Personalized Legal Services + Strategic Business Counseling

Terms of Representation

ACCEPTANCE OF TERMS

These Terms of Representation govern all legal and business consulting services provided by SSK ESQ LLC, having the Assumed Business Name of As Your Counsel (the "Firm," "we," "us," or "our"). By (1) making payment for services, (2) creating an account on our client portal, or (3) executing an engagement letter or completing an invoice payment, you ("Client" or "you") accept and agree to be bound by these terms.

1. SCOPE OF SERVICES

1.1 Project-Based Representation
Unless otherwise agreed in writing, our representation is limited to the specific legal matter(s) or project(s) for which you have retained us. We have no continuing obligation to represent you beyond the agreed scope unless a new engagement is established.

1.2 Beginning and End of Representation
Each project has a defined beginning and end. Our representation terminates upon completion of the agreed services unless previously terminated by either party. If the scope, duration, or nature of a project changes, or if you require additional services, a new project must be opened with a new invoice and payment.

1.3 Multiple Matters
If you retain us for multiple matters, each matter constitutes a separate engagement governed by these terms unless otherwise specified in writing.

2. FEES AND PAYMENT

2.1 Fee Structure
Fees may be structured as fixed fees, hourly rates, or hybrid arrangements as specified in your invoice or engagement letter. All fees are negotiated and are not set by law. Oregon RPC 1.5(c)(3).

2.2 Advance Payment Required
You must pay the advance deposit invoice before we begin work on your project. Payment constitutes acceptance of these Terms of Representation.

2.3 Prepaid Fees
When you make an electronic payment (credit card, ACH, Square, Stripe, PayPal, etc.) for legal services, this constitutes a prepaid fee under Oregon RPC 1.5(c). Prepaid fees are deposited directly into our operating account, not our trust account. Important Disclosures Required by Oregon RPC 1.5(c):

  • Nature and Scope: This prepaid fee arrangement covers the specific legal services described in your invoice or engagement letter. The scope of services is limited to the project(s) for which you have retained us.

  • Fee Amount and Payment Terms: The total amount of the prepaid fee and payment terms are specified in your invoice or engagement letter.

  • Not Held in Trust Account: The prepaid fee will NOT be deposited into a lawyer trust account. It will be deposited directly into our operating account upon receipt.

  • Right to Terminate: You may terminate our services at any time for any reason or no reason.

  • Potential Refund: You may be entitled to a refund of all or part of the prepaid fee if the services for which the fee was paid are not completed. See Section 8 (Refunds) below for how any refund would be calculated.

By making payment, you acknowledge that you have read and understand this prepaid fee arrangement and agree to its terms pursuant to a written agreement (this Terms of Representation document and your invoice/engagement letter).

2.4 Trust Account Deposits
In limited circumstances where advance deposits can be placed in our trust account (typically for certain litigation matters or extended engagements), we will notify you in writing. Such deposits are governed by Oregon RPC 1.15 and will be billed against as work is performed. Advance deposits held in trust are subject to Oregon RPC 1.15-1(c) and will be withdrawn only as fees are earned or expenses incurred, unless structured as a prepaid fee under RPC 1.5(c).

2.5 Personal Guaranty
If our client is a business entity (LLC, corporation, partnership, etc.) and you are affiliated with that entity as a member, manager, officer, director, owner, investor, or the person who initiated services, you personally guarantee payment of all fees and expenses owed by the business entity. You will be held personally responsible if the business fails to pay.

3. EXPENSES AND ADDITIONAL COSTS

3.1 Expenses Beyond Legal Fees
In addition to legal fees, you may incur additional expenses, including but not limited to:

  • Government filing fees (incorporation, trademark, court filings, etc.)

  • Certified mail and shipping costs

  • Notary fees

  • Third-party services (process servers, investigators, expert witnesses)

  • Special printing, copying, or document production

  • Recording fees

  • Background checks or public records searches

3.2 Billing of Expenses
Expenses may be included in your initial invoice, billed separately, or added near project completion. We will obtain your approval for expenses exceeding $250 unless otherwise agreed.

3.3 Reimbursement
You agree to reimburse the Firm for all reasonable out-of-pocket expenses incurred in connection with your representation.

4. CONFIDENTIALITY

4.1 Attorney-Client Confidentiality
We have a professional and ethical duty to maintain the confidentiality of all information relating to your representation under Oregon RPC 1.6. All matters discussed with us as a client are held in strict confidence except as authorized by you or required by law.

4.2 Your Obligation to Maintain Confidentiality
You must also maintain confidentiality. If you wish for our communications to remain confidential and protected by attorney-client privilege, do not disclose our discussions to third parties (except as legally necessary or with our prior consent).

4.3 Exceptions to Confidentiality
We may reveal confidential information only when:

  • You provide informed consent

  • Required by law or court order

  • Necessary to prevent reasonably certain death or substantial bodily harm (Oregon RPC 1.6(b)(1))

  • Necessary to prevent or mitigate substantial injury to financial interests or property when you have used or are using our services to further a crime or fraud (Oregon RPC 1.6(b)(1))

  • Necessary to establish or collect our fee, or to defend ourselves against allegations of wrongful conduct

4.4 Third-Party Administrator Disclosure (Legal Insurance Clients)
If you are receiving services through a legal insurance benefit plan, you authorize us to share limited information with your Third-Party Administrator (TPA), including:

  • Confirmation of eligibility and benefit usage

  • General description of services provided

  • Case status updates

  • Information necessary to process benefit claims or resolve billing

This authorization is subject to Oregon RPC 1.6, and we will not disclose confidential information except as authorized by you or required by ethical rules.

5. CLIENT RESPONSIBILITIES AND COOPERATION

5.1 Duty to Cooperate
To effectively represent you, we need your full cooperation and assistance. You agree to:

  • Promptly provide all information, documents, and materials relevant to your matter

  • Respond to our requests for information in a timely manner

  • Attend scheduled meetings and appointments

  • Reply to emails and calls as promptly as possible

  • Make timely decisions when your input is required

  • Be truthful and forthcoming with us at all times

5.2 Timely Responses Required
Delays in your responses may delay project completion. You agree to:

  • Respond to project quote emails promptly

  • Provide the requested information or input needed to move the project forward

  • Schedule document review sessions in a timely fashion after receiving drafts

  • Meet agreed deadlines for providing information or approvals

5.3 Consequences of Non-Cooperation
If you fail to cooperate or communicate with us for an extended period, we may close your file and withdraw from representation in accordance with our ethical obligations.

6. TECHNOLOGY USE

6.1 Use of Technology Tools
Our Firm may utilize legal research AI tools, document automation software, practice management systems, and other technological tools to enhance the quality and efficiency of our legal services.

6.2 Attorney Supervision
All technology use is subject to attorney supervision and professional judgment. We maintain appropriate oversight over these tools pursuant to Oregon RPC 5.3 and make reasonable efforts to ensure their use complies with our professional obligations.

6.3 Verification of Work
While technology may enhance our representation, our attorneys verify all work product and exercise independent professional judgment in all matters. We follow guidance provided by the American Bar Association and the Oregon State Bar regarding ethical technology use in legal practice.

6.4 Data Security and Privacy
We implement appropriate safeguards to protect the confidentiality and security of client data when using technology tools, in compliance with Oregon's Consumer Information Protection Act (ORS 646A.600 et seq.) and applicable professional conduct rules.

6.5 Security Breach Notification
In the event of a data security breach involving your personal information, we will notify you and the Oregon Attorney General as required by law. You have the right to request information about how your data is used and to request deletion of your personal data, subject to our record retention obligations.

7. FILE MANAGEMENT

7.1 Electronic Files
Our goal is to maintain paperless client files, notes, calendar items, and documents. In the regular course of business, we will not create or maintain paper files.

7.2 Providing Copies of Files
Upon request and after representation has concluded, we will provide you with a copy of your file. Our preference is to provide files electronically (PDF format via secure email or portal). If you request a paper file, you may incur printing, copying, and shipping costs.

7.3 Attorney Lien
If any fees or expenses are owed when you request your file, we reserve the right to assert an attorney's lien on your file until all amounts owed have been paid in full, to the extent permitted by Oregon law and ethical rules.

7.4 File Retention and Destruction
We will retain your file for a reasonable period after the conclusion of your matter in accordance with our record retention policy and professional obligations. After the retention period expires, we may destroy the file without further notice to you.

8. REFUNDS

8.1 Right to Discharge
Consistent with Oregon RPC 1.5(c)(v), you may discharge us at any time. If you do so, you may be entitled to a refund of all or part of the fee if the services for which the fee was paid are not completed. Oregon RPC 1.5(c)(3)(ii).

8.2 Refund Policy
For prepaid fees paid under Section 2.3, any refund will be calculated as follows, in accordance with Oregon RPC 1.5(c)(v):

  1. Project Complete or Substantially Complete: If the project is complete or substantially completed (in our reasonable discretion), no refund will be issued.

  2. Partial Completion: If a portion of the project has been completed, we may issue a partial refund based on our hourly rate and the percentage of project completion.

  3. Other Scenarios: All other timelines and scenarios will be processed on a case-by-case basis, considering:

    • Amount of time elapsed

    • Reasons for delay or cancellation

    • Amount of work completed

    • Administrative costs incurred

    An administrative fee of up to $250 may apply.

8.3 Refund Processing
Approved refunds will be processed within 30 days of determination. Refunds will be issued via the original payment method when possible.

9. TERMINATION OF REPRESENTATION

9.1 Termination by Either Party
Either party may terminate the representation at any time, subject to our obligations under the Oregon Rules of Professional Conduct.

9.2 Our Right to Withdraw
We may withdraw from representation if:

  • You fail to cooperate or follow our advice

  • You fail to pay fees or expenses

  • The representation would result in a violation of ethical rules or law

  • You insist on pursuing an objective we consider imprudent or with which we have a fundamental disagreement

  • Other good cause exists under Oregon RPC 1.16

9.3 Notice of Withdrawal
If we withdraw from representation, we will provide you with reasonable notice and take steps to protect your interests, including providing you with your file and a reasonable time to retain new counsel.

9.4 Effect of Termination
Termination does not eliminate your obligation to pay for services rendered and expenses incurred up to the date of termination.

9.5 No Continuing Obligation
Unless otherwise agreed, our representation terminates upon completion of the agreed services. We have no continuing obligation to:

  • Monitor developments in the law affecting your matter

  • Represent you in related or unrelated matters

  • Remind you of deadlines, renewals, or follow-up actions after representation concludes

10. POST-REPRESENTATION USE OF DOCUMENTS

10.1 Contract Templates
Contracts and documents drafted by our Firm are intended to be cohesive and legally enforceable for the specific client and circumstances for which they were created.

10.2 Template Use Permitted With Limitations
After representation concludes, you may use contracts as business templates and modify:

  • Client/party names

  • Addresses and contact information

  • Dollar amounts and payment terms

  • Project scope descriptions

  • Schedules and attachments

10.3 Legal Term Editing Discouraged
We do not encourage editing legal terms, including:

  • Deletion of clauses or provisions

  • Revision of legal language or definitions

  • Addition of new legal terms or provisions

  • Changes to governing law, dispute resolution, or liability provisions

10.4 No Responsibility for Client Edits
If you make changes to contracts or documents without our legal counsel, we are not responsible for any damages, disputes, or legal consequences that may occur based on your edits. You assume all risk for modifications made without our review.

10.5 Request Review of Modifications
If you wish to modify legal terms in documents we prepared, we strongly encourage you to retain us (or other qualified counsel) to review and approve such modifications.

11. LIMITATIONS AND DISCLAIMERS

11.1 No Tax Advice
We do not provide tax advice unless specifically agreed in a separate tax engagement. Although tax matters may arise during representation, you agree to seek tax advice from a qualified tax professional (CPA, enrolled agent, or tax attorney). You hold this Firm harmless from any tax consequences resulting from our services.

11.2 No Accounting Advice
We do not provide accounting, bookkeeping, or financial planning services unless specifically agreed. Consult with qualified accounting professionals for such services.

11.3 No Advice Regarding This Agreement
We are not acting as your counsel with respect to this Terms of Representation agreement itself. If you wish to be advised on whether you should enter into this agreement, we recommend you consult with independent counsel of your choice.

11.4 Cannabis Business Services
We offer business services to duly licensed commercial cannabis entities and cannabis ancillary businesses. Important Notice: Under federal law, cannabis remains a Schedule I controlled substance and is federally illegal, subject to federal prosecution. Exporting cannabis out of your legal state violates federal law. By retaining us for cannabis-related services, you acknowledge these risks.

11.5 No Guarantee of Results
We cannot and do not guarantee any specific outcome or result. We will use our professional skills and judgment to represent your interests, but legal matters involve uncertainty and risk.

11.6 No Securities, Investment, or Financial Advice
We do not provide securities law advice, investment advice, financial advisory services, or services related to the offer, sale, or purchase of securities. Our services do not include:

  • Advising on securities offerings, private placements, or crowdfunding campaigns

  • Preparing or reviewing securities registration statements or private placement memoranda

  • Advising on compliance with federal or state securities laws (including SEC regulations)

  • Investment recommendations or portfolio management advice

  • Financial planning involving securities or investment products

  • Advising on cryptocurrency, digital assets, or token offerings as securities

If your legal matter involves securities law issues, we will refer you to qualified securities counsel. You acknowledge that we are not providing securities-related legal services and agree to seek appropriate counsel for such matters. This exclusion is necessary for our professional liability insurance coverage. By retaining our services, you confirm that you are not seeking securities-related legal advice from our Firm.

12. DISPUTE RESOLUTION

12.1 Fee Disputes - Mandatory Arbitration
If a dispute arises between you and the Firm regarding fees or expenses, the parties agree to resolve that dispute through the Oregon State Bar Fee Dispute Resolution Program before pursuing other remedies.

12.2 Other Disputes - Governing Law
Any disputes not related to fees (such as malpractice claims or contract disputes) shall be governed by Oregon law and subject to the jurisdiction of Oregon courts in Multnomah County.

12.3 Attorney Fees in Disputes
If either party prevails in litigation or arbitration arising from this agreement, the prevailing party may be entitled to recover reasonable attorney fees and costs.

13. COMMUNICATIONS AND NOTICES

13.1 Electronic Communications
You consent to communicate with us via email, text message, and the client portal. While we take reasonable precautions, you acknowledge that electronic communications may not be completely secure.

13.2 Contact Information Updates
You agree to promptly notify us of changes to your address, phone number, or email address.

13.3 Notice to Firm
All notices to the Firm should be sent to:

As Your Counsel
9443 N Tioga Avenue
Portland, OR 97203
Email: sk@aycpdx.com
Phone: (503) 308-1482

14. GENERAL PROVISIONS

14.1 Entire Agreement
These Terms of Representation, together with any engagement letter, invoice, or project-specific agreement, constitute the entire agreement between you and the Firm regarding our services.

14.2 Amendments
We may update these terms from time to time. Updated terms will be posted on our website and apply to engagements.

14.3 Severability
If any provision of these terms is found to be unenforceable, the remaining provisions will remain in full force and effect.

14.4 Waiver
Our failure to enforce any provision of these terms does not constitute a waiver of that provision or any other provision.

14.5 Assignment
You may not assign or transfer your rights or obligations under this agreement without our prior written consent.

15. ACKNOWLEDGMENT AND ACCEPTANCE

By (1) making payment for services, (2) creating an account on our client portal, or (3) executing an engagement letter or invoice referencing these terms, you acknowledge that you have read, understood, and agree to be bound by these Terms of Representation.

Thank you for choosing As Your Counsel Legal Services + Business Counseling

Last Updated: November 2025.