Scope of Work
Describe services with measurable deliverables, acceptance criteria, milestones, and any excluded tasks to avoid scope creep and disputes.
A focused agreement reduces ambiguity about services, payment, and timelines, allocates risk between parties, and documents remedies for breach. It preserves business relationships by setting expectations and provides an enforceable record in case of disputes under ESIGN and state law.
Users range from solo consultants to small companies and corporate procurement teams that engage Courtney for services.
Use the version of the agreement tailored to the engagement type and include required attachments like SOWs or rate schedules.
Courtney signs as the named service provider and warrants authority to bind her business. The provider is responsible for delivering services described in the statement of work and must maintain required insurance and any professional licenses.
The client signs as the contracting counterparty. The signer should be an officer, manager, or delegated representative with authority to accept payment terms, liability limits, and intellectual property clauses on behalf of the client organization.
Courtney provided consulting to a VC-backed portfolio company to optimize operations and billing
A property management firm contracted Courtney for tenant services management
Describe services with measurable deliverables, acceptance criteria, milestones, and any excluded tasks to avoid scope creep and disputes.
Specify rates, invoicing schedule, late fees, reimbursements, expenses, and any retainers or deposits required before work begins.
Define the contract start and end dates, renewal terms, and termination rights for convenience, breach, and insolvency with notice periods.
Protect trade secrets and client data, define permitted disclosures, and set the duration of confidentiality obligations after termination.
Allocate ownership of deliverables, pre‑existing materials, and grant any licenses needed for performance or client use.
Limit direct damages, exclude consequential losses where permitted, and set insurance requirements and indemnity scope for claims.
Electronic execution is common; ensure the chosen platform supports required security, audit trails, and file formats.
Confirm the platform meets legal and compliance needs (ESIGN/UETA support, audit trail, and any industry-specific requirements) before using it for execution.
| Field | Configuration |
|---|---|
| Signature Field | Required |
| Date Field | MM/DD/YYYY |
| Initials | Optional |
| Conditional Clause | Enabled where applicable |
Date when obligations commence; use MM/DD/YYYY.
Net terms, e.g., Net 30 from invoice date.
Calendar dates tied to deliverables and acceptance.
Typical 30-day notice for convenience termination.
Retention periods tied to regulatory requirements.
| 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 | 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 |