Client Welcome Packet

CLIENT WELCOME PACKET

Recitals

WHEREAS Client Name: (the "Client") desires to engage services described in this packet; and

WHEREAS Service Provider Name: (the "Service Provider") agrees to provide such services under the terms and conditions set forth below.

WHEREAS the parties intend for this Client Welcome Packet to confirm scope, billing, communications, confidentiality expectations, and the initial project and administrative terms prior to commencement of work.

Client Information

Scope of Work

The Service Provider will perform the services described below. The description shall govern the initial engagement; any material changes shall be documented in a written amendment signed by both parties.

Payment Terms

Total Fee:

Payment Schedule:

Invoicing and Due Date: Provider will submit invoices in accordance with the payment schedule above. Invoices are due within days of invoice date.

Late Payment: Past due amounts shall bear interest at per month (or the maximum lawful rate), plus reasonable collection costs.

Term and Termination

Commencement Date: . Term: This engagement shall continue until , unless earlier terminated as provided herein.

Either party may terminate for convenience upon written notice delivered to the other party at least days prior to the effective date of termination. Termination for cause may be immediate if a material breach is not cured within 15 days following written notice.

Confidentiality

Each party agrees to hold in strict confidence and not disclose any Confidential Information of the other party, except as required by law. Confidential Information includes non-public business, technical, marketing, financial, and customer information disclosed orally, in writing, or electronically. The receiving party shall use Confidential Information solely for performance under this engagement and shall apply at least the same degree of care to protect such information as it uses to protect its own confidential information, but in no event less than reasonable care.

Exceptions: Confidential Information does not include information that is (a) in the public domain through no fault of the receiving party; (b) rightfully received from a third party without restriction; or (c) independently developed without reference to the disclosing party’s Confidential Information.

Initial acknowledgement: Client Initials:    Provider Initials:

Communications & Deliverable Acceptance

Primary Project Contact: . Preferred method of communication:

Email    Phone    Video Conference    Other:

Deliverable acceptance will occur within business days of delivery unless Client provides written notice specifying defects or nonconformities.

Billing & Administrative Information

Governing Law; Entire Agreement

Governing Law: This packet and any resulting agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its conflict of laws principles.

Entire Agreement: This Client Welcome Packet, together with any executed Statement of Work and amendments signed by both parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations, or agreements, whether written or oral. No modification will be effective unless in writing and signed by authorized representatives of both parties.

Attachments and Acknowledgements

Please confirm the following attachments have been received and reviewed:

Service Agreement    Statement of Work    Invoice Schedule    Privacy Addendum

Acknowledgement: By signing below, the parties acknowledge that they have read, understood, and agree to the terms set forth in this Client Welcome Packet and any incorporated documents.

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