Scope of Work
Describe phases (schematic, design development, construction documents, bid support, CA) and specific tasks included or expressly excluded to limit scope creep and set measurable deliverables.
A precise Architectural Dynamics Agreement reduces ambiguity about deliverables, schedule, and fees, lowers project risk by allocating responsibilities, and creates a defensible record for disputes, claims, and lender or permitting reviews.
The agreement is used by professionals and clients across project types where architectural services are procured.
Clear role definitions in the agreement speed approvals, reduce rework, and help preserve insurance and lien rights when disputes arise.
The firm's authorized officer or licensed architect signs to accept scope, deliverables, schedule, and fee terms; signature binds professional obligations, licensing responsibilities, and fee recovery remedies.
An authorized owner, developer, or designated representative signs to accept the architect's scope and payment schedule; their signature triggers the agreement's start date and billing milestones.
Describe phases (schematic, design development, construction documents, bid support, CA) and specific tasks included or expressly excluded to limit scope creep and set measurable deliverables.
List deliverable types, formats (PDF, CAD, BIM), milestone dates, review cycles, and acceptance criteria so approvals and progress invoicing tie directly to concrete outputs.
State fee structure (fixed, milestone, hourly, percentage), invoicing cadence, late fees, retainers, and conditions for suspension of work when payments are overdue.
Prescribe how changes are documented, priced, and approved; include notice periods and a written change-order form to prevent unauthorized work and billing disputes.
Allocate copyright ownership, license rights to the client, permitted reuse, and conditions for third-party design elements or proprietary libraries.
Specify governing law, venue, mediation or arbitration steps, and interim injunctive remedies to streamline conflict resolution and preserve business relationships.
| Field | Configuration |
|---|---|
| Template Name | Save agreement as a reusable template for repeat projects |
| Signer Order | Set sequential or parallel signing depending on approval process |
| Authentication | Choose email link, SMS code, or KBA for higher assurance |
| Auto-Reminders | Enable reminders and expiration to keep timelines on track |
Choose a platform that supports the authentication level, audit trail, and file formats your project requires.
Ensure the chosen platform can produce an audit trail, retain signatures, and meet any industry compliance requirements such as HIPAA or 21 CFR Part 11 when applicable.
MM/DD/YYYY — contract start and billing trigger
Typically 7–14 days after deliverable submission
List milestone dates tied to invoice events
Net 30 from invoice date unless agreed otherwise
Retention begins on effective or delivery date
Agree scope, fees, and insurance before signing
Both parties sign and the effective date starts
Deliver schematic, design development, construction documents
Deliver final documents, as-builts, and final invoice
The firm digitized standard engagement agreements to centralize signoffs and approvals.
Optica standardized their engagement template to remove negotiation overhead.
| 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 free trial | Varies | Varies | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |