Scope
Describe the precise goods or services being charged and any exclusions. Clear scope prevents later arguments about unauthorized charges and supports invoice defenses.
A clear Legal Charging Agreement reduces billing disputes, establishes enforceable fee authority, and documents consent to be charged. It provides notice needed for collection, supports tax and accounting treatment, and helps enforce liens or setoffs when permitted by law. Properly executed agreements increase enforceability under ESIGN and UETA when signed electronically.
The Legal Charging Agreement is commonly used by firms, service providers, creditors, and property managers who need written fee authorization.
Ensure the person signing has authority under company bylaws, partnership agreements, or power of attorney; unauthorized signatures can void the agreement.
The individual client signs to acknowledge fee terms, billing authorization, and consent to electronic records. Ensure the client’s government name and contact details match identification and tax records to avoid withholding or tax issues.
An officer, partner, or agent with express authority signs on behalf of an organization. Verify corporate authority (board resolution or power of attorney) and include title and date to bind the entity and allow third-party verification.
Describe the precise goods or services being charged and any exclusions. Clear scope prevents later arguments about unauthorized charges and supports invoice defenses.
Specify who may be charged, permitted payment methods, and whether charges may be applied to trust or custodial accounts; include limits and timing for automated charges.
Set billing cycles, due dates, late fees, interest rates, and invoice delivery method; require a written notice period for disputed amounts and define how disputes suspend or do not suspend obligations.
If applicable, state lien rights or security interests, filing steps, and priority; describe steps before collection and any required pre-lien notices under state law.
Outline termination triggers, required notice, final accounting, and how outstanding charges are handled on termination, including timeframe for final billing.
Choose the state law that will interpret the agreement and specify venue for disputes to reduce forum-shopping and uncertainty.
| Field | Configuration |
|---|---|
| Authentication | Email, SMS code, or ID verification |
| Routing Order | Sequential or parallel signer order |
| Reminders | Automatic email reminders |
| Document Retention | Enable audit trail and download copies |
Select a platform that supports secure TLS connections, encrypted storage, and an immutable audit trail to document intent and attribution.
Ensure the chosen platform meets any industry compliance needs (for example HIPAA BAA for healthcare) and that you can export signed copies and audit records for long-term retention.
Date the agreement is signed and becomes effective
Specify monthly, biweekly, or per-event billing
State net terms, e.g., Net 30
Time to notify before collection or interest accrues
Automatic renewal or notice period for non-renewal
| Criteria | Legal Charging Agreement | Retainer Agreement |
|---|---|---|
| Purpose | authorize charges | prepay and reserve services |
| Payment Terms | detailed charge mechanics | advance fees and billing |
| Notarization | rarely required | rarely required |
| Typical Use | ongoing charging authority | engagement and billing security |
| 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 | Yes |
| 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 |