Legal Client Intake Packet

LEGAL CLIENT INTAKE PACKET

This Legal Client Intake Packet (the "Packet") is executed on this day of , year by and between Client Name: and Law Firm Name: .

RECITALS

WHEREAS, Client seeks legal representation and related services regarding the matter described as: (the "Matter").

WHEREAS, Law Firm has the experience and capacity to provide legal services to Client in connection with the Matter and will do so under the terms set forth in this Packet.

WHEREAS, the parties desire to set forth in writing the information necessary to commence representation, the scope of services, billing arrangements, and mutual acknowledgements regarding confidentiality and conflicts.

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows.

1. ENGAGEMENT; SCOPE

1.1 Engagement. Client hereby engages Law Firm to provide legal services for the Matter described above, and Law Firm accepts such engagement. The engagement is limited to those services expressly set forth in Section 1.2 and any subsequent written amendment.

1.2 Scope of Services. Law Firm will advise and represent Client in the Matter including, as applicable, legal research, drafting, negotiation, representation in administrative or judicial proceedings, and communications with third parties. Specific tasks to be undertaken at commencement:

2. CLIENT INFORMATION AND REPRESENTATIONS

Entity Type: (check all that apply)

Individual Corporation Limited Liability Company (LLC) Partnership Other (describe):

3. FEES, RETAINER AND BILLING

3.1 Rates. Client agrees to pay Law Firm at the hourly rates or flat fees disclosed below. Current hourly rate for primary attorney: $ per hour. Rates for other personnel will be provided upon request.

3.2 Billing and Payments. Law Firm will bill Client monthly for services rendered and costs advanced. Payment is due upon receipt. Unpaid balances may accrue interest at the maximum lawful rate and may result in suspension or termination of services. Billing contact: Email:

4. CONFIDENTIALITY; ATTORNEY-CLIENT PRIVILEGE

4.1 Confidentiality. All communications between Client and Law Firm in connection with the Matter are intended to be privileged and confidential to the fullest extent permitted by law. Client authorizes Law Firm to take reasonable measures to protect privileged information.

4.2 Exceptions. The privilege may be waived by Client or forfeited by disclosure to third parties, and the privilege does not apply to communications in furtherance of a crime or fraud, or as required by court order or other legal compulsion.

4.3 Client Acknowledgement: Client acknowledges the foregoing and confirms any sensitive or protected information that must be specifically identified below:

5. CONFLICTS; REPRESENTATIONS

5.1 Conflicts Check. Client represents that Client has disclosed all parties, entities, and potential conflicts known at the time of execution. Client must disclose adverse or related parties here:

5.2 Reservation. Law Firm reserves the right to decline or withdraw from representation if a conflict arises that cannot be cured by consent or other measures consistent with applicable professional rules.

6. DOCUMENTS, AUTHORIZATIONS AND RECORDS

6.1 Client shall provide all documents reasonably necessary for Law Firm to perform services. Client hereby authorizes Law Firm to obtain records and information from third parties necessary to the representation and to release information to opposing counsel or third parties as necessary to further the Matter, except as limited below:

7. ELECTRONIC COMMUNICATIONS

7.1 Client consents to communication via email, text, and other electronic means. Client understands such communications may not be secure and assumes the risk. Client authorizes the use of the following electronic contact points for communications and billing:

7.2 Client consents to receiving invoices and statements electronically at the email address provided unless Client opts out in writing.

8. TERMINATION

8.1 Either party may terminate the engagement upon written notice. Termination does not relieve Client of the obligation to pay for services performed and costs incurred prior to termination, including any reasonable wind-down costs.

9. NOTICES

All notices required or permitted under this Packet shall be in writing and shall be deemed given when delivered personally, sent by commercial overnight delivery, or emailed to the addresses provided below (subject to confirmation of receipt):

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

10.1 Governing Law. This Packet shall be governed by and construed in accordance with the laws of the jurisdiction where Law Firm maintains its principal office, without regard to that jurisdiction's conflicts of law rules. Specify preferred jurisdiction if different:

10.2 Entire Agreement. This Packet, together with any written fee agreement or engagement letter executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements or understandings, whether oral or written.

10.3 Severability. If any provision of this Packet is held invalid or unenforceable, the remaining provisions shall continue in full force and effect to the extent permitted by law.

11. AMENDMENTS; WAIVER; COUNTERPARTS

11.1 Amendments. No modification, amendment, or waiver of any provision of this Packet shall be effective unless in a writing signed by both parties.

11.2 Waiver. Failure to enforce any provision will not constitute a waiver of future enforcement of that or any other provision.

11.3 Counterparts. This Packet may be executed in counterparts, each of which shall be deemed an original but all of which together shall constitute one and the same instrument.

By signing below, each party affirms that they have read and understand this Packet, have had the opportunity to ask questions, and consent to the terms herein.

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