Scope of Work
Precisely describe tasks, deliverables, exclusions, and milestones so both parties have an unambiguous record of what the attorney will and will not do during the engagement.
A precise engagement letter reduces client misunderstandings, clarifies billing and deliverables, and documents informed consent to representation and communication methods.
Use the letter to create a permanent record of responsibilities, client consent, and escalation procedures for the engagement.
Primary counsel designated to manage the matter and accept professional responsibility. The attorney signs to confirm the firm’s terms, staffing, and billing approach and to acknowledge ethical duties under state bar rules.
Company representative (CEO, CFO, GC, or other authorized officer) who accepts the engagement terms, agrees to payment obligations, and provides the authority to retain counsel on behalf of the business entity.
Precisely describe tasks, deliverables, exclusions, and milestones so both parties have an unambiguous record of what the attorney will and will not do during the engagement.
Specify billing rates, billing frequency, expense reimbursement, retainer amounts, interest on overdue balances, and whether hourly, flat fee, contingency, or blended billing applies.
State any known or potential conflicts of interest and the process for resolving conflicts, including whether screening or client consent is required under applicable professional rules.
Define confidentiality obligations, permitted disclosures, client data handling, and any exceptions for legal or regulatory reporting.
Describe notice requirements, steps for withdrawal, transition assistance, and handling of outstanding fees and client files upon termination.
Identify the governing state law, venue for disputes, and whether arbitration, mediation, or court proceedings will govern conflicts between the parties.
| Template | Create reusable document template |
|---|---|
| Conditional Fields | Show fields only when relevant |
| Signer Order | Define sequential or parallel signing |
| Authentication | Use email, SMS, or ID verification |
| Reminders | Automate follow-up email prompts |
Ensure the solution can store signed PDFs with embedded audit metadata and meets jurisdictional e-signature standards.
Provide draft at or before engagement start
Request signed acceptance within 7–14 days
Specify payment terms and due date
State monthly or milestone billing cadence
Keep signed letter per retention rules
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
We felt most comfortable with airSlate SignNow given their SOC 2 certification and strict focus on ESIGN and UETA compliance.
| 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 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 |
Draft and send engagement letter to client for review
Receive signed acceptance and collect any retainer
Begin work once administrative conditions are met
Complete matter, finalize billing, and store records