Legal Retainer Packet

LEGAL RETAINER PACKET

This Legal Retainer Agreement (Agreement) is entered into as of by and between Client Name: (Client), and Law Firm Name: , by Attorney of Record: (Firm).

RECITALS

WHEREAS, Client seeks legal representation and advice from Firm in connection with the matter described in Section 1 below; and

WHEREAS, Firm is willing to provide such representation under the terms and conditions set forth in this Agreement; and

WHEREAS, the parties intend to set forth their respective responsibilities, fee arrangements and other terms of engagement in this written Agreement.

NOW, THEREFORE

In consideration of the mutual covenants set forth herein, the parties agree as follows:

1. ENGAGEMENT AND SCOPE OF REPRESENTATION

1.1 Engagement. Client retains Firm to represent Client with respect to: . The scope of representation is limited to the matter expressly described in this paragraph unless supplemented by a written amendment signed by both parties.

1.2 Exclusions. Firm is not engaged to provide tax, accounting, or other services outside the legal representation unless agreed in writing. Routine administrative tasks and ministerial communications are included; substantive services beyond the defined matter require prior written authorization.

2. FEES, RETAINER AND BILLING

2.1 Fees. Client agrees to pay Firm at the following rates: Lead attorney hourly rate: per hour; Associate hourly rate(s): per hour. Time is recorded in increments of one-tenth (0.1) hour.

2.2 Retainer. Client shall pay an initial retainer in the amount of to be deposited into Firm's trust account. The retainer will be applied to outstanding invoices and replenished upon request. Unused retainer funds will be returned upon final accounting after conclusion of representation, subject to any outstanding fees or costs.

2.3 Billing and Payment. Firm will render periodic invoices, typically monthly, describing services rendered and expenses incurred. Payment is due within days of invoice date. Overdue balances may bear interest at a rate of or the highest lawful rate, and Client shall be liable for collection costs.

2.4 Expenses. Client is responsible for all out-of-pocket costs and disbursements reasonably incurred on Client's behalf including but not limited to filing fees, messenger and courier charges, expert fees, deposition costs, travel, and third-party vendor charges. Such costs may be advanced by Firm and invoiced to Client.

3. CLIENT RESPONSIBILITIES

3.1 Cooperation. Client shall cooperate with Firm, provide full and truthful information, execute documents as requested, appear for scheduled meetings and proceedings, and notify Firm of any material developments affecting the matter.

3.2 Authority. Client represents that the information provided to Firm is accurate and that Client has authority to engage Firm on the terms of this Agreement. Client will promptly notify Firm of any change in address, telephone number, or email address used for notices.

4. CONFLICTS, CONFIDENTIALITY AND PRIVILEGE

4.1 Conflicts. Firm represents that, to the best of its knowledge after reasonable inquiry, no conflict prevents Firm's representation of Client in the matter described. Client agrees to disclose any facts that may give rise to a conflict. If a conflict subsequently arises, Firm may withdraw in accordance with applicable professional rules.

4.2 Confidentiality and Privilege. Communications between Client and Firm are protected by the attorney-client privilege and work product doctrine, except as provided by law. Client authorizes Firm to disclose confidential information when necessary for the representation, to collect fees, or as required by law or court order.

5. TERMINATION AND WITHDRAWAL

5.1 Termination by Client. Client may terminate Firm's representation at any time by written notice. Client remains responsible for all fees and expenses incurred through the date of termination, and for reasonable fees related to transfer of files.

5.2 Withdrawal by Firm. Firm may withdraw for good cause, including nonpayment, conflict of interest, Client misrepresentation, or breakdown in the attorney-client relationship, subject to applicable ethical obligations and court approval where required.

6. FILES, RECORDS AND RETENTION

6.1 Client Files. Firm will maintain a file for the matter. Original documents that Client requests returned will be returned upon request. Firm may retain copies of Client files and may convert physical files to electronic storage. Firm will retain files for a period reasonably necessary for compliance with professional obligations; thereafter Firm may destroy files without further notice unless Client requests delivery or extended retention in writing.

6.2 Electronic Communications. Client consents to receiving communications by email, text or other electronic means unless Client notifies Firm otherwise in writing. Confidentiality cannot be guaranteed for certain electronic transmissions.

7. NOTICES

Notices shall be delivered to the addresses provided above and shall be deemed given when received by the receiving party. Either party may change its notice address by written notice to the other party.

8. AMENDMENTS, WAIVER AND COUNTERPARTS

8.1 Amendments. This Agreement may be amended only by a writing signed by both parties.

8.2 Waiver. No waiver of any breach or default shall be effective unless in writing signed by the party waiving such breach. No delay or omission by either party in exercising any right shall operate as a waiver.

8.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument.

9. GOVERNING LAW, ENTIRE AGREEMENT, SEVERABILITY

9.1 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the state specified for governing law: , without regard to conflict-of-law principles.

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

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

ADDITIONAL AUTHORIZATIONS

Client authorizes Firm to obtain records and to communicate with third parties as reasonably necessary for representation, including insurers, medical providers, opposing counsel and experts. Client also authorizes Firm to charge the retainer against outstanding invoices for fees and costs.

Client elects to receive invoices by: Email U.S. Mail

Individual Corporation LLC Partnership

ACKNOWLEDGMENTS

By signing below, Client acknowledges receipt of this Agreement, understands the terms of engagement, agrees to pay Firm's fees and costs as described herein, and authorizes Firm to proceed with representation subject to these terms.

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