Scope of Services
Describe services, session format, duration, and the difference between coaching, therapy, and legal advice to avoid role confusion and set expectations.
A clear agreement reduces disputes, clarifies responsibilities, and documents consent for coaching and information sharing. It protects the coach professionally and helps parents understand fees, scheduling, confidentiality, and how the coaching relationship interacts with legal or court processes.
This agreement is used by coaches, co-parents, and occasionally mediators or family-law professionals to record the coaching relationship and expectations before services begin.
Signed agreements create a shared baseline for scheduling, confidentiality, fee disputes, and potential court submission if parties later seek court approval or incorporation into parenting plans.
Two or more parents or guardians who agree to participate in coaching sessions and accept the terms. Each signing parent confirms consent to the scope of services, scheduling rules, payment obligations, and authorized information sharing for the coaching timeframe.
The coach or coaching firm providing services and responsible for compliance with confidentiality, recordkeeping, and any professional standards. The coach confirms the scope, fees, cancellation policy, and whether the coach will provide mediation, referrals, or testimony.
Describe services, session format, duration, and the difference between coaching, therapy, and legal advice to avoid role confusion and set expectations.
State session fees, payment schedule, late payment penalties, accepted payment methods, and whether sliding scale or pro bono arrangements apply.
Define scheduling process, notice required to cancel or reschedule, fee for missed sessions, and emergency exceptions.
Explain confidentiality limits, record retention, circumstances that require disclosure, and whether a HIPAA business associate agreement is used.
Clarify that the coach does not provide legal or clinical diagnoses and describe referral processes for legal or mental health emergencies.
Include governing law, mediation or arbitration clauses, and whether the agreement may be submitted to family court for incorporation.
| Field | Configuration |
|---|---|
| Signing Order | Choose serial or parallel signing |
| Authentication Method | Email link, SMS code, or KBA |
| Reminders | Auto-reminders and expiration |
| Audit Capture | Enable IP, timestamp, and device logs |
Confirm the platform supports required formats, authentication, and integrations before sending for signature.
Choose a provider that records a tamper-evident audit trail and stores signed records securely to meet statutory preservation and disclosure obligations.
Date entered in the Effective Date field drives obligations and retention.
Set a deadline for both parents to sign to avoid stale agreements.
First scheduled session date that triggers coaching obligations.
If parties plan to submit to court, follow local court scheduling rules.
Retention periods begin on the Effective Date or last signature, as noted in the retention section.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |