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Contract analysis / engagement-letter-caldwell.docx
engagement-letter-caldwell.docx
High · 0
Medium · 10
Standard · 0
1. SCOPE OF REPRESENTATION
Medium
⚑ Liability cap to check against exposure
1. SCOPE OF REPRESENTATION 1.1 Description of the Matter The Firm will represent Jonathan R. Caldwell ("Client" or "you"), individually and in your capacity as the sole member and manager of Caldwell Urban Ventures LLC (EIN: 86-4031278), a New York single-member limited liability company (collectively, "Caldwell"), in connection with the prosecution of claims against the following parties (collectively, the "Adverse
2. ENGAGEMENT TEAM
Medium
⚑ Notice / time limit to track
2. ENGAGEMENT TEAM 2.1 Responsible Partner Douglas Carmichael, Partner, will serve as the responsible partner overseeing all aspects of the engagement. Mr. Carmichael will be principally responsible for the overall litigation strategy, major client communications, significant court appearances, and the supervision of all work performed by other members of the engagement team. Mr. Carmichael will serve as your primary
3. FEES AND BILLING ARRANGEMENTS
Medium
⚑ Notice / time limit to track
3. FEES AND BILLING ARRANGEMENTS 3.1 Hourly Billing The Firm will bill for its professional services on an hourly basis. The current hourly billing rates for the attorneys assigned to this matter are as follows: In the event that paralegal or legal assistant time is required in connection with the matter, such time will be billed at rates ranging from $250.00 to $375.00 per hour, depending on the experience level and
4. CLIENT RESPONSIBILITIES
Medium
⚑ Notice / time limit to track
4. CLIENT RESPONSIBILITIES In order to enable the Firm to represent your interests effectively and efficiently, you agree to the following: (a) Cooperation and Information. You agree to cooperate fully with the Firm throughout the course of the engagement, including by providing all documents, information, correspondence, records, and data in your possession, custody, or control that are relevant to the Claims, wheth
5. CONFLICTS OF INTEREST
5. CONFLICTS OF INTEREST The Firm has conducted a thorough conflicts check in accordance with its internal procedures and the requirements of the New York Rules of Professional Conduct. Based upon that review, the Firm has identified no existing conflicts of interest that would preclude or limit the Firm's ability to undertake this representation as of the date of this letter. Specifically, the Firm confirms that it
6. CONFIDENTIALITY
Medium
⚑ Confidentiality undertaking
6. CONFIDENTIALITY All communications between you and the Firm, whether oral, written, or electronic, are protected by the attorney-client privilege and will be treated as strictly confidential by the Firm and all of its attorneys, staff, and personnel. The Firm recognizes the sensitive nature of the information you will share in connection with this engagement and is committed to safeguarding the confidentiality of
7. DOCUMENT RETENTION
Medium
⚑ Notice / time limit to track
7. DOCUMENT RETENTION The Firm will maintain your files relating to this matter, including both physical and electronic documents, for a period of seven (7) years following the closure of the matter. For purposes of this Section, the matter will be deemed "closed" upon the final resolution of all Claims, the exhaustion or expiration of all appeal periods, and the completion of any post-judgment proceedings. Upon clos
8. TERMINATION OF ENGAGEMENT
Medium
⚑ Liability cap to check against exposure
8. TERMINATION OF ENGAGEMENT 8.1 Client's Right to Terminate You may terminate this engagement at any time, for any reason or for no reason, upon written notice to the Firm. The Firm acknowledges that the decision to continue or discontinue the attorney-client relationship is ultimately yours to make, and the Firm will respect any such decision without condition. Upon termination by you, the Firm will take the steps
9. LIMITATION OF LIABILITY
Medium
⚑ Liability cap to check against exposure
9. LIMITATION OF LIABILITY To the fullest extent permitted by applicable law and the New York Rules of Professional Conduct, the Firm's aggregate liability to you for any and all claims arising out of or in connection with this engagement, whether based in contract, tort, negligence, professional malpractice, or otherwise, shall not exceed the total amount of fees actually paid by you to the Firm in connection with t
10. GOVERNING LAW AND DISPUTE RESOLUTION
Medium
⚑ Forum / governing law
10. GOVERNING LAW AND DISPUTE RESOLUTION This engagement letter shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws principles. Any dispute, controversy, or claim arising out of or in connection with this engagement letter or the Firm's representation of you in the matter described herein, including any dispute regarding the Firm's fees or th
11. ENTIRE AGREEMENT AND AMENDMENTS
Medium
⚑ Forum / governing law
11. ENTIRE AGREEMENT AND AMENDMENTS This engagement letter constitutes the entire agreement between you and the Firm with respect to the engagement described herein and sets forth the complete understanding of the parties regarding the terms and conditions of the Firm's representation. This letter supersedes all prior oral or written communications, discussions, understandings, representations, and agreements between