Confidential Commercial Intake For Business Matters

Before reading private agreement provisions, we check the adverse corporate entity, its parent guarantors, and named co-defendants against our current institutional banking client register and former commercial representations. If an ethical conflict exists under North Carolina State Bar Rule 1.7, we promptly advise you in writing so you can retain alternate counsel without delay.

Once cleared, we schedule a 55-minute factual conference in our Charlotte library or by secure video link. We examine the core loan covenants, contested promissory notes, demand letters, or filed complaints. We identify forum exposure between Mecklenburg County Superior Court and the North Carolina Business Court.

If both parties agree to proceed, we transmit a written engagement agreement stating the approved fee framework: hourly advisory at $325–$1,500/hr, a flat review fee of $2,500–$10,000, or a litigation retainer of $10,000–$50,000 deposited in our audited North Carolina IOLTA account.

Upon retainer clearance, counsel files the formal notice of appearance in the 26th Judicial District or Business Court docket. Written discovery, responsive pleadings, or pre-litigation responses are served strictly under North Carolina Rules of Civil Procedure.