Scope of Services
Describe courses, number of sessions, duration, learning objectives, delivery method (in-person, virtual), and acceptance criteria for completed deliverables or recorded sessions.
A clear agreement protects both parties by documenting deliverables, payment terms, intellectual property ownership, and confidentiality. It helps reduce disputes, supports payroll and tax classification decisions, and provides evidence of intent and obligations if legal or regulatory questions arise.
Use the agreement to centralize terms, ensure consistent onboarding, and document credentials and insurance where required.
Describe courses, number of sessions, duration, learning objectives, delivery method (in-person, virtual), and acceptance criteria for completed deliverables or recorded sessions.
State the pay rate, payment schedule, reimbursement of expenses, invoicing process, and whether taxes are withheld or the instructor is paid as an independent contractor.
Define effective date, contract length, renewal conditions, and termination rights including notice periods, cure opportunities, and post-termination obligations.
Specify protection of proprietary information, student data, and course materials; include duration of nondisclosure and permitted disclosures for legal compliance.
Clarify ownership or assignment of course content, slides, recordings, and derivative works; include license back to the instructor where applicable.
State indemnity obligations, limits on liability, and any required professional liability or general liability insurance amounts and certificate delivery timeline.
| Field | Configuration |
|---|---|
| Authentication | Email link plus optional SMS code for higher assurance |
| Reminders | Auto-reminders at 3 and 7 days after initial request |
| Routing Order | Employer sign first, instructor signs second |
| Storage Location | Secure HR folder with access controls and audit trail |
Use platforms that offer tamper-evident PDFs, audit logs, and role-based access to meet legal and recordkeeping needs.
Date when duties and payment obligations begin
Commonly 30 days unless contract specifies otherwise
Net 15 or net 30 per invoicing clause
Deliver before first session or as specified
Retention periods begin on effective date or invoice date
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |