Client Intake Package

CLIENT INTAKE PACKAGE

This Client Intake Package and General Business Agreement (the "Agreement") is made and entered into between Client Name: and Service Provider Name: .

RECITALS

WHEREAS, Client requires professional services as further described in this Agreement, including but not limited to consulting, project management and deliverable development; and

WHEREAS, Service Provider possesses the requisite expertise, personnel and resources to perform the services and deliverables identified herein; and

WHEREAS, the parties desire to document the scope, payment terms, confidentiality obligations and other material terms governing the engagement.

CLIENT INFORMATION

Individual    Sole Proprietorship    Partnership    LLC    Corporation    Nonprofit    Other:

SCOPE OF WORK

The Service Provider shall perform the services and deliverables described below. The parties agree that the Scope may be amended only by written change order signed by both parties.

Proposed Start Date:    Proposed End Date:

PAYMENT TERMS

Client agrees to pay for services in accordance with the following schedule and amounts. All fees are due as set forth below and are non-refundable except as expressly stated.

Late Payment Fee:    Interest on overdue balances accrues at the rate specified above or the maximum permitted by law, whichever is less.

Payment Methods Accepted: Check Credit/Debit Card ACH / Bank Transfer Other:

TERM AND TERMINATION

Term Commencement Date:    Term Expiration Date:

Either party may terminate this Agreement for convenience upon written notice delivered at least days prior to the effective termination date. Termination for cause is permitted immediately upon written notice if the other party materially breaches an obligation and fails to cure within fourteen (14) days after receipt of written notice.

Upon termination, Client shall pay Service Provider for all services performed and confirmed deliverables completed through the effective date of termination. Service Provider shall deliver any work-in-progress and an itemized invoice for outstanding fees and expenses.

CONFIDENTIALITY

Each party (the "Recipient") shall maintain in strict confidence all non-public information disclosed by the other party (the "Discloser") that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure ("Confidential Information"). Confidential Information does not include information that: (a) is or becomes generally available to the public through no fault of Recipient; (b) was lawfully known to Recipient prior to disclosure; (c) is independently developed by Recipient without use of Discloser’s Confidential Information; or (d) is rightfully obtained by Recipient from a third party without restriction.

Recipient shall use Confidential Information solely to perform its obligations under this Agreement and shall not disclose Confidential Information to any third party except to employees, contractors or advisors with a need to know who are bound by confidentiality obligations at least as protective as those herein. Recipient shall exercise at least reasonable care to protect Confidential Information.

DATA HANDLING & RETENTION

Service Provider will maintain records relating to the engagement in accordance with industry standards and applicable law. Upon termination or at Client’s request, Service Provider will securely return or destroy Client Confidential Information except where retention is required by law; retained copies remain subject to confidentiality obligations.

LIABILITY; INDEMNIFICATION

Each party agrees to indemnify and hold harmless the other party from third-party claims arising from the indemnifying party’s gross negligence, willful misconduct or breach of its obligations under this Agreement. Except for liability arising from gross negligence, willful misconduct, or breach of confidentiality, neither party’s aggregate liability for claims arising out of this Agreement shall exceed the total fees paid by Client to Service Provider under this Agreement during the twelve (12) month period preceding the claim.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of law principles. Venue for any dispute shall be the state or federal courts located in that jurisdiction.

ENTIRE AGREEMENT

This Agreement, including all attachments and written change orders executed by both parties, constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes all prior and contemporaneous understandings, proposals, communications and agreements, whether written or oral. No amendment shall be binding unless in writing and signed by authorized representatives of both parties.

ACKNOWLEDGMENTS & AUTHORIZATIONS

By signing below, Client acknowledges that it has provided accurate information to the best of its knowledge, authorizes Service Provider to perform the services described herein, and authorizes charging the agreed fees by the payment method indicated. Client also represents that it has authority to enter into this Agreement on behalf of the entity identified above.

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