Legal Needs Assessment Form

Legal Needs Assessment Form

This Legal Needs Assessment Form (the "Form") is made and entered into between Client Name: and Law Firm Name: on Effective Date: .

RECITALS

WHEREAS, the Client seeks a preliminary assessment of legal issues, potential causes of action or defenses, and related procedural options; and

WHEREAS, the Firm has represented that it will conduct a limited review and provide an assessment of legal needs, resources required, and potential engagement options; and

WHEREAS, the parties desire to set out the terms upon which the Firm will perform the assessment and the information the Client must provide to permit the Firm to proceed.

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

1. SCOPE OF ASSESSMENT

1.1 The Firm will perform a limited intake and analysis of the facts and documents provided by the Client to identify relevant legal issues, jurisdictional considerations, procedural options, and an initial estimate of resources and fees required ("Assessment"). The Assessment does not include representation in litigation, negotiation, or regulatory proceedings unless a separate engagement agreement is executed.

2. CLIENT INFORMATION

Entity type (select all that apply):

Individual    Corporation    LLC    Other

3. DOCUMENTS AND MATERIALS

3.1 The Client shall provide copies of all documents, correspondence, contracts, pleadings, statements of account, or other materials reasonably necessary for the Firm to conduct the Assessment.

Delivery method for documents: Email Secure portal Physical delivery

4. FEES, BUDGET AND PAYMENT

4.1 The Firm will provide an initial estimate of fees and expenses reasonably necessary to complete the Assessment. The estimate is preliminary and subject to change following the Firm's review of materials. The Client acknowledges that any subsequent engagement will be governed by a separate fee agreement.

Billing arrangement preferences: Hourly Flat fee Contingency Pro bono

5. CONFLICTS, AUTHORIZATIONS AND REPRESENTATIONS

5.1 The Client represents and warrants that the Client has authority to provide the information supplied and to authorize the Firm to undertake a conflicts check and to review documents and communications relevant to the matter.

5.2 The Client consents to the Firm performing a conflicts check and to the Firm retaining conflict-check records for ethical compliance.

6. CONFIDENTIALITY, PRIVILEGE AND LIMITATION OF ENGAGEMENT

6.1 The Firm will treat information supplied by the Client as confidential. However, the Client acknowledges that no attorney-client relationship, and therefore no attorney-client privilege, will arise from the Firm's receipt of such information or from the delivery of the Assessment unless and until the parties execute a separate written engagement agreement specifying representation and scope.

6.2 The Firm may disclose information where required by law, court order, ethical rules, or to defend against claims arising from the Assessment. The Firm is not liable for unintended disclosures arising from the Client's failure to secure documents prior to transmission.

7. TIMELINE AND PRIORITIES

8. NOTICES

All notices under this Form shall be in writing and delivered to the addresses below by hand, certified mail, or other method that provides proof of delivery.

9. AMENDMENTS, WAIVER, COUNTERPARTS

9.1 Any amendment or modification of this Form must be in writing and signed by both parties. No waiver of any provision shall be effective unless in writing and signed by the waiving party.

9.2 This Form may be executed in counterparts, each of which will be deemed an original and all of which together will constitute one instrument.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

10.1 This Form shall be governed by and construed in accordance with the laws of the state in which the Firm maintains its principal office, without regard to conflict of law principles.

10.2 This Form constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous understandings, agreements, representations and warranties, whether written or oral.

10.3 If any provision of this Form is held to be invalid, illegal or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

11. CERTIFICATIONS

The undersigned certify that they are authorized to provide the information contained in this Form, that such information is truthful and complete to the best of their knowledge, and that they understand and accept the limitations described herein regarding the Assessment and the formation of any attorney-client relationship.

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