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APPOINTMENT TERMS & CONDITIONS |
A. Payments: For new clients scheduling a consultation that requires payment the confirming email will contain a link for securely making payment online. ![]() If a new client is not an established operating business (i.e. the consultation has been scheduled for an individual or a new startup business), then online payment must be made the same day that the confirming email is sent to prevent automatic cancellation of an appointment. |
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B. Cancellations, Reschedules & Refunds: There will be a $35 charge for canceled or rescheduled appointments unless: |
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There will be no charge if a genuine and documented illness or emergency occurs that prevents giving the required notice. |
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C. Who Can Attend: In order to have an effective consultation, preserve confidentiality, and safeguard the attorney-client privilege the attorney will only conduct the initial consultation with the "client": For Businesses: In consultations scheduled for an existing business it is the business who is the client. Such consultations can only be attended by employees of the business who have a reasonable need to be involved in the consultation. For Individuals: In consultations scheduled for an individual it is the individual who is the client. Only the individual can participate in the consultation. Co-Inventors/Joint Authors: If the consultation will be about an invention by multiple inventors, or a work of authorship by multiple authors, then it shall be initially presumed by the attorney that the joint authors or co-inventors are in a "partnership". The partnership shall be the client. As such, each co-inventor or joint author may participate in the consultation as a partner in the partnership. Third Parties Are Not Permitted: Third parties are generally not permitted to be present during an attorney consultation. Third parties would include friends, relatives, referral sources, and anyone who is not essential to the conduct of the consultation. Without advance consent from the attorney a third party will not be permitted to participate in the consultation. If a third party arrives at a consultation appointment they will be excluded from the meeting. Clients Who Are Ill Must Reschedule: The attorney does not meet in-person with clients who are suffering from a contagious illness (e.g. a flu or cold). If a client arrives with a potentially contagious illness then the attorney may cancel or terminate the consultation, and there will be no refund. |
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D. What To Bring: Clients must bring and/or provide all information and things specifically requested by the attorney prior to the scheduled consultation. Otherwise, a client must bring any documents or things the client will want to discuss during the initial consultation, as well as any equipment that may be necessary to use or view them. Hazardous materials, or things that will damage property or injure persons, are not permitted to be brought to a consultation. A client may bring writing instruments to take written notes during the consultation, but audio or visual recording of the consultation is not permitted without prior written consent from the attorney. |
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E. Special Requirements: If there is anything special needed (equipment, translators, etc.), then the client must inform the attorney before the appointment. Subject to sufficient notice, availability, and advance payment of any associated expenses, reasonable efforts will be made to accommodate special requirements. |
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APPOINTMENT TERMS & CONDITIONS |
A. Payments: For new clients scheduling a consultation that requires payment the confirming email will contain a link for securely making payment online. ![]() If a new client is not an established operating business (i.e. the consultation has been scheduled for an individual or a new startup business), then online payment must be made the same day that the confirming email is sent to prevent automatic cancellation of an appointment. |
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B. Cancellations, Reschedules & Refunds: There will be a $35 charge for canceled or rescheduled appointments unless: |
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|
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There will be no charge if a genuine and documented illness or emergency occurs that prevents giving the required notice. |
|||||
C. Who Can Attend: In order to have an effective consultation, preserve confidentiality, and safeguard the attorney-client privilege the attorney will only conduct the initial consultation with the "client": For Businesses: In consultations scheduled for an existing business it is the business who is the client. Such consultations can only be attended by employees of the business who have a reasonable need to be involved in the consultation. For Individuals: In consultations scheduled for an individual it is the individual who is the client. Only the individual can participate in the consultation. Co-Inventors/Joint Authors: If the consultation will be about an invention by multiple inventors, or a work of authorship by multiple authors, then it shall be initially presumed by the attorney that the joint authors or co-inventors are in a "partnership". The partnership shall be the client. As such, each co-inventor or joint author may participate in the consultation as a partner in the partnership. Third Parties Are Not Permitted: Third parties are generally not permitted to be present during an attorney consultation. Third parties would include friends, relatives, referral sources, and anyone who is not essential to the conduct of the consultation. Without advance consent from the attorney a third party will not be permitted to participate in the consultation. If a third party arrives at a consultation appointment they will be excluded from the meeting. Clients Who Are Ill Must Reschedule: The attorney does not meet in-person with clients who are suffering from a contagious illness (e.g. a flu or cold). If a client arrives with a potentially contagious illness then the attorney may cancel or terminate the consultation, and there will be no refund. |
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D. What To Bring: Clients must bring and/or provide all information and things specifically requested by the attorney prior to the scheduled consultation. Otherwise, a client must bring any documents or things the client will want to discuss during the initial consultation, as well as any equipment that may be necessary to use or view them. Hazardous materials, or things that will damage property or injure persons, are not permitted to be brought to a consultation. A client may bring writing instruments to take written notes during the consultation, but audio or visual recording of the consultation is not permitted without prior written consent from the attorney. |
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E. Special Requirements: If there is anything special needed (equipment, translators, etc.), then the client must inform the attorney before the appointment. Subject to sufficient notice, availability, and advance payment of any associated expenses, reasonable efforts will be made to accommodate special requirements. |