Legal Coaching Note

LEGAL COACHING NOTE

This Legal Coaching Note is entered into on this date: Day: Month: Year: , by and between Coach Name: with contact address: and Client Name: with contact address: .

RECITALS

WHEREAS, Coach provides legal coaching, practice management coaching, and skills coaching designed to assist clients with law-related tasks and strategy but not to provide formal legal representation; and

WHEREAS, Client seeks to receive coaching services concerning the matters described in Section 3 and understands the limits of the coaching relationship; and

WHEREAS, the parties desire to memorialize the topics covered, recommendations, and agreed next steps from the coaching session occurring on the date set forth below.

NOW, THEREFORE, in consideration of the mutual promises set forth below, the parties agree as follows:

1. ENGAGEMENT AND SCOPE

1.1 Engagement. Coach agrees to provide coaching services to Client limited to discussion, strategy development, procedural guidance, and skills training related to Client's stated matter. The coaching session subject to this Note was held on: Day: Month: Year: . Mode of session: . Session start time: end time: .

1.2 Scope Limitations. The parties agree that Coach will not appear in court on behalf of Client, prepare filings as counsel of record, or provide legal representation. Any templates, forms, or legal language provided are coaching tools and Client is advised to seek independent counsel for representation or formal legal advice involving rights or obligations.

2. NO ATTORNEY–CLIENT RELATIONSHIP

2.1 Acknowledgement. Client expressly acknowledges that receipt of coaching services under this Note does not create an attorney–client relationship between Coach and Client. Coach does not undertake to provide legal representation, and Coach remains free to represent other persons whose interests do not conflict with Client's.

2.2 Conflicts. Coach shall notify Client promptly if a conflict arises that materially limits Coach's ability to continue coaching on the same matter; if such a conflict cannot be resolved, Coach will refer Client to independent counsel where appropriate.

3. TOPICS, OBSERVATIONS AND ADVICE

4. ACTION ITEMS, TIMELINES, AND RESPONSIBILITIES

Agreed deadlines for the above action items: Day: Month: Year: .

5. FEES, RECORDS, AND STORAGE

5.1 Fees. The agreed fee for this coaching session is: $. Billing terms: .

5.2 Records. Coach may retain a written or electronic note of the session for practice records. Client may request a copy of the coaching note. Confidentiality provisions in Section 6 govern retention and disclosure.

6. CONFIDENTIALITY

6.1 Confidential Information. The parties agree that information exchanged during coaching that Client designates as confidential will be treated by Coach as confidential subject to the limitations below.

6.2 Exceptions. Confidentiality does not extend to information that (a) is or becomes public through no fault of Coach; (b) was known to Coach prior to disclosure by Client; (c) is independently developed by Coach; or (d) is required to be disclosed by law, court order, or a duty to report.

7. LIMITATION OF LIABILITY AND DISCLAIMER

7.1 Disclaimer. Coach does not guarantee outcomes or results from coaching. Advice offered is based on information provided by Client and is not a substitute for legal representation.

7.2 Limitation of Liability. To the fullest extent permitted by law, Coach's liability arising out of or related to coaching services under this Note is limited to direct damages not to exceed the fees paid for the session giving rise to the claim. In no event will Coach be liable for consequential, incidental, special, or punitive damages.

8. NOTICES

Notices under this Note must be in writing and delivered to the addresses above by hand, certified mail, or email where an electronic receipt is obtained; notice is effective upon receipt.

9. AMENDMENTS, WAIVER, AND COUNTERPARTS

9.1 Amendments. This Note may be amended only by a written instrument signed by both parties.

9.2 Waiver. A waiver of any breach or provision of this Note must be in writing to be effective and is not a waiver of future breaches.

9.3 Counterparts. This Note may be executed in counterparts, each of which shall be deemed an original, and may be executed by electronic signature.

10. GOVERNING LAW, ENTIRE AGREEMENT, SEVERABILITY

10.1 Governing Law. This Note is governed by and construed in accordance with the laws of the state agreed by the parties: , without regard to conflict-of-law principles.

10.2 Entire Agreement. This Note constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior understandings, whether written or oral.

10.3 Severability. If any provision of this Note is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

11. RECORDING, FOLLOW-UP AND CONSENTS

Recording consent: Client consents to the recording of the session. If unchecked, no recording shall be made or retained.

Follow-up communications: Client agrees to receive follow-up messages related to coaching tasks and scheduling.

12. CONFIRMATIONS

By signing below, the parties confirm that the contents of this Legal Coaching Note accurately reflect the session, including recommendations, identified risks, and agreed next steps. Client acknowledges understanding of the limitations described in Section 2 and accepts the action items set forth in Section 4.

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