Scope of Services
Define specific tasks (searches, filings, office action responses, monitoring) with clear deliverables, outputs, and any exclusions to avoid scope creep.
A well-drafted Business TM Services Agreement reduces scope confusion, sets billing expectations, and clarifies IP ownership and enforcement authority. It limits dispute risk by defining timelines, deliverables, and termination rights and supports regulatory compliance when health or financial data is involved under ESIGN (15 U.S.C. §7001) and state electronic signature law (UETA).
The agreement is used by law firms, in-house legal teams, trademark service providers, and small-to-large businesses purchasing trademark services.
Signers should be authorized representatives with explicit signature authority; include delegation documentation when necessary to avoid later challenges.
Define specific tasks (searches, filings, office action responses, monitoring) with clear deliverables, outputs, and any exclusions to avoid scope creep.
Specify contract length, renewal mechanics, and termination rights including notice periods and obligations on termination, such as final deliverables or wind-down fees.
Itemize fixed fees, hourly rates, disbursements, filing costs, and invoice terms; state who pays government filing or prosecution fees.
Clarify ownership of search results, prosecution work product, and any deliverables; include assignment language if client must acquire rights.
Protect sensitive brand information with mutual or one-way NDA terms and data-handling obligations, including any HIPAA or privacy implications.
Limit exposure with caps on damages, disclaimers of consequential damages, and indemnity provisions for third-party claims related to the work.
| Field | Configuration |
|---|---|
| Authentication Level | Email link or SMS code; use stronger ID (KBA) for sensitive tasks. |
| Signature Fields | Place signature, date, and initials; require all required fields. |
| Order of Signers | Set sequential or parallel signing to match approval needs. |
| Reminders & Expiry | Enable reminders; set link expiration to limit exposure. |
Choose a platform that supports required file formats, secure transmission, and integration with your document systems.
Verify the platform provides a reliable audit trail, optional advanced signer authentication, and archival exports to meet legal and recordkeeping needs.
When rights and obligations commence; set as MM/DD/YYYY.
Specify invoice intervals and late fees to preserve collection rights.
Calendar trademark filing, response, and renewal milestones.
Number of days required to end the agreement without breach.
Automatic renewal terms or renewal notice period.
Negotiate and execute the agreement; confirm authorized signers.
Deliver searches and initial filing recommendations within agreed timeframe.
File applications and track office action deadlines and responses.
Monitor marks, renew registrations, and notify client of key dates.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |