|
hahaha I like #1
#2 hum - why not? First, we spent a great deal of money
getting most of these clients for you - do you think not giving us anything on
prescreening them for you to take is fair? I think at least 10% on them is fair
given the situation. On another note, what if jawad pans out to be a $3M+
win? We don't get compensated for the nearly 2 months you spent on that?
#3 ok
#4 what do you mean? The letter that says you will not
accept clients on the non 28? I am not going to sign dramatically
different letters - I.e. my letter to the 28 clients basically says we don't
want them but your proposed letter to the remaining does not have a similar
tone/feel....I would similar tones/feels
5) Call me paranoid but what if the name changes to
Puckett, Faraj, and Montalvo will that firm and you individually not solicit
clients for at least 90 days?
6) assuming 2-5 above are agreeable then 1 and 6 are no
problems
From: Eric S. Montalvo Sent: Tuesday, March 02, 2010 12:51 PM To: Mathew B. Tully, Esq.; Eric Montalvo Cc: Steve Herrick; Greg T. Rinckey; Neal Puckett Subject: Referral Agreement Mat, The following captures my
understanding as a reasonable position based on a review of the ethic’s rules
and my discussion with both Neal and Greg. 1)
Mandatory beer session (or drink of
choice) upon next visit to DC from Mat. 2)
Regarding clients slated to be
released to me no referral fee will be charged. 3)
Regarding clients to be referred
between firms a minimum 10% fee will be entered into re a fee splitting
arrangement – Greg has offered to provide language to use for this
purpose. This will include any matters exchanged between the firm and may
be negotiated up or down depending on the case referred. For example, if
it is a 500 dollar referral the referring attorney may waive a fee at his
discretion. 4)
The letters as currently authored
are good to go. 5)
The Firm of Puckett and Faraj PC
will not engage in soliciting clients from Tully Rinckey
PLLC. 6)
I have spoken with Graig and Greg re
files for removal and am to provide a list to be reviewed for
approval. V/r Eric S.
Montalvo Attorney at
Law (202) 787-1900
Phone (202) 870-2940
Cell (202) 296-1165
Fax practice
is limited to matters and proceedings before special courts - federal courts –
agencies Confidentiality
/ Privilege Notice: This transmission,
including attachments, is intended solely for the use of the designated
recipient(s). This transmission may contain information that is confidential
and/or privileged or otherwise protected from disclosure. The use or disclosure
of the information contained in this transmission for any purpose other than
that intended by its transmittal is strictly prohibited. If you are not an
intended recipient of this transmission, please immediately destroy all copies
received and notify the sender. |