Engagement Letter
Formalizes the attorney-client relationship, fee structure, billing cadence, and scope of services; includes termination and conflict terms to manage expectations and liability.
A consistent packet reduces onboarding friction, preserves a complete audit trail, and documents client consent and scope. Standardization helps manage risk by collecting required data up front and establishing who has authority to act, while improving clarity for fee and retention terms.
Law firms and legal departments use attorney packets to onboard new matters, document engagement terms, and collect authorizations before work begins.
Properly prepared packets reduce follow-up requests, support timekeeping and billing, and help create an evidentiary record should disputes arise.
Formalizes the attorney-client relationship, fee structure, billing cadence, and scope of services; includes termination and conflict terms to manage expectations and liability.
Collects full legal name, contact details, employer, government IDs, and matter-specific facts; structured fields reduce input errors and speed data entry into case management systems.
Documents fee type (hourly, flat, contingency), retainers, billing increments, and payment instructions; clarity here reduces fee disputes and supports trust accounting.
Confirms who may instruct counsel, sign filings, and receive confidential information; useful for corporate or multi-party matters to avoid later signature challenges.
Lists required exhibits, identification, insurance, or corporate resolutions; attaching or linking exhibits at intake shortens review cycles and prevents incomplete filings.
Specifies whether notarization or witnesses are required and captures consent for electronic delivery and retention to satisfy ESIGN/UETA requirements.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | KBA |
| Routing Order | Sequential or parallel signers |
| Templates | Save reusable packet templates |
| Notifications | Email reminders and expiry alerts |
Choose e-signature methods and storage integrations that meet security and compliance requirements for your matter.
Client returns signed packet within 7–14 days
Collect retainer before commencing work
Prepare filings per court e-filing deadlines
Automatic reminder after seven days outstanding
Retention period begins on signature date
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
When onboarding new clients we needed a simple interface to collect signatures and documents.
Property closings required consistent authorizations and signatures across multiple parties.