Scope, timelines, fees, and exclusions
Each matter begins with a written scope, a timeline, and a fee model that matches deliverables.
Corporate
Governance, financings, M&A, and commercial contracting with disciplined closing checklists.
Founders, boards, and investors needing deal-stable documents.
- Seed through Series C equity and SAFEs with U.S. investors.
- Strategic M&A (sell-side $10M-$150M enterprise value).
- Board and founder alignment on protective provisions.
Financings: first draft in 48 hours; M&A LOI redlines within 24 hours; closings 2-6 weeks depending on diligence.
Fixed for term sheets and template builds; blended rates for negotiations; success kicker only on client request.
- Cap table.
- Existing charter and bylaws.
- Latest investor rights and voting agreements.
- No tax opinions.
- No broker-dealer services.
- No offshore entity formations.
Technology & Data
AI/ML licensing, DPAs, SLAs, and cybersecurity response plans focused on contract risk.
SaaS, AI, and data businesses negotiating with enterprises.
- Enterprise MSA and SOW stack with security exhibits.
- AI model licensing and content usage permissions.
- Data processing and cross-border transfer assessments.
MSA/DPA first-pass redline in 72 hours; security questionnaire coordination within 3 business days.
Playbook build-out fixed fee; volume-based subscription for recurring negotiations.
- Current MSA/SOW.
- Privacy policy and subprocessor list.
- Security posture (SOC2/ISO).
- No consumer class action defense.
- No patent prosecution.
- No pure IT implementation services.
Intellectual Property
Trademark strategy, inbound/outbound licensing, and IP diligence that supports financings and exits.
Brands and product teams protecting names, code, and licensing value.
- Trademark clearance and filings for U.S. classes 9, 35, 42.
- Product licensing and OEM agreements.
- IP ownership clean-up ahead of financing or sale.
Clearance opinions in 5 business days; filing packages in 7; licensing redlines within 3 business days.
Flat fees for searches and filings; capped fees for licensing; hourly for diligence sprints.
- Prior marks and specimens.
- Existing assignments and employment IP clauses.
- Licensing history and royalty reports.
- No patent drafting.
- No copyright litigation.
- No customs enforcement.
Litigation & Investigations
Early case assessment, motion practice, and negotiation to resolve disputes aligned with business outcomes.
Operators facing commercial disputes who want settlement paths and trial readiness.
- Commercial contract disputes in New York state and federal courts.
- Partner and founder separations.
- Pre-suit investigations and demands.
Case assessment memo in 10 days; motion to dismiss strategy in 20 days; mediation prep within 30 days.
Hourly with phased budgets; success fees on settlement by request; mediation prep fixed per matter.
- Executed agreements and amendments.
- Key correspondence.
- Timeline of facts and parties.
- No personal injury matters.
- No criminal defense.
- No class actions.
Real Estate
Commercial leasing, acquisitions, and financing support with clear diligence artifacts.
Office and retail tenants or owners negotiating leases and acquisitions in NYC metro.
- Long-term office leases in Class A properties.
- Retail build-outs with timeline protections.
- Acquisition diligence for mixed-use assets.
LOI redlines in 48 hours; lease markups in 5 business days; diligence reports within 2 weeks.
Flat fees for standard leases; capped for acquisitions; hourly for disputes.
- Draft lease or LOI.
- Plans and specs.
- Existing estoppels or SNDA where applicable.
- No residential closings.
- No landlord-side property management.
- No eviction proceedings.