Scope of Work
Precise description of services and deliverables including milestones, exclusions, and any acceptance criteria to avoid scope disputes.
A well-drafted AOS Retainer Agreement reduces ambiguity about scope, fees, and deliverables, cutting disputes and billing delays. It creates predictable cash flow for the provider and sets client expectations about communication, termination, and data handling under applicable laws.
Use this agreement to document payment structures, responsibilities, and any special approvals required during the engagement.
An authorized individual or purchasing agent who requests services and commits to payment terms. The client must provide billing and contact details and sign to create a binding obligation.
A business owner, partner, or delegated manager authorized to accept the retainer, define deliverables, and enforce termination and refund provisions on behalf of the provider.
Precise description of services and deliverables including milestones, exclusions, and any acceptance criteria to avoid scope disputes.
Specify whether the retainer is earned on receipt, placed in trust, applied to invoices, refundable conditions, and reconciliation procedures.
State hourly or flat rates, invoice frequency, late payment interest, and who pays collection costs to reduce payment disputes.
Define notice requirements, obligations on termination, refund mechanics, and survival of confidentiality or indemnity clauses.
Include nondisclosure terms and, where applicable, HIPAA-compliant handling for protected health information.
Name the state law that will interpret the agreement and any requirement for venue or arbitration.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel |
| Auth Level | Email link or SMS code |
| Notifications | Reminders at 3 and 7 days |
| Archive Settings | PDF + audit trail retained |
Confirm the platform meets legal requirements (ESIGN/UETA) and any sector rules such as HIPAA before collecting signatures electronically.
| 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 | No | No | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A small law firm uses a fixed-fee retainer to reserve weekly hours
A consultancy requires a deposit equal to two weeks of projected fees
Enter as MM/DD/YYYY at signing
Commonly monthly or upon milestone completion
Perform within 30–60 days after project start
Typically 30 days unless otherwise specified
Store signed agreement for at least 3–7 years