Client Intake Forms Packet

CLIENT INTAKE FORMS PACKET

Client Information

Business / Entity Information

Engagement Details

Services Requested:

General Business Agreement

Parties: Client Name: ; Service Provider: .

WHEREAS

WHEREAS, the Service Provider is duly qualified and experienced in providing the business services described in this Agreement; and

WHEREAS, the Client wishes to engage the Service Provider to perform such services subject to the terms and conditions set forth herein; and

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows:

Scope of Work

The Service Provider will perform the services and deliverables described below. The description should include specific tasks, deliverables, milestones, and acceptance criteria. Any changes to scope must be documented and signed by both parties.

Payment Terms

Compensation: The Client agrees to pay the Service Provider the fees set forth below in exchange for the performance of services under this Agreement.

All fees are exclusive of taxes, which will be added where applicable. Client shall reimburse Service Provider for reasonable, documented out-of-pocket expenses pre-approved in writing.

Term and Termination

This Agreement commences on Start Date and continues until End Date unless earlier terminated in accordance with this Agreement.

Either party may terminate this Agreement upon written notice if the other party materially breaches any obligation and fails to cure within the notice period. Termination shall not relieve Client of the obligation to pay for services performed and reimbursable expenses incurred prior to termination. Sections that by their nature survive termination shall remain in effect.

Confidentiality

Each party acknowledges that during the course of the relationship it may receive Confidential Information of the other party. "Confidential Information" means non-public business, technical, financial or other information disclosed in any form that is designated as confidential or that a reasonable person would understand to be confidential under the circumstances. The receiving party shall (i) use Confidential Information solely to perform its obligations under this Agreement, (ii) restrict disclosure to those employees, contractors or agents who have a need to know and are bound by confidentiality obligations at least as protective as those herein, and (iii) not disclose Confidential Information to any third party without prior written consent of the disclosing party. Confidential Information does not include information that is or becomes publicly available through no fault of the receiving party, was known to the receiving party prior to disclosure, is lawfully received from a third party without restriction, or is independently developed without use of the disclosing party's Confidential Information. If a receiving party is compelled by law to disclose Confidential Information, it shall provide prompt notice and seek a protective order or other appropriate remedy to limit disclosure.

Intellectual Property and Deliverables

Unless otherwise agreed in writing, Service Provider retains all intellectual property rights in methodologies, processes, tools and pre-existing materials. Upon full payment of fees due for specific deliverables, Service Provider grants Client a non-exclusive license to use the deliverables for Client's internal business purposes. Any third-party materials provided to Client remain subject to the original third-party licenses and Client agrees to comply with such terms.

Representations, Warranties and Limitations

Each party represents that it has authority to enter this Agreement. Service Provider warrants that services will be performed in a professional manner consistent with industry standards. EXCEPT FOR THE FOREGOING LIMITED WARRANTY, SERVICES ARE PROVIDED "AS IS" AND SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED. IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES, AND SERVICE PROVIDER'S AGGREGATE LIABILITY SHALL NOT EXCEED THE AMOUNTS PAID BY CLIENT FOR THE SERVICES GIVING RISE TO THE CLAIM.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State selected by the parties. The parties agree that jurisdiction and venue for any dispute arising under this Agreement shall lie in the courts of the chosen state, and each party consents to such jurisdiction.

Entire Agreement

This Agreement, together with any exhibits and statements of work executed pursuant hereto, constitutes the entire agreement and understanding between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, proposals, negotiations and communications, whether oral or written. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Data Protection and Privacy

Each party will comply with applicable data protection laws in the collection, storage and processing of personal data. Client represents it has the authority to provide any personal data it supplies to Service Provider. Service Provider will implement reasonable technical and organizational measures to protect personal data against unauthorized access, use or disclosure.

Acknowledgment and Certifications

By signing below, Client and Service Provider each certify that they have read and understand this Agreement, have the authority to enter into it, and agree to be bound by its terms. Client further certifies that the information provided in this intake packet is true and complete to the best of Client's knowledge.

Additional Notes

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