Legal Client Representation Process

LEGAL CLIENT REPRESENTATION PROCESS

This Legal Client Representation Process (the "Process") is entered into as of Effective Date: by and between Law Firm Name: with principal address: , and Client Name: with address: .

RECITALS

WHEREAS, the Firm practices law and provides legal representation in the following areas and has the capacity and qualifications to represent the Client in matters described in the Scope of Representation below; and

WHEREAS, the Client seeks to engage the Firm to perform legal services in the area(s) of ; and

WHEREAS, the parties desire to establish a written process governing engagement, conflicts screening, billing, file handling, and termination procedures to ensure compliance with professional responsibilities and to set forth mutual expectations.

NOW, THEREFORE, in consideration of the mutual covenants herein contained, the parties agree as follows:

1. SCOPE OF REPRESENTATION

1.1 The Firm will provide legal services described as follows: the Firm shall represent the Client in 1.2 Services rendered shall be limited to the matters expressly identified above unless the parties execute a written amendment.

2. CONFLICTS, CONFLICTS CHECKS, AND CONFLICT WAIVER

2.1 The Firm will perform a conflicts check prior to opening a matter. The Client represents that it has disclosed to the Firm all parties, entities, and facts known to the Client that may give rise to a present or potential conflict of interest.

2.2 Client acknowledges that the Firm may represent other clients with interests that are not substantially related to the matters described herein. Client consents to the Firm's representation of such clients so long as no direct conflict arises.

3. FEES, RETAINERS AND EXPENSES

3.1 Fee Arrangement: The Client agrees to compensate the Firm as follows:

3.2 Expenses and Disbursements: Client shall promptly reimburse the Firm for reasonable out-of-pocket expenses incurred on the Client's behalf, including filing fees, courier charges, expert fees, deposition costs, and travel expenses. Such expenses may be advanced by the Firm and charged to Client.

4. CLIENT AND FIRM RESPONSIBILITIES

5. CONFIDENTIALITY AND PRIVILEGE

5.1 The Firm shall maintain the confidentiality of all Client information in accordance with applicable professional rules. Communications that are subject to attorney-client privilege shall remain privileged. The Firm may disclose confidential information only (a) with Client's consent; (b) as required by law or court order; or (c) to protect the Firm's rights under this Process.

5.2 Client expressly authorizes the Firm to use secure electronic communications for routine matters unless Client provides written notice requesting otherwise.

6. FILE RETENTION AND TRANSFER

6.1 The Firm will retain Client files for a period of following the conclusion of representation, after which the Firm may destroy physical and electronic files in its discretion, subject to Court order or statute.

6.2 Upon termination, the Client may request transfer or delivery of original documents; the Firm may retain copies and is entitled to payment for outstanding fees and costs prior to delivery.

7. TERMINATION

7.1 Either party may terminate the representation upon written notice to the other. Client shall provide at least days' advance written notice when feasible. The Firm may withdraw earlier if permitted by applicable rules or as ordered by a tribunal.

7.2 Termination does not relieve the Client of obligation to pay fees, costs, and expenses incurred prior to termination, including reasonable charges for wind-down and file transfer.

8. DISPUTE RESOLUTION

8.1 The parties agree that disputes arising under this Process shall be resolved as follows (select applicable option):

9. NOTICES

All notices under this Process shall be in writing and delivered to the addresses below by personal delivery, certified mail, or overnight courier. Notice is effective upon receipt.

10. AMENDMENTS; WAIVER; COUNTERPARTS

10.1 No amendment to this Process shall be effective unless in writing and signed by both parties. Waiver of any provision or breach shall not constitute waiver of any other provision or subsequent breach.

10.2 This Process may be executed in counterparts and by electronic signature, each of which shall be deemed an original and all of which together shall constitute one agreement.

11. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

11.1 Governing Law: This Process shall be governed by and construed in accordance with the laws of the state of , excluding its conflicts of law principles.

11.2 Entire Agreement: This Process constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral.

11.3 Severability: If any provision of this Process is held invalid or unenforceable, the remaining provisions shall continue in full force and effect and the invalid provision shall be reformed only to the extent necessary to make it enforceable.

12. CERTIFICATIONS AND ACKNOWLEDGMENTS

The Client acknowledges receipt of this Process and agrees that the Client has had the opportunity to ask questions and to obtain independent advice regarding the rights and obligations set forth herein. The Client certifies that all information provided to the Firm for conflicts checking is true and complete to the best of the Client's knowledge.

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