Is an electronic signature legally valid?

Yes. Electronic signatures are binding in most U.S. contexts when intent and consent are present, under the ESIGN Act (15 U.S.C. ch. 96, 2000) and UETA where adopted.

Do I need a notary for this agreement?

Typically no for standard matchmaking contracts, unless a state statute or specific clause requires notarization; verify for documents affecting real property or powers of attorney.

What authentication level should I require?

Use email links for low-friction signings; require SMS or ID verification for higher-assurance transactions or when signing on behalf of a business.

How should we handle customer privacy and data sharing?

Include explicit consent language, describe data uses, and attach a privacy notice; if handling health data, execute a BAA and follow HIPAA safeguards.

Can we change the agreement after signing?

Amendments should be in writing and signed by all parties. Use addenda or a replacement agreement; document the effective date of any change.

What if the customer disputes a charge?

Follow your dispute-resolution clause, keep payment records, and respond within the contract’s specified timeframe; retain audit logs and signed copies as evidence.

Electronic Signature
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Agreement Between Matchmaking Service and Customer

Agreement Between Matchmaking Service and Customer

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

What the Agreement Between Matchmaking Service and Customer Covers

An Agreement Between Matchmaking Service and Customer is a bilateral contract that sets out the matchmaking provider's services, customer obligations, fees and payment terms, data handling and privacy commitments, term and termination rights, and dispute-resolution procedures. It defines deliverables such as introductions, screenings, or coaching, allocates liabilities and indemnities, and may include confidentiality, background-check, and refund provisions. The agreement also specifies governing law, notice addresses, and execution details so both parties know how services begin, how fees are calculated, and how to end the relationship responsibly.

Why You Should Use a Written Matchmaking Agreement

A written agreement clarifies expectations, limits disputes, and documents consent for data use and fees.

Who Typically Signs the Agreement

Ensure the signatory has authority to bind their organization and that individual customers meet minimum age and identity requirements.

Matchmaking business owners and authorized representatives who administer service delivery and billing.
Individual customers or primary account holders agreeing to services, payment, and privacy terms.
Third-party partners such as background-check vendors, coaches, or referral affiliates involved in delivery.

Step-by-Step: How to Complete and Execute the Agreement

Use this checklist to prepare, review, sign, and distribute the agreement efficiently.

01

Prepare: Gather customer ID, billing details, and scope of services.
02

Customize: Adjust service descriptions, fees, and term clauses for the engagement.
03

Sign: Have all parties sign electronically or in ink, with dates.
04

Store: Save executed copies and notify stakeholders of completion.

Configuring an Online Signing Workflow for This Agreement

Configure fields, signer roles, and authentication so each execution is complete and auditable.

Template	Create a reusable template with fixed clauses and editable customer fields.
Signer Roles	Assign roles: Matchmaker (sender), Customer (signer), and Optional Reviewer.
Authentication Level	Use email link by default; require SMS code or ID verification for higher assurance.
Conditional Fields	Show refund or trial clauses only when those options are selected.
Notifications	Send automatic reminders and a final certificate of completion to all parties.

Technical Requirements for Digital Completion and Delivery

Ensure the chosen provider provides encryption in transit and at rest, an immutable audit trail, and export options for long-term storage to meet compliance and discovery needs.

File Formats: PDF and DOCX are standard; preserve original formatting.
Authentication: Support email links, SMS codes, and optional KBA or ID checks.
Integrations: Connectors to CRM and accounting systems improve recordkeeping.

How Online Execution Typically Works

Execution follows a simple sender-to-signer flow with authentication, signature capture, and automated distribution.

Upload: Sender uploads the agreement document to the signing platform.
Place Fields: Define signature, date, initials, and custom fields.
Authenticate: Signers verify identity via email or stronger methods.
Complete: Signed copies and an audit certificate are generated automatically.

Core Clauses to Include in the Agreement Between Matchmaking Service and Customer

A professional agreement groups essential clauses so obligations, limits, and remedies are clear to both parties.

Services

Describe the matchmaking scope, deliverables, frequency of introductions, limits on contact attempts, and any third-party services used by the matchmaker.

Fees

Set the price, billing schedule, any refundable deposit, late-payment penalties, and whether fees cover travel, event costs, or other expenses.

Term & Termination

Specify start and end dates, automatic renewals, notice periods, and grounds for immediate termination for material breach.

Confidentiality

Protect personal data, client preferences, and proprietary methods with a narrow non-disclosure clause and permitted disclosures.

Data Privacy

State how customer data will be used, stored, and shared, including consent language for background checks or marketing.

Liability

Limit liability where permitted by law, disclaim guarantees about specific matches, and include indemnity provisions for intentional misconduct.

Security and Compliance Considerations

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Time-stamped events and signer attribution

HIPAA Options: BAA required for protected health information

Certifications: SOC 2 Type II and ISO 27001 available

Accessibility: WCAG 2.0 Level AA support

Data Privacy: GDPR and CCPA compliance frameworks

Common Legal Risks and Penalties to Watch For

Breach of Contract: Damages or injunctions may follow

Consumer Protection: State AG claims for unfair practices

Privacy Violations: Regulatory fines and corrective orders

Tax Reporting: Failure to report payments may trigger penalties

Misrepresentation: Liability for false statements

Background Checks: FCRA noncompliance carries civil liability

Frequent Preparation Errors to Avoid

Using vague service descriptions that leave scope and deliverables open to dispute; quantify expected introductions and timelines when possible.
Omitting clear payment and refund terms, which creates confusion over deposits, recurring fees, and early-termination refunds.
Failing to obtain explicit consent for collecting or sharing personal data, increasing regulatory risk under state privacy laws.
Not specifying who performs background checks or how results affect eligibility, which can produce inconsistent decision-making and liability.

Key Timing and Notice Items to Include

Specify dates and response windows to reduce ambiguity about when services begin and how to handle notices or disputes.

Effective Date:

Enter the start date in MM/DD/YYYY format; it governs term and statute of limitations.

Service Start:

Define when matchmaking activities commence after onboarding or payment receipt.

Payment Due:

State the payment period (e.g., due on receipt or net 30) and late fee calculation.

Renewal Notice:

Specify how many days before expiration each party must provide renewal or cancellation notice.

Dispute Response:

Require written notice of disputes and set a response window, commonly 30 days.

Key Milestones from Offer to Service Delivery

Track major stages so responsibilities and deadlines are visible and auditable across the client lifecycle.

01

Proposal Acceptance

Customer signs or accepts the offer and initial payment is confirmed.

02

Onboarding Completed

Profiles, preferences, and background checks are completed and verified.

03

Matchmaking Begins

Introductions commence according to the agreed schedule and frequency.

04

Periodic Review

Hold scheduled check-ins and report results to the customer.

eSignature Pricing and Feature Comparison (signNow listed first)

Compare basic pricing and common feature points across leading eSignature vendors to choose a solution that fits volume and compliance needs.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Real-World Examples of Online Agreement Use

These customer stories illustrate how organizations use electronic agreements in client-facing workflows.

Optica Ventures

Optica used online agreements to simplify customer onboarding and reduce in-person steps.

The interface needed to be easy for customers.
Brian Fitzgibbons, COO, said: 'The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.'

Fertility Centers

A healthcare-affiliated practice standardized patient consents and payments with digital contracts.

Security and compliance were essential.
John Butler, Founder, said: 'The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company.'

Frequently Asked Questions About the Agreement Between Matchmaking Service and Customer

Answers to common questions about enforceability, signatures, privacy, and execution workflows for this agreement.

Need help? Contact support

Is an electronic signature legally valid?
Yes. Electronic signatures are binding in most U.S. contexts when intent and consent are present, under the ESIGN Act (15 U.S.C. ch. 96, 2000) and UETA where adopted.
Do I need a notary for this agreement?
Typically no for standard matchmaking contracts, unless a state statute or specific clause requires notarization; verify for documents affecting real property or powers of attorney.
What authentication level should I require?
Use email links for low-friction signings; require SMS or ID verification for higher-assurance transactions or when signing on behalf of a business.
How should we handle customer privacy and data sharing?
Include explicit consent language, describe data uses, and attach a privacy notice; if handling health data, execute a BAA and follow HIPAA safeguards.
Can we change the agreement after signing?
Amendments should be in writing and signed by all parties. Use addenda or a replacement agreement; document the effective date of any change.
What if the customer disputes a charge?
Follow your dispute-resolution clause, keep payment records, and respond within the contract’s specified timeframe; retain audit logs and signed copies as evidence.

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