Client Identity
Full legal name, business or individual tax ID, physical service address, billing address, primary email and phone, and a government-issued ID reference to match signer attribution.
A complete Client ISP Packet reduces provisioning delays, clarifies responsibilities, and documents consent and technical authorizations. Properly executed packets provide evidence of intent and attribution required for e-signature validity under the ESIGN Act (15 U.S.C. ch. 96) and state UETA rules, and they centralize the data needed for billing, support, and regulatory reporting.
Maintain a signed copy for both client and provider records and verify signatory authority to avoid activation or billing disputes.
An individual with legal authority to bind the client (owner, officer, or authorized agent). This signer must confirm identity, agree to terms of service, and authorize billing and technical access for provisioning and support.
An onboarding or account manager who records service details, confirms technical feasibility, and documents acceptance of the client's packet. Their entry creates the provider-side record used for activation and later audits.
Full legal name, business or individual tax ID, physical service address, billing address, primary email and phone, and a government-issued ID reference to match signer attribution.
Requested service tier, MAC or device identifiers, agreed service level, installation window, and any static IP or special routing requirements associated with the order.
Payment method, billing contact, invoice delivery preference, and explicit authorization for recurring charges or deposits to prevent later disputes over payment consent.
Permission to configure on-site equipment, access to premises for installation, consent to remote diagnostics, and any required contact for scheduled maintenance or outages.
Carrier privacy notice, data-handling disclosures, any required HIPAA or FERPA language if the service will process protected information, and consumer electronic consent language where applicable.
Designated signature block, signature date, witness or notary fields if required, and an audit-trail section capturing IP, timestamp, and signer authentication method for electronic records.
| Field | Configuration |
|---|---|
| Signers | Specify signer order and roles (client, agent, provider rep). |
| Authentication | Choose email link, SMS code, or KBA for higher assurance. |
| Attachments | Make proof-of-address and ID required uploads for submission. |
| Retention Rule | Enable read-only archive and exportable audit trail after completion. |
Verify platform audit trails capture timestamp, IP, and signer authentication to support ESIGN/UETA compliance and any required regulatory audits.
Provide upon payer request; no set federal filing deadline for a supplied W-9.
File by Jan 31 each year for nonemployee compensation reporting to recipients and IRS.
Individual tax returns due April 15; extensions must be filed by that date.
Retain for 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2).
If using remote notarization, retain session recordings per state requirements (typically 5–10 years).
Client uploads completed packet and required attachments for provider intake review.
Provider confirms ID, address, and payment method before scheduling provisioning.
Installation or remote provisioning slot is booked and technician assigned.
Final activation confirmation, invoice issued, and signed packet archived for records.
| 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 | 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 |