Legal Consultation Request

LEGAL CONSULTATION REQUEST

This Legal Consultation Request ("Request") is made on by and between Client Name: whose principal address is and Attorney/Firm Name: whose principal address is .

RECITALS

WHEREAS, Client seeks legal advice and preliminary analysis concerning the matter described as: ;

WHEREAS, Client requests an initial consultation to review facts, relevant documents, and potential legal strategies, and to obtain preliminary guidance from Attorney/Firm; and

WHEREAS, Attorney/Firm is willing to provide an initial consultation subject to a conflicts check, execution of this Request, and payment of any required retainer or consultation fee as set forth below.

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

1. SCOPE OF CONSULTATION

1.1 Attorney/Firm will provide a preliminary consultation limited to evaluation of the facts and documents described in this Request and to providing legal advice and options related to the matter identified above. The consultation does not create an ongoing attorney-client engagement for litigation, transactional representation, or other matters except to the extent the parties subsequently execute a separate written engagement agreement.

1.2 Client shall provide accurate and complete information and shall submit copies of all documents the Client desires Attorney/Firm to consider:

2. FEES, RETAINER, AND BILLING

2.1 Consultation Fee: Client agrees to pay a consultation fee or hourly rate as follows: Estimated Fee: . Any fee estimate is not a guaranteed total; Client will be notified if the scope or estimated time materially changes.

2.2 Retainer: If a retainer is required prior to scheduling the consultation, Client shall pay a retainer in the amount of . Payment of a retainer is a condition precedent to Attorney/Firm’s obligation to proceed with the consultation where indicated.

2.3 Expenses: Client shall reimburse reasonable out‑of‑pocket expenses incurred in connection with the consultation (e.g., copying, courier) upon prior notice.

3. CONFIDENTIALITY AND PRIVILEGE

3.1 Communications between Client and Attorney/Firm for purposes of seeking and providing legal advice in the consultation will be treated as confidential and subject to attorney-client privilege to the extent provided by law. Client acknowledges that confidentiality may be waived by disclosure to third parties or as required by law.

3.2 If Client has previously disclosed privileged information to third parties or intends to disclose information to third parties, Client must notify Attorney/Firm in writing prior to the consultation.

4. CONFLICTS; REPRESENTATION

4.1 Acceptance of this Request is conditioned upon Attorney/Firm completing a conflicts check. By signing, Client authorizes Attorney/Firm to undertake such checks and to withdraw or decline representation if a conflict exists.

Has Client previously engaged other counsel or disclosed the matter to any third party? If yes, identify party(ies):

5. CLIENT OBLIGATIONS

5.1 Client agrees to provide full, candid, and accurate information, to deliver all relevant documents promptly, and to cooperate with Attorney/Firm in the preparation for and conduct of the consultation. Material omissions may impair Attorney/Firm’s ability to provide meaningful advice.

6. LIMITATIONS; NO GUARANTEE

6.1 Attorney/Firm makes no warranty or guarantee respecting the outcome of any matter discussed in the consultation. Advice provided is based on the information furnished by Client at the time of the consultation and applicable law as interpreted by Attorney/Firm.

7. DOCUMENTS; RECORDS; RETENTION

7.1 Documents delivered to Attorney/Firm for the consultation will be retained in Attorney/Firm’s files in accordance with its record retention policies. Originals will be returned upon request at Client’s expense unless otherwise agreed in writing.

8. NOTICES

All notices required or permitted under this Request shall be in writing and delivered to the parties at the addresses set forth below (or to additional addresses designated in writing by a party).

9. AMENDMENTS; WAIVER; COUNTERPARTS

9.1 This Request may be amended only by a written instrument signed by both parties. No waiver shall be effective unless in writing and signed by the party waiving a right. This Request may be executed in counterparts, each of which shall be deemed an original.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

10.1 Governing Law: This Request shall be governed by and construed in accordance with the laws of the state agreed by the parties below.

10.2 Entire Agreement: This Request constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes all prior agreements and understandings concerning the consultation.

10.3 Severability: If any provision of this Request is held invalid or unenforceable, the remainder of this Request shall remain in full force and effect.

11. MISCELLANEOUS PROVISIONS

11.1 Limitation of Liability: Except for willful misconduct or gross negligence, Attorney/Firm’s liability for claims arising out of the consultation shall be limited to the amount of fees actually paid by Client for the consultation.

11.2 No Guarantee of Future Representation: Nothing in this Request obligates Attorney/Firm to undertake extended representation beyond the initial consultation unless the parties enter into a formal engagement agreement.

12. CERTIFICATION BY CLIENT

By signing below, Client certifies that the information provided in this Request is true and complete to the best of Client’s knowledge, that Client understands the limitations described herein, and that Client authorizes Attorney/Firm to perform a conflicts check and to proceed with scheduling the consultation upon payment of any required retainer or fee.

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