Date: ___ _________ _________ _________
Re:______________________ Exclusive Engagement
We appreciate you choosing ___________________ (sometimes referred to as “we,” “our,” or “_______________”) to help you with your legal requirements.
Even though we would prefer a less formal way to declare our engagement
We must put these things in writing because of ethical requirements that apply to attorneys.
We ask that you carefully read this agreement (“Agreement”) to make sure that it complies with our understanding.
1. Engagement’s Purpose
In the course of our representation, we’ll help you with ___________________________________ and any other issues for which you may occasionally ask for our help.
2. Policies and Practices for Billing
We will only issue time-based invoices at our usual hourly rates.
We currently anticipate that the undersigned will provide the major services.
At this time, my hourly billing rate is __________________________
The use of additional lawyers, accountants, and paralegals is also possible if needed.
Our billable charges range from _________ to _________ for such legal and other professionals and personnel, including our most senior attorney.
We have the right to modify our tariffs at any moment; changes typically take effect on January 1 of each year.
For internal costs incurred such as photocopying, telephone service charges, faxes, postage, or computer-based research services, we do not bill our clients.
Out-of-pocket expenses and third-party fees and charges, such as those for governmental reports and filings, wire and courier services, etc., incurred on your behalf are passed through to you.
During any transaction or engagement, we normally charge clients monthly for our services so that you and we can keep tabs on our progress.
We are asking for a retainer of ______, payable upon execution of this Agreement by cheque payable to ________ or wire transfer to our account for which we can provide wiring instructions.
Retainer sums will be applied to invoices (and will be so noted on invoices submitted to you).
We shall demand that the retainer be replenished as often as necessary, up until the work is finished, and before it runs out.
Upon completion of the services, you will get a refund for any unused retainer amounts.
4. The Client’s and the Attorney’s General Responsibilities
For your advantage, _______________________ shall perform the aforementioned legal services, and you will be charged in the manner outlined above.
In order to provide our services, we will keep you updated on developments as needed. We will also consult with you as needed to ensure that our work is completed promptly, effectively, and efficiently.
We agree that you will give us the accurate data and documents we need to carry out these services, that you will decide on any business or technical matters as necessary to speed up the completion of our services, and that you will pay for our services within thirty (30) days of receiving our billing statements.
5. Additional Terms
It is not possible to waive, modify, or revise this agreement without a written document that is signed by both parties. This agreement represents the parties’ entire understanding of its subject.
Any and all claims arising out of or related to this agreement or the relationship it establishes shall be filed exclusively in the courts of _________ County, Florida, and shall be governed by ____________________ law, without respect to its rules regarding the choice of law.
Send a duplicate of this back please
Agreement signed as specified below, with a check (or wire transfer) for the indicated retainer sent to the address below, so that we can start working.
If you have any inquiries or comments, don’t be afraid to get in touch with me.
Accepted and approved by the attorney:
By: ____________________________ Date: ______________ Name: Title: