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Legal Services Agreement

This Legal Services Agreement outlines the responsibilities and terms between James Hazel Sr and Complex Counsel, LLC, including the representation in a legal claim against H&R Block. The agreement specifies that attorney fees are contingent upon recovery, with costs incurred during the process covered by the recovery amount. Additionally, it emphasizes the client's obligations to cooperate and maintain confidentiality throughout the legal proceedings.

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0% found this document useful (0 votes)
125 views10 pages

Legal Services Agreement

This Legal Services Agreement outlines the responsibilities and terms between James Hazel Sr and Complex Counsel, LLC, including the representation in a legal claim against H&R Block. The agreement specifies that attorney fees are contingent upon recovery, with costs incurred during the process covered by the recovery amount. Additionally, it emphasizes the client's obligations to cooperate and maintain confidentiality throughout the legal proceedings.

Uploaded by

jameshazel365
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 10

LEGAL SERVICES AGREEMENT

Thank you for trusting us with your legal claim. Please review this Legal Services Agreement
carefully as it describes each of our responsibilities. If you do not understand all of the terms
or language, please contact us prior to signing this Agreement.

THE PARTIES
This agreement is with you alone. Anyone else who wishes
our services needs to contact our office.
This Legal Services Agreement (also referred to as “Agreement”) is between only James
Hazel Sr (You) and Complex Counsel, LLC, Zigler Law Group, LLC, Korein Tillery LLC, and
other lawyers and law firms we may associate with at our discretion (Us or We). We are not
representing anyone who has not signed a Legal Service Agreement with us. If someone
other than you wants us to handle their legal claim, they must contact our office and execute
an agreement like this one.

ATTORNEYS’ RESPONSIBILITIES
We will represent you in this matter to the best of our ability
and comply with all professional standards of competence
and integrity.
You authorize us, and we agree to, investigate and, if appropriate in our opinion, file a
lawsuit or arbitration concerning transmission of your tax information to Meta, Inc. against
H&R Block and possibly others and, if appropriate, each entities subsidiaries or affiliates on
your behalf, and, if appropriate, on behalf of a class of others who were similarly harmed.
We will do this to the best of our ability, but we cannot guarantee you that we will succeed.
You authorize us to request, and H&R Block to disclose to us, your confidential tax
information. We will not settle your individual claim without your permission. However, you
authorize us to take all steps we believe are necessary to prosecute your claim, including
whether to extend deadlines for opposing counsel; whether to cooperate with opposing
counsel in scheduling or similar matters; and whether and how matters should be argued in
correspondence, motions, or pleadings, or to a court, administrative body, or arbitrator(s).
You grant us power of attorney to prepare, sign and file all legal instruments, pleadings,
drafts, authorizations, agreements, releases, dismissals, and papers, approved by you, that
are reasonably necessary for the prosecution of your case.
You authorize us to act as your sole negotiator in any and all negotiations concerning your
claim. You also authorize us to provide notice of your claim H&R Block and to conduct any
pre-filing mediations or discussions with H&R Block. If we believe that it is appropriate to
assert a claim, we agree to provide those legal services reasonably required to prosecute
your claims through trial and post-trial motions (or arbitration). You authorize us to hire
additional lawyers and share any attorney award with them if we believe it will help pursue
your claim.
We are not representing you in any other matter. We do not provide advice or services
regarding accounting, tax, personal financial matters or business management, and related
non-legal matters and advice. If you want us to represent you on an appeal of your claim or
in other matters, you will be required to sign a separate agreement.
James Hazel Sr
February 13, 2025
Page 2

FEES, COSTS AND EXPENSES


You will not owe us anything unless we recover money for
you and then we will only be paid from that recovery. You
will never receive a bill for our services.
COSTS AND EXPENSES
There are expenses associated with pursuing a lawsuit. In order to pursue your case, we will
likely have to pay for things like filing and service of process fees, deposition transcripts and
videos, experts, exhibits, consultants to receive, copy, scan, format, store, transmit, and
analyze electronically stored information, computerized legal research, postage,
photocopying and printing, telephone calls, and travel, including lodging and meals. You
agree that we may incur these expenses on your behalf.
If we do not recover money for you, you will have no obligation to reimburse us for any of
these expenses. If we do recover money on your behalf, all of these costs and expenses will
be deducted from the gross amount recovered for you and the remaining amount will be
subject to our contingency fee, described below.

ATTORNEY’S FEES
This is a contingency fee agreement. If we do not recover money for you, you will have no
obligation to pay us anything. If we do recover money on your behalf, you will still not have
to pay costs or fees out of your own pocket. Instead, our fee will be paid from the amount
you recover. Generally, contingency fees can range between 25% and 50% of the total
amount recovered.
If we recover for you individually, our fee will be equal to 40% of everything we recover on
your behalf, including actual damages, punitive or exemplary damages, treble damages,
interest, and attorneys’ fees, or the total of any fee and cost award paid by the defendant, at
our election. If the Court or arbitrator treats your case as a class action, we will ask the
Court to award a reasonable fee that represents a percentage of the amount recovered for
the entire class, irrespective of the fee we agreed to receive if the case is resolved
individually.

Even though you will pay nothing unless you recover, and we will seek a fee that is a
percentage of what you recover, we may show the reasonableness of that fee based upon the
amount of time we worked on your case. As part of this showing, we may calculate what we
would have charged if you were paying us an hourly rate. We will record our time spent
working on your case in six-minute increments, rounded to the nearest increment, with each
task being billed as at least .1 hour. The hourly rates for the attorneys and other billing
professional staff who may work on your case range from $150 for junior paralegal staff to
$950 per hour for senior partners. You agree that these rates are reasonable in light of the
complexity of your case, how long it may take to resolve and our experience, ability, and
reputation. You understand that our fee is not set by law and is negotiable.
James Hazel Sr
February 13, 2025
Page 3

CLIENT’S RESPONSIBILITIES
You agree to help us pursue your claims by promptly
returning our phone calls, emails and letters; meeting with
us; attending depositions, hearings, or pre- and post-filing
mediations if required; reviewing and signing legal
documents and advising us of everything you know that is
relevant to the claim.
You agree to be truthful and cooperative with us, to promptly return our phone calls, emails
and letters, meet with us, and review and sign legal documents and to provide all
information you know or can obtain that may be relevant to our work.

Contact Information – You agree to promptly inform us by email if you change your
mailing address, phone number, or email address. If we are unable to reach you by
phone, email and mail for two weeks without explanation, we may assume that you
intend to abandon your claim.

Document Preservation – You agree not to destroy, delete, or discard information that
is relevant to your claims. This includes physical, paper documents and electronic
documents like email or social media posts or photos, whether on a computer, phone,
or other device. If you intend to discard or replace your phone, computer, tablet, email
or social media account, you will contact us in advance so that we can make an archive
of the information in case it is needed for the prosecution of your claims.

Participation in Discovery – You may be required to locate and produce documents,


answer written questions, or appear at a time and place to answer questions under
oath. You agree to make yourself available to do these things on reasonable notice and
promptly returning our phone calls, emails and letters, meeting with us, and reviewing
and signing legal documents.

Confidentiality – You agree not to discuss your claim with anyone other than us – not
family, friends or another attorney – and not to take any step to settle your claim
without talking to us first.

You agree that your failure to fulfill any of these duties is grounds for us to stop representing
you.
James Hazel Sr
February 13, 2025
Page 4

POTENTIAL CONFLICTS OF INTEREST


If a conflict of interest arises between you and other clients,
you agree that we may act in accordance with the best
interests of the group as a whole.
We represent many other companies and individuals. You agree that we may represent
clients in any matter that is not substantially related to our work for you, even if the
interests of those clients is adverse to you.
In addition, we intend to represent many clients with claims like yours, either individually or
as a class. At this time, your interests and the interests of our other clients align. We know of
no conflicts of interest that would have an adverse impact on our representation of you. It is,
however, possible that conflicts may arise in the future, including, but not limited to:

We discover that there is a limited pool of assets from which recovery is reasonably
likely (for example, an insurance policy), and those assets are insufficient to pay all of
our clients the full value of their claims;

A defendant offers an aggregate or “lump sum” settlement to all of our clients that
does not
specify the amount each client will receive;

A defendant offers to settle, but only if a certain percentage, or even all, of our clients
accept the
proposed settlement; or

We discover that you possess unique legal claims that are not suitable for class-wide
resolution.

If any conflict of interest affecting you does arise, we will inform you promptly and work
with you on how best to proceed in accordance with the applicable rules of professional
conduct.
However, you agree that we may prioritize the group’s common claims over any unique
claim you may have, and you understand that if at any time you fail or refuse to prioritize the
interests of the class, you will not be able to serve as a class representative, and we will not
be able to continue representing you.
If at any time you believe that your interests conflict with those of others in the class, you
agree to immediately inform us of this concern.
James Hazel Sr
February 13, 2025
Page 5
CONFIDENTIALITY
You should not talk, message, or post about your claim or
our advice
Generally, everything you tell us, or we tell you, is confidential and protected by the
“attorney-client privilege” against disclosure. However, if you share information about your
case with someone other than us, it is not privileged. That person – your friend, or relative
or whoever – can be questioned about what they know and why they know it. The relevant
forum, whether a Court or arbitration, may also impose restrictions on your ability to share
information about the case with others.
In order to protect your case, you should not share any information about your case or our
advice with anyone. You should not post on social media or message or email anyone other
than us about anything remotely related to your case. Anything that you post on a social
media may be subject to discovery, even in a private or restricted access security setting.
Similarly, any email, text, or other type of communication that you send to someone other
than us may be subject to discovery as well. To protect your claim, you must be careful about
what you decide to post or write, and you should not disclose the communications between
us to anyone.
You should not communicate with us on any device provided by your employer or shared
with someone else or using your work email address or a shared email account. You should
only use a private email account that is password protected to communicate with us.
We will not disclose confidential information that you provide us without your authorization.
However, you authorize us to speak with media on your behalf and convey information about
your case that is publicly available, such as the content of court filings.

ELECTRONIC DATA COMMUNICATION AND STORAGE


You agree that we can use text, email and cloud services to
store and transmit your information and understand there is
a risk that those services could be intercepted.
In representing you, we may store or transmit your confidential information with email,
facsimile, text message, FTP, or remotely hosted cloud storage. We will make reasonable
efforts to keep such communications and data access secure in accordance with our
obligations under applicable laws and professional standards. You recognize and accept that
we have no control over the unauthorized interception or breach of any communications or
data once it has been sent or has been subject to unauthorized access, notwithstanding all
reasonable security measures employed by us or our third-party vendors. You consent to our
use of these electronic devices and applications and submission of confidential client
information to third-party service providers during this engagement.
You give us express permission and authorization to send text messages to the phone
numbers you provide to us. You represent that you are the subscriber of those numbers and
have the authority to give such consent. You also authorize us to call you using an automatic
telephone dialing system or an artificial or prerecorded voice.
You are not required to provide us this authorization for us to represent you. If you do not
wish to receive text messages or
other telemarketing or robocalls, please let us know by sending an email opting out of those
communication methods to
[email protected].
James Hazel Sr
February 13, 2025
Page 6

YOUR LEGAL FILE


We will keep a copy of your documents for seven years after
your case is over.
We may store your files electronically. If we store your documents electronically, any original
paper documents you provided will be returned to you. Any copies of paper documents
provided by you, will not be returned to you unless you request them. Seven years after your
case is over, we will destroy your file unless you notify us in writing that you want it.

TERMINATION
You may cancel this contract at any time by notifying us in
writing.
You may terminate this Agreement at any time with or without cause by notifying us in
writing of your desire to do so.
If you terminate this Agreement before the conclusion of the matter, and you recover for
your claim, we will still be entitled to receive from the proceeds of any recovery a
reasonable fee for the work we have performed based upon the amount of time required, the
complexity of the matter, the time frame within which the work was performed, the
responsibility involved, as well as our experience, ability, reputation, and the results
obtained. We will also be entitled to reimbursement of any legal fees and expenses incurred
on your behalf that have not previously been paid by you.
You understand that court approval may be required to withdraw from pending litigation.
You acknowledge that even after discharging us, we may continue representing others
regarding the subject matter of this representation, and we will retain their rights to recover
fees and costs upon settlement or judgment of your claims to the extent permitted by law.
To the extent permitted by rules of professional responsibility and the court, we may
terminate our representation at any time if you breach any material term of this Agreement,
fail to cooperate or follow our advice on a material matter, if a conflict of interest develops
or is discovered, or if there exists, at any time, any fact or circumstance that would, in our
opinion, render our continuing representation unlawful, unethical, or otherwise
inappropriate. This includes if the lawsuit is not certified as a class action or you are not
appointed or proffered as a class representative.
If we elect to terminate our representation, you will take all steps reasonably necessary and
will cooperate as reasonably required to relieve us of any further obligation to perform legal
services, including the execution of any documents necessary to complete our withdrawal
from your case.
Our representation of you will automatically terminate upon resolution of your case at trial
unless we agree to a new agreement.

ENTIRE AGREEMENT AND CHOICE OF LAW


This is the only Agreement regarding your claims and any
dispute concerning this Agreement will be decided under
Illinois law.
This Agreement represents the entire agreement between the parties. No changes may be
made to this Agreement except in writing signed by all parties. You represent to us that you
are not represented by another attorney for these claims. By signing this Agreement, you
are exercising your right to terminate any prior agreement with any other law firm in
connection with your claims. This Agreement will be construed in accordance with the laws
of Illinois notwithstanding choice of law rules.
James Hazel Sr
February 13, 2025
Page 7

AUTHORITY TO SIGN
You understand this Agreement and by signing you agree to honor it.
You have a right to have this engagement Agreement reviewed by another law firm prior to
signing it. Likewise, you have the right to review this Agreement outside the presence of us
and away from our office prior to signing it.
If you have any questions or concerns about the terms of this Agreement, please contact us
immediately.
By signing this Agreement, I confirm that I have read this Agreement, understand its
provisions, and agree to abide by it.

ATTESTATION
As a prerequisite to executing this Agreement, you answered questions regarding your
claims. The answers you provided to us are attached as Exhibit 1 to this Agreement. Please
review those answers to insure they are accurate and complete.
By signing this Agreement, you certify under penalty of perjury that the information
contained Exhibit 1 is true, correct, and complete.
If we determine that you have provided us inaccurate information, we may cancel this
Agreement and stop serving as your lawyer.

ACKNOWLEDGED AND AGREED TO:


Signature:

James hazel Anthony Hazel

Dated: February 13, 2025

Signature:

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