Evans Law Introduction Agreement : Evans Law PLC

EVANS LAW, PLC
TERMS & CONDITIONS
INITIAL INTRODUCTION MEETING

Thank you for expressing interest in Evans Law, PLC, the law firm of Randal T. Evans.

We make it easy to implement practical legal solutions, so you can focus on your organization’s success. As part of this commitment, we offer convenient options to access our services. These include:

No-charge Introductory Meetings
Telephone or Virtual Limited-Scope Consultations
Regularly-recurring Legal Consultation Sessions specially designed for busy executives
Alternative fee arrangements and traditional hourly-based billing

For more information about our Legal Consultation sessions and other services, visit www.EvansLawPLC.com/getting-started.

You’ve requested an initial introduction meeting. By requesting and participating in this no-charge introductory meeting, and in consideration of the covenants and promises contained in this agreement, and for other good and valuable consideration, the sufficiency of which you acknowledge, you agree to the following Terms and Conditions.

Scope of Services Provided by Evans Law, PLC

Evans Law provides business and tax law services to businesses, nonprofit and tax-exempt organizations, and cause-focused organizations, as well as to entities, groups, and individuals who are in the process of forming a new organization, or who are engaged in some activity or transaction involving a nonprofit or tax-exempt or similar organization. Should you engage our services, the specific scope of services will be included in your engagement letter. Mr. Evans is admitted to practice law in Arizona only. He regularly advises clients nationally on federal tax law matters. We also provide legal concierge services, working closely with an informal network of attorneys who focus on various areas of law, and who practice law in other states, in order to help clients receive quality cost-effective solutions for all of their legal needs.

No Charge for Initial Introduction Meeting

We agree to provide you with a one-time introduction meeting at no charge. We do not anticipate that your introductory meeting will last longer than 20 minutes. The purpose of the introductory meeting is simply to determine whether we might be a good fit to assist you with your business and tax law needs. Should you request input, feedback, or advice regarding your situation during our initial meeting, and should we agree to provide the requested input or advice, after confirming that we do not have a conflict of interest with respect to the limited scope engagement, we will invoice you for an initial limited-scope consultation, pursuant to our Limited-Scope Consulting Agreement.

No Legal Advice during Introductory Meeting; No Exchange of Confidential Information

This is an initial introduction meeting only. During this introductory meeting, we will not provide any advice regarding specific legal matters, nor will we be representing you or any other person or organization with whom you may be affiliated as a result of this introductory meeting, unless we agree to your request to treat the introductory meeting as a Fixed-Fee Consultation that is subject to our Limited-Scope Consultation Agreement, or unless such representation is set forth in a separate engagement letter.

During this initial introductory meeting, we will…

– Obtain general information about you and/or your organization, and the general nature of your legal needs (but not specific details or confidential information);

– Provide you with information about our services; and

– If you express an interest in engaging our services, obtain information that will allow us to conduct a formal conflict check to ensure that your legal matter does not present a conflict of interest for our firm.

No Attorney-Client Relationship

This initial introduction does not establish an attorney-client relationship between you and our firm. Any information that we may provide during this introductory meeting is intended to be informational only.

Conflicts of Interest; No Disqualification Based on Introductory Meeting

We will conduct a preliminary conflict check prior to your introductory meeting, based on the limited information you provide when scheduling your appointment, or at the outset of your meeting. If you express an interest in engaging our services, either during or after our introductory meeting, we will obtain additional information from you so that we may confirm that your legal matter does not present a conflict of interest for our firm.

DO NOT COMMUNICATE OR TRANSMIT ANY CONFIDENTIAL INFORMATION

DO NOT MAIL, EMAIL, FAX, UPLOAD, VERBALLY COMMUNICATE, OR OTHERWISE PROVIDE ANY CONFIDENTIAL INFORMATION PRIOR TO OR DURING THIS INTRODUCTORY MEETING, BECAUSE THE INFORMATION YOU PROVIDE MAY NOT BE KEPT CONFIDENTIAL NOR WILL IT ESTABLISH AN ATTORNEY-CLIENT RELATIONSHIP.

IF, PRIOR TO RECEIVING WRITTEN CONFIRMATION THAT CONFLICTS HAVE CLEARED, YOU CHOOSE TO PROVIDE INFORMATION BEYOND WHAT IS NECESSARY FOR YOU TO EVALUATE THE SERVICES THAT WE OFFER AND FOR US TO CONDUCT A CONFLICT CHECK, YOU ACKNOWLEDGE THAT WE HAVE NO OBLIGATION TO MAINTAIN THE CONFIDENTIALITY OF THE INFORMATION YOU SUBMIT UNLESS WE HAVE ALREADY AGREED TO REPRESENT YOU OR LATER AGREE TO DO SO; THUS, WE MAY REPRESENT A PARTY IN A MATTER ADVERSE TO YOU EVEN IF THE INFORMATION YOU SUBMIT TO US COULD BE USED AGAINST YOU IN THE MATTER.

YOU AGREE THAT YOU WILL NOT SEEK TO DISQUALIFY OUR FIRM FROM ANY ONGOING OR FUTURE REPRESENTATION OF ANY PARTY BASED ON THIS INITIAL INTRODUCTORY MEETING.

Responsibility and Control for Legal Matters

You understand that, because you have not engaged our services at this time, you remain in complete control of your legal matter(s). Unless we mutually agree in a written engagement letter, we have no obligation to provide you with any legal advice or representation regarding any legal matters you may have.

Applicable Rules of Professional Conduct

Mr. Evans is licensed to practice law in Arizona only. This Agreement and the legal services provided by Evans Law, PLC, are governed by the Arizona Rules of Professional Conduct.

Governing Law, Jurisdiction, Venue

You agree that this Agreement is governed by, and will be construed and enforced in accordance with, the internal laws of the State of Arizona. Each party consents to the exclusive jurisdiction and venue of the appropriate state or federal court located in Maricopa County, State of Arizona, over any dispute arising under the Agreement.

Entire Agreement

This Agreement constitutes the complete and exclusive agreement between you and Evans Law, PLC, and supersedes any and all prior or contemporaneous communications, representations, statements and understandings, whether oral or written, concerning your introduction meeting. YOU HAVE READ, UNDERSTAND AND AGREE TO THE TERMS AND CONDITIONS OF THIS INITIAL INTRODUCTION MEETING SET FORTH IN THE ABOVE AGREEMENT.