Clear expectations protect everyone.

Administrative service only

• Team Rooted provides clerical document preparation, transcription, organization, packet assembly, and related administrative support only.
• Clients select their own forms and provide every substantive answer, instruction, and document.
• Team Rooted does not determine eligibility, interpret law, advise what to file or say, create legal strategy, represent clients, or guarantee a result.

Client responsibilities

• Provide accurate, complete, current information and legible document copies.
• Review every prepared page before signing or submitting anything.
• Verify current form editions, filing addresses, instructions, and government fees before submission.
• Respond by project deadlines; client delay extends estimated turnaround.

Quotes and payment

• The initial project review and written quote are free. A quote is normally valid for 14 calendar days.
• The fixed fee covers only the work listed in the approved quote. Full payment is due before production unless the quote states otherwise.
• Ordinary payment-processing cost is included in the quoted price and is not listed as a separate card-processing fee.
• Government and third-party costs are separate unless expressly included. Team Rooted does not hold government filing-fee funds.

Scope changes

New forms, facts, instructions, or document sets outside the quote require a written scope review. Team Rooted pauses the affected work and sends the added scope, fee, and timeline for approval before proceeding.

Cancellation and refunds

• Before production begins, payments are refundable less authorized nonrecoverable direct or third-party costs.
• After production begins, any refund is limited to the unearned portion after completed work, reserved project time, and authorized costs are accounted for.
• After final delivery, no refund is provided; Team Rooted corrects its own in-scope transcription, formatting, or assembly error at no charge when reported within 10 calendar days.
• Government or third-party rejection, delay, fee change, or unfavorable outcome does not create a refund right for correctly completed administrative work.

Document handling

• Do not send original identity or civil documents. Provide clear copies unless an authorized recipient specifically requires an original.
• Do not send sensitive records through the public quote form, ordinary text message, or unapproved email attachment.
• Working document copies are generally retained for 60 days after project closure, then securely deleted unless a legal, payment, or written client need requires longer retention.
• Quotes, approvals, payment records, and policy acknowledgments may be retained for seven years.

Translation and outside providers

Translation is not a core advertised service. When available, Team Rooted may coordinate an outside translator under a separate quote. Sharing is limited to the approved need and requires client permission. The quote includes provider cost and Team Rooted’s coordination charge.

Service area and communications

At launch, Team Rooted is fully virtual for Florida clients and has no public walk-in office. Routine client communication uses hello@getteamrooted.com and (813) 922-5055.