Scope of Services
Describe specific tasks (form selection, preparing I-485/I-130, document review, translations, interview coaching) and any excluded services such as representation at removal hearings.
A clear agreement reduces misunderstandings about services, timelines, and payment while documenting consent for representation and e-filing. It also creates an auditable paper trail useful in disputes or audits.
Typical signers include applicants, immigration attorneys, accredited representatives, authorized agents, and family members assisting with the application.
The agreement helps clarify roles and ensures that consent, fee arrangements, and record-keeping preferences are documented for all parties involved.
Describe specific tasks (form selection, preparing I-485/I-130, document review, translations, interview coaching) and any excluded services such as representation at removal hearings.
State fixed fees, hourly rates, deposit requirements, refund policies, and which government filing or biometrics fees the applicant must pay directly.
Obtain written authorization for the representative to prepare or file forms, receive USCIS communications, and to access applicant documents.
Specify consent to receive electronic records and to sign documents electronically under ESIGN and applicable state UETA/ESRA rules.
Explain how personally identifiable information (PII) and immigration records will be protected, and note HIPAA standards if health data are involved.
Include how either party may end the relationship, final accounting of fees, and governing law for any disputes.
When you plan to sign electronically, confirm the chosen platform meets legal and security requirements.
| Field | Configuration |
|---|---|
| Signer Order | Define sequence: applicant then representative. |
| Authentication Method | Choose email link, SMS code, or ID verification. |
| Conditional Fields | Show fee or service lines only when applicable. |
| Retention Settings | Enable secure storage and PDF export after completion. |
| 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 | No | No | 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 cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |