Limited Scope Engagement Agreement

1. The Matter

The Firm agrees to provide the Limited Services described in Section 2 solely in connection with the following case (the "Matter"), as further described in Exhibit A:

(a) Court: [COURT NAME], [COUNTY] County, Georgia

(b) Case Caption and Number: [CASE CAPTION]; Civil Action No. [NUMBER]

(c) Client's Role: Defendant

(d) Other Parties and Known Counsel: [NAMES]

This Agreement applies only to the Matter. It does not apply to any appeal, any related or subsequent proceeding, or any other legal matter unless the Client and the Firm agree in a signed writing.

2. Scope of Limited Services

Included Services. Subject to the Client's timely performance of the Client's responsibilities under Section 7, the Firm will provide the following services (the "Limited Services"):

(a) Document Review. Review pleadings, motions, orders, notices, discovery, and other documents filed or served in the Matter that the Client uploads to the FairCounsel platform.

(b) Document Preparation. Prepare, using AI-assisted drafting tools, documents for the Client to file or serve as a self-represented party, which may include answers, responses, motions, briefs, discovery requests and responses, notices, certificates of service, and proposed orders (the "Prepared Documents").

(c) Attorney Review and Approval. Have a Georgia-licensed attorney review, revise as necessary, and approve every Prepared Document before it is released to the Client for signature and filing, as described in Section 5.

(d) Limited Advice. Provide written explanations, through the platform, of the purpose and effect of each Prepared Document, the deadlines the Firm identifies in documents the Client uploads, and the next steps the Client is expected to take.

(e) Filing Assistance. Deliver filing-ready documents to the Client, with a filing kit that explains how to sign, serve, and file them.

Excluded Services. The Limited Services do not include, and the Firm will not provide, any of the following unless the Client and the Firm sign a separate written agreement:

(a) Entering an appearance, signing any pleading or paper as counsel of record, or being listed as counsel in the Matter;

(b) Appearing, attending, or speaking on the Client's behalf at any hearing, calendar call, conference, trial, deposition, mediation, arbitration, or other proceeding, whether in person, by telephone, or by video;

(c) Communicating or negotiating with the court, the clerk, judicial staff, opposing parties, opposing counsel, witnesses, or any third party on the Client's behalf;

(d) Independently monitoring the court's docket, calendaring deadlines or hearings for the Client, or tracking events not reflected in documents the Client uploads;

(e) Factual investigation, locating or interviewing witnesses, retaining experts, or obtaining records other than those the Client provides;

(f) Appeals, petitions for review, post-judgment collection or enforcement, or any proceeding in a different court or case;

(g) Any matter in federal court, in a court outside Georgia, or before an administrative agency;

(h) Criminal, quasi-criminal, or juvenile delinquency matters, or advice concerning possible criminal exposure;

(i) Tax, immigration, bankruptcy, securities, or other specialized advice concerning collateral consequences of the Matter; and

(j) Any other service not expressly listed in Section 2.1.

Matters Not Suitable for Limited Scope. The Firm may decline to prepare a particular document, or may decline or end the engagement under Section 13, if the Firm reasonably determines that limited scope assistance is not reasonable for the Matter or for that task — for example, where an evidentiary hearing or trial is imminent and the Client's interests cannot be adequately protected without counsel appearing, where the Matter requires factual development the Firm cannot perform within the Limited Services, or where the Client appears unable to understand or carry out the Client's responsibilities. In that event, the Firm will tell the Client promptly and in writing and will recommend that the Client consider full representation.

Collector-Violation Analysis; No Preservation or Pursuit. The Firm will analyze the Matter for possible violations of consumer protection laws by the plaintiff or its collectors, such as the federal Fair Debt Collection Practices Act and the Fair Credit Reporting Act, and will deliver the results to the Client through the platform. The Firm will not plead, preserve, or pursue any claim or counterclaim against the plaintiff or anyone else under this Agreement, and the Client's Answer will not include one. The Client understands that such claims can have short deadlines (for example, one year under the Fair Debt Collection Practices Act) and that a claim arising from the Matter may be lost if it is not asserted in the Matter. The Client may move to the Firm's Defender Pro plan, under which the Firm evaluates and brings such claims and appears as the Client's counsel, but the Firm cannot promise that a claim will still be available at that time. The Firm does not promise that any violation exists or that any claim would succeed. [ATTORNEY: confirm this paragraph, which is not in the firm's limited-scope text.]

3. Informed Consent to Limited Scope Representation

Rule 1.2(c) of the Georgia Rules of Professional Conduct permits a lawyer to limit the scope and objectives of a representation if the limitation is reasonable under the circumstances and the client gives informed consent. The Firm has explained, and the Client understands, the following material risks of limited scope representation and the reasonably available alternatives:

(a) Without a lawyer appearing in court, the Client will have to present the Client's own case, make arguments, examine witnesses, introduce evidence, and respond to the judge's questions without the Firm's assistance in the courtroom.

(b) Georgia courts generally hold self-represented parties to the same rules of procedure and evidence as parties represented by lawyers.

(c) Because the Firm's knowledge is limited to what the Client uploads and tells the Firm, the Firm may not identify claims, defenses, deadlines, or issues that a lawyer with full knowledge of the case would identify.

(d) Opposing counsel will communicate directly with the Client, and the Client may be at a disadvantage in those communications.

(e) The Client may hire a lawyer to provide full representation in the Matter at any time, either from the Firm (under a separate agreement) or from another lawyer, and the Client has had the opportunity to consult another lawyer before signing this Agreement.

Having considered these risks and alternatives, the Client chooses limited scope representation and gives informed consent to the limitations in this Agreement. The Firm and the Client agree that the limitations are reasonable under the circumstances, based on the information the Client has provided. The Client will also initial the acknowledgments in Exhibit B.

4. The Client Is Self-Represented; Signatures; Truthfulness

The Client is, and will remain, a self-represented ("pro se") party in the Matter. Every Prepared Document will be signed by the Client in the Client's own name as a self-represented party. The Firm's name and the names of its attorneys will not appear on Prepared Documents except as provided in Section 6.

By signing a document filed with the court, the Client makes representations to the court, including those required by O.C.G.A. § 9-11-11, and may be subject to sanctions, including attorney's fees and expenses under O.C.G.A. § 9-15-14, for documents that lack substantial justification or are interposed for delay or harassment. The Client agrees to read every Prepared Document carefully before signing it and to sign and file it only if every statement of fact in it is true and correct to the best of the Client's knowledge.

The Client is solely responsible for the accuracy and completeness of the facts and documents the Client provides. If the Client learns that any fact in a Prepared Document is incorrect, the Client must not file the document and must notify the Firm immediately, using the portal's "Report a mistake" form.

If the Client changes a Prepared Document after the Firm's attorney approves it, or files a document the Firm did not prepare or approve, the Firm is not responsible for the changed or unapproved content, and the Client agrees to upload a copy of anything the Client files.

5. Use of Artificial Intelligence; Attorney Review

How the Platform Works. The FairCounsel platform uses generative AI and other software tools to analyze documents the Client uploads and to generate draft Prepared Documents. AI tools can make mistakes, including misstating facts or law or citing authority that does not exist. AI tools are not lawyers and do not exercise professional judgment.

Attorney Review of Every Document. No Prepared Document will be released to the Client for signature or transmitted for filing unless and until a Georgia-licensed attorney of the Firm has (a) reviewed it in its entirety; (b) verified that each legal authority cited exists and supports the proposition for which it is cited; (c) checked it against the documents and information the Client provided; (d) revised it as the attorney judges necessary; and (e) approved it in the exercise of the attorney's independent professional judgment. The Firm, not the software, is responsible to the Client for the legal services provided under this Agreement.

Responsible Attorney. The Firm's attorneys are Chris McClurg (State Bar of Georgia No. 484222) and Billy Carlisle (State Bar of Georgia No. [NUMBER]), each a member in good standing of the State Bar of Georgia. [RESPONSIBLE ATTORNEY NAME] is the attorney with primary responsibility for the Matter (the "Responsible Attorney"). Other Georgia-licensed attorneys of the Firm may review Prepared Documents under the Responsible Attorney's supervision. The portal shows which attorney approved each Prepared Document and when.

Supervision of Nonlawyer Assistance. The platform is developed, operated, and maintained by the Firm with the help of nonlawyer employees, independent contractors, and third-party technology vendors, including providers of AI models and cloud hosting. The Firm treats all of them as nonlawyer assistance subject to the Firm's supervision and has made reasonable efforts to ensure that their conduct and tools are compatible with the Firm's professional obligations, including its duty of confidentiality. No nonlawyer directs or controls the professional judgment of the Firm's lawyers.

Consent to Use of AI. The Client consents to the Firm's use of the AI tools described in this Section, including the processing of the Client's confidential information by those tools subject to the protections described in Section 11. The Client may withdraw this consent in writing at any time; if the Client does so, the Firm may be unable to continue providing the Limited Services at the agreed fee, and either party may end the engagement under Section 13.

Court Rules on AI. Some Georgia judges have issued standing orders requiring parties to disclose or certify the use of AI in preparing court filings, and other courts may adopt similar requirements. The Client must review, and must upload to the platform, any standing order, rule, or instruction issued in the Matter. The Firm will tell the Client whenever AI was used to prepare a Prepared Document and will give the Client accurate information to complete any required disclosure or certification truthfully.

6. Disclosure of the Firm's Assistance; Candor to the Court

The Firm will not appear or sign Prepared Documents as counsel of record. Georgia does not currently have a statewide rule that generally requires disclosure of a lawyer's behind-the-scenes drafting assistance to a self-represented party in state court. However, a court rule, standing order, or direct question from a judge may require disclosure in a particular case.

Nothing in this Agreement requires or permits the Client to conceal the Firm's assistance or the use of AI. The Client may disclose the Firm's assistance at any time. If any applicable rule, order, or form requires disclosure, or if the court or any judicial officer asks the Client whether the Client received help from a lawyer or used AI, the Client will answer truthfully and completely. At the Client's request or where disclosure is required, the Firm will provide disclosure language substantially in the form of Exhibit C.

Consistent with Georgia Rules of Professional Conduct 1.2(d), 3.3, and 8.4, the Firm will not prepare any document, or give any advice, that the Firm knows or, with willful blindness, should know would assist the Client in making a false statement to the court or in any fraudulent conduct. If the Firm learns that a Prepared Document contains a material false statement, the Firm will advise the Client to correct it and may end the engagement.

7. Client Responsibilities

The Client agrees to:

(a) Upload to the platform every document the Client files, receives, or is served with in the Matter — including notices of hearing, orders, motions, discovery, letters and emails from the opposing party or counsel, and court notices — within [two (2)] business days after receiving it;

(b) Keep track of, and comply with, all deadlines, hearing dates, and court-ordered obligations in the Matter, and personally attend every hearing, conference, mediation, deposition, and trial;

(c) Provide complete, accurate, and truthful information and respond to the Firm's questions within the time requested;

(d) Review, sign, and file each Prepared Document by the applicable deadline, and serve it on all other parties as required by law;

(e) Keep the Client's mailing address, email address, and telephone number current with the court, the other parties, and the Firm;

(f) Pay all court filing fees, e-filing fees, service fees, and other costs of the Matter; and

(g) Tell the Firm promptly about any new party, any settlement discussion, or any significant development in the Matter.

The Client is solely responsible for all decisions in the Matter, including whether to settle, to accept or reject any offer, to dismiss any claim, or to proceed to trial. The Firm will provide its advice when asked within the Limited Services, but the decision belongs to the Client.

8. Turnaround Times, Deadlines, and Filing

Turnaround. The Firm requires that the Client upload documents requiring a response at least [seven (7)] calendar days before the response deadline. The Firm will use reasonable efforts to deliver an attorney-approved Prepared Document at least [two (2)] business days before the deadline. If the Client uploads a document with less time remaining, the Firm will make reasonable efforts but cannot guarantee completion before the deadline, and the Firm is not responsible for any consequence of a missed deadline caused by the Client's late upload, late signature, or failure to file.

Deadline Information. When the Firm identifies a deadline in a document the Client uploads, the Firm will tell the Client what it is. Deadline information the Firm provides is based only on the documents the Client uploads and does not replace the Client's own responsibility to know and meet every deadline in the Matter.

Filing Method. The Firm will deliver each approved Prepared Document to the Client, and the Client will sign, file, and serve it. [Platform-assisted filing is not offered under this Agreement at this time.]

If a filing is rejected by the clerk, the Client should tell the Firm using the portal's "Report a mistake" form and, if the rejection was caused by an error in a Prepared Document, the Firm will correct and re-release the document within the Limited Services.

9. Communications

Because the Client is self-represented in the Matter, the court and opposing counsel will communicate directly with the Client, not with the Firm. The Client must not tell the court or any party that the Firm represents the Client in the Matter or direct them to contact the Firm.

The Firm communicates with the Client only through its standard automation: emails and notices, task reminders and deadline alerts, document uploads, the "Report a mistake" form, and automated answers in the client portal drawn from the Client's case record. The Firm does not provide direct attorney messaging, calls, or consultations under this Agreement, and the Client should not expect a personal reply to a portal message. The Client agrees to check the portal and the Client's email regularly and to respond promptly. A Client who wants a lawyer to communicate with the Client or to act for the Client may move to the Firm's Defender Pro plan. [ATTORNEY: confirm the handling of a portal message that reports something urgent or new, such as a second lawsuit.]

10. Fees and Costs

Flat Fee. The Client will pay the Firm a flat fee of $375 (claim up to $10,000) or $750 (claim over $10,000) (the "Flat Fee") for the Limited Services in the Matter, as described in Exhibit A. The Flat Fee is set by the amount the plaintiff claims in the Matter; if the complaint shows a materially different claim amount than the Client reported, the Firm will confirm the correct fee with the Client before continuing. The Flat Fee covers the Limited Services through the Coverage End Point stated in Exhibit A. The Flat Fee does not depend on the outcome of the Matter or on the amount of time the Firm spends.

Trust Account and Earning of Fee. The Flat Fee is an advance payment for services not yet rendered. The Firm will deposit it into the Firm's IOLTA trust account and will withdraw it only as earned according to the milestones in Exhibit A. The Flat Fee is not a nonrefundable retainer. If the engagement ends before all milestones are completed, the Firm will promptly refund any unearned portion of the Flat Fee as required by Georgia Rule of Professional Conduct 1.16(d). [ATTORNEY: confirm that the Defender payment is deposited to the trust account and earned by these milestones.]

Costs. The Flat Fee does not include court filing fees, e-filing service fees, service-of-process fees, transcript costs, or other expenses of the Matter, which the Client will pay directly.

Additional Services. Services outside the Limited Services, or Prepared Documents beyond any limit in Exhibit A, will be provided only under a signed written amendment stating the additional fee before the work is performed. Moving to the Firm's Defender Pro plan is such an amendment; [ATTORNEY: confirm the credit of the Flat Fee toward Defender Pro and the paperwork for the move, including a notice of appearance].

Payment Processing; No Fee Sharing. The Client may pay through the platform's payment processor, which will remit the Flat Fee directly to the Firm's trust account. Payment-processing charges are paid by the Firm and are not added to the Flat Fee. The Firm is owned exclusively by Georgia-licensed lawyers, and no part of the Client's legal fee is shared with any nonlawyer.

Fee Disputes. If a dispute arises about the Firm's fees, the Client may request arbitration through the State Bar of Georgia's Fee Arbitration Program.

11. Confidentiality, Data Security, and Privilege

The Firm will protect the Client's confidential information as required by Georgia Rule of Professional Conduct 1.6. Communications between the Client and the Firm made through the platform for the purpose of obtaining legal advice are intended to be confidential and privileged.

The Client consents to the Firm's disclosure of confidential information to the Firm's technology vendors (including AI model providers and cloud hosting providers) solely as necessary to operate the platform and provide the Limited Services. The Firm has made reasonable efforts to require that those vendors (a) keep the Client's information confidential; (b) use reasonable administrative, technical, and physical security safeguards; (c) [not use the Client's information to train AI models]; and (d) use the Client's information only to provide services to the Firm. A description of the Firm's data practices is available at [PRIVACY / DATA PRACTICES URL].

The Client understands that no electronic system is perfectly secure and consents to electronic communication and storage. To protect privilege, the Client should not share Firm communications with third parties and should use a personal (not employer-provided) device and email account.

12. Conflicts of Interest

Before accepting this engagement, the Firm checked for conflicts of interest using the party names the Client provided. The Client represents that the parties listed in Exhibit A are all of the parties to the Matter known to the Client. The Client will notify the Firm promptly of any additional party, and the Firm will run an additional conflict check. If a conflict arises that cannot be resolved under the Georgia Rules of Professional Conduct, the Firm may be required to withdraw.

13. Term and Termination

Start. The engagement begins when (a) both parties have signed this Agreement, (b) the Firm has cleared conflicts, and (c) the Flat Fee has been received. Until all three occur, the Firm has no obligation to perform services or monitor any deadline.

End. The engagement ends on the earliest of: (a) completion of the Limited Services through the Coverage End Point in Exhibit A; (b) entry of a final judgment, dismissal, or settlement of the Matter; (c) [twelve (12)] months after the Effective Date; (d) the Client's termination; or (e) the Firm's withdrawal.

Termination by the Client. The Client may end this engagement at any time by written notice through the platform or by email.

Withdrawal by the Firm. The Firm may withdraw as permitted or required by Georgia Rule of Professional Conduct 1.16, including if the Client fails to perform the Client's responsibilities, insists on a course of action the Firm considers imprudent or improper, or provides false information, or if the Firm determines under Section 2.3 that limited scope assistance is no longer reasonable. Because the Firm has not appeared in the Matter, court permission is not required. The Firm will give the Client reasonable written notice and, where practicable, will complete any Prepared Document due within [seven (7)] days of the notice.

After the Engagement Ends. When the engagement ends, the Firm will have no further duty to review documents, advise the Client, or track deadlines, even if the Client continues to upload documents. The Client will continue as a self-represented party. The Firm will refund any unearned portion of the Flat Fee and will provide the Client with the Client's file on request.

14. Client File

The Client's file, including all Prepared Documents and uploaded documents, will be available for download through the platform during the engagement and for at least [ninety (90)] days after it ends. The Firm will retain a copy of the Client's file for [six (6)] years after the engagement ends, after which it may be destroyed without further notice.

15. Eligibility

The Client represents that the Client (a) is a natural person at least eighteen (18) years old who is legally competent to make decisions in the Matter; (b) is a party to the Matter in the Client's individual capacity; and (c) is not a corporation, limited liability company, partnership, or other entity, which generally may not appear in a Georgia court of record except through a licensed attorney. The Limited Services are available only for matters pending in the courts of the State of Georgia.

16. No Guarantee

The Firm has made no promise or guarantee about the outcome of the Matter. Any statement by the Firm about possible outcomes is an expression of professional judgment only.

17. General Terms

No Limitation of Malpractice Liability. Nothing in this Agreement limits the Firm's liability to the Client for professional malpractice. The limitations in this Agreement define the scope of the services the Firm agreed to provide; they do not excuse the Firm from providing those services competently.

Entire Agreement; Amendments. This Agreement, including its Exhibits, is the entire agreement between the Client and the Firm regarding the Matter and replaces any prior discussions or advertising. It may be changed only by a written amendment signed (including electronically) by the Client and the Firm. The platform's terms of use govern only the Client's use of the software; if they conflict with this Agreement, this Agreement controls.

Governing Law. This Agreement is governed by the laws of the State of Georgia and the Georgia Rules of Professional Conduct.

Electronic Signatures; Counterparts. This Agreement may be signed electronically and in counterparts, each of which is an original, consistent with the Georgia Uniform Electronic Transactions Act, O.C.G.A. § 10-12-1 et seq.

Severability. If any provision of this Agreement is held unenforceable, the remaining provisions remain in effect.

Questions and Concerns. The Client may direct questions about the Firm's services to the portal, which answers from the Client's case record, and may use the "Report a mistake" form for anything wrong in a Prepared Document. The Client also has the right to contact the State Bar of Georgia.