Client Preparation Sheet

CLIENT PREPARATION SHEET

Client Name:    Project/Matter:

Client Address:

Primary Contact:    Phone:    Email:

Recitals

WHEREAS, Client is engaging Service Provider to perform preparatory services and related advisory work for the Project described above, and the parties wish to record certain understandings governing those services.

WHEREAS, Service Provider represents that it has the qualifications, experience, and resources necessary to perform the agreed Scope of Work in a professional manner consistent with industry standards.

WHEREAS, the parties desire to set forth the Scope of Work, Payment Terms, confidentiality obligations and other terms to facilitate efficient preparation and delivery of the services.

Scope of Work

Client Preparation Checklist

The following items should be provided to Service Provider prior to commencement of preparatory work. Check items already provided.

Identification documents (IDs, proof of authority)

Existing contracts, agreements, or relevant correspondence

Financial records, invoices, or billing statements

Access to premises, files, or systems (as required)

Key dates, deadlines, and milestone schedule

Other items provided or notes:

Payment Terms

Late fee applies after days. Fee:

Term and Termination

Effective Date:    Anticipated Completion Date:

Either party may terminate this engagement upon days' written notice to the other party. Upon termination, Client will pay for all services performed and expenses incurred through the effective date of termination.

Confidentiality

Each party acknowledges that, in connection with this engagement, it will receive or have access to information that is confidential and proprietary to the other party. "Confidential Information" includes non-public business, financial, technical and other information disclosed in any form. Each party agrees to: (a) use Confidential Information only to perform its obligations under this agreement; (b) restrict disclosure to employees, agents or subcontractors on a need-to-know basis who are bound by confidentiality obligations at least as protective as those herein; and (c) take commercially reasonable measures to protect Confidential Information from unauthorized disclosure. Confidentiality obligations survive termination for a period of three (3) years, except for trade secrets which remain protected for as long as they qualify as trade secrets under applicable law.

Governing Law

This Client Preparation Sheet and any dispute arising under or related to it shall be governed by and construed in accordance with the laws of the state of without regard to conflict of law principles.

Entire Agreement

This Client Preparation Sheet, together with any written attachments or schedules expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous oral or written agreements, representations and understandings. Any amendment must be in writing and signed by authorized representatives of both parties.

Acknowledgment

By signing below, Client confirms that the information provided in this sheet is accurate to the best of Client's knowledge, authorizes Service Provider to begin the preparatory tasks described above upon receipt of any required initial payment, and acknowledges understanding of the Payment Terms and confidentiality obligations set forth herein.

Sign Now