Client Disclosures to Sign

CLIENT DISCLOSURES TO SIGN

Client Name:     Provider Name:

WHEREAS

WHEREAS, the Client desires to engage the Provider to perform professional services as set forth in this Agreement and in the Scope of Work; and

WHEREAS, the Provider has disclosed to the Client material terms relating to fees, data handling, third-party service relationships, and potential conflicts of interest as required for the Client's informed consent; and

WHEREAS, the parties intend by this instrument to document the disclosures required for the engagement and to confirm mutual understanding of the obligations and remedies available to each party.

SCOPE OF WORK

CLIENT DISCLOSURES

The Provider hereby discloses the following matters to the Client. The Client acknowledges receipt of each disclosure by checking the applicable box and signing below.

  Fee schedule and billing practices, including hourly rates, fixed fees, deposits, and reimbursement of expenses.

  Any known conflicts of interest or relationships with third parties that may affect the Provider's independence or objectivity.

  Data handling and sharing practices, including use of subcontractors, cloud services, or third-party processors in connection with the Services.

  Cancellation and rescheduling policies, including any non-refundable deposits and applicable notice periods for termination.

  Collection and disclosure to third parties where required by law or necessary to perform the Services (e.g., vendors, subcontractors).

PAYMENT TERMS

Total Fee:

Deposit (if any):    Late Payment Fee:

All fees are payable in accordance with the schedule set forth above. Overdue balances shall accrue interest or late fees as specified and the Provider may suspend services if invoices are not paid when due. Any dispute regarding an invoice must be raised in writing within ten (10) days of receipt of the invoice.

TERM AND TERMINATION

Term Commencement Date:    Term End Date (if applicable):

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Either party may terminate for material breach if the breach remains uncured for thirty (30) days after written notice specifying the breach. Termination does not affect rights and obligations accrued prior to termination, including payment obligations.

CONFIDENTIALITY

Each party shall maintain the confidentiality of the other party's Confidential Information and shall not disclose such information except to employees, agents, or subcontractors with a need to know and who are bound by confidentiality obligations no less protective than those set forth herein. "Confidential Information" means non-public business, technical, or financial information disclosed in connection with this Agreement. The confidentiality obligations do not apply to information which: (a) is or becomes public through no breach of this Agreement; (b) is independently developed without reference to Confidential Information; or (c) is required to be disclosed by law or valid legal process, provided the disclosing party gives prompt notice and cooperates with reasonable efforts to seek protective treatment.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the state in which the Provider's principal place of business is located, without regard to conflict of law principles. The parties consent to the exclusive jurisdiction of the courts of that state for resolution of disputes arising under this Agreement, subject to any agreement to arbitrate set forth below.

ENTIRE AGREEMENT

This Agreement, including all exhibits and the Scope of Work referenced herein, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, proposals, negotiations, and communications, whether written or oral. Any amendment or modification to this Agreement must be in writing and signed by authorized representatives of both parties.

ACKNOWLEDGMENT

By signing below the parties acknowledge that they have read and understood all disclosures contained in this document, have had the opportunity to ask questions, and consent to the terms described herein.

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