ENGAGEMENT LETTER - BUSINESS/CORPORATE
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[DATE]
[CLIENT NAME]
[CLIENT ADDRESS]
Re: Engagement for Business/Corporate Matter - [MATTER DESCRIPTION]
Dear [CLIENT NAME]:
Thank you for choosing [LAW FIRM NAME] (the "Firm"). This letter confirms our engagement and summarizes the scope and key terms of representation in your business/corporate matter (the "Matter").
1. Scope of Representation
The Firm will provide legal services for:
☐ Entity formation and governance
☐ Contract drafting/review
☐ Financing or investment transactions
☐ M&A / asset sale
☐ Employment/HR policies
☐ Compliance/regulatory matters
☐ Other: ________________________
Excluded unless agreed in writing: tax advice, investment advice, accounting services, and unrelated litigation.
2. Fees and Costs
Your fees are governed by the attached Fee Agreement. You are responsible for costs such as filing fees, third-party vendor fees, and travel expenses.
3. Client Responsibilities
You agree to provide complete and accurate information, timely instructions, and access to relevant documents. You will designate a primary point of contact for decision-making.
4. No Guarantee
The Firm cannot guarantee any outcome or business results.
5. Termination
You may terminate this engagement at any time. The Firm may withdraw as permitted by applicable rules. Fees and costs incurred through termination remain due.
6. File Retention
The Firm will retain your file for [NUMBER] years after the Matter concludes, then may destroy it consistent with applicable rules.
7. Dispute Resolution
Fee disputes may be subject to bar-sponsored arbitration or mediation. Any additional dispute resolution provisions are set forth in the Fee Agreement, if applicable.
8. Acknowledgment and Acceptance
Please sign below to confirm your agreement to this engagement letter and the attached Fee Agreement.
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Agreed and accepted:
______________________________ ______________________________
[CLIENT NAME] [ATTORNEY NAME], [LAW FIRM]
Date: ________________________ Date: ________________________
Enclosures: Fee Agreement; Required State Disclosures