Parties
Full legal names and capacity of each signing party; clearly identify client, counsel, and any third-party representatives to avoid later identity disputes.
A properly completed Legal Client Declaration Agreement preserves evidence of client statements, sets clear expectations, and reduces later disputes; it's enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, subject to statutory exceptions.
Full legal names and capacity of each signing party; clearly identify client, counsel, and any third-party representatives to avoid later identity disputes.
Brief factual background explaining the reason for the declaration and the context in which the statements are made to frame admissibility and relevance.
Numbered factual assertions the client affirms; each statement should be concise, fact-based, and supported by exhibits or citations when applicable.
Express warranties about accuracy, authority to act, and absence of withheld material facts; ties responsibility to the signatory and may limit later disputes.
Signature line, printed name, date, and title or capacity; include notary acknowledgement or witness lines when required for the document's intended use.
Notarization or witness section when needed for recordable filings, court filings, or where state law requires a sworn declaration under penalty of perjury.
Tailor the form language and execution method to the intended recipient — e.g., courts, regulators, or opposing counsel — to ensure acceptance.
A senior counsel or partner signs when confirming client strategy or admitting factual positions on behalf of a client; the declaration should include authority language and disclosure of any conflicts of interest, with supporting documentation attached when necessary.
An authorized client signatory or corporate officer attests to facts or company records; include title, corporate authority statement, and a corporate resolution if signatory authority is not otherwise clear.
| Field | Configuration |
|---|---|
| Signature Field | Required; signer initials optional |
| Date Field | MM/DD/YYYY; auto-fill available |
| Authentication | Email code, SMS OTP, or KBA |
| Attachment Requirement | Make exhibits required uploads |
When selecting an e-signature platform, verify available authentication methods, audit trail detail, retention, and any BAA or regulatory add-ons required for your use case.
| 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A mid-market venture firm used a standardized client declaration for investor onboarding and compliance screening.
A healthcare provider used HIPAA-aware declarations to obtain patient consents and factual statements.
7–14 days recommended to verify facts and obtain attachments
Schedule notarization within 30 days of signing when possible
Audio-video sessions typically retained 5–10 years per RON rules
Match declaration date to pleading timelines and local court rules
Retention begins on document creation or last effective date