Scope of Work
Describe specific legal services, exclusions, and deliverables; identify matter limits and any phased or milestone-based tasks to avoid misunderstanding about what is and is not covered.
A written Attorney Fee Contract reduces billing disputes, clarifies scope, allocates risk, and supports ethical compliance with bar rules. It also documents client consent for specific billing practices and simplifies internal accounting and trust account management.
Use the contract at intake, before substantive work begins, and whenever fee arrangements change to preserve enforceability and client consent.
Partner or managing attorney who confirms scope, approves fees, and signs on behalf of the firm; ensures the agreement aligns with professional conduct rules and internal billing practices.
Authorized client signing as individual or corporate officer; responsible for payment, acknowledging the scope and consenting to electronic delivery and billing arrangements.
Describe specific legal services, exclusions, and deliverables; identify matter limits and any phased or milestone-based tasks to avoid misunderstanding about what is and is not covered.
Specify hourly rates, flat fees, contingency splits, or blended rates; include billing increments (e.g., tenth-hour) and whether fee caps or retainers apply.
State retainer amount, how it is held or earned, replenishment rules, and whether it is refundable; explain application to fees and expenses.
List reimbursable costs (filing fees, courier, expert fees) and whether the client pays in advance or is billed periodically for expenses.
Define invoice frequency, due date, accepted payment methods, interest on overdue balances, and whether electronic invoices are valid consented records.
Provide termination rights for client and counsel, procedures on withdrawal, final accounting, and handling of unearned retainer or outstanding balances.
| Field | Configuration |
|---|---|
| Signature Order | Client signs first, then counsel signs |
| Authentication | Email + SMS code for external clients |
| Attachments | Include ID and billing authorization forms |
| Notifications | Auto reminders at 3 and 7 days |
Ensure the platform can produce a tamper-evident signed PDF and retain a searchable audit trail for compliance and client records.
Typical net 30 or as specified in contract
Trigger when retainer balance falls below agreed minimum
Client usually has 30 days to dispute billed charges
Specify required notice period, often 10–30 days
Effective date governs retention timeline for the file
Draft and present fee terms to client for review.
Obtain client signature and countersign by counsel.
Perform legal work per scope, with periodic invoices.
Finalize accounting, return unearned retainer, and archive documents.
| 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 | Yes, 7-day trial | Yes | Yes | Yes | Yes |
| 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 |