Consulting Agreement with Possible Expert Witness
Agreement made on the ___________ (date) , between ___________________
(Name of Consultant) of _________________________________________________
(street address, city, state, zip code) , referred to herein as Consultant , and
_____________________ (Name of Client) , of _______________________________
(street address, city, state, zip code) , referred to herein as Client , with regard to
_________________________________ (Name of Case) pending in ______________
(Name of Court) of ______________________ (Name of County and State) as
Cause No. _______________.
For and in consideration of the mutual covenants contained in this Agreement,
and other good and valuable consideration, the receipt and sufficiency of which is
hereby acknowledged, the parties agree as follows:
1. Retention
A. Consultant will be available to commence work for Client upon receipt of
a retainer specified in Paragraph 4-D below.
B. Consultant agrees not to work for any other person or party involved in
this case on matters relating to this case for two weeks after he is verbally
retained, or upon acceptance of the retainer set forth below. Should the two
weeks lapse without receipt of the retainer and signed Consulting Agreement,
Consultant is free to accept work from any other party.
2. Services to be Performed
A. Consultant agrees to perform consulting and/or expert witness services
as requested by Client and in connection with such services agrees to perform
such investigation, document review, studies and research so as to be able to
consult with Client and/or advise Client as an expert witness with respect to
Consultant's findings. Consultant agrees to verbally report his facts, conclusions
and findings to Client and, if desired by Client, Consultant will prepare a written
report and cause it to be sent or delivered to Client. Consultant also agrees to
assist in trial preparation and to testify as an expert witness in those areas in
which he is qualified.
B. The full scope of Consultant's work will be determined as the matter
proceeds, and will be subject to the needs and requests of Client. Consultant
and Client agree that Consultant will be performing services to this Agreement
as an Independent Contractor.
C. Upon request, Consultant will provide an estimate of the time and costs it
will take to perform the work outlined by the Client. If it becomes apparent to
Consultant that he will need to exceed the estimates provided to complete his
work, he will provide Client with a revised estimate and shall proceed only after
being granted permission by Client.
3. Confidentiality
Consultant agrees to retain all non-public information obtained from Client as
confidential and agrees not to release or discuss any of such information unless
Consultant has obtained the prior consent of Client or is otherwise forced, compelled, or
required to disclose this information by operation of law or applicable government
authority.
4. Compensation
A. Fees shall be billed to the Client by the tenth of an hour with a minimum
charge of .2 of an hour as follows:
1. Travel time at $___________ per hour;
2. Testimony at either trial or deposition at $_________ per hour.
This rate applies to office or courtroom waiting time as well as
actual time testifying.
3. All other work including research, report preparation and
telephone calls, at $____________ per hour.
B. When in the local area away from the Consultant's office, time is billed
from the time of departure from Consultant's office until the time of return.
C. Each full day away from the local area __________________ (Name of
City) on assignment is billed on the basis of an eight hour day. Where more than
eight hours work or travel is performed in one day, the actual time is billed. Day
of departure and day of return are prorated.
D. A non-reimbursable retainer of $_________ is charged for each case.
Billings for services performed or expenses incurred will be charged against
the retainer until such time as it is exhausted. Consultant reserves the right to
require advances for anticipated work and expenses.
E. Permission to use Consultant's name or in any way indicate that he is an
expert witness or Consultant for Client's side of the case, either formally or
informally with other parties, is not granted until the retainer has been paid and
the executed Consulting Agreement received.
F. Notwithstanding the Agreement of Consultant to bill Client at an hourly
rate in one tenth of an hour increments for services performed, the following
minimum fees will be due, whether or not Consultant is required to spend the
amount of time necessary to result in these minimum fees if time was charged on
an hourly basis. The minimum fees and types of services exclusive of travel to
which they apply are as follows:
1. Attendance at a deposition either to assist client or to testify as an
expert witness - $_________.
2. Attendance at court to assist Client, testify as an expert witness, or
while waiting at court for an opportunity to testify or assist Client in
court - $___________.
3. The above are minimum billings and if actual time spent results in
an amount due which exceeds these minimums, then the actual
amount will be due.
G. Fees and rates, once established for a job, will not be increased for that
job for a period of one year even though fees or rates may increase for new jobs.
Twelve months after being retained, fees may be raised to those currently
charged other Clients at that time but shall not exceed a 10% increase per year.
5. Expenses
A. Travel and miscellaneous expenses, including long distance calls, are
charged at cost plus ten percent. Travel by car is at the rate of _____ cents a
mile. No mileage expense is charged in the local __________________ (name
of city) area.
B. Travel will be performed by the most economical means compatible with
the Client's time constraints except that first class air travel accommodations may
be used for all flights of more than ______ hours duration including cumulative
time where connecting flights are required.
C. Client may avoid the 10% surcharge on expenses by furnishing travel and
lodging which is billed directly to Client by the carrier or hotel.
6. Billings
A. Invoices will be tendered after the end of each month. A detailed
breakdown is furnished itemizing each charge for the month. Billings from the
previous month not paid will be noted as, Previous Balance . Payment made out
to ________________ (Name of Consultant) is due _____ days after the
invoice date. Late charges at the rate of _____% per month will be added to bills
not paid within 30 days.
B. The payment of all fees and expenses is the responsibility of the Client
notwithstanding Client's relationship with third parties, contingency
arrangements, subrogation, etc. As a convenience, Consultant may agree to
prepare separate billing for an attorney taking Consultant's discovery deposition,
but the responsibility for payment remains that of the Client. Failure to include a
chargeable item in one billing shall not constitute a waiver of the right to assess
the charges in a subsequent billing.
C. Questions concerning specific billings are welcomed and requests for
corrections must be submitted within ____ days after date of billing in question.
7. Termination
A. This Agreement may be terminated by Client upon _____ (number) days
written notice for any reason. Upon termination of Consultants services by Client,
Client shall immediately pay all fees and expenses incurred by Consultant,
subject to receipt of an updated billing.
B. Consultant may terminate this Agreement upon _____ (number) days
written notice if payments are not made within _____ (number) days of the date
billing is mailed. This does not relieve Client in any way from payment for
services rendered or expenses incurred.
8. Severability
The invalidity of any portion of this Agreement will not and shall not be deemed to
affect the validity of any other provision. If any provision of this Agreement is held to be
invalid, the parties agree that the remaining provisions shall be deemed to be in full
force and effect as if they had been executed by both parties subsequent to the
expungement of the invalid provision.
9. No Waiver
The failure of either party to this Agreement to insist upon the performance of any
of the terms and conditions of this Agreement, or the waiver of any breach of any of the
terms and conditions of this Agreement, shall not be construed as subsequently waiving
any such terms and conditions, but the same shall continue and remain in full force and
effect as if no such forbearance or waiver had occurred.
10. Governing Law
This Agreement shall be governed by, construed, and enforced in accordance
with the laws of the State of ____________.
11. Notices
Unless provided herein to the contrary, any notice provided for or concerning this
Agreement shall be in writing and shall be deemed sufficiently given when sent by
certified or registered mail if sent to the respective address of each party as set forth at
the beginning of this Agreement.
12. Attorney’s Fees
In the event that any lawsuit is filed in relation to this Agreement, the
unsuccessful party in the action shall pay to the successful party, in addition to all the
sums that either party may be called on to pay, a reasonable sum for the successful
party's attorney fees.
13. Mandatory Arbitration
Any dispute under this Agreement shall be required to be resolved by binding
arbitration of the parties hereto. If the parties cannot agree on an arbitrator, each party
shall select one arbitrator and both arbitrators shall then select a third. The third
arbitrator so selected shall arbitrate said dispute. The arbitration shall be governed by
the rules of the American Arbitration Association then in force and effect.
14. Entire Agreement
This Agreement shall constitute the entire agreement between the parties and
any prior understanding or representation of any kind preceding the date of this
Agreement shall not be binding upon either party except to the extent incorporated in
this Agreement.
15. Modification of Agreement
Any modification of this Agreement or additional obligation assumed by either
party in connection with this Agreement shall be binding only if placed in writing and
signed by each party or an authorized representative of each party.
16. Assignment of Rights
The rights of each party under this Agreement are personal to that party and may
not be assigned or transferred to any other person, firm, corporation, or other entity
without the prior, express, and written consent of the other party.
17. Counterparts
This Agreement may be executed in any number of counterparts, each of which
shall be deemed to be an original, but all of which together shall constitute but one and
the same instrument.
18. Compliance with Laws
In performing under this Agreement, all applicable governmental laws,
regulations, orders, and other rules of duly-constituted authority will be followed and
complied with in all respects by both parties.
19. In this Agreement, any reference to a party includes that party's heirs, executors,
administrators, successors and assigns, singular includes plural and masculine includes
feminine.
WITNESS our signatures as of the day and date first above stated.
________________________ _________________________
(P rinted Name of Consultant) (P rinted Name of Client)
________________________ _________________________
(Signature of Consultant ) (Signature of Client)
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