Scope of Work
Describe exact data sources, target systems, file formats, record-level mapping, excluded items, and expected volume. Use appendices for sample records and mapping tables to avoid ambiguity.
A written agreement reduces scope ambiguity, sets measurable acceptance tests, allocates risk for data loss or corruption, and documents compliance controls. It helps both parties agree on timelines, formats, cost responsibility for rework, and legal recourse if conversion results are unusable.
The Data Conversion Agreement sits at the intersection of IT, legal, and operations; multiple stakeholders review it before execution.
Ensure the signatories represent the authority to commit budget, technical resources, and legal warranties for their organization.
Describe exact data sources, target systems, file formats, record-level mapping, excluded items, and expected volume. Use appendices for sample records and mapping tables to avoid ambiguity.
Define validation checks, permissible error rates, reconciliation steps, sample size for user acceptance testing, and the process for dispute resolution if acceptance fails.
Specify encryption in transit and at rest, access controls, data minimization, deletion timelines, and any HIPAA or other regulatory controls required for protected data.
List deliverable artifacts (raw exports, transformed files, logs, transformation scripts) and the exact file format, encoding, delimiters, and character sets to be used.
Include procedures for scope changes, handling new fields, price adjustments, schedule revisions, and authorizations required to proceed with change requests.
Set liability caps, indemnities, warranty period, obligations for rework, and milestones for payment withholding tied to acceptance outcomes.
| Field | Setting | Configuration |
|---|---|
| Upload Format | PDF, CSV, JSON | Preserve encoding and include sample file |
| Validation | Automated checks | Row counts, checksums, schema validation |
| Notifications | Email/SMS | Notify on success, failure, or required approvals |
| Retention | Audit logs | Retain per retention policy and regulatory needs |
Specify the platforms, integrations, security controls, and file formats required for the conversion.
Within 5 business days of contract signature
Within 10 business days of kickoff
Delivery within agreed sprint, typically 2–4 weeks
Customer has 10 business days to test and respond
Final signoff after any agreed remediation or rework
Agree mapping, samples, and test datasets before development starts.
Deliver a representative sample for stakeholder review and initial validation.
Complete bulk transformation and provide reconciliation artifacts.
Resolve defects, obtain written acceptance, and hand over scripts and logs.
| 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |