Contract Attorney Terms of Service
LAST UPDATED: August 13, 2026
- 1. DEFINITIONS
- 2. ELIGIBILITY, REGISTRATION, AND ONBOARDING
- 3. SERVICE REQUEST TYPES
- 4. CONFLICTS OF INTEREST
- 5. ROUTING OF MATTERS
- 6. QUALITY STANDARDS AND SUPERVISION
- 7. COMPENSATION, INVOICING, AND PAYMENT
- 8. TECHNOLOGY, EQUIPMENT, AND DATA SECURITY
- 9. CONFIDENTIALITY
- 10. RECORD RETENTION AND PRODUCTION
- 11. PROFESSIONAL RESPONSIBILITY AND MULTI-JURISDICTIONAL PRACTICE
- 12. TRAINING AND CONTINUING EDUCATION
- 13. AVAILABILITY
- 14. SUSPENSION AND DEACTIVATION OF ACCESS
- 15. SERVICE QUALITY REVIEW
- 16. MODIFICATIONS TO THESE TERMS
- 17. RELATIONSHIP TO THE AGREEMENT
- 18. MISCELLANEOUS
These Contract Attorney Terms of Service (these "Terms") are incorporated by reference into, and form part of, the Contract Attorney Services Agreement (the "Agreement") entered into between Rocket Lawyer Incorporated ("RLI") and the contract attorney identified in the Agreement ("Contract Attorney"). Capitalized terms used but not defined in these Terms have the meanings given to them in the Agreement. In the event Contract Attorney is seconded or assigned to Rocket Legal Professional Services, Incorporated ("RLPS"), an Arizona Alternative Business Structure law firm and wholly-owned subsidiary of RLI, these Terms govern Contract Attorney's performance of Services for RLPS Clients and RLI Members, including the specific methods through which Service Requests are transmitted, as described below.
1. DEFINITIONS
In addition to terms defined elsewhere in these Terms or in the Agreement, the following definitions apply:
“Member” means an individual or entity that maintains an active membership or account with RLI and is entitled to access legal services made available by RLI.
“Client” means a Member, or any other individual or entity, for whom RLPS has undertaken to provide legal services in connection with a specific Service Request, and with whom an attorney-client relationship has been formed.
“Service Request” means any individual assignment, task, or request for Services directed to Contract Attorney, whether generated through an SOW, a Direct Purchase, or Contract Attorney's own use of Ask Service, Document Review Service, or Informational Consultations.
“Statement of Work” or “SOW” means a written description of a discrete project or engagement provided to Contract Attorney by RLI or RLPS, specifying scope, deliverables, timeline, and compensation.
“Taskboard” means the interface made available to Contract Attorney where they may set up or update their practice areas, jurisdictions, and availability, and through which Contract Attorney may receive, accept, decline, or track certain Service Requests not otherwise received through another source defined herein.
“Ask Service” means a question-and-answer feature through which a Member submits a legal question for a response in the nature of legal information rather than individualized legal advice.
“Document Review Service” means a feature through which a Member submits a document, including through Ask Service, for review and comment by a licensed Contract Attorney.
“Informational Consultation” means a scheduled, time-limited communication (by phone, video, or chat) between a Member and a Contract Attorney regarding a general legal matter, that does not itself constitute legal advice or representation beyond the scope described in Section 3.3.2.
“Routing” means the process described in Section 5 by which a matter that requires legal advice or legal services beyond the scope of the Service Request through which it originated is handed to RLPS for conversion into a new or additional compensated Service Request.
“Completion Window” means the maximum period, set out in Section 3 for the applicable Service Request type, within which Contract Attorney must finish the substantive work required by an accepted Service Request. A Completion Window begins to run upon acceptance..
“Supervising Attorney” means the RLPS Arizona-licensed attorney designated to supervise Contract Attorney’s legal work in accordance with Section 3 of the Agreement and Section 6 of these Terms.
“Work Product” means any document, correspondence, memorandum, deliverable, or other tangible output prepared by Contract Attorney specifically for a Member or Client in connection with a Service Request, including drafts and final versions, but excluding RLI’s or RLPS’s templates, checklists, practice guides, or other pre-existing materials used in preparing such output.
2. ELIGIBILITY, REGISTRATION, AND ONBOARDING
2.1 Licensing.
Contract Attorney must be an attorney in active, good standing with the bar of at least one U.S. jurisdiction, and must maintain such standing throughout the Term. Contract Attorney must update their Taskboard profile to reflect their jurisdictions of admission.
2.2 Onboarding and Credential Verification.
Before receiving any Service Request, Contract Attorney must complete RLI’s onboarding and verification process, which requires submission of:
- an application and resume;
- a fully executed copy of the Agreement;
- a completed Form W-9 and direct deposit form; and
- proof of the liability insurance required under the Agreement and proof of good standing with the bar of every jurisdiction in which Contract Attorney is licensed.
Contract Attorney must also complete any onboarding modules, training, and acknowledgment of policies that RLI and/or RLPS designate as a condition of receiving Service Requests, including any additional or updated training, modules, or policy acknowledgments introduced after onboarding is complete.
2.3 Practice Area and Jurisdiction Profile.
Separately from the onboarding information provided under Section 2.2, Contract Attorney is responsible for accurately completing and maintaining a live profile within the Taskboard. This profile must include Contract Attorney's practice areas, jurisdictions in which Contract Attorney is eligible and willing to accept Service Requests, a current professional photograph, and a professional biography. Contract Attorney must complete all required profile fields and upload a photo before accepting any Service Request through the Taskboard.
All profile content must be accurate, professional, and consistent with Contract Attorney's actual qualifications and licensure. Profile content may not include promotional, advertising, or otherwise inappropriate information. RLPS reserves the right to require correction of any profile content that does not meet these standards.
RLPS relies on the Taskboard profile to route Service Requests, so Contract Attorney must keep it current as their practice areas, jurisdictions, or other profile information changes. Statements of Work may also be issued through other methods described in Section 3.1, in which case RLPS may rely on the practice area and jurisdiction information Contract Attorney provided during onboarding under Section 2.2. In either case, Contract Attorney will not accept a Service Request outside their represented areas of competence or licensure.
2.4 Continued Obligation to Update.
Contract Attorney represents that all information provided during onboarding, credential verification, and profile creation is true, accurate, and complete at the time of submission. Contract Attorney shall update information that becomes inaccurate as follows:
(a) Information maintained within the Taskboard, including practice areas, jurisdictions, availability, and profile details, shall be updated directly within the Taskboard within one (1) business day of any change; and
(b) Information not maintained within the Taskboard, including but not limited to licensing status, disciplinary history, malpractice insurance, tax information, banking information, and other contact information, shall be reported to RLPS in writing within one (1) business day of any change.
3. SERVICE REQUEST TYPES
Except as otherwise provided below, Service Requests are made available to eligible Contract Attorneys through the method applicable to each Service Request type, as described below. Where a Service Request is made available to more than one Contract Attorney at the same time, assignment is made to the first Contract Attorney to accept it; once assigned, a Service Request may not be reassigned by Contract Attorney to another attorney without RLPS's prior written consent. Contract Attorney is under no obligation to accept any particular Service Request, though a pattern of declining or failing to timely respond to Service Requests may be considered in RLPS's discretionary decisions regarding future assignment volume, consistent with Section 15.
3.1 Statements of Work.
Where Services are provided under a SOW, the SOW will specify: (i) scope of work; (ii) deliverables; (iii) timeline; and (iv) compensation. Contract Attorney must confirm acceptance of a SOW using the same method by which the SOW was received, unless RLPS requests confirmation by another method, and must do so before beginning work. The Completion Window for a SOW is the timeline specified in the SOW itself. Material changes in scope must be documented through a revised or supplemental SOW before the additional work begins. Any follow-on work arising from this type of Service Request must be routed in accordance with Section 5.
3.2 Direct Purchases.
When a Member purchases a legal service directly through RLI's website, the purchase generates a Service Request, which will be made available to eligible Contract Attorneys through the Taskboard. Any Contract Attorney who wishes to accept the Service Request will have the opportunity to do so, on a first-to-accept basis. The Service Request will specify any applicable Completion Window. Any follow-on work arising from this type of Service Request must be routed in accordance with Section 5.
3.3 Contract Attorney-Generated Work.
Contract Attorney may also generate work opportunities through independent use of the following features, each subject to the scope, timing, and Routing requirements described below. For the avoidance of doubt, Contract Attorney must not independently perform or price any Services generated through Ask Service, Document Review Service, or Informational Consultations, and must adhere to the Routing process set forth in Section 5.
3.3.1 Ask Service.
(a) The Ask Service is limited to providing legal information of general applicability and does not constitute legal advice.
(b) Ask Service questions will be made available to all eligible Contract Attorneys and accepted on a first-to-accept basis.
(c) Upon accepting a question, the Contract Attorney must provide a substantive response within twenty-four (24) hours. The response must provide legal information reasonably related to the Member’s question or underlying legal issue.
(d) The Contract Attorney must respond to one (1) follow-up question from the Member within twenty-four (24) hours of receipt.
(d) A Member may submit a document solely to provide context for an Ask Service question. The Contract Attorney may reference the document to better understand the Member’s question and may discuss general legal principles or common considerations applicable to the type of document submitted.
(e) If the Contract Attorney determines that the Member’s question requires legal advice, including document review, document drafting, negotiation, or any other service beyond the scope of the Ask Service, the Contract Attorney must initiate Routing under Section 5. While Routing is pending, the Contract Attorney may continue providing general legal information consistent with this Section.
3.3.2 Informational Consultations.
(a) An Informational Consultation consists solely of providing general legal information during a twenty (20) minute consultation.
(b) The purpose of an Informational Consultation is to help the Member understand general legal principles applicable to the Member’s situation, identify potential legal issues and available options, and determine whether the matter may warrant legal representation.
(c) A Member may submit a document solely to provide context for their Informational Consultation. The Contract Attorney may reference the document to better understand the Member’s questions and may discuss general legal principles or common considerations applicable to the type of document submitted.
(d) At the scheduled start time, the Contract Attorney must call the Member using the contact information provided in the Taskboard. If the Member does not answer, the Contract Attorney must leave a voicemail. If the Member cannot be reached within ten (10) minutes after the scheduled start time, the Contract Attorney may mark the consultation as a no-show. If the Member later returns the call and the Contract Attorney elects to conduct the consultation, the Contract Attorney must reopen the matter in the Taskboard, mark the consultation as completed, and submit the required completion note through the Taskboard.
(e) If the Contract Attorney determines that the Member’s matter requires legal advice including document review, document drafting, negotiation, or any other service beyond the scope of the Ask Service, the Contract Attorney must initiate Routing under Section 5. While Routing is pending, the Contract Attorney may continue providing general legal information consistent with this Section.
4. CONFLICTS OF INTEREST
4.1 Screening.
Before accepting any Service Request, Contract Attorney must screen the prospective Service Request against Contract Attorney's own client list, other engagements, and any other source of potential conflict, and must confirm to RLPS, through the Taskboard or such other method as RLPS designates, that Contract Attorney is able to undertake the Service Request in full compliance with applicable rules of professional conduct.
4.2 Ongoing Duty.
Contract Attorney must promptly notify RLPS if a conflict arises or is discovered after acceptance of a Service Request, and must not continue work on the affected Service Request pending RLPS’s direction.
4.3 Multi-Jurisdictional Considerations.
Where a Service Request involves more than one jurisdiction, Contract Attorney must confirm whether they are authorized to perform the Service Request in every jurisdiction it involves, or only a portion of it, consistent with the applicable rules of professional conduct and other law governing the practice of law.
If Contract Attorney is authorized to handle only part of the Service Request (for example, one jurisdiction but not another), Contract Attorney must promptly notify RLPS. RLPS will then identify another Contract Attorney to complete the remaining portion.
Contract Attorney will be compensated for the portion of the Service Request they completed. That compensation will be prorated, or otherwise determined, based on the fee structure set out in the Service Request.
5. ROUTING OF MATTERS
5.1 When Routing Applies.
Routing applies whenever a matter generated through a feature described in Section 3.3 requires legal advice, including drafting, negotiation, representation, or other services beyond the scope defined for that feature.
5.2 Process.
(a) Whenever a matter requires legal advice, including drafting, negotiation, representation, or other services beyond the scope defined for the applicable feature under Section 3.3, Contract Attorney must submit a Routing request no later than the same day, or within twenty-four (24) hours, of identifying that the matter requires Routing, whichever is later. Unless and until Routing requests may be submitted through the Taskboard, Contract Attorney must submit the Routing request by email to Consults@rocketlegalproservices.com, with the subject line "Routing Request – [Member/Client Name]." The email must include, at a minimum:
- the Member's full name and contact information (including preferred contact method and phone number or email address);
- a brief description of the underlying matter;
- a description of the legal advice, drafting, negotiation, representation, or other services Contract Attorney believes are needed; and
- any documents, correspondence, or other materials Contract Attorney has already obtained from the Member that are relevant to the additional work.
(b) Routing is the process by which RLPS determines pricing for the Member with respect to the additional work. Contract Attorney must not independently price, quote, negotiate, perform, or agree to any engagement with the Member or Client regarding the additional work, unless and until RLPS issues an authorized Service Request for that work. If a Member or Client asks about pricing before an authorized Service Request is issued, Contract Attorney may provide a price range only if, and to the extent, RLPS has expressly authorized Contract Attorney to do so and has provided Contract Attorney with a pricing sheet setting out the applicable parameters. Providing such a range does not authorize Contract Attorney to engage in any of the above-mentioned work without an authorized Service Request.
(c) Upon review, RLPS will either (i) issue an authorized Service Request (which may take the form of an SOW) with defined scope and compensation, (ii) decline to route the matter, or (iii) assign the matter to a different Contract Attorney if original Contract Attorney is unavailable or unable to assist.
(d) Contract Attorney will only be compensated for work performed under Routing after, and in accordance with, an authorized Service Request. No compensation is available for work performed on a matter subject to Routing before such authorization.
5.3 Client Communication Pending Routing.
Contract Attorney must inform the Member of the scope of the originating feature (e.g., Ask Service, Document Review Service, or Informational Consultation) at the outset, including that any additional services beyond that scope will require Routing. If a matter is submitted for Routing, Contract Attorney may inform the Member that it has been submitted to RLPS for review, and that RLPS will follow up with them directly regarding next steps.
6. QUALITY STANDARDS AND SUPERVISION
6.1 Supervision.
Contract Attorney's legal work is subject to supervision by RLPS consistent with Arizona Rule of Professional Conduct 5.1 and Section 3 of the Agreement, including review of both active and completed Service Requests by a Supervising Attorney.
6.2 Quality Standards.
In performing Services, Contract Attorney must, at a minimum: (a) respond to Members and Clients professionally and in a timely manner; (b) apply competent legal analysis appropriate to the relevant jurisdiction and practice area; (c) follow any applicable guidelines, procedures, or instructions RLPS provides in connection with a given Service Request type; and (d) accurately and completely document work performed within the Taskboard or such other system as RLPS designates.
6.3 Professional Conduct and Firm Representation.
Because Contract Attorney's interactions with Members and Clients reflect directly on RLPS and RLI, Contract Attorney must conduct themselves with professionalism and integrity in all communications and work product. This includes maintaining a courteous and respectful tone in all Member and Client interactions, responding within the timeframes required under these Terms and any Service Request, and presenting work product that is accurate, well-organized, and appropriate to the matter.
6.4 Feedback and Corrective Action.
Contract Attorney may receive periodic feedback, quality reviews, or requests for revision from a Supervising Attorney. Contract Attorney must timely address feedback provided in connection with an active Service Request.
6.5 Removal for Quality Concerns.
In addition to any suspension or termination rights set forth elsewhere in these Terms or the Agreement, RLPS may remove Contract Attorney from eligibility to receive further Service Requests if RLPS determines, in its reasonable discretion, that Contract Attorney's work reflects a pattern of quality concerns, including repeated failure to meet the standards described in Sections 6.2 and 6.3, unaddressed feedback under Section 6.4, or other performance issues identified through supervision under this Section 6. Removal under this Section 6.5 does not require prior suspension under Section 14 and may be imposed independently based on quality-related grounds.
7. COMPENSATION, INVOICING, AND PAYMENT
7.1 Rate Basis.
Compensation for a Service Request is determined by RLPS and will be structured as a flat fee. The applicable fee will be set out in the Service Request, together with the scope of work to which that fee applies.
7.2 Inclusiveness of Fees.
Fees set out in a Service Request are inclusive of all Services performed under that Service Request. Contract Attorney is not entitled to reimbursement of expenses unless RLPS approves the expense in advance and in writing. To request approval of an expense, Contract Attorney must submit a written request to RLPS prior to incurring the expense, describing the nature of the expense, the estimated cost, and the reason the expense is necessary to complete the Services. RLPS will confirm approval or denial in writing before the expense is incurred. Contract Attorney can request approval of an expense by emailing Consults@rocketlegalproservices.com.
7.3 Completion Notice.
Upon completing a Service Request, Contract Attorney must notify RLPS of completion and submit all required deliverables, which may include those listed in the Service Request itself, as well as any other materials produced in connection with the Service Request, whether arising from an advice call, document review, or editing or drafting services. For Service Requests originating through the Taskboard, such notice must be provided by marking the Service Request complete within the Taskboard. For Service Requests originating through an SOW or other method, such notice may be provided by written notice to RLPS.
Every completion notice must include a completion note summarizing the Services performed, together with any deliverables described above, as follows:
- Legal Advice Calls. The completion note must describe what was discussed with the Member or Client, identify any documents or other materials produced or provided in connection with the call, if any, and identify any potential follow-up work opportunities.
- Document Reviews. The completion note must identify the documents reviewed, summarize the content of the call, if any, and any materials provided to the Client or Member, and identify any potential follow-up work opportunities.
- Editing or Drafting. The completion note must identify the documents edited or drafted and summarize the substance of the edits or drafting performed. Contract Attorney must submit the edited or drafted documents along with the completion note.
7.4 Payment Timing.
Provided all completion requirements are satisfactorily met, Contract Attorney will be paid within sixty (60) calendar days of RLPS’s receipt of the completion notice.
7.5 Compensation Disputes.
If Contract Attorney disputes the compensation calculated for a Service Request, Contract Attorney must raise the dispute to RLPS within 10 days of the payment (or non-payment) giving rise to the dispute. Contract Attorney must submit such a dispute by emailing Consults@rocketlegalproservices.com.
7.6 Fee Adjustment for Reduced Scope.
If the Client's actual legal needs turn out to require less work than the scope originally set out in the Service Request, RLPS may adjust Contract Attorney's fee to reflect the work actually completed. RLPS will notify Contract Attorney of any such adjustment before payment is issued.
8. TECHNOLOGY, EQUIPMENT, AND DATA SECURITY
8.1 Equipment.
Contract Attorney is responsible, at Contract Attorney's own expense, for computer equipment, internet connectivity, and legal research tools sufficient to perform Services, including access to the Taskboard or other systems RLI or RLPS makes available, consistent with Section 2 of the Agreement.
8.2 Security Requirements.
Contract Attorney must, at a minimum:
- secure all devices and accounts used to access the Taskboard or other RLI/RLPS systems, or Member/Client information, with a password or equivalent authentication and, where available, multi-factor authentication;
- keep operating systems and security software current;
- avoid accessing the Taskboard, other RLI/RLPS systems, or Member/Client information over unsecured public networks without a secure connection (such as a VPN); and
- promptly report any suspected unauthorized access to Contract Attorney's Taskboard account or any Member/Client information.
8.3 Network Access.
Where RLI or RLPS grants Contract Attorney access to their internal Network under Section 14 of the Agreement, Contract Attorney must comply with any technical use policies communicated for that access and must not use such access for any purpose outside the performance of Services.
9. CONFIDENTIALITY
9.1 RLI and RLPS Proprietary Business Information.
Contract Attorney must handle RLI and RLPS proprietary and business information in accordance with Section 13 of the Agreement.
9.2 Member and Client Information.
Contract Attorney must handle Member and Client confidential information in accordance with Section 13 of the Agreement and applicable rules of professional conduct and must access such information only as needed to perform an accepted or authorized Service Request.
9.3 Minimum Necessary Access.
Contract Attorney must not access Member or Client information relating to a Service Request that Contract Attorney has not accepted or been assigned.
10. RECORD RETENTION AND PRODUCTION
10.1 Retention Period.
Contract Attorney must retain all books, records, correspondence, work product, and time/billing records relating to Services for the retention period specified in the chart set forth at the end of these Terms, or such longer period as required by applicable rules of professional conduct or law.
10.2 Format and Production.
Records must be retained in a manner that permits production in a commonly used electronic format. Upon RLPS’s request, Contract Attorney must provide the requested books and records within seven (7) calendar days, consistent with Section 20 of the Agreement.
11. PROFESSIONAL RESPONSIBILITY AND MULTI-JURISDICTIONAL PRACTICE
11.1 Compliance.
Contract Attorney is solely responsible for complying with the rules of professional conduct of every jurisdiction in which Contract Attorney is licensed and every jurisdiction in which a Service Request is performed, including rules regarding multi-jurisdictional practice, unauthorized practice of law, and advertising.
11.2 ABS Structure Disclosure.
Contract Attorney acknowledges that RLPS operates as an Arizona Alternative Business Structure law firm and that Contract Attorney’s performance of Services for RLPS Clients is undertaken as counsel supervised by RLPS, not as independent representation, consistent with the recitals of the Agreement.
11.3 No Unauthorized Practice.
Contract Attorney must not represent to any Member, Client, or third party that Contract Attorney is authorized to practice law in a jurisdiction in which Contract Attorney is not licensed or otherwise permitted to practice, including under an applicable multi-jurisdictional practice exception.
12. TRAINING AND CONTINUING EDUCATION
12.1 Required Training.
Contract Attorney must complete any training modules RLPS or RLI designates as mandatory.
12.2 Continuing Legal Education.
Contract Attorney is solely responsible for satisfying continuing legal education and any other licensing-maintenance requirements of every jurisdiction in which Contract Attorney is licensed, including the payment of any Bar dues.
13. AVAILABILITY
13.1 Notice of Unavailability.
Contract Attorney must update their availability status within the Taskboard, with as much advance notice as reasonably possible, whenever Contract Attorney will be unavailable to accept Service Requests for any period, consistent with Section 4 of the Agreement.
13.2 Handling Active Matters During Unavailability.
Before a planned period of unavailability, Contract Attorney must ensure that all active Service Requests are either completed, or transitioned to another Contract Attorney or to RLPS with all necessary materials and status information.
13.3 Multiple Service Requests
Contract Attorney shall not accept additional Service Requests if Contract Attorney knows or reasonably should know that doing so would prevent timely or competent completion of other Service Requests they are actively working on.
14. SUSPENSION AND DEACTIVATION OF ACCESS
14.1 Grounds for Suspension.
RLPS may temporarily suspend Contract Attorney's access to the Taskboard and other systems used to receive Service Requests, pending investigation, if RLPS reasonably believes Contract Attorney has:
- failed to meet a Completion Window, or a quality standard, on a repeated basis;
- breached confidentiality, conflicts, or Routing requirements;
- become the subject of a bar complaint, disciplinary proceeding, or malpractice claim; or
- let the liability insurance required under Section 11 of the Agreement lapse.
14.2 Effect of Suspension.
During a suspension, Contract Attorney will not receive new Service Requests, but must continue to comply with obligations relating to any previously accepted Service Requests unless RLPS directs otherwise.
14.3 Relationship to Termination.
Suspension under this Section 14 is independent of, and does not itself effect, termination of the Agreement under Section 6 of the Agreement. In addition, nothing in this Section limits RLI or RLPS’s ability to immediately terminate or suspend system access where necessary to protect Members, Clients, confidential information, or for compliance purposes.
15. SERVICE QUALITY REVIEW
15.1 Periodic Review.
RLPS may periodically review the quality of legal services provided by Contract Attorney in connection with Services performed under the Agreement and these Terms as part of the supervision described in Section 6.
15.2 Review Criteria.
In conducting service quality reviews, RLPS may consider any factors reasonably related to Contract Attorney's fulfillment of their obligations under the Agreement and these Terms, including responsiveness, conduct consistent with applicable professional standards, quality of legal work, compliance with applicable Completion Windows, Member and Client feedback, compliance with Routing requirements, quality and completeness of documentation and completion notes, cooperation with supervisory review, compliance with applicable contractual requirements, reliability in performing accepted Service Requests, and any other factors reasonably related to Contract Attorney's ability to provide competent, timely, and professional legal services.
15.3 Effect on Assignment Volume.
RLPS does not guarantee any minimum volume of Service Requests and may consider the results of service quality reviews in determining the volume, type, complexity, priority, and frequency of future Service Requests made available to Contract Attorney. Nothing in this Section obligates RLPS to continue offering Service Requests to any particular Contract Attorney.
16. MODIFICATIONS TO THESE TERMS
16.1 Cooperation.
Contract Attorney shall reasonably cooperate with RLPS in connection with the administration of Services performed under the Agreement and these Terms, including responding to reasonable requests for information, participating in supervisory reviews, assisting with Member or Client inquiries, facilitating transitions of active Service Requests, and providing information reasonably requested in connection with quality assurance, malpractice matters, disciplinary matters, litigation, audits, regulatory inquiries, or other matters relating to Services performed under the Agreement.
16.2 Duty to Provide Information.
Upon RLPS’s reasonable request, Contract Attorney shall promptly provide documents, communications, work product, status updates, or other information relating to any Service Request.
17. RELATIONSHIP TO THE AGREEMENT
These Terms are incorporated into, and form part of, the Agreement. In the event of a direct conflict between these Terms and the Agreement, the Agreement controls, except that these Terms control on matters they address in more specific operational detail than the Agreement (such as Routing mechanics), unless the Agreement expressly states otherwise.
18. MISCELLANEOUS
18.1 Amendment.
These Terms may be amended by RLI or RLPS from time to time, in accordance with, and subject to the notice provisions of, Section 25 of the Agreement.
18.2 Notices.
Notices under these Terms may be delivered through the Taskboard, by email, or by other means reasonably calculated to provide actual notice, consistent with Section 25 of the Agreement.
18.3 No Waiver.
RLI’s or RLPS’s failure to enforce any provision of these Terms does not waive the right to enforce it later.
18.4 Severability.
In the event that any provision of these Terms should be found by a court of competent jurisdiction to be invalid, illegal or unenforceable in any respect, the validity, legality, and enforceability of the remaining provisions contained shall not, in any way, be affected or impaired.
18.5 Dispute Resolution.
As a first step to resolving any and all disputes, Contract Attorney must contact RLI and RLPS to attempt to resolve the dispute informally.
If the dispute is not resolved informally, any dispute, claim, or controversy arising out of or relating to these Terms, or the breach, termination, enforcement, interpretation, or validity thereof, including the determination of the scope or applicability of these Terms to arbitrate, shall be determined by binding arbitration before one arbitrator. The arbitration will be held in San Francisco, California, by video conference, or at any other location the parties may mutually agree upon. The arbitration shall be administered by JAMS pursuant to its Comprehensive Arbitration Rules and Procedures. Judgment on the Award may be entered in any court having jurisdiction. This clause shall not preclude parties from seeking provisional remedies in aid of arbitration from a court of appropriate jurisdiction.
18.6 Governing Law.
These Terms shall be governed by and construed in accordance with the laws of the State of Arizona, without reference to conflicts of laws or choice of laws rules. Subject to the foregoing arbitration provision, all legal actions relating to these Terms shall be brought in the state or federal courts located in the State of Arizona.
Retention Schedule
|
Data Category |
Data Description |
Retention Period |
|
General Client Files |
5 years after matter closure |
|
|
Billing Records |
5 years after final payment |
|
|
Contracts and Agreements |
7 years after expiration |
|
|
Tax Records |
7 years from filing |
|
|
Legal Research and Memos |
5 years from completion |
|
|
Client Correspondence |
5 years from last correspondence |
|
|
Client Notes |
5 years from matter closure |
|
|
Intellectual Property |
Trademark applications, Statements of Use, Use Specimens, etc. |
7 years from matter closure |
|
Estate Planning |
Wills, Powers of Attorney, etc. |
10 years after execution or closing |
|
Real Estate |
Purchase agreements, sales contracts, Lease Agreements, etc. |
7 years after execution or closing |
|
Client Employment Documents |
Employee handbooks, contracts, compliance documents, etc. |
7 years after matter closure |
|
LLC Agreements and Partnership Agreements |
Business formation records and information, Articles of Organization, party information |
Duration |