Confidentiality & Data Security
Provider agrees to maintain the confidentiality of all Client information and ensure Associate Attorneys:
- Operate via ABA & HIPAA-compliant systems (Clio, MyCase, LawMatics, etc.)
- Do not store any Client data locally
- Are bound by U.S.-style NDAs and confidentiality agreements
- Access Client files via secure portals with encryption
Note: All calls and tasks are recorded, logged, and available for Client’s inspection, with 24 hours’ notice.
Supervision and Compliance
Client is responsible for the supervision of the Associate Attorney pursuant to ABA Model Rule 5.3. Provider trains its staff on compliance, ethics, and U.S. legal protocols but final oversight remains with the Client.
Training & Quality Assurance
- All Associate Attorneys receive 40+ hours of jurisdiction- and practice-specific training
- If needed, weekly English language training (2 hrs) will be provided by Provider, free of charge, to Associate Atty
- Quality assurance reviews are performed by a second international attorney, if requested
- Time logs, task documentation, and billing entries are updated daily
Ownership of Work, Results and Intellectual Property: CLIENT maintains all rights to the results of all services provided by the Associate Attorney to Client. All intellectual property of the Client remains with the Client.
Efficacy Disclosure: On a best-efforts basis, Provider’s Associate Attorney will provide services listed to Client herein on an ongoing basis. Measurable or quantifiable results of Associate’s work may, at times, exceed or fall short of reasonable expectations by CLIENT. Provider does not guarantee any results for Client or Client’s clients, and cannot provide legal advice to Client’s clients.
Cooperation: To facilitate the orderly conduct of Provider and Provider’s obligations under this agreement to be fulfilled, CLIENT agrees to cooperate with reasonable requests for information or assistance related to this agreement. Failure by Client to respond to requests for information or reasonable requested assistance to Provider does not relieve Client of their duty to pay for services. Client will receive all services listed herein in the timeframe they are due, unless this agreement has been contested or discontinued by either party, or if CLIENT’s payments are 6+ calendar days late.
Termination / Amendments: Amendments to this agreement must be in writing (email or physical mail) and agreed to by both Parties. If CLIENT wishes to discontinue this agreement, a principal of the firm or signer above (not admin staff) agrees to a 15-minute phone exit interview with Provider, subject to the contract terms herein. Cancellation by email or other means will not be accepted. CLIENT must provide 30 day’s notice of their wish to cancel, including 2-3 mutually agreeable times to conduct the exit phone interview. CLIENT must give a minimum of 30 calendar days’ notice to Provider (only after the initial 90 days have passed and have been paid for) before CLIENT’s next payment due date, otherwise CLIENT agrees to pay for one additional month of service. If a 1-year agreement is chosen, starting on month #13, this agreement term reverts to a month-to-month agreement and remains in effect. If Client attempts early termination of an annual contract, all discounts, as well as the standard monthly fee of the remaining months’ in the term, become immediately due and payable.
Provider may terminate this agreement (without penalty and without liability of breach) if Client: fails to remit payment within 6 days of invoice, requests unlawful or unethical work, or there is any kind of abuse, harassment, or repeated violations of the terms herein.
