Engagement Addendum Request Form | Counsel for Emerging Companies and Startups

Attorney Requesting Addendum(Required)

Attorney Email(Required)

Once submitted, a copy of this form will be sent to this email.

SLA: Requests submitted will be drafted within two business days. Requests marked as urgent received by 3PM CT will be drafted same day. This SLA is only valid for requests submitted with all required information to complete the draft.

All client and contact information is the same as existing matter:(Required)

Addendums can only be associated with active engagements.

Yes
No

Existing Matter:(Required)

Include the matter ID, client name, and contact as shown in Clio. Example: 12345 - Vela Wood Staley Young P.C. (Kevin Vela)

Status:(Required)

Regular
Urgent

Please check if signer currently exists as an active contact.

Signer exists as contact

Client (Company):(Required)

Client must have an existing engagement to which the addendum is being applied.

Contact (Signer):(Required)

First Last

Additional Contact (Signer):

First Last

Address:(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone Number:(Required)

Domestic
International

Phone Number:(Required)

Phone Number (International)(Required)

Email:(Required)

All signers must have emails listed.

Additional Email:

All signers must have emails listed.

Addendum:(Required)

Corporate
Litigation
Slack Communication

Does a VW entity formation checklist need to be sent along with the addendum?(Required)

Yes
No

Please choose the one below:

DE C Corp Entity Formation Questionnaire
TX C Corp Entity Formation Questionnaire
DE LLC Entity Formation Questionnaire
TX LLC Entity Formation Questionnaire

Scope Details(Required)

Retainer:(Required)

$5,000.00
$10,000.00
Waived

Conflicts Check (Involved Parties):

Conflicts Check (Opposing Parties):

Acknowledgement of missing conflicts info(Required)

Please enter "confirmed" below to acknowledge that no conflicts checks need to be run on opposed or involved parties.

Originating Attorney:(Required)

Origination should default to the originating attorney of the existing client matter. If you are splitting origination, please contact Kat after your matter is opened.

Assigned Attorney:(Required)

Responsible Partner:(Required)

Internal Notes

Place any notes for Intake or Billing here.

Billing

Billing Contact Name

Only if the billing contact is different than the person signing

Billing Contact Email

Only if the billing contact is different than the person signing

Billing Special Cases

Check each box that applies to your engagement letter

Budgeted Project
Discount (%)
Deferred
Pro-Bono

Budget - Amount(Required)

Budget - Estimated Date of Completion(Required)

Discount Percentage(Required)

The percentage discount to be applied.

Please enter a number from 1 to 99.

Date the discount ends

Leave blank if the discount is indefinite

Bills deferred until date(Required)

Bills deferred until occurrence of

Pro Bono - Limit(Required)

Is there an hours limit to the pro bono matter?

Yes
No

Pro Bono - Recurring(Required)

One-time
Per year

Pro Bono - Hours to be donated(Required)

Hours limit corresponds to the selection of one-time vs. per year

Automatic Payments(Required)

Required
Waived by equity partner

Autopay Waived By:(Required)