Rocket Legal Professional Services, Inc.RLPS Services Agreement

1. Who We Are and How We Work

This Rocket Legal Services Agreement ("Agreement") is between you ("Client") and Rocket Legal Professional Services, Inc. ("RLPS"), an Arizona licensed law firm. More specifically, RLPS is an Arizona alternative business structure ("ABS") law firm, meaning it is a law firm that is owned by someone other than a lawyer. Here, RLPS is owned by Rocket Lawyer Incorporated ("RLI"), which operates the website and platform through which many of our services are accessed. Services may also be requested directly through RLPS.

While RLI provides the technology and platform, RLPS is the law firm responsible for delivering your legal services. Although RLPS is owned by RLI, our attorneys are required to exercise independent professional judgment on your behalf and are not subject to direction or influence by RLI in the delivery of legal services. All services under this Agreement are delivered by attorneys licensed in Arizona, attorneys licensed in other jurisdictions working under the supervision of an Arizona-licensed attorney, or paralegals and other qualified staff working under the supervision of an Arizona-licensed attorney.

The services available under this Agreement are either legal information or legal advice, depending on what you order. Legal advice services are handled by licensed attorneys. Legal information services may be handled by a licensed attorney, a paralegal, or other qualified staff, all working under the supervision of an Arizona-licensed attorney. In either case, RLPS maintains governance structures to ensure that all services are delivered consistent with RLPS's professional and ethical obligations to you as a client.

2. What Services Do We Offer?

RLPS legal services are primarily available to active Rocket Lawyer members as a benefit of their membership. In some cases, however, RLPS may also provide services to former members, such as where a client returns to continue or complete a matter begun during their membership. What is available to you will depend on your membership status at the time you reach out to us.

RLPS provides two types of legal services: legal information and legal advice. Understanding the difference between the two is important because they carry different protections for you.

Legal Information Services

Legal information services provide you with general guidance about the law, potential options, and common ways to proceed given your situation. This may include factual information about the law, guidance on the types of documents available to you, and help navigating Rocket Lawyer's products and services. These services do not constitute legal advice and do not include guidance on how the law applies specifically to your situation. No attorney-client relationship is formed in connection with legal information services. Legal information services are generally confidential, which means that we agree not to share information about these matters with others. But legal information services are not covered by the attorney-client privilege, which means that, unlike communications with a lawyer, a court can require us to produce communications about legal information services. We encourage you to consult with an attorney for legal advice whenever you have questions about how the law applies to your specific circumstances.

If at any point during a legal information service you feel you need legal advice, you may request a paid legal advice service.

If you are an active Rocket Lawyer member, RLI makes the following legal information services available to you as part of your membership, fulfilled by RLPS on RLI's behalf:

Ask an Attorney

Submit a legal question and receive a written response from an attorney. This is a legal information service included with eligible Rocket Lawyer memberships.

Consult an Attorney Live

Speak with an attorney in real time. This is a legal information service included with eligible Rocket Lawyer memberships.

The details of your membership, including which services are included, are governed by any agreement you have with RLI and Rocket Lawyer's General Terms of Service.

Legal Advice Services

Legal advice services provide you with representation by a licensed attorney on a limited-scope basis. An attorney-client relationship is formed, and your communications are protected by attorney-client privilege and confidentiality.

Legal advice services are available on a paid basis, either through RLI's website or directly through RLPS. When you select a paid service, the details of your engagement (including scope, fees, and any other applicable terms) will be described on the order page, checkout page, or order form at the time of purchase (each an "RLPS Order"). Your attorney is responsible for the specific matter described in your RLPS Order and nothing beyond that scope. If your situation expands beyond what was originally agreed upon, your attorney will let you know and a new RLPS Order will be required for any additional work.

Please note that RLPS retains the right to decline any request for legal advice services at its discretion and is under no obligation to provide services beyond what is described in your RLPS Order. If your request does not fit within the scope of services RLPS offers, we will let you know and may recommend that you seek assistance from another attorney.

The following legal advice services are currently available:

Retain an Attorney

Connect with an attorney for legal advice specific to your situation. Services may include legal advice calls, contract review, drafting, and redlining, among others. For example, an attorney could help you draft an estate plan, review a business contract before you sign it, or advise you on a real estate transaction.

Trademark Registration

Work with an attorney to register a trademark. Please see Section 13 for additional terms related to Trademark Registration.

3. How Are You Matched With an Attorney?

How your service is fulfilled depends on the type of service you select.

Legal Information Services

If you submit a question through Ask an Attorney, your question will be made available to attorneys whose practice area and jurisdiction align with your matter. An available attorney will review your question and provide a written response. If you book a Consult an Attorney Live session, your session will similarly be made available to attorneys based on practice area, jurisdiction, and availability, and you will be connected with an attorney for a real time conversation.

Legal Advice Services

If you select a legal advice service, RLPS will match you with an available attorney based on the jurisdiction, practice area, and availability relevant to your matter. This applies whether you came to us through RLI's website or directly through RLPS.

If you have a preference for a specific attorney, you are welcome to let us know and we will do our best to accommodate your request, though we cannot guarantee availability.

If no attorney is immediately available in your jurisdiction or practice area, RLPS will either work to find coverage and keep your request open, or let you know that we are unable to fulfill your request at this time and try to help you find an attorney elsewhere. RLPS will make reasonable efforts to match you promptly but does not guarantee that an attorney will be available within any specific timeframe.

4. What Do We Ask of You?

To help us serve you as effectively as possible, we ask that you:

1. Be honest and cooperative with your attorney and RLPS at all times
2. Keep us informed of any developments related to your matter
3. Respond to outreach from your attorney or RLPS in a timely manner
4. Make sure we always have your current contact information on file, including your address, phone number, and email address
5. Provide accurate and complete information when submitting a request or engaging our services
6. Make any payments required under this Agreement on time

The quality of the legal services we are able to provide depends in large part on the information you share with us. The more complete and accurate that information is, the better we can serve you.

5. How Does Payment Work?

Paid legal advice services are charged either as a flat fee or on an hourly basis, as described on your RLPS Order at the time of purchase. All payments are made by credit or debit card.

Flat Fee Services

If your legal service is provided on a flat fee basis, the total fee will be identified in your RLPS Order and covers the scope of services described in that order. Any services outside that scope may require a separate engagement and additional fees.

Work will generally not begin until payment has been received, unless otherwise agreed to by RLPS in writing. You may terminate the engagement at any time, subject to applicable law and the terms of this Agreement. If the engagement ends before the agreed services are completed, RLPS will determine whether a full or partial refund is appropriate based on the circumstances, including the amount and value of work performed through the date of termination and applicable rules of professional conduct. To discuss a cancellation or refund request, please contact us at consults@rocketlegalproservices.com. Please note that Trademark Registration services are subject to a separate refund policy, which is described in Section 13.

Please note that government filing fees, recording fees, taxes, or other third-party costs are not included in the flat fee unless expressly stated in your RLPS Order.

Hourly Fee Services

If your legal service is provided on an hourly basis, the hourly rate will be identified in your RLPS Order. Prior to work beginning, RLPS will require an initial deposit to be held in a client trust account. Work will not begin until the initial deposit has been received.

As work is performed, fees and any applicable expenses will be applied against the funds held in trust. You will receive periodic billing statements showing the work performed, the fees applied, and the remaining balance of your trust funds. If your trust balance falls below a level sufficient to continue the engagement, RLPS may request that you replenish it in order for work to continue.

Hourly fees are earned as work is performed. If you choose to end your engagement before it is complete, or if the engagement is otherwise terminated, any funds remaining in trust that have not been earned or applied to expenses will be returned to you. Expenses incurred on your behalf in connection with your matter, such as filing fees, recording fees, postage, or other third-party costs, and will be reflected on your billing statement.

Payment Authorization

If you order a legal advice service through RLI's website, your payment method will be authorized at the time of your order but will not be charged until an attorney accepts the matter. If no attorney accepts your order, your authorization will be released automatically and you will not be charged. If you requested your service directly through RLPS, payment timing and authorization will be communicated to you at the time of your engagement.

Membership Fees

If your purchase includes or requires a Rocket Lawyer membership, the membership fee is a separate charge by RLI and is governed by Rocket Lawyer's General Terms of Service. Only the portion of your payment attributable to the legal service described in your RLPS Order is compensation to RLPS.

Payment Processing Fees

All payments include a non-refundable payment processing fee calculated as a percentage of your payment. This fee is paid directly to our payment processor and will be reflected in your total at the time of purchase.

6. How Do We Handle Conflicts of Interest?

Because of the size and geographical reach of RLPS, we may currently or in the future assist parties in matters where their interests are adverse to yours. You agree that RLPS may continue to represent, or may in the future represent, new or existing clients in any matter that is not substantially related to our work for you, even if the interests of those clients may be directly or indirectly adverse to yours.

In plain terms, this means that RLPS could be on the opposing side of a legal matter involving you, even while representing you in this matter, as long as that other matter is unrelated to the services you hired us for in this matter.

You confirm that you have had the opportunity to consult with independent counsel regarding this waiver and have either done so or decided to proceed without doing so. You also have the right to withdraw this waiver at any time by notifying us in writing. Any such withdrawal will apply going forward only and will not affect work already completed. This waiver applies regardless of whether you came to us through RLI's website or directly through RLPS, and regardless of which attorney is assigned to your matter. If you have any questions or concerns before moving forward, please contact us at consults@rocketlegalproservices.com.

7. Can RLPS Guarantee an Outcome?

No. Legal matters involve inherent uncertainty, and RLPS cannot guarantee any particular outcome. Every legal matter is different, and there are always unknown factors, circumstances, and risks that can affect how things unfold. By engaging RLPS for legal services, you acknowledge and accept that uncertainty as part of the legal process.

RLPS also cannot guarantee that an attorney will be available to accept your request within any specific timeframe, though we will always do our best to match you as promptly as possible.

8. What Happens if We Have a Dispute?

We always hope to resolve any concerns quickly and directly. If you are dissatisfied with any aspect of our services, please reach out to us first at consults@rocketlegalproservices.com. We take client concerns seriously and will do our best to make things right. Please note that this section governs disputes specifically with RLPS. For disputes relating to your Rocket Lawyer membership or RLI's services generally, please refer to Rocket Lawyer's General Terms of Service.

If we are unable to resolve the issue together, any remaining disputes will be resolved through binding arbitration administered by JAMS. Binding arbitration is a private process in which a neutral third party reviews the dispute and issues a final decision that is binding on both parties. This means that disputes between you and RLPS will be resolved through arbitration rather than through the court system, and you are waiving your right to a jury trial and to participate in a class action lawsuit. Disputes may only be brought on an individual basis and may not be brought as part of a class, consolidated, or representative action.

Arbitration will be conducted under JAMS Commercial Arbitration Rules and Supplementary Procedures for Consumer Related Disputes, and will be held in the United States county where you live or work, or another location mutually agreed upon by the parties.

A party seeking arbitration must first send written notice of the dispute to the other party by certified mail. Any notice to RLPS should be addressed to: Rocket Legal Professional Services, Inc., 3137 E Elwood ST STE 130, DPT#EXAZ1394, Phoenix, AZ 85034 and to Rocket Lawyer Incorporated, 2261 Market St., #10647, San Francisco CA 94114, Attention: General Counsel.

Any notice to you will be sent to the address we have on file for your account. In case of any conflict between the Rocket Lawyer’s General Terms of Service and this Agreement, this Agreement will govern.

Exceptions to Arbitration

The exceptions to arbitration described in Rocket Lawyer's General Terms of Service apply equally to disputes with RLPS, including the right of either party to bring qualifying claims in small claims court and the right of RLPS to seek injunctive relief in any court of competent jurisdiction to stop unauthorized use of our services or intellectual property infringement. If the arbitration agreement is found to be unenforceable for any reason, any resulting legal proceedings will be brought in the federal or state courts of Phoenix, Arizona, and you consent to personal jurisdiction in those courts.

Changes to This Section

RLPS may update these dispute resolution terms at any time. Any updates will be posted in this Agreement on our website and will become effective upon posting. Your continued use of our services following any update constitutes your acceptance of the revised terms.

9. How Does the Engagement End?

Your engagement with RLPS will conclude once the legal services described in your RLPS Order have been completed. However, either you or RLPS may end the engagement before that time by providing written notice, as described below.

If You End the Engagement

You may terminate your engagement at any time by providing written notice to consults@rocketlegalproservices.com.

If you end the engagement before the agreed services are completed:

1. You remain responsible for payment of all legal services performed and any costs incurred through the effective date of termination.
2. RLPS will have no obligation to perform any additional services described in your RLPS Order after the engagement ends.
3. Any refund of fees will be determined in accordance with the payment provisions of this Agreement and applicable rules of professional conduct.
4. If RLPS is your attorney of record in an active legal matter, we will take the steps required to withdraw from the representation, including providing any substitution of attorney form or other documents requiring your prompt signature.

If RLPS Ends the Engagement

RLPS may end your engagement at any time by providing written notice to you. In addition, RLPS reserves the right to withdraw from your engagement if you do not meet your payment obligations, if a situation arises that would make continuing the representation unlawful or unethical, or if applicable rules of professional conduct otherwise permit or require withdrawal. In all cases, any termination or withdrawal by RLPS will be handled in a manner consistent with our professional obligations to you and the terms of this Agreement.

If RLPS ends the engagement before the agreed services are completed:

1. Any refund of fees will be determined in accordance with the payment provisions of this Agreement and applicable rules of professional conduct.
2. If RLPS is your attorney of record in an active legal matter, we will take the steps required to withdraw from the representation, including providing any substitution of attorney form or other documents requiring your prompt signature.

10. What Law Governs This Agreement?

This Agreement is governed by the laws of the State of Arizona, including the Arizona Rules of Professional Conduct and other rules that regulate the conduct of attorneys and law firms in Arizona. This is because RLPS is an Arizona licensed law firm and our attorneys are either licensed and supervised here.

This means that even if you live in another state, even if your legal matter involves the laws of another state, or even if another attorney is working alongside us on your matter in a different jurisdiction, Arizona law governs our relationship with you and the terms of this Agreement to the greatest extent permitted by law.

11. Other General Terms You Should Know

This Agreement, together with Rocket Lawyer's General Terms of Service and your RLPS Order, represents the complete understanding between you and RLPS. If there is any conflict between these documents, this Agreement will govern.

RLPS may update this Agreement from time to time. Any updates will apply to new RLPS Orders placed after the effective date of the change and will not affect engagements already in progress. If any part of this Agreement is found to be invalid or unenforceable, the remaining provisions will continue in full force and effect.

Certain provisions of this Agreement will continue to apply even after your engagement ends or this Agreement is terminated, including those relating to payment, conflicts of interest, dispute resolution, and governing law.

This Agreement takes effect at the time you engage our services, whether by completing a purchase, accessing a membership-included service, or otherwise engaging RLPS directly.

RLPS may offer additional legal information or legal advice services from time to time, either through RLI's website or directly through RLPS. Services may be added, modified, or discontinued at any time.

12. Your Acceptance of This Agreement.

Please take the time to read this Agreement carefully before proceeding. By checking the box at checkout or otherwise engaging our services, you are confirming that you have read, understood, and agreed to the terms of this Agreement.

If you have any questions about anything in this Agreement before moving forward, please do not hesitate to reach out to us at consults@rocketlegalproservices.com. We are happy to walk through it with you.

13. Additional Terms for Trademark Registration

The following terms apply only to Trademark Registration and do not affect any other services covered by this Agreement.

Service Term

Trademark Registrations are provided for a fixed period of one hundred twenty (120) days from the date of your purchase. This 120-day period applies regardless of whether you fully utilize the services or whether progress is delayed due to a failure to provide information, approvals, or cooperation on your end. Once the 120-day period expires, RLPS's obligations in connection with your trademark matter automatically conclude and the matter may be closed without further action.

Scope of Services

Trademark Registration services are limited to the specific services identified in your RLPS Order. Unless expressly included in writing, Trademark Registration services do not include litigation, oppositions, cancellations, cease and desist letters, appeals, responses to office actions or notices of allowance, consultations, amendments, renewals, monitoring, or any other service not specifically identified in your order.

Government Filing Fees

Where your Trademark Registration services include the preparation and filing of a trademark application or response, applicable government filing fees are advanced by RLPS on your behalf. By purchasing Trademark Registration services or approving a trademark application prepared by RLPS, you authorize RLPS to charge your payment method on file for any government filing fees advanced in connection with your matter.

Refunds

Refunds for Trademark Registration services are available as follows:

You are entitled to a refund of seventy-five percent (75%) of the fees paid if you request a refund before the 120-day term expires and before you have submitted the information needed for RLPS to begin work on your order. Once you have submitted the information required for work to begin, no refund will be issued.

This refund policy reflects RLPS's administrative costs, allocation of professional resources, and reservation of capacity associated with your Trademark Registration services.