Engagement Agreement

PREAMBLE

This Engagement Agreement (“Agreement”) is entered into between the client (“Engaging Party”) and Gage Intelligence, operated by Gage Green Group (“GGG”), governing the provision of legal intelligence, research, document preparation, and strategic advisory services.

This Agreement is founded upon the principle that the law belongs to everyone. Black’s Law Dictionary (4th ed.) defines engagement as “the act of undertaking or employing,” and fiduciary as “a person holding the character of a trustee, or a character analogous to that of a trustee.” The relationship established herein is one of trusted assistance — not legal representation — unless expressly agreed otherwise in a separate instrument.

Corpus Juris Secundum, in its treatment of the attorney-client relationship, distinguishes between the “relation of attorney and client” (7 C.J.S. Attorney and Client § 4) and the broader category of “professional services rendered by one not acting as an attorney.” This Agreement operates within the latter category, unless the parties expressly elect otherwise through a separate written instrument.

1. NATURE OF ENGAGEMENT

GGG agrees to provide the Engaging Party with the following services (“Services”):

• Legal Intelligence: Research, analysis, and synthesis of primary and secondary legal sources, including statutes, case law, treatises, and administrative materials.
• Document Preparation: Drafting, formatting, and revision of legal documents, including pleadings, motions, correspondence, and memoranda, based on facts supplied by the Engaging Party.
• Strategic Advisory: Analysis of procedural posture, identification of legal claims and defenses, assessment of filing timelines, and recommendation of strategic courses of action.
• Citation Verification: Verification of legal citations against the LAW library of 1,900,000+ indexed primary-source passages.
• Case Organization: Construction and maintenance of case files, timelines, evidence catalogs, entity networks, and strategic frameworks.

The Services are provided through the LAW platform (law.gagegreengroup.com) and through direct communication with GGG personnel and agents. The specific scope of each engagement shall be determined by the matters submitted by the Engaging Party through the platform’s intake process.

2. NO LEGAL REPRESENTATION

GGG is not a law firm. GGG does not provide legal representation. The Services do not create an attorney-client relationship.

Corpus Juris Secundum defines the attorney-client relationship as arising “when a person seeks and receives advice and assistance from an attorney in matters dealing with the law,” and is “characterized by the attorney’s duty of loyalty, confidentiality, and zealous representation within the bounds of the law.” 7 C.J.S. Attorney and Client § 99.

The Services provided under this Agreement do not include:

• Appearance before any court, tribunal, or administrative agency on behalf of the Engaging Party;
• Formal legal representation or entry of appearance in any proceeding;
• Provision of legal advice within the meaning of applicable bar regulations;
• Formation of an attorney-client relationship as defined by the laws of any jurisdiction.

The Engaging Party is encouraged to consult with a licensed attorney before filing any document or taking any legal action. GGG does not practice law and nothing in this Agreement shall be construed as the practice of law.

3. FIDUCIARY COMMITMENT

While GGG does not act as legal counsel, GGG undertakes a fiduciary commitment to competence, candor, and diligence in the provision of Services.

Black’s Law Dictionary defines a fiduciary as “a person who is invested with the power and obligation to act for another under circumstances which require total trust, good faith, and honesty.” Bouvier’s Law Dictionary (1856) further describes the fiduciary obligation as “that duty which is imposed upon a person who stands in a relation of trust and confidence toward another.”

This commitment includes:

• Competence: Services shall be performed with the skill and care reasonably expected of a professional legal intelligence provider.
• Candor: Research findings shall be presented honestly, with clear distinction between verified facts, legal authority, and analytical inference. All sources shall be cited.
• Diligence: Deadlines shall be tracked and communicated. Work shall proceed without unnecessary delay.
• Loyalty: GGG shall not act adverse to the Engaging Party’s interests within the scope of the engagement.

This fiduciary commitment is not a legal fiduciary duty as defined by statute or common law in any jurisdiction, but a voluntary standard of conduct to which GGG holds itself accountable.

4. DATA PRIVACY & SECURITY

GGG respects the privacy and confidentiality of the Engaging Party’s information.

• Data in Transit: All communications with the LAW platform are encrypted via TLS 1.3.
• Data at Rest: Case files are stored on encrypted volumes. Database access is restricted to authenticated personnel.
• Third-Party Processing: Where third-party compute services are used to process data, personally identifiable information is stripped at the dispatch boundary. Case files, client names, and sensitive facts are never transmitted to third-party services in identifiable form.
• Multi-Factor Authentication: The Engaging Party is encouraged to enable multi-factor authentication on their account through the Security & 2FA settings.
• Data Retention: Case files and account data are retained for the duration of the engagement and for a reasonable period thereafter for archival purposes. The Engaging Party may request deletion of their data at any time.

5. INTELLECTUAL PROPERTY & IMPROVEMENT

The Engaging Party retains full ownership of all case materials, documents, and personal information submitted to the platform.

The Engaging Party acknowledges that GGG operates a self-improving intelligence system. Interactions with the platform — including queries, document generation patterns, and feedback — may be used in aggregate, de-identified form to improve the LAW platform for all users. No individual case data, client names, or specific facts shall be used in any publicly visible improvement or training material without explicit consent.

The Engaging Party may opt out of improvement data collection at any time through account settings. Opting out does not affect the quality or availability of Services.

6. POWER OF ATTORNEY

This Agreement does not grant GGG any power of attorney, authority to sign documents on behalf of the Engaging Party, or authority to appear before any court, agency, or tribunal.

If the Engaging Party wishes to delegate specific authority — such as signing documents, communicating with opposing parties, or accessing specific records — a separate limited power of attorney instrument must be executed. GGG maintains templates for such instruments upon request.

Black’s Law Dictionary defines a power of attorney as “an instrument authorizing a person to act as the agent or attorney of the person granting it.” Such authority is not granted under this Agreement and may only be conferred through a separate written instrument executed by the Engaging Party.

7. TERMINATION

Either party may terminate this Agreement at any time, for any reason, upon written notice to the other party.

Upon termination:

• GGG shall provide the Engaging Party with a complete export of all case files, documents, and data within 14 days of request.
• GGG shall delete the Engaging Party’s case data from active systems within 60 days of termination, unless retention is required by law or separately agreed.
• Any work-in-progress shall be delivered in its current state.

8. GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction in which Gage Green Group is organized, without regard to its conflict of laws principles.

Any disputes arising under this Agreement shall be resolved through good-faith negotiation before resorting to any formal proceeding. The parties agree that the primary source citations contained herein are incorporated as interpretive aids, not as independent causes of action.

9. ACCEPTANCE

By creating an account or using the Services, the Engaging Party acknowledges that they have read, understood, and agreed to the terms of this Agreement.

If the Engaging Party does not agree to any term of this Agreement, they should not create an account or use the Services.

This Agreement is incorporated by reference into the LAW Terms of Service. In the event of any conflict between this Agreement and the Terms of Service, this Agreement shall control with respect to the specific engagement of Services.