Parties
Identify the client and the law firm or attorney by legal name and business address.
A block time agreement provides predictable budgeting, faster access to counsel, and simpler administrative handling of recurring legal needs while documenting terms that reduce disputes over scope and billing.
Use cases center on repeatable legal tasks where advance time allocation reduces procurement friction and improves operational planning.
Identify the client and the law firm or attorney by legal name and business address.
Define units (e.g., 4-hour block, 10-hour block) and any minimum booking increments.
List permitted matter types and explicitly state excluded activities (e.g., litigation beyond initial consultation).
State price per block or hourly equivalent, payment terms, and refund or credit rules for unused time.
Describe how time is reserved, notice periods required, and rescheduling or cancellation policies.
Define termination rights, final accounting, and disposition of unused prepaid time.
| Field | Configuration |
|---|---|
| Client Name | Required; auto-fill from account profile |
| Block Quantity | Numeric field with validation; prevents negative values |
| Effective Date | Date picker, MM/DD/YYYY format |
| Signature | Signer email + eSignature field with timestamp |
Ensure the chosen platform can export an audit trail, preserve an unalterable signed PDF, and meet any record-retention rules applicable to the engagement.
Sets the start of obligations; use MM/DD/YYYY format
Specify net terms (for example, net 30) to avoid disputes
State when unused blocks expire (e.g., 12 months after purchase)
Define required notice for booked sessions (typically 24–48 hours)
Set a period (for example, 30 days) to raise billing disputes
Payment received and blocks issued to client account
Client schedules first use; provider confirms availability
Monthly or quarterly report of hours consumed vs. remaining
Account for unused time, issue credits or final invoices
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |