Cover Letter
Explain the relationship, summarize enclosed forms, and set client expectations including deadlines, required attachments, contact details, and next steps to reduce confusion during intake.
A consistent Client Packet reduces onboarding delays, documents client consent and authorizations, supports regulatory compliance, and preserves an audit trail to resolve disputes and substantiate billing, tax, and privacy obligations.
Typical users include client-facing teams that need standardized intake and legal records for service initiation or transactions.
Packets are used across industries for consistent authorization, audit trails, and to meet recordkeeping obligations under federal and state rules.
Explain the relationship, summarize enclosed forms, and set client expectations including deadlines, required attachments, contact details, and next steps to reduce confusion during intake.
Collect full legal name, mailing and physical address, preferred contact method, taxpayer ID or EIN, and billing contacts to ensure accurate records and reporting.
Detail services, scope, deliverables, fees, termination terms, governing law, dispute resolution, effective date, signature, and the billing schedule before work begins.
Specify accepted payment methods, automatic billing consent, refund conditions, billing contact, retained payment credential handling, and any authorization limits.
State how personal data will be used, retained, and shared; include HIPAA or FERPA language when applicable and a contact for privacy inquiries.
Provide printed names, titles, signature lines, and dates; include witness or notary fields where required and specify permitted electronic signature methods.
| Field | Configuration |
|---|---|
| Signature Type | Allow e-signature, handwritten, or both. |
| Authentication | Set email, SMS, KBA, or 2FA requirement. |
| Routing | Specify signer order and conditional recipients. |
| Retention | Auto-archive to secure storage for compliance. |
| Notifications | Enable signer reminders and completion receipts. |
To distribute and sign the Client Packet digitally, ensure the platform supports required integrations, file formats, and authentication methods for your organization.
Typically 7–14 days to return completed packet.
Provide W-9 upon request to avoid backup withholding.
Retain I-9 for 3 years after hire or one year after termination.
Provide consumer disclosure when collecting electronic health authorizations.
Effective date determines timing for performance and statute of limitations.
| 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 |