Scope of Work
State services included (document review, N-400 completion, filing, biometrics prep, interview coaching) and any excluded services like appeals or waivers.
A written engagement clarifies responsibilities, reduces misunderstandings about filing scope and fees, documents consent for electronic handling, and creates an audit trail useful for disputes or fee reimbursement. It also establishes retention and signature procedures aligned with U.S. e-signature law.
Engagements are used by immigration attorneys, accredited representatives, paralegals, and organizations providing naturalization filing assistance.
The engagement should be tailored to the provider type and include required consumer disclosures when services are consumer-facing.
The individual applying for naturalization signs to confirm identity, consent to representation, and acceptance of fee and privacy terms; signatures must match government ID name forms to avoid mismatch issues.
The attorney or accredited representative signs to acknowledge duties, scope limits, fee schedule, and retention of client documents; the representative's name and bar or accreditation number should appear in the signature block.
State services included (document review, N-400 completion, filing, biometrics prep, interview coaching) and any excluded services like appeals or waivers.
Itemize flat fees, retainer application, estimated USCIS fees if known, billing schedule, and consequences of nonpayment or refund conditions.
List documents the client must provide, timing expectations, and obligation to disclose relevant history that impacts eligibility.
Explain consent to receive documents and signatures electronically consistent with ESIGN (15 U.S.C. §7001) and applicable state law.
Describe privacy safeguards, whether a HIPAA BAA is needed, and retention and destruction policies for sensitive records.
Cover termination conditions, final accounting, and the governing law for resolving disputes.
| Field | Configuration |
|---|---|
| Client Name Field | Require exact government ID input |
| A-Number Field | Validate numeric format |
| Consent Checkbox | Require explicit ESIGN consent |
| Signature Type | Allow drawn or typed with audit trail |
Choose a platform that supports strong authentication, audit trails, and secure storage aligned with legal requirements.
Ensure the vendor supports ESIGN/UETA compliance, retention capabilities, and offers BAAs where HIPAA applies.
Client provides documents within agreed days
Representative completes N-400 draft for client approval
File after client signs and fees are secured
Attend USCIS appointment as scheduled
Complete coaching and evidence checklist
Client and representative sign engagement and consent to electronic records.
Representative files Form N-400 with USCIS after verification and payment handling.
USCIS issues biometrics notice; client attends appointment for fingerprinting.
Applicant attends interview; USCIS issues decision or requests additional evidence.
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A community legal clinic drafts a standardized N-400 engagement for low-income clients that limits services to filing assistance and interview prep.
An immigration attorney uses a custom engagement that includes representation, appeals, and fee structure with retainers.