Sample Client Agreement

The following sample provisions are similar but likely not identical to the actual agreement you receive for review and signing. It is written to the US petitioner for illustration purposes only. The person paying for services might not be the US petitioner. Any updates to agreements with clients may not be reflected here. Consequently, you will have a chance to review and sign the agreement prepared for you when you request to start services. The choice to begin appears once you complete the Check Eligibility tool.

The client ("You" or associated pronouns) agrees to retain the law firm of Allan S. Lolly, P.C. ("Us" or associated pronouns) in order to obtain those services listed below pertaining to Adjustment of Status:

Limited fixed fee services means that You will work largely independently with certain oversight by Our firm according to scope of services. For example, adjustment of status process within the US is independently decided by You as Your choice. The Check Eligibility tool on our Home page helps spot issues of concern, but is not to be construed as legal advice. The choice to proceed with adjustment of status is Your choice based on your own investigation and judgment. Upon hire, You may request legal advice on any matters within scope of services, including whether adjustment of status is Your best choice or the correct choice. We can adjust services as needed. Also, You will prepare Your immigration process based on Our instructions, oversight and review. We will review Your work, edit, advise to help facilitate Your case through the immigration system. You may may make special requests under Our communication support guidelines, which is sufficient for most clients. Of course, You have the option to purchase additional support as You may need. In essence, a low cost rate requires that we both work efficiently within scope of services.

Equipment

You must have access to a computer, I-pad or tablet and a printer so that You may receive and send emails, complete online forms, download and print documents, and scan and upload documents. Access to normal equipment to perform these routine functions is necessary for You to fully participate in this immigration process. Please Contact us if you do not have access to such equipment.

Fees

Our fixed fee for adjustment of status is as follows:

1.

US citizen petitioner and foreign spouse only (no child immigrating or financial joint sponsor): $1,450
   a)  add each child immigrating: $1,450
   b)  add financial joint sponsor: $350

or

2.

LPR petitioner ("green card holder") The fee quote depends on services required since processing comes under a priority date system for non-immediate relatives. Please complete the Check Eligibility tool and we can provide a reasonable quote.

The payment method and any payment plan will be proposed in Your agreement.

This fixed fee covers the following fixed services:

Client portal

Licensing our Client Portal

1.

We license to You use of Our Client Portal to input Your information, upload Your documents, and store them for a reasonable time within scope of services. The Client Portal has tasks and communication logs. It is also a means of calendaring appointments to speak with Our staff. Essentially, the Client Portal is the basis of operation for much of your immigration process with Us.

2.

You agree not to share Your account access credentials with others, other than as We authorize in writing, and You will be responsible for anyone's use of Your account. You are granted a limited, non-exclusive, non-transferable, revocable license to use the Client Portal and Our website and services hereunder solely in the manner authorized and intended by Us. Any rights not expressly granted in this agreement are expressly reserved by Us. The resale or distribution of all materials made available to You under Your agreement is prohibited, without Our express, written consent. All such materials are authorized only for Your personal use.

Case Information

3.

We will provide You with written instructions for inputting required information into Your Client Portal or otherwise that is required for immigration processing. You agree to provide truthful information, and use due diligence and best efforts in providing complete information for our review.

4.

We will provide You with written case specific instructions, identifying any anomalies or concerns We notice, and instructions concerning how to remedy them. The instructions are to guide You toward information or resources for Your follow up. You will use due diligence to investigate further and address those issues.

5.

All appropriate information will be used to complete required governmental forms.

Case Documentation

6.

We will also provide You with a written list for gathering required documentation needed for immigration processing based on the information You provide. You agree to upload documentation You gather into Our Client Portal for Our review.

7.

We will provide You with written case specific instructions, identifying any anomalies or concerns we notice with the documentation You provide, and instructions concerning how to address them. The instructions are to guide You toward information or resources for Your follow up. You will use due diligence to investigate further and address those issues.

Attorney Review

8.

Upon Your completion of information and document gathering using Your best efforts and instructions from Us, an attorney will review Your prepared submissions, and make recommended edits for Your consideration before submission to a government agency for case processing.

Submission

9.

We will provide You with written instructions for submitting Your materials to the appropriate governmental agency. Instructions shall include a cover letter specific to your case with the correct mailing address, case identifiers, list of forms, attachments, and supporting documentation. We’ll instruct you how to assemble all properly labeled forms and documents. You simply print, sign, and file.

10.

Following submission We will advise you concerning next steps and milestones. Prior to any interview typical for Your case, we will provide You with written instructions and tips to help You prepare, including what to expect at the adjustment of status interview, how to present Yourself, what more documentation should be brought to the interview, and how to complete the appropriate medical exam, including any vaccinations as may be required.

Note: Subsequent submissions not included in this fixed fee are responses to governmental requests for further evidence or notices of intent to deny; motions; appeals; federal court actions; and the like. Normally, there should not be such subsequent submissions. If there are, We are available as needed for a separate fee.

Communication Support

11.

Communication Support as part of our fixed fee agreement includes up to 1 hour for paralegal or 30 minutes for attorney communications that You initiate. You choose with whom You want to converse. We simply track the time.

- Call Support is available to answer any questions or concerns You initiate regarding our instructions or anything to do with case processing. To obtain Call Support, You simply calendar time with Our staff and select among the options We offer for discussion purposes.

- Email Support is available for any questions or concerns You initiate by email for Us to respond by email regarding Our instructions or anything to do with case processing.

13.

In the event Communication Support is exhausted under this agreement, You may purchase additional Communication Support at the rate of $150 for additional time at the same measured rate. This allows You to have essential Communication Support You likely need, plus as much additional Communication Support You may desire to have for an additional sum.

Fees paid to the United States government are separate.

Storage

Use of the Client Portal and Our services assumes that You will actively pursue immigration processing and not allow Your matter to remain inactive endlessly. You may store information and documentation in the Client Portal. You agree to store only lawful materials in the Client Portal and only those that directly relate to Your immigration process. Also, We may terminate storage at any time due to inactivity on the account or time passage, at Our discretion. We want to make Your materials available to You, within reason, and We will allow a sufficient and reasonable amount of time for You to download and store all Your materials. Your agreement with Us will provide more detail.

Termination

There must be some activity in Your Client Portal at least once per month so that We know You have a continued interest in case processing with Us. Minimal activity is required to avoid abandonment by You. Immigration rules and policies change. Documents need to remain relevant and not become stale. Office staff, policies, and fees can all change. So, it is important for You to try and help keep things progressing.

Your first submissions to an immigration agency must be made within six (6) months after first retaining Us. Your failure to file within 6 months constitutes permission for Us to provide you with what is prepared to date and instructions for You to continue with case processing independently. Our legal services are terminated upon abandonment or completion of Our services.

Reopening a case that has been terminated is possible under a new written agreement. We will notify you of a concern prior to termination.

Other Terms

End of Services: Our legal services are at an end when We deliver to You essentially all services called for herein.

Attorney Appearance: We do not file an attorney appearance with a governmental agency under the terms of this agreement. There are times when attorney appearance is advisable, and we can notify You if We believe it important as separate services. Telephonic or in person appearance at an adjustment of status interview is possible under a separate, written agreement.

No Guaranty: We cannot guarantee results. We agree to abide by community standards in performing under this agreement.

Arbitration: In the event of a dispute regarding this agreement, the parties agree to binding arbitration through the California Bar Association, Mandatory Fee Arbitration Program, which is a low cost method of dispute resolution. Either party may initiate arbitration by providing email notification to the other party. The parties shall each pay his or her own attorney’s fees and costs to settle the dispute. Jurisdiction and venue for this agreement shall be in San Diego County. The parties may appear telephonically as may be permitted by the California Bar.

Entire Agreement: This is the entire agreement between the parties. Any terms that are unenforceable for any reason may be modified by the arbitrator to try and conform to an objectively reasonable intent of the parties given the whole of the agreement.