Client Services Agreement

This Client Services Agreement explains the terms that apply to educational consulting services provided by Luminate Consulting of Arizona.

By purchasing a service and electronically accepting this Agreement, you confirm that you have read and agree to these terms.

1. My Role

I provide educational consulting for families navigating special education, evaluations, eligibility, IEPs, Section 504 plans, educational programming, school decisions, and related concerns.

My role is to help you understand the educational record, examine how decisions and services connect to your child’s identified needs, identify areas that deserve closer attention, and prepare you to participate meaningfully in decisions about your child’s education.

I may provide professional opinions and recommendations based on the records and information available to me. Those recommendations reflect my educational judgment. They are not decisions on behalf of a school, district, IEP team, evaluator, or other professional.

2. Educational Consulting, Not Legal Representation

Luminate is an educational consulting practice. I am not acting as an attorney, and my services are not legal advice or legal representation.

I do not represent families in due process hearings, mediation, state complaints, litigation, or other legal proceedings. If I believe a matter requires legal advice or representation, I may recommend that you speak with a licensed attorney.

3. Your Service

The service you purchase, including its scope, price, included support, and service period, will be described on the service page, during the purchase process, or in the written confirmation you receive.

Those service specific terms become part of this Agreement when you purchase the service.

If a new issue arises that falls outside the work you purchased, we will determine whether additional services are appropriate before that work begins.

Unless we agree otherwise in writing, I do not attend school meetings, act as your representative, or communicate with a school or district on your behalf.

When I prepare questions, emails, requests, proposed goals, or other written language for you, you remain responsible for deciding whether and how to use them.

4. Professional Judgment and Your Decisions

My responsibility is to provide careful analysis and professional judgment based on the information available.

That may mean identifying something that appears incomplete, inconsistent, or in need of further discussion. It may also mean concluding that a school’s decision or proposed service appears reasonable based on the information I reviewed.

You remain responsible for decisions concerning your child, including whether to accept a recommendation, submit a request, sign a document, agree to a service, pursue an evaluation, change schools, or seek legal advice.

5. Information You Provide

The quality of my work depends on having accurate and reasonably complete information.

You agree to provide records and background information relevant to the concerns being reviewed and to let me know about important meeting dates, deadlines, new evaluations, IEP drafts, progress reports, notices, or other documents that may affect the work.

If information is provided late, is incomplete, or arrives close to an important deadline, I may not be able to complete the work within the preferred timeframe.

6. Scheduling

I reserve time specifically for each family I work with, and I ask that scheduled meetings be treated with the same care.

If something changes, please provide as much notice as possible. I understand that unexpected circumstances arise, but repeated missed meetings or last minute cancellations may affect future scheduling or my ability to continue providing the service as planned.

7. Privacy and Educational Records

I treat the records and personal information you provide as private and use them to perform the services you requested, consistent with Luminate’s Privacy Policy.

Luminate does not sell client information or share a child’s identifying information for marketing purposes without separate permission.

Communications with Luminate are not protected by attorney client privilege.

Information may be disclosed when required or permitted by applicable law, including when necessary to comply with a legal reporting obligation or respond to an immediate safety concern.

8. Parent or Guardian Authority

By engaging Luminate, you represent that you have the legal authority to obtain educational consulting services concerning the child and to provide the records you submit.

You agree to notify me of any court order, custody arrangement, educational decision making restriction, or other legal limitation that may affect your authority to obtain services or share records.

Luminate does not determine custody rights or resolve disagreements between parents or guardians. If authority to obtain services is disputed, I may pause the engagement until the issue is resolved.

9. No Guaranteed Educational Outcome

I cannot guarantee eligibility, services, placement, accommodations, reimbursement, agreement by a school team, or any other particular educational result.

Schools, districts, IEP teams, evaluators, and other professionals make their own decisions.

My responsibility is to provide the analysis, preparation, recommendations, and support included in the service you purchased.

10. Satisfaction Guarantee

I stand behind the quality of my work.

The Satisfaction Guarantee presented at the time you purchase your service applies to your engagement with Luminate.

That guarantee applies to the quality of Luminate’s work. It does not guarantee that a school, district, IEP team, evaluator, or other third party will reach a particular decision, and it does not depend on whether my professional analysis reaches the conclusion you hoped for.

11. Fees and Payment

The price for your service is the price shown at the time of purchase or provided to you in writing.

Payment is due before work begins unless we agree to another arrangement in writing.

Luminate’s services are provided according to the scope of the service purchased rather than billed by the hour unless a separate written agreement states otherwise.

If additional work falls outside the agreed scope, I will identify that before the additional work begins.

12. Ending Services

You may end the consulting relationship at any time. Any refund will be governed by the Satisfaction Guarantee that applies to your service.

I may pause or end services if payment is overdue, necessary information is not provided, the requested work falls outside my professional role, communication becomes abusive or unsafe, authority to obtain services is disputed, or another circumstance makes continued consulting inappropriate.

When appropriate, I will explain why services are being paused or ended and identify a reasonable next step.

13. Limitation of Liability

To the fullest extent permitted by law, Luminate’s total liability arising from a service or engagement will not exceed the amount you paid Luminate for that service or engagement.

This limitation does not apply where liability cannot legally be limited or excluded.

14. Resolving Concerns

If a concern arises, I want the opportunity to address it directly.

You and Luminate agree to make a good faith effort to resolve concerns before beginning formal legal proceedings whenever reasonably possible.

This Agreement is governed by the laws of the State of Arizona.

Unless applicable law requires otherwise, any legal action arising from this Agreement will be brought in the appropriate state or federal court located in Maricopa County, Arizona.

15. Electronic Acceptance

This Agreement, the Privacy Policy, the Satisfaction Guarantee presented at the time of purchase, and the service description or written confirmation associated with your purchase describe the terms of your engagement with Luminate.

By checking the agreement box during purchase or otherwise electronically accepting these terms, you confirm that you had the opportunity to review them before purchasing services.

Electronic acceptance is intended to have the same effect as a written signature.

16. If Part of This Agreement Cannot Be Enforced

If any part of this Agreement is found to be unenforceable, the remaining provisions will continue to apply to the extent permitted by law.

Questions, or something not right? Email jamie@luminateconsultingaz.com. I answer within one business day.