2-Step New Client Process
Initial Consultation. We want to help clients achieve their business goals by providing the best legal services possible, and our first step in doing so is to make sure we are the right resource. We do this by asking every potential client to participate in a preliminary consultation with Mr. Coleman to ensure a good fit. Click here to schedule that consultation (if you don’t see a time that works, reach out and let us know).
New Client Engagement Process. If it appears we are the right firm for your needs, you will be invited to submit the below form to move forward (please do not submit the form until after our consultation). Submission of the below form does not create an attorney-client relationship - we will not take any action on your behalf until we have a signed engagement agreement and payment of initial retainer.
Once the consultation is completed (step 1), and the below form is submitted (step 2), we will perform our conflicts check, send a digital engagement letter, and generate an online retainer invoice. You can also review our latest office policies to get a better idea of how we work.
Rates - Retainer - Billing
Rates: Business law rates vary by attorney, but unless we discuss otherwise will range between $475 and $500. Litigation is handled separately (ask for details, every case is unique).
Retainer: The retainer stays on-file and can be refunded at any time, if it is not used to pay amounts due for services. Our standard initial retainer is $2,000, but we may ask for an additional retainer if you ask us to perform work or advance costs that will exceed the balance of the retainer amount on-file. Retainers remain your funds - they are deposited into a state bar regulated trust account and are refundable if not used. Retainers can be drawn against to pay delinquent invoices, or anytime at your request. Any unused amounts at the end of our engagement can be applied to final bills or can be refunded.
Billing: We usually bill semi-monthly or monthly for services provided. You can apply a retainer to any bill, you’ll need to replenish the retainer to continue with new work or work in-process. We invoice through a law practice management platform called Clio, which allows you to pay via EFT/e-check, or a credit card. As we currently do not pass credit card fees to clients, paying by EFT/e-check is preferred. Your accounting team can establish an ACH connection directly with our firm, or pay via any bill payment provider. Please reach out to us for our W-9 and bank account information.
New Client Form
Please do not submit until after our consultation
Submission of this form alone does not create an attorney-client relationship, and we will not take any action on your behalf, until we have established an attorney-client relationship through a signed written engagement agreement and payment of retainer.
The Law Offices of Shiloh A. Coleman, PLLC (Coleman Greenberg Business Law)
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