint venture, or agency relationship between you and us.
20. Contact
If you have questions about this Agreement, you may contact us at:
Blue Harbor Compliance
5900 Balcones Drive, STE 100
Austin, Texas, US
[email protected]
