Client Preparation Document

Client Preparation Document

Client Name:    Engagement Title:

Service Provider:    Preparation Date:

Recitals

WHEREAS, Client Name: seeks to engage the Service Provider to prepare specified documents, materials, and supporting information necessary for the Client's transaction, filing, or project described in this document; and

WHEREAS, Service Provider: represents that it has the skill, experience, and resources to perform preparation services and will provide such services pursuant to the terms herein; and

WHEREAS, the parties desire to set forth the scope, deliverables, fees, and other terms to govern the preparation work to be undertaken.

Scope of Work

Project plan and timeline
Draft documents and forms
Review notes and revision memorandum
Final prepared package for filing or submission

Client Responsibilities and Materials

The Client shall provide accurate, complete, and timely information required for preparation, including but not limited to financial records, identification documents, prior filings, and authorizations. Failure to provide required materials may delay performance and may result in additional fees.

Financial statements and ledgers
Identification documents of principals
Copies of prior filings or correspondence
Signed authorizations and consents
Other:

Payment Terms

Deposit required    Amount:

Late fee:    OR flat fee:

Term and Termination

Effective Date:    Termination Date (if any):

Confidentiality

Each party shall treat as confidential all information disclosed by the other party 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 excludes information that: (a) is or becomes publicly known through no breach of this Agreement; (b) is rightfully received from a third party without restriction; (c) was in the receiving party's possession prior to disclosure; or (d) is independently developed without use of Confidential Information.

The receiving party shall: (i) use Confidential Information solely for performance of this Agreement; (ii) limit access to employees and contractors who have a need to know and who are bound by confidentiality obligations at least as protective as this clause; and (iii) promptly return or securely destroy Confidential Information upon written request or termination of this Agreement. Remedies for breach include injunctive relief and recovery of damages.

Representations, Warranties, and Liability

Each party represents that it has full authority to enter into and perform this Agreement. Service Provider warrants that services will be performed in a professional manner consistent with prevailing industry standards. Except for willful misconduct or gross negligence, Service Provider's liability for any claim arising under this Agreement shall be limited to direct damages not to exceed the fees paid for the specific services giving rise to the claim. In no event shall either party be liable for indirect, consequential, or punitive damages.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its conflict of laws rules.

Entire Agreement

This document, together with any exhibits or written attachments signed by both parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. Any amendment must be in writing and executed by authorized representatives of both parties.

Acknowledgments and Certifications

By signing below, each party certifies that the information submitted in connection with this engagement is true and correct to the best of its knowledge; that it has the authority to enter into this Agreement; and that it understands the obligations set forth herein, including payment obligations and confidentiality requirements.

Client confirms that it will supply the required materials identified above within the timeframes necessary for Service Provider to meet agreed deadlines and that delays caused by Client may result in additional fees.

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