Scope of Representation
Define the matter, claims, and stages covered (pleadings, discovery, trial, appeals) and list excluded services so expectations and billable scope are clear.
A precise agreement protects client interests and clarifies counsel authority, fee expectations, and cost allocation, reducing later disputes. It also preserves ethical compliance, supports conflict checks, and documents consent to litigation strategy.
Parties preparing or signing the agreement include the client, the lead attorney(s), and an authorized representative of the law firm. Tailor roles and signatures to entity type.
Ensure signers are authorized and that corporate clients attach a resolution or power of attorney when required.
A natural person signs in their own name and is personally bound under the agreement; the document should include full legal name, date of birth or other identifier, and preferred contact to avoid misattribution or enforcement disputes.
For corporations, LLCs, or other entities, the signer must have corporate authority. Attach a board resolution, signed corporate officer certificate, or power of attorney to verify signing authority and reduce later challenges to enforceability.
Define the matter, claims, and stages covered (pleadings, discovery, trial, appeals) and list excluded services so expectations and billable scope are clear.
Specify hourly rates, contingency splits, hybrid fees, retainer handling, billing intervals, and how costs and expenses (experts, filing fees) will be advanced or reimbursed.
Describe client cooperation, document production, decision authority for settlements, and obligations to keep counsel informed to avoid delays and fee disputes.
State conflict check results, procedures for resolving conflicts, circumstances permitting withdrawal, and the effect on fees and file retention.
Explain termination for cause or convenience, notice requirements, transfer of files, and obligations to provide a final accounting of fees and costs.
Identify governing state law, jurisdiction for disputes, and whether mediation or arbitration is required before litigation over fees or performance.
| Field | Configuration |
|---|---|
| Signer Order | Client signs then firm partner countersigns |
| Required Fields | Full name, date, initials on fee clauses |
| Authentication | Email link or SMS code, add ID check for high-risk matters |
| Retention | Automatically save executed PDF to matter repository |
Use an eSignature platform that supports reliable audit trails, secure storage, and required authentication methods for legal documents.
Due upon execution unless otherwise agreed
Schedule based on statute of limitations or service requirements
Specify monthly or milestone invoicing cadence
Define response time for client settlement authority
Provide notice and transfer instructions upon termination
Confirm no conflicts and document results before work begins
Obtain signed agreement and initial retainer
Proceed with pleadings, discovery, and trial as authorized
Finalize accounting, transfer files, and set retention schedule
| 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, no credit card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Plan-dependent | Yes | Plan-dependent |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Plan-dependent | Plan-dependent | Plan-dependent |