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RE: Case Caption
Dear Counsel:
This
will confirm that Law Firm. ("Counsel"), on behalf of Client Name ("Client"), has retained Trade Investment
Analysis Group ("Company") to provide expert consulting services in the above-captioned matter.
Please
forward a retainer in the amount of Five Thousand Dollars ($5,000). The retainer will be credited against the time billed
by this firm. If the total hourly billings do not reach $5,000, all unused funds will be refunded to you upon notification
of case completion. It is probable that services rendered on this matter will exceed the $5,000 retainer. Amounts billed in
excess of the retainer fees on deposit will be due upon receipt of an invoice.
Company will provide consulting
expert services to Counsel as they request and direct. Company will bill for services on a monthly basis. Company's billing
statements shall be paid within thirty (30) days of the statement date. Company's fees will be paid in full regardless of
the opinions rendered or the outcome of this litigation or the consulting assignment at issue. _________ shall be solely and
exclusively responsible for the payment of any amounts due to Company pursuant to this engagement. All invoices will be directed
to the attention of Counsel.
Fees for services rendered will be billed monthly as follows:
* $285
per hour for services rendered by Ross Tulman or Stanley Meyerson.
* $120 per hour for services rendered by
all other staff.
* Expenses will be reimbursed at actual cost (including, but not limited to airfare, hotel,
mileage, copy charges, facsimile charges and Federal Express, mailing). Company will have discretion in purchasing tickets
for air travel. In most instances the lowest available refundable ticket for a common route offered by a major carrier will
be purchased. Should Company elect to purchase a discounted non-refundable ticket, all change fees for re-routing/cancellations
will be invoiced in addition to the fare.
* A minimum of ½ day (4 hours) will be charged for any day
spent away from the office for travel, out-of-town meeting, trial, deposition, arbitration hearing session or similar.
* An interest charge of one percent per month will be added to all invoiced amounts that have not been paid within
30 days.
* Company reserves the right to cease work and/or withdraw from any matter with an unpaid balance over
45 days. File materials will not be returned until full payment has been received.
Stanley Meyerson, is a licensed
attorney. Company, including Stanley Meyerson, is being retained solely in an expert capacity. Company is not a law firm.
No legal representation will be provided by Company or any of Company's employees or agents. Opinions offered by Company
are not to be construed as legal advice. No attorney-client relationship is being created between anyone at Company
and Client. There may be instances where Company has been retained by a party adverse to Client concerning an unrelated
matter. In such situations, the individual expert(s) servicing each Client will work independently from other Company
experts. A non-communication protocol will be in effect between those experts to prevent information obtained in one
case from being disseminated to the expert on the other case.
Any controversy or claim arising out of or relating
to this contract, or the breach thereof, shall be settled by arbitration administered by the American Arbitration Association
in accordance with its Commercial Arbitration Rules or by FINRA, and judgment on the award rendered by the arbitrator(s) may
be entered in any court having jurisdiction thereof. Any dispute involving less than $10,000 shall be resolved by the submission
of documents. The award of the arbitrator may include the costs associated with the American Arbitration Association proceeding.
This Agreement shall be governed by and construed in accordance with the laws of the State of Ohio. All Arbitration hearing
sessions shall held in Columbus, Ohio.
All work product will remain confidential. Any documents reviewed by
Company will be returned to Counsel upon written request. One month following the arbitration or notice of a settlement,
Company may destroy all files remaining in their possession related to this matter.
Sincerely,
Trade
Investment Analysis Group
By_____________________________ Dated______________________
AGREED AND ACCEPTED:
By_____________________________ Dated______________________
on behalf of ____________________
Respecting performance of the engagement hereunder
By______________________________ Dated________________________
on behalf of
_______________________
Respecting the payment of fees and expenses hereunder
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