Legal Service Plan

LEGAL SERVICE PLAN

This Legal Service Plan (the "Plan") is made and entered into as of Effective Date: by and between Provider Name: ("Provider"), and Client Name: ("Client"). Provider and Client are each a "Party" and together the "Parties."

RECITALS

WHEREAS, Provider is engaged in the business of providing legal advisory, document preparation, and related legal services to subscribing clients under defined engagement terms; and

WHEREAS, Client desires to obtain from Provider, and Provider agrees to provide to Client, the legal services and ongoing plan administration described in this Plan in consideration of the fees and obligations set forth below; and

WHEREAS, the Parties intend that this Plan establish the terms, limits, and procedures governing the delivery of legal services on behalf of Client, and allocate risk and responsibilities between the Parties.

NOW THEREFORE, in consideration of the mutual covenants and promises set forth herein, the Parties agree as follows:

1. DEFINITIONS

For purposes of this Plan, the following terms have the meanings set forth below: "Services" means the legal advisory, consultation, document drafting, review, and related tasks expressly described in Section 2. "Plan Fees" means the recurring and one-time fees payable by Client to Provider under Section 4. "Confidential Information" has the meaning set forth in Section 6.

2. SCOPE OF SERVICES

Provider shall perform the Services described in this Section during the Term. Provider will provide: initial intake consultation; document preparation and review limited to documents specified in the selected service tier; up to a specified number of advisory consultations per billing period; and limited communications with third parties where expressly authorized in writing. Services do not include court representation, litigation appearance, specialist counsel for regulated industries, or services outside the jurisdiction(s) explicitly accepted by Provider unless otherwise agreed in writing.

Basic Plan — advisory calls (up to 3 per month), document review (up to 5 pages per document).
Standard Plan — advisory calls (up to 8 per month), document drafting (standard agreements), priority response.
Premium Plan — unlimited advisory by phone/email within scope, bespoke document drafting, annual plan review.

3. CLIENT RESPONSIBILITIES

Client shall timely provide complete and accurate information, documents, and authorizations reasonably required by Provider to perform the Services. Client shall designate a primary contact (Name: ) and shall promptly notify Provider of any material change in circumstances. Failure to cooperate or provide requested information may result in suspension of Services and additional fees.

4. FEES AND PAYMENT

In consideration for the Services, Client shall pay Plan Fees as follows: Fee Structure: . Recurring Fee Amount: $ payable in advance on the first day of each billing period.

Additional services beyond the scope shall be billed at Provider's standard hourly rates or at an agreed flat fee. Late payments accrue interest at the lesser of 1.5% per month or the maximum permitted by law. Client is responsible for reasonable collection costs, including attorneys' fees, if any.

5. TERM AND TERMINATION

The Term of this Plan shall commence on the Effective Date and continue for an initial period of unless earlier terminated as provided herein. Either Party may terminate for convenience upon 30 days' prior written notice. Either Party may terminate immediately for material breach if the breaching Party fails to cure within 15 days after written notice. Termination does not relieve Client of liability for accrued fees or obligations that by their nature survive termination.

6. CONFIDENTIALITY

Each Party shall maintain in confidence all Confidential Information of the other Party disclosed in connection with this Plan and shall not disclose such information except to its employees, agents, or contractors on a need-to-know basis, provided they are bound by confidentiality obligations no less protective than those herein. Confidential Information does not include information that (i) is or becomes public through no breach, (ii) is obtained lawfully from a third party without restriction, or (iii) is independently developed without use of the other Party's Confidential Information. Either Party may disclose Confidential Information to the extent required by law or court order, provided the disclosing Party gives prompt notice and cooperates with any lawful efforts to limit disclosure.

7. CONFLICTS AND INDEPENDENT REPRESENTATION

Provider represents that, to the best of Provider's knowledge, no conflicts of interest exist that would preclude Provider's performance. If a conflict arises, Provider will disclose it promptly and may withdraw or seek informed consent where appropriate. Provider's relationship to Client is that of independent contractor; neither Party is an agent, partner, or employee of the other for any purpose except as expressly set forth in this Plan.

8. LIMITATION OF LIABILITY

EXCEPT FOR LIABILITY ARISING FROM A PARTY'S WILLFUL MISCONDUCT OR GROSS NEGLIGENCE, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER FOR INCIDENTAL, CONSEQUENTIAL, PUNITIVE, OR SPECIAL DAMAGES. THE AGGREGATE LIABILITY OF PROVIDER ARISING OUT OF OR RELATING TO THIS PLAN SHALL NOT EXCEED THE AMOUNTS ACTUALLY PAID BY CLIENT TO PROVIDER UNDER THIS PLAN DURING THE 12 MONTHS PRECEDING THE CLAIM.

9. INDEMNIFICATION

Each Party (the "Indemnifying Party") shall indemnify, defend and hold harmless the other Party from and against any third-party claims, liabilities, losses, damages and expenses (including reasonable attorneys' fees) arising from the Indemnifying Party's breach of this Plan, willful misconduct, or violation of applicable law. The indemnified Party shall provide prompt written notice of any claim and reasonable cooperation in the defense, provided that failure to provide notice does not relieve the Indemnifying Party except to the extent prejudiced thereby.

10. RECORDS AND AUDIT

Provider shall maintain records reasonably necessary to demonstrate performance and fee calculation under this Plan for a period of two (2) years from the date of performance. Client may, upon reasonable prior notice and during normal business hours, inspect fee and service records solely to verify amounts invoiced, subject to confidentiality obligations and at Client's expense if the review falls outside the scope of agreed audit rights.

11. TAXES

Unless otherwise agreed in writing, all fees are exclusive of taxes, assessments, duties or similar governmental charges. Client shall be responsible for all sales, use, value-added and other taxes arising from the Services, excluding taxes based on Provider's net income.

12. GOVERNING LAW

This Plan shall be governed by and construed in accordance with the laws of the jurisdiction selected by the Parties: Governing Jurisdiction: , without regard to its choice-of-law principles.

13. ENTIRE AGREEMENT

This Plan, including any exhibits and attachments executed by the Parties, constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior agreements, negotiations and understandings, whether written or oral, relating to such subject matter.

14. SEVERABILITY

If any provision of this Plan is held invalid or unenforceable in any respect, the validity and enforceability of the remaining provisions shall not be affected, and the Parties shall negotiate in good faith to replace the invalid provision with a valid provision that achieves, to the extent possible, the Parties' original intent.

15. NOTICES

All notices required or permitted under this Plan shall be in writing and delivered by hand, national overnight courier, certified mail (return receipt requested), or email with confirmation of receipt to the addresses below. Notice is effective upon delivery or, in the case of certified mail, upon delivery as indicated by the return receipt.

16. AMENDMENT AND WAIVER

No amendment of this Plan is effective unless in writing and signed by both Parties. No waiver of any provision shall be effective unless in writing and signed by the waiving Party, and no waiver of any breach shall constitute a waiver of any subsequent breach.

17. COUNTERPARTS AND ELECTRONIC SIGNATURES

This Plan 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. Signatures delivered by electronic means (including scanned signature pages or electronic signature platforms) shall be effective and binding.

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