Client Advisory Services Agreement — Review Draft

This template is provided for business planning and must be reviewed by a licensed attorney in every jurisdiction where services will be offered before use. The final agreement should identify the parties; selected service; scope and exclusions; fees, retainers, billing, and renewal; appointment limits; communication standards; client responsibilities; document handling; confidentiality limits; third-party platforms; no legal representation; no guaranteed outcome; termination; refunds and chargebacks; intellectual property; dispute resolution; governing law; electronic signatures; and complete agreement terms. No client should begin recurring services until a jurisdiction-specific agreement has been approved and signed.

Important: This document is a business-planning draft and should be reviewed by licensed counsel before publication or use.