Bonterms-delivery Engagement Letter

Roadmap (“Roadmap,” “we,” “us,” “our”) is the brand under which Roadmap Law PLLC, a professional limited liability company, delivers fractional in‑house legal counsel and business advisory services.

This Bonterms‑counsel Engagement Letter (the “Engagement Letter”) governs the legal services we provide to you (“Client,” “you”) on a per‑Matter, fixed‑fee basis. This page is informational; acceptance happens per Matter when you complete the Accept‑and‑pay action at /bonterms-matter-signup. By providing a payment method during signup and accepting a Matter quote, you agree to these terms with respect to that Matter.

Roadmap is the brand under which legal services are delivered. The contracting entity is Roadmap Law PLLC, a New York professional limited liability company. Jurisdictional information for each attorney is available on the Team page.

Bonterms is a delivery platform and standard‑agreement ecosystem; Bonterms is not a party to this Engagement Letter and does not provide legal services. Your attorney‑client relationship under this Engagement Letter runs to Roadmap alone.

All services under this Engagement Letter are delivered in Slack and on Roadmap‑branded web pages, including your matter workspace. Email is generally reserved for communications with third parties. We do not accept substantive legal instructions or Matter submissions by phone, text, or in‑channel messages outside Roadmap surfaces.

You consent to electronic delivery of all notices, disclosures, statements, invoices, and other communications under this Engagement Letter, to electronic execution and acceptance (including clickwrap acceptance and acceptance by payment), and to electronic recordkeeping by Roadmap, in each case in accordance with the federal ESIGN Act and applicable state electronic transactions laws.

Roadmap provides legal services to Client on a per‑Matter basis. A “Matter” is a discrete piece of legal work scoped, quoted, and accepted through Roadmap’s pricing engine at /bonterms-matter-signup. The scope of each Matter is set by the scope_text captured at the moment of Client’s acceptance and is incorporated into this Engagement Letter by reference. Roadmap has no obligation to perform legal services for Client other than the Matters that Client has accepted and paid for under this Engagement Letter.

All Matters under this Engagement Letter are scoped to require only one United States legal license to perform. New York‑licensed counsel is the lead supervising attorney on every Matter, and the ABA Model Rules of Professional Conduct apply as the ethical baseline for the engagement. Matters that require multi‑jurisdictional practice, admission in a jurisdiction Roadmap is not admitted in, or non‑U.S. counsel are out of scope. The pricing engine flags such Matters as requires_quote at intake, and Roadmap will, where appropriate, decline the Matter or refer Client to qualified outside counsel.

We represent you diligently and in accordance with applicable rules of professional conduct. We make no guarantees as to the outcome of any Matter. Unless expressly stated in writing for a specific Matter, Roadmap does not provide tax, accounting, financial planning, or investment advice.

AI assistance. We use AI tools to assist our work on Matters — including triage, research, drafting, document review, and citation — always under lawyer supervision. The supervising attorney’s independent professional judgment and review remain the controlling standard for all legal work product. By engaging us under this Engagement Letter, you consent to that use.

No training on Client data. Neither Roadmap nor our AI providers use Client data to train, fine‑tune, or otherwise modify any AI model. This commitment is contractual with respect to Roadmap and is mirrored by the data‑handling terms of our AI sub‑processors.

Payment

1. At engagement. Client adds a payment method through Stripe Checkout in setup mode. No charge occurs at engagement.
2. Per Matter. When Client accepts a Matter’s quote, the card on file is charged the fixed Matter fee in full.
3. If the card is declined. The Matter is not opened, no work begins, and Roadmap has no obligation to perform any of the proposed scope until a successful charge clears.

Client is responsible for keeping a valid payment method on file. Cards can be updated at any time through the Stripe Customer Portal linked from the Roadmap portal.

Each Matter is quoted as a fixed fee by Roadmap’s pricing engine at intake. The quoted fee is final upon Client’s acceptance. The fixed fee for each Matter is earned on receipt; Client agrees that the fixed fee reflects the value of the legal services delivered for the Matter, not the time recorded against it, and is non‑refundable except as expressly provided in Section 7 (Refunds & Remedies). The full Matter fee is charged immediately on Client’s accept‑and‑pay action; Roadmap does not invoice in arrears and does not collect advance payments of unearned fees.

This Engagement Letter is not a subscription. Out‑of‑pocket expenses (filing fees, service of process, court reporters, third‑party search and document fees) are not included in Matter fees and are invoiced at cost, with material expenses cleared in advance where practicable. All fees are exclusive of any sales, use, value‑added, withholding, or similar taxes.

Material scope expansion

If, during a Matter, Roadmap determines that the work needed to deliver the Matter materially expands beyond the accepted scope, Roadmap will complete the work originally paid for under the existing Matter and separately ask Client to open a new Matter — at a fresh quote — covering the expanded scope. There is no mid‑Matter expansion fee or in‑flight delta charge: the original Matter is delivered as scoped, and any expanded work is a separate accept‑and‑pay action under a new Matter.

Routine scope variance within the pricing engine’s ordinary tolerance does not constitute material expansion. Out‑of‑scope Matters (Section 3) continue to be declined or referred rather than restructured under this Section.

Matter fees under this Engagement Letter are earned on receipt upon Client’s acceptance of the Matter. The pricing engine scopes each Matter so that the accepted fixed fee corresponds to the agreed deliverable, and Roadmap then delivers that work. Cancellation prior to delivery, and partial delivery, are rare.

If either occurs, Roadmap will unwind the charge in good faith: a full refund of the Matter fee where the deliverable has not been delivered, or a good‑faith reconciled refund proportionate to the undelivered portion where the deliverable has been only partially delivered. Refunds are processed via the original payment method, ordinarily within five (5) business days of Roadmap’s determination that a refund is owed. This Section 7 states Client’s sole and exclusive remedy for Roadmap error or non‑delivery on a Matter. Nothing in this Section 7 limits Roadmap’s obligations under applicable rules of professional conduct.

The attorney‑client relationship for a Matter forms when Roadmap commences attorney work on the accepted Matter, after Roadmap has completed conflict, jurisdictional, and scope checks. The prospective‑client duty under NY RPC 1.18 applies at intake before that point. Once the relationship is formed, communications between Client and Roadmap for the purpose of obtaining legal advice on that Matter would receive the protection of the attorney‑client privilege and the work‑product doctrine, subject to applicable law. The confidentiality of Client information is governed by the New York Rules of Professional Conduct and the analogous rules of any other jurisdiction in which the attorney(s) serving Client are licensed, including the technology‑safeguard requirements of NY RPC 1.6(c) and the supervision duties of NY RPC 5.1 and 5.3.

Bonterms is a tool we use. We use the Bonterms platform to deliver work the same way we use email, document management, e‑signature, and other professional tools. Materials shared via Bonterms in the course of our representation are intended to be privileged; the use of Bonterms as a delivery surface does not by itself waive the privilege any more than using email does. By engaging us, you agree that we use Bonterms in delivering Matters and that Bonterms’ own terms of service apply to your use of the Bonterms platform itself (cross‑reference, not incorporation).

Roadmap runs a conflicts check at engagement and again at the intake of every new Matter. These checks, and the decision to accept, decline, or scope any Matter, are in Roadmap’s sole discretion. If a conflict is identified before a Matter is accepted, Roadmap will decline the Matter and, where appropriate, refer Client to qualified outside counsel. If a conflict arises mid‑Matter, Roadmap will withdraw from the affected Matter in accordance with applicable rules of professional conduct and refund all unearned fees for that Matter.

The Client is the individual or entity named in your Roadmap account. Representation of an entity does not create an attorney‑client relationship with any individual owner, officer, director, employee, or affiliate of that entity, except where expressly agreed in a separate engagement.

Either Client or Roadmap may terminate this Engagement Letter at any time on written notice. Termination is effective on receipt of notice by the non‑terminating party.

Open Matters at the time of termination are either (a) completed by Roadmap and delivered to Client (with the fixed fee retained as earned) or (b) refunded under Section 7, in each case as Roadmap reasonably determines based on the work delivered up to the point of termination. Roadmap will return Client’s file in accordance with applicable rules of professional conduct.

This Engagement Letter shall be governed by and construed in accordance with the substantive laws of the State of Florida, without regard to conflict of laws principles. For purposes of professional responsibility, the conduct of the attorney(s) providing services will be governed by the rules of professional conduct of the State of New York and, where applicable, the rules of any other jurisdiction in which such attorney(s) are licensed.

Any dispute, claim, or proceeding arising out of or relating to the services provided under this Engagement Letter, including any fee dispute, will be brought exclusively in the state or federal courts located in Palm Beach County, Florida, and the parties consent to the personal jurisdiction and venue of those courts. Nothing in this Section 10 limits Client’s rights under applicable rules of professional conduct.

Client is not a Roadmap subscriber under this Engagement Letter. Acceptance of this Engagement Letter does not enroll Client in Roadmap Counsel, Roadmap Personal, Roadmap Operator, Roadmap CoCounsel, or any other subscription module.

Without limiting the foregoing, Client’s Bonterms‑counsel engagement under this Engagement Letter does not include any of the following, which are reserved for Roadmap subscribers:

• Access to the Roadmap template library;
• A per‑client Roadmap Slack Connect channel for ongoing legal coverage;
• Day‑to‑day legal coverage across Roadmap’s published practice and consulting areas; or
• Scheduling access to Roadmap attorney calendars.

If Client wishes to enroll in a Roadmap subscription, Client may do so separately at /start.

Entire Agreement. This Engagement Letter, together with the scope_text of each accepted Matter, constitutes the entire agreement between Client and Roadmap with respect to the Bonterms‑counsel engagement and supersedes any prior or contemporaneous communications on the same subject matter.

Versioning. This Engagement Letter is version bonterms-v1-2026-05-28. Roadmap may revise this Engagement Letter from time to time by publishing a new version at this URL and bumping the version pin. Client’s acceptance is locked to the version in effect at the moment of acceptance; subsequent revisions do not retroactively apply to Matters accepted under an earlier version.

Severability. If any provision of this Engagement Letter is held invalid or unenforceable, the remaining provisions remain in full force and effect, and the invalid or unenforceable provision will be modified to the minimum extent necessary to make it valid and enforceable while preserving the parties’ original intent.

No Waiver. Failure to enforce any provision of this Engagement Letter is not a waiver of that provision or of Roadmap’s right to enforce it later.

This page is informational. Acceptance of this Engagement Letter happens at the per‑Matter Accept‑and‑pay action on /bonterms-matter-signup: by providing a payment method during signup and accepting a Matter’s fixed‑fee quote, you accept the version of this Engagement Letter in effect at that moment and agree to be bound by its terms with respect to that Matter.

By providing a payment method during signup and by accepting a Matter quote, Client agrees to these terms. To engage Roadmap, return to the signup page.