Scope of Work
Define specific tasks, exclusions, and deliverables so the parties understand what services the attorney will and will not provide.
A well-drafted agreement reduces ambiguity about scope, billing, confidentiality, and termination. It protects both client and attorney by documenting consent, fee arrangements, and dispute-resolution processes while supporting compliance with ethics rules and evidence preservation.
Law firms, solo practitioners, in-house counsel, and individual clients use attorney-client agreements to set terms before legal work begins.
Having a consistent template reduces onboarding friction and supports later enforcement of fee or confidentiality provisions.
As the signing attorney, Jane Doe confirms the firm’s scope, fee terms, and conflict checks. Her signature binds the firm to professional obligations and confirms the firm will provide legal services described in the agreement.
As the client representative, John Smith accepts the engagement terms and establishes payment authority. He is responsible for authorizing payments, coordinating internal approvals, and designating authorized contacts for communications.
Define specific tasks, exclusions, and deliverables so the parties understand what services the attorney will and will not provide.
Specify billing method, retainer amount, invoicing frequency, expense reimbursement, and conditions for replenishing retainers.
Address privileged communications, client confidentiality obligations, and any limits for disclosures required by law or court order.
Document prior relationships, confirm conflict checks, and include any waivers where appropriate and ethically permissible.
Describe conditions for termination by either party, notice periods, and obligations on closure, such as final accounting and file return.
Include the governing law, venue, and whether arbitration or mediation is required before litigation.
Within 7 calendar days of receipt, unless otherwise agreed.
Typically due within 7–14 days of signing.
Work generally starts after retainer is received or as stated.
Allow 7–14 days for negotiation and acceptance of changes.
Store executed copy immediately upon completion.
Party receives draft engagement and fee estimate.
All required signatures and dates are captured.
Client pays initial retainer or deposit.
Executed agreement and audit trail archived securely.
| Field | Configuration |
|---|---|
| Signature Order | Sequential or parallel per internal policy. |
| Authentication Method | Email link, SMS code, or stronger KBA. |
| Expiration and Reminders | Set expiry and automated reminder cadence. |
| Attachments and Exhibits | Lock referenced exhibits after signing. |
Use a platform that supports required authentication, preserves an audit trail, and exports signed records in industry-standard formats.
| 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 | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A mid-size firm automated retainers for new clients to reduce intake time.
A clinic added a HIPAA addendum to its engagement letter to handle PHI.