Scope of Work
Describe specific services (investigations, counseling, litigation, negotiation) with limits and exclusions so both parties understand what is and is not covered.
A clear template reduces negotiation time, ensures consistent client protections, and documents fee and scope expectations up front. Standard clauses reduce the risk of missing essential terms and support compliance with ethical and regulatory obligations.
Typical users include managing partners, intake attorneys, HR counsel, and legal operations staff handling client engagements.
The template also helps paralegals and contract administrators standardize execution and recordkeeping across matters.
Describe specific services (investigations, counseling, litigation, negotiation) with limits and exclusions so both parties understand what is and is not covered.
Specify hourly rates, retainer amount, billing cycle, expense reimbursement, and how contingency or success fees are calculated and disbursed.
Include client confidentiality, attorney-client privilege reminders, and data handling clauses that reference any required HIPAA or state privacy standards.
State conflict-check obligations, procedures for conflict waivers, and the firm’s rights to withdraw consistent with professional responsibility rules.
Define termination rights, notice periods, final accounting, and responsibilities for returning files or transferring work product to successor counsel.
Identify the governing state law for interpretation, venue for disputes, and any arbitration or litigation preferences.
| Field | Configuration |
|---|---|
| Client Details | Auto-populate from matter intake |
| Signature Order | Set firm signer first then client signer |
| Authentication | Use email plus SMS code for client identity |
| Storage | Save executed PDF to matter management system |
Choose a platform that supports secure eSignature, audit trails, and integrations with your matter management or document repository.
Ensure the chosen solution can produce a tamper-evident signed PDF, retain an audit trail, and meet any industry compliance requirements such as HIPAA or 21 CFR Part 11.
| 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 free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (premium tier) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |