Parties
Identify legal names and roles for employer, moderator, and any third-party administrators; include legal entity type and contact information for notices.
The agreement reduces ambiguity about roles, protects confidential information, documents consent to procedures, and establishes enforceable timelines and deliverables under controlling state or federal law.
The agreement is prepared by the employer or HR department and reviewed by legal or procurement when needed.
Identify legal names and roles for employer, moderator, and any third-party administrators; include legal entity type and contact information for notices.
Describe precisely the moderator’s duties (investigation, mediation sessions, report preparation), deliverables, limits on authority, and any prohibited actions.
Require disclosure of prior relationships, affirm impartiality, and describe steps if a conflict arises or recusal is necessary.
Specify confidentiality obligations, permitted disclosures (e.g., legal process, mandated reporting), and how records are protected and shared.
State effective and end dates, termination for convenience or for cause, notice periods, and post-termination obligations like final reports.
Detail fee structure, billing schedule, reimbursable expenses, late payment terms, and consequences for nonpayment including suspension of services.
| Field | Configuration |
|---|---|
| Authentication | Email, SMS code, or advanced signer verification |
| Signer Order | Define sequential or parallel signing order |
| Conditional Fields | Show fields only when certain options are selected |
| Audit Trail | Record IP, timestamp, and actions for each signer |
Use a platform that supports secure signatures, audit trails, and the authentication level required by policy.
Date services begin and obligations attach
Date by which the moderator submits interim findings
Date for final deliverable submission
Net payment terms (e.g., Net 30)
Date by which both parties must sign
The team needed a consistent process for vendor dispute resolution and hired an external moderator to standardize investigations.
The clinic required third-party review for sensitive personnel matters to protect patient confidentiality.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |