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Required Information
You must submit all relevant documents and complete the Contract Negotiation & Advisory Intake Form before services begin. This includes background context, priorities, and all parties involved. Delays in submission will delay delivery timelines.
Conflict of Interest Check
We will conduct a conflicts check under the North Carolina Rules of Professional Conduct. No legal work will begin until this review is complete. If a conflict prevents representation, we will notify you and refund any unearned fees.
Service Period
All included services must be initiated and used within six (6) months from the purchase date. Priority email access begins upon intake form submission and ends after sixty (60) calendar days. After six months, any unused services expire unless otherwise agreed in writing.
Client Responsibilities
You agree to:
Provide accurate information and all relevant documentation
Participate in scheduling strategy and negotiation sessions
Timely respond to questions and draft reviews
If you delay or fail to cooperate, we may close the engagement and retain fees for work performed.
Exclusions
This package does not include:
Litigation or dispute resolution beyond negotiations
Trademark or IP filings
Review of legal matters unrelated to the included agreements
Long-term contract management outside of the defined service window
Additional services may be quoted separately.
Urgent Requests
Rush services may be available upon request and subject to a separate rush fee.
Governing Terms
All legal work is governed by our Client Engagement Agreement. Package terms and pricing are subject to change without notice.