Parties
Identify full legal names and entity types for each party, including billing and service contacts and the party authorized to sign on behalf of the entity.
A clear Client Relationship Agreement reduces misunderstandings, allocates risk, and documents commercial terms that affect billing, confidentiality, and liability. It creates an enforceable record of expectations and remedies while supporting regulatory compliance where applicable.
Common users include consultants, agencies, law firms, independent contractors, in-house legal teams, and client procurement or finance departments.
Identify full legal names and entity types for each party, including billing and service contacts and the party authorized to sign on behalf of the entity.
Describe services or deliverables in measurable terms, list exclusions, and reference any attached statements of work or schedules that control project scope.
State pricing, billing frequency, billing address, payment terms, late payment interest, and consequences for nonpayment or disputed invoices.
Spell out what is confidential, permitted disclosures, handling procedures, and duration of confidentiality obligations after termination.
Define ownership of existing and newly created IP, licenses granted, and any assignment obligations or usage restrictions.
Provide termination triggers, notice requirements, cure periods, post-termination deliverables, and limits on liability where appropriate.
| Field | Configuration |
|---|---|
| Document Upload | Upload final PDF or DOCX; check pagination and embedded fonts. |
| Signing Order | Choose sequential or parallel routing depending on approvals needed. |
| Authentication | Select email link or SMS code; require stronger auth for sensitive agreements. |
| Retention | Enable audit trail storage and PDF/A export for long-term archiving. |
Choose a platform that supports searchable PDFs, audit trails, and the authentication level required by your organization or regulators.
Allow 3–7 business days for legal and finance review
Expect 1–10 business days depending on signer responsiveness
Begin services upon Effective Date or after initial payment
Align billing milestones with deliverables and acceptance
Retention clock begins on Effective Date or final signature
Optica used a Client Relationship Agreement to standardize engagements with investors and portfolio companies, reducing onboarding time and clarifying deliverables.
A property management firm used the agreement to link services, tenant onboarding, and maintenance SLAs, ensuring clarity on fees and responsibilities.
| 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 (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |