Client Intake Form

Purpose

Client retains Firm to represent Client, and Firm agrees to provide legal services and represent Client's interests, all according to the terms set forth in this Agreement.

Subject Matter

The Firm will represent Client with respect to the following matters: __________.

Other Matters

This Agreement contemplates that Firm will represent Client only with respect to the matters described above. Any other matters, except those incidental to and necessarily related to the covered matters, shall not be performed by the Firm without the prior written authorization of Client.

Primary Attorney

Firm and Client agree that David F. Sandbach, Jr., P.C. ("Primary Attorney") shall be the Firm's attorney principally responsible for handling matters on behalf of Client. However, to ensure that Client receives the best possible representation at the most reasonable fees, Primary Attorney shall, where appropriate, delegate work involving Client to one or more of the Firm's other partners, associates, or paralegals, where such delegation will not unreasonably compromise the services provided to Client. In the event of such delegation, Primary Attorney shall remain responsible for overseeing the work and assuring proper performance.

Fees

A. Client agrees to pay the Firm for legal services at the following hourly rates:
Services Performed By – Rate per Hour
Primary Attorney – $250.00

B. The hourly rates above are subject to change from time to time. Firm agrees to notify Client in writing at least thirty (30) days before the effective date of any change in the rates.

C. The applicable hourly rates shall apply to all services provided pursuant to this Agreement unless otherwise agreed in advance by Client and Firm. For example, Client and Firm may agree that specific services or a particular project will be provided by Firm at a fixed charge.

D. Firm agrees to provide a statement to Client monthly for each month that services have been performed or if any amount is owed by Client. Firm's statements shall reflect at least the following information: the date the services were performed; name of the individual performing the services; brief description of services performed; time spent performing the services; and the charge for each service item. The minimum time unit for billing any services shall be one-tenth (0.1) of one hour.

Costs and Expenses

Client shall be responsible for reimbursing Firm for its direct costs incurred in retaining appraisers, accountants, or other similar professionals on behalf of Client, but only if Client has approved such hiring in advance. Client shall also be responsible for the following additional out-of-pocket expenses of Firm: __________.

No Guarantee

Firm agrees to use its best efforts in representing Client and to perform all services in a professional, diligent, business-like manner. However, Client recognizes that Firm cannot guarantee a particular result or outcome of any matter.

Termination of Services

Firm may terminate this Agreement and its representation of Client if Client is in breach of any of its obligations in this Agreement or if the Firm is required to withdraw from representation of Client in accordance with the rules of professional conduct applicable to Firm. Client may terminate this Agreement at any time, subject to Client's obligation to pay Firm for services rendered pursuant to this Agreement.

Notices

Any notice under this Agreement shall be effectively given upon deposit in the United States mail, postage prepaid, or by recognized overnight delivery service, and addressed as follows (or at such change of address given by one party to the other in writing after the date hereof): __________.

No Assignment

The parties agree that neither party may assign or transfer any rights and obligations under this Agreement, directly or indirectly, except upon the prior written consent of the other party. Subject to the foregoing, this Agreement shall be binding upon and inure to the benefit of the parties hereto, their successors, and assigns.

Final Agreement

This Agreement includes the entire understanding and agreement between Client and Firm on the subject matter hereof. This Agreement may be modified only by another writing signed by both Client and Firm.

Headings

Headings used in this Agreement are provided for convenience only and shall not be used to construe meaning or intent.