The Outsourced General Counsel Program (the “OGC Program”) is a fractional general counsel and optional chief compliance officer for private businesses who have the need for general counsel services but are not ready to build a fulltime in-house legal team. The program offers three subscription plans at a discount off of the standard hourly rate. Clients may also choose to pay as they go at the full standard hourly rate. Subscribing to the OGC Program creates an attorney client relationship that is privileged.

The OGC Program is designed for businesses that would like an in-house legal and compliance department, but are not able or ready to hire full-time legal and compliance professionals. The OGC Program was designed to provide boutique, white-glove legal services to the following types of clients:

• Investment Advisers (Registered & Unregistered)

• Multi-Family Offices & Private Wealth Managers

• Exempt Reporting Advisers

• Private Funds Offering Legal & Compliance Services to Portfolio Companies as a Disclosed & Approved Fund Expense

• Private Equity Holding Companies Investing in Multiple Majority-Owned Subsidiary Businesses

• Any Other Private Operating Company with Complex Commercial, Transactional, and Contractual Needs

No. While Sabal Law is expert in venture capital, private equity, and asset management law, the OGC Program is designed to provide best in class legal advice with white glove service to small and medium size businesses that are not ready to manage a full-time internal legal and compliance department. The U.S. Department of Justice recommends that all businesses adopt and implement compliance programs, and it will take that in account in connection with any investigation and prosecution. In addition, as experienced general counsels, Sabal law will enable business teams to execute their missions with efficiency and confidence by ensuring clean and expertly drafted contracts, ranging from private investments to terms of employment.

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The OGC Program will be billed promptly upon engagement and in advance on or about the first day of each month thereafter. The client acknowledges and agrees that OGC Program fees will be deemed earned upon receipt and NOT held in trust. Accordingly, those fees will be deposited into Sabal Law's general account. Any time exceeding the program’s included hours will be billed in arrears at the Standard Rates as additional fees.

• Sabal Law will serve as your outsourced general counsel. If you elect, Sabal Law will also serve as your outsourced chief compliance officer.

• For pricing details see the table under the section, “How much does the OGC Program cost?”

• For a list of services that can be provided see our capabilities page.

• Your engagement letter will further define the scope of services.

Yes. The Client agrees to a minimum subscription period of one full calendar quarter (the “Minimum Period”), commencing on the effective date of the engagement agreement. Calendar quarters are defined as January 1–March 31, April 1–June 30, July 1–September 30, and October 1–December 31. Upon expiration of the Minimum Period or any subsequent renewal period, the subscription shall automatically renew for successive calendar quarters unless the Client provides written notice of non-renewal or termination at least thirty (30) calendar days prior to the start of the next quarter. Auto-renewal shall occur under the then-current terms, including any applicable price increases.

Note: If the effective date falls after the first calendar day of a calendar quarter, the fee for the initial partial month shall be prorated based on the number of remaining calendar days in that month. The prorated fee shall be calculated as follows: (Monthly Fee × Remaining Days in Initial Month) ÷ Total Days in Initial Month. For example, if the Client subscribes to the Plus plan ($5,738/month) with an effective date of October 15 (assuming October has 31 days, with 17 days remaining), the prorated initial fee would be ($5,738 × 17) ÷ 31 ≈ $3,147. Notwithstanding the proration, the Client remains committed to the full Minimum Period (i.e., the remainder of the current quarter), and subsequent months in the quarter shall be billed at the full monthly rate. No proration shall apply to hours, rollover hours, or complimentary benefits; the Client shall receive full access to the subscribed hours and features from the effective date. Proration shall not apply to subsequent months or renewals.

No. But depending on the effective date of the engagement, an annual prepaid subscription can have the effect of locking in the current price until the plan renews on the anniversary date of the start of the plan. The annual prepaid subscription shall commence on the effective date and continue for a period of twelve (12) months (the “Annual Period”). Renewals shall be based on the anniversary of the effective date (e.g., if the effective date is October 15, 2025, the first renewal date is October 15, 2026). The subscription shall automatically renew for successive Annual Periods at the then-current annual prepaid rate (including any applicable price increases) unless the Client provides written notice of non-renewal or termination at least thirty (30) calendar days prior to the anniversary date.

No. But please read the following.

For monthly plans, the Client agrees to a minimum subscription period of one full calendar quarter (the "Minimum Period"), commencing on the effective date of the engagement agreement. The Client may terminate the engagement agreement at the end of the Minimum Period or any renewal period by providing written notice at least thirty (30) calendar days prior to the start of the next quarter. Notwithstanding the early termination, the Client remains committed to the full Minimum Period (i.e., the remainder of the current quarter). Early termination during a quarter shall not entitle the Client to a refund or proration for unused hours or fees paid, as all hours are provided on a use-or-lose basis subject to rollover provisions (if applicable). If the Client fails to provide timely notice, the subscription shall auto-renew, and the Client shall be responsible for the full fees of the renewal quarter.

For annual prepaid subscriptions, the Client may terminate at the end of the Annual Period by providing thirty (30) days’ prior written notice before the anniversary. Early termination mid-Annual Period shall entitle the Client to a refund for unused full months (calculated as described below), but the Client forfeits any unused hours, rollovers, or benefits. If terminating mid-Annual Period (e.g., after six months), Sabal Law shall calculate a refund for the unused portion of the prepaid fee based on the remaining full months in the Annual Period (e.g., Refund = (Remaining Months ÷ 12) × Annual Fee, less any reasonable administrative fee not to exceed $500).

Yes. Subject to applicable laws and regulations, Sabal Law may terminate its representation at any time. In the event that Sabal Law chooses to terminate its representation, the client will not owe Sabal Law subscription fees for any subsequent months remaining in the Minimum Period. Additionally, in the event of such termination by Sabal Law, if the client has a positive balance of hours under the OGC Program for the current month, Sabal Law will refund an amount reflecting the unused hours. For the avoidance of doubt, if all hours under the OGC Program have been used, the client will not be entitled to a refund, and any additional hours will be billed in arrears at the prevailing Standard Rate. For annual prepaid subscriptions, a refund will be processed as described in the section, “Is there an early termination fee?”

No, a subscription is not required.  Sabal Law is pleased to serve as your fractional general counsel and fractional chief compliance officer without a subscription. This is the Basic plan.