Legal Attorney Change Packet

LEGAL ATTORNEY CHANGE PACKET

This Attorney Change Packet is entered into by the undersigned client and the newly retained counsel to effect substitution of counsel and related authorizations. Client Name: ; Case Title: ; Case Number: ; Court: .

RECITALS

WHEREAS, Client has retained previous counsel for the above-referenced matter and now desires to terminate and replace prior counsel with new counsel identified below; and

WHEREAS, Prior Counsel Name: , Office/Firm: , is being relieved and the Client has selected and retained New Counsel Name: , Firm: .

WHEREAS, Client and New Counsel desire to record the terms of substitution, authorization for transfer of files, and allocation of responsibilities between the parties.

NOW, THEREFORE

The parties agree as follows:

1. SUBSTITUTION OF COUNSEL

1.1 Client hereby substitutes New Counsel as attorney of record in the above-captioned matter, and authorizes New Counsel to take all actions necessary to appear on Client's behalf in all proceedings related to the matter. Effective Change Date: .

1.2 New Counsel is authorized to notify the tribunal, opposing counsel, and other relevant third parties of the substitution and to file any required substitution or appearance papers on Client's behalf.

2. REVOCATION AND RELEASE OF PRIOR COUNSEL

2.1 Client expressly revokes any prior limited or general authority previously granted to Prior Counsel to act in this matter, including authority to accept service, make stipulations, or enter negotiations, except to the extent required to effectuate transfer of files and conclude outstanding administrative matters.

2.2 Client authorizes Prior Counsel to release Client files, work product, and originals as necessary to New Counsel upon receipt of this executed packet, subject to any statutory or ethical obligations that require redaction or retention of privileged materials.

3. SCOPE OF REPRESENTATION

3.1 New Counsel shall represent Client in the matter identified above. The scope of representation shall be:

3.2 Unless otherwise stated in a separate written engagement letter, New Counsel's authority includes preparation and filing of documents, negotiation, discovery, and representation at hearings and trial. Client retains the right to terminate the representation in accordance with applicable law and the terms of any fee agreement.

4. ACCESS TO FILES, RECORDS AND PRIVILEGED MATERIALS

4.1 Client authorizes Prior Counsel to release to New Counsel all client files, records, pleadings, exhibits, physical evidence, and electronic materials necessary for continued representation. This authorization extends to medical, employment, insurance, and other third-party records where Client's consent is required.

I authorize Prior Counsel to transfer the complete client file to New Counsel within days of receipt of this packet.

5. FEES, LIENS AND OUTSTANDING OBLIGATIONS

5.1 Client acknowledges any outstanding fees, costs, or retainers owed to Prior Counsel. Client authorizes the release of account statements and agrees that any existing attorney's lien or security interest asserted by Prior Counsel shall be preserved to the extent permitted by law.

5.2 Client understands that New Counsel's fees and billing practices are governed by a separate engagement agreement; execution of this packet does not supersede any fee agreement to the extent it allocates responsibility for prior fees or ongoing obligations.

6. NOTICES

6.1 All formal notices, demands, or communications under this packet shall be in writing and shall be delivered to the addresses set forth below by hand delivery, nationally recognized overnight carrier, or first-class certified mail, return receipt requested, and shall be effective upon receipt.

7. CONFIDENTIALITY; ATTORNEY-CLIENT PRIVILEGE

7.1 Client understands that communications with New Counsel are protected by the attorney-client privilege and that privilege attaches to materials transferred to New Counsel. Client expressly authorizes Prior Counsel to disclose such privileged communications to New Counsel for the purpose of continuing representation.

8. REPRESENTATIONS AND WARRANTIES

8.1 Client represents that Client is authorized to effectuate the substitution of counsel and that no other person or entity has authority that would prevent substitution. New Counsel represents that there are no known conflicts of interest that would preclude New Counsel from undertaking the representation, except as disclosed in writing to Client.

9. MISCELLANEOUS PROVISIONS

Governing Law: This packet shall be governed by and construed in accordance with the laws of the state governing the underlying proceeding. Entire Agreement: This packet contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements and understandings, whether written or oral. Severability: If any provision of this packet is held invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect. Amendments: Any amendment or modification to this packet must be in writing and signed by both parties. Waiver: No waiver of any provision shall be effective unless in writing and signed by the party waiving compliance. Counterparts: This packet may be executed in counterparts, each of which shall be deemed an original, and facsimile or electronic signatures shall be treated as originals for enforcement purposes.

NEW COUNSEL CERTIFICATION

New Counsel Name: certifies that they accept retention and will comply with applicable professional conduct obligations in this matter. Bar Number: . Firm: .

AUTHORIZATION AND SIGNATURES

By signing below, Client confirms that Client has read, understands, and consents to the substitution of counsel and the terms set forth in this packet. New Counsel, by signing below, accepts representation and acknowledges the obligations and authorities granted herein.

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