Legal Management Application

LEGAL MANAGEMENT APPLICATION

This Legal Management Application and Services Agreement (the "Agreement") is entered into as of Effective Date: by and between Service Provider: with principal address , and Client Name: with principal address .

RECITALS

WHEREAS, Service Provider is engaged in the business of providing legal matter management, docketing, vendor oversight, billing review and related administrative and strategic services; and

WHEREAS, Client desires to retain Service Provider to provide managed legal services for specified matters under the terms and conditions set forth in this Agreement; and

WHEREAS, the parties intend that this Application serve as both an onboarding statement of services and as the operative agreement governing the relationship between the parties.

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

1. DEFINITIONS

In this Agreement the following terms have the meanings set forth below: "Services" means the legal management, administrative, compliance, billing and vendor coordination services described in Section 2. "Application" means this completed Legal Management Application and all attachments. "Confidential Information" means any non-public information exchanged between the parties relating to the business, clients, matters or operations of the parties.

2. SCOPE OF SERVICES

2.1 Services. Service Provider shall provide, as applicable and as requested by Client, matter intake and triage, docketing and calendaring, vendor selection and oversight, invoice review and billing reconciliation, matter reporting, records management, and related administrative support. Services provided shall be specified in the Matter Schedule completed by Client below.

Matter intake & triage    Docketing & calendaring    Invoice review & reconciliation

3. TERM; TERMINATION

3.1 Term. The term of this Agreement shall commence on Effective Date and shall continue until terminated as provided herein. Commencement Date:

3.2 Termination. Either party may terminate this Agreement for convenience upon thirty (30) days written notice to the other party. Either party may terminate immediately for material breach if such breach remains uncured for fifteen (15) days after written notice. Termination shall not relieve Client of its obligation to pay for Services performed and expenses incurred through the effective date of termination.

4. FEES; EXPENSES; PAYMENT

4.1 Fees. Client shall pay Service Provider fees in accordance with the Fee Schedule below. Unless otherwise stated, fees are exclusive of disbursements and third-party vendor charges, which shall be reimbursed by Client.

4.2 Invoicing and Payment. Service Provider shall invoice monthly unless otherwise agreed. Invoices are due net thirty (30) days from invoice date. Late payments shall accrue interest at the lesser of 1.5% per month or the maximum lawful rate.

5. CONFIDENTIALITY

Each party shall maintain in confidence and shall not disclose Confidential Information of the other party except to those of its employees, contractors and advisors who have a need to know and who are bound to maintain confidentiality no less protective than this Section. Confidential Information does not include information that: (a) is generally known to the public through no breach by the receiving party; (b) was known to the receiving party prior to disclosure; (c) is lawfully received from a third party without restriction; or (d) is independently developed by the receiving party.

6. RECORDS; REPORTING; DATA RETENTION

Service Provider shall maintain accurate records relating to Services performed. Service Provider shall provide Client with periodic reports as set forth in the Reporting Schedule below. Upon termination, Service Provider shall return or, at Client's election, securely destroy Client materials, except as required to comply with applicable law or to preserve records for invoicing and audit purposes.

7. COMPLIANCE; CONFLICTS

Client represents and warrants that it has disclosed to Service Provider all known conflicts and adverse party representations that would reasonably affect Service Provider's performance. Service Provider shall perform a conflicts check upon onboarding and will notify Client promptly of any discovered conflict. Client shall cooperate in the resolution of any conflict and may, in its discretion, require that Service Provider decline or withdraw from specified matters.

Conflict Check Completed: Yes    Pending

8. LIABILITY; INSURANCE; INDEMNIFICATION

8.1 Liability. Except for willful misconduct or gross negligence, Service Provider's liability for any and all claims arising out of or in connection with this Agreement shall be limited to direct damages not to exceed the total fees paid by Client to Service Provider under this Agreement during the six (6) month period preceding the event giving rise to the claim.

8.2 Insurance. Service Provider shall maintain professional liability insurance in commercially reasonable amounts. Upon request, Service Provider shall furnish Client with a certificate of insurance identifying the coverage types and limits.

8.3 Indemnification. Each party shall indemnify, defend and hold harmless the other party from and against claims, liabilities, damages and expenses arising from the indemnifying party's gross negligence, willful misconduct or material breach of this Agreement.

9. NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below or to such other address as either party designates by notice to the other in accordance with this Section.

10. AMENDMENTS; WAIVER

No amendment or modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both parties. No failure or delay by either party in exercising any right shall operate as a waiver of that right.

11. GOVERNING LAW; VENUE

This Agreement shall be governed by and construed in accordance with the laws selected by the parties below. Governing Law (State):

12. ENTIRE AGREEMENT

This Agreement, together with any attachments or schedules executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings and representations, whether written or oral.

13. SEVERABILITY

If any provision of this Agreement is held invalid or unenforceable, the remainder of this Agreement shall remain in full force and effect and the invalid or unenforceable provision shall be replaced by a valid and enforceable provision that most closely approximates the parties' original intent.

14. COUNTERPARTS

This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument. Electronic or facsimile signatures shall be treated as originals for all purposes.

CERTIFICATIONS AND AUTHORIZATIONS

The undersigned certify that they are authorized to submit this Application and to bind the party on whose behalf they sign. The undersigned acknowledge that providing materially false information in this Application may constitute a material breach of this Agreement.

Sign Now