ENGAGEMENT LETTER (LITE SCOPE)
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[DATE]
[CLIENT NAME]
[CLIENT ADDRESS]
Re: Engagement for [MATTER/DESCRIPTION]
Dear [CLIENT NAME]:
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Scope of Work (Limited). We will provide legal services for: [BRIEF SCOPE] only. Services outside this scope require a new agreement.
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Point of Contact. Primary lawyer: [NAME]. Client contact: [CLIENT CONTACT NAME/ROLE].
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Fees and Billing.
- Rate(s): [RATE STRUCTURE] (hourly/flat).
- Retainer/advance: $[AMOUNT]; applied to invoices.
- Invoices: [MONTHLY/OTHER]. Payable within [X] days.
- Expenses: Client reimburses reasonable out-of-pocket costs (e.g., filing fees, couriers). -
Client Responsibilities. Provide truthful, complete information; respond promptly; pay invoices when due.
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Conflicts & File Retention. No conflicts identified as of today. We retain files per firm policy and applicable rules; originals returned on request.
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Confidentiality & Privilege. We protect client information consistent with professional obligations. Privilege may be waived if shared with third parties.
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Termination. Either party may terminate in writing, subject to applicable rules. Client remains responsible for fees/expenses incurred to termination.
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Governing Law; Dispute Resolution. New York law governs. Forum: state and federal courts located in [COUNTY], New York or ☐ Arbitration (if selected, attach clause; check state ethics rules). Jury waiver (if permitted): ☐ Yes ☐ No.
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Consent. Please sign below to confirm your agreement.
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Agreed and accepted:
______________________________ ______________________________
[CLIENT NAME/TITLE] [ATTORNEY NAME], [FIRM]
Date: ________________________ Date: ________________________
[// GUIDANCE: For consumer matters, ensure fee disclosures comply with local rules. For contingency or flat fees, add required notices and trust account language.]