Scope of Services
Define covered systems, permitted tasks, exclusions, and out-of-scope work with clear examples and any applicable service tiers.
A concise agreement reduces operational risk, sets security expectations, and helps meet regulatory obligations such as HIPAA or other industry rules.
Identify authorized signers, designate points of contact, and attach technical annexes (access tools, approved IP ranges) before executing the agreement.
Define covered systems, permitted tasks, exclusions, and out-of-scope work with clear examples and any applicable service tiers.
Specify remote tools, credentials handling, session initiation/termination steps, approval processes, and emergency access rules.
State response targets, resolution categories, priority definitions, escalation paths, and measurement/penalty mechanisms for missed SLAs.
Describe encryption standards, multi-factor authentication, patching responsibilities, malware scanning, and required audit logs.
Address collection, storage, retention, deletion, ownership, and third-party disclosure restrictions, including patient or financial records.
Limitations of liability, indemnities, insurance minimums, and dispute-resolution method such as arbitration or governing law.
| Field | Configuration |
|---|---|
| Signature Method | Specify eSignature type and authentication level |
| Session Log Attachment | Require upload of session transcript or log |
| Consent Checkbox | Record client consent to remote access |
| Retention Flag | Tag documents for required retention period |
Ensure the selected platform can export signed files, preserve audit trails, and meet any required compliance frameworks such as HIPAA or 21 CFR Part 11.
Typically 4–24 hours depending on priority level
Classified into priority levels with target hours
30 to 60 days written notice before expiration
Retain logs per retention schedule in contract
Define maintenance windows and advance notice
| 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 | Varies by plan | Varies by plan | Free trial available | Free trial available |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |