Legal Wellness Agreement

LEGAL WELLNESS AGREEMENT

This Legal Wellness Agreement (the Agreement) is made as of Effective Date: by and between Client Name: and Legal Wellness Provider Name: .

RECITALS

WHEREAS, Client seeks ongoing legal wellness services designed to identify, prioritize, and manage legal needs and preventative legal health measures (the Services); and

WHEREAS, Provider represents that it has the expertise and resources to deliver the Services described herein and agrees to provide such Services in accordance with the terms and conditions of this Agreement; and

WHEREAS, the parties desire to set forth their respective rights and obligations with respect to the Services.

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

1. SERVICES

Provider shall furnish legal wellness Services reasonably requested by Client and agreed in writing. Services may include legal needs assessments, document reviews, preventative planning, educational materials, and referrals to licensed attorneys for litigation or transactional matters outside the scope of wellness services. Specific Services to be provided are:

2. SCOPE LIMITATIONS

The parties acknowledge and agree that Provider is not and will not be acting as Client's primary counsel for contested litigation or transactional representation unless a separate engagement agreement is executed. Provider shall not give legal advice beyond the scope of Services or appear in court on Client's behalf unless expressly agreed in writing and a conflict check is completed.

3. CLIENT RESPONSIBILITIES

Client shall provide timely, accurate, and complete information reasonably necessary for Provider to perform the Services. Client shall cooperate in scheduling consultations and shall be responsible for reviewing and implementing any recommendations. Failure to cooperate may result in suspension or termination of Services.

4. TERM

This Agreement commences on Start Date: and continues for an initial term of months unless earlier terminated in accordance with Section 6. Renewal: automatic renewal unless either party provides written notice of non-renewal at least days prior to expiration.

5. FEES AND PAYMENT

Client shall pay Provider fees for Services as follows. Fee structure (check applicable):

Subscription fee of per

Hourly rate of per hour for services outside included scope.

6. TERMINATION

Either party may terminate this Agreement for convenience upon written notice to the other party delivered at least days prior to termination. Provider may terminate immediately for non-payment or material breach by Client that remains uncured for ten (10) days after written notice. Termination shall not relieve Client of accrued payment obligations for Services rendered prior to termination.

7. CONFIDENTIALITY

Each party shall maintain the confidentiality of the other party’s non-public information disclosed in connection with this Agreement. Provider will safeguard Client files and communications in a manner consistent with applicable professional obligations. Confidential information does not include information that is or becomes publicly available through no breach of this Agreement or that is required to be disclosed by law, regulation, or order of a court or governmental authority, provided the disclosing party gives prompt notice when legally permissible.

8. CONFLICTS; REFERRALS

Provider shall perform reasonable conflicts checks prior to delivering substantive legal assistance. If a conflict is identified, Provider will notify Client and, with Client's consent, provide a referral to another qualified attorney or firm. Referrals do not create a joint representation or ongoing duty beyond the referral and any separate engagement agreement.

9. RECORDS AND RETENTION

Provider shall retain non-privileged administrative records in accordance with Provider’s record retention policies. Client may request copies of Client-generated documents or files; Provider may charge reasonable fees for reproduction and transfer. Destruction of administrative records will be in accordance with Provider’s standard retention schedule unless otherwise required by law.

10. LIMITATION OF LIABILITY

EXCEPT FOR LIABILITY ARISING FROM GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR CONSEQUENTIAL, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, WHETHER IN CONTRACT, TORT, OR OTHERWISE. PROVIDER’S AGGREGATE LIABILITY UNDER THIS AGREEMENT SHALL NOT EXCEED THE AMOUNTS PAID BY CLIENT TO PROVIDER DURING THE TWELVE (12) MONTH PERIOD PRECEDING THE EVENT GIVING RISE TO LIABILITY.

11. INDEMNIFICATION

Each party shall indemnify and hold harmless the other party from and against any third-party claims arising out of that party’s negligence, willful misconduct, or breach of this Agreement, provided that the indemnified party gives prompt written notice and cooperates in the defense of any such claim.

12. DISPUTE RESOLUTION

The parties agree to attempt in good faith to resolve disputes arising under this Agreement by negotiation between senior representatives. If negotiation fails, the parties will submit the dispute to non-binding mediation prior to filing litigation. Nothing in this Section prevents either party from seeking injunctive or other equitable relief in a court of competent jurisdiction.

13. NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below by certified mail, nationally recognized overnight courier, or email with confirmation of receipt.

14. AMENDMENTS AND WAIVER

No amendment to this Agreement shall be effective unless in writing and signed by both parties. The waiver by either party of a breach of any provision shall not operate as a waiver of any other or subsequent breach.

15. COUNTERPARTS; ELECTRONIC SIGNATURE

This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument. Signatures transmitted by electronic means shall be deemed original for all purposes.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles.

ENTIRE AGREEMENT

This Agreement, together with any exhibits and written attachments signed by both parties, constitutes the entire agreement between the parties relating to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral.

SEVERABILITY

If any provision of this Agreement is held to be invalid or unenforceable by a court of competent jurisdiction, the remaining provisions shall remain in full force and effect and shall be construed so as to give effect to the original intent of the parties to the greatest extent permitted by law.

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