Scope of Work
Describe services by matter, deliverables, and exclusions to prevent scope creep; attach exhibits for detailed task lists or phased work.
A written engagement agreement clarifies expectations, documents consent to fees and scope, and creates an evidentiary record that supports ethical compliance and fee disputes resolution under state bar rules and contract law.
Law firms, solo practitioners, in-house counsel, and clients use engagement agreements to formalize representation and protect professional obligations.
Use a tailored engagement agreement for each distinct matter rather than a one-size-fits-all template to avoid ambiguity.
A partner or authorized firm representative usually signs on behalf of the firm, accepting fee arrangements and client responsibilities; signatory authority should match internal delegation and billing authority policies.
An individual with contracting authority signs for the client organization; for corporations use a named officer or authorized signatory and include title and capacity to bind the entity.
Describe services by matter, deliverables, and exclusions to prevent scope creep; attach exhibits for detailed task lists or phased work.
State hourly rates or flat fees, retainers, billing intervals, expenses, and payment terms; specify late fees and consequences of nonpayment.
Confirm attorney–client privilege and include data-handling provisions when electronic transmission or third-party services are used.
Explain conflict-check procedures, withdrawal rights, and client obligations if withdrawal occurs, such as cooperating with transition.
Specify notice period, post-termination responsibilities, and handling of client files and outstanding invoices.
Designate the governing state law and venue for disputes; consider arbitration clauses where appropriate.
| Field | Configuration |
|---|---|
| Signature Block | Required, named signer |
| Date Field | Auto-fill upon signature |
| Initials | Optional per page |
| Authentication | Email + SMS code if higher assurance |
Choose a platform that offers audit trails, appropriate authentication, and integrations with your document management systems.
Ensure retention, access controls, and encryption align with professional responsibility and client confidentiality obligations.
Date when obligations and billing commence.
Monthly invoicing or as agreed in writing.
Specify threshold and timing for replenishment.
Standard 30-day written notice unless specified.
List milestone dates or 'reasonable efforts' standard.
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |