2027 Strategic Counsel Session: Terms of Engagement

Tallie Carter Law, P.C. · New York

1. Scope. Tallie Carter Law, P.C. (the “Firm”) will provide one 60-minute strategic planning session via Zoom and a short-form written strategic plan delivered within three (3) business days after the session. The session reviews your 2027 business plans from an executive counsel perspective and identifies legal priorities and risks.
2. Limited-scope representation. This is a limited-scope engagement under Rule 1.2(c) of the New York Rules of Professional Conduct. It does not include drafting or reviewing documents, legal opinions, negotiations, filings, or any ongoing representation. The engagement ends when the written plan is delivered. Any further legal work requires a separate written engagement.
3. Jurisdiction. The Firm is a New York law firm. Observations on legal matters are limited to New York law and general considerations. If your business operates outside New York, the Firm may recommend that specific questions be reviewed by counsel licensed in that jurisdiction.
4. Fee and payment. The fee is $500, paid in full at booking. The fee is earned upon completion of the session and delivery of the written plan.
5. Conflict check. Your booking is subject to a conflict-of-interest check. If the Firm cannot accept the engagement, your payment will be refunded in full within five (5) business days.
6. Rescheduling and cancellation.
   1. You may reschedule once with at least 48 hours’ notice, to an open slot on or before December 18, 2026.
   2. If you cancel with at least 48 hours’ notice, your fee will be refunded in full.
   3. If you cancel with less than 48 hours’ notice or do not attend, the Firm will offer one makeup slot if available. If none is available, the fee will be refunded less $150 for intake review and preparation already completed.
   4. If the Firm cancels, you will receive a full refund or a rescheduled session, at your choice.
7. Your information. Please complete the intake form at booking. The plan relies on the accuracy and completeness of the information you provide. Information you share is confidential.
8. No guarantee. The plan reflects the Firm’s professional judgment based on the information provided. The Firm does not guarantee business or legal outcomes.
9. 2027 legal services credit. The full $500 fee will be credited toward legal services from the Firm booked and paid by January 31, 2027. The credit is not transferable and has no cash value.
10. Governing law. These terms are governed by the laws of the State of New York.