Engagement Letter
Clear scope, legal fees, billing schedule, termination and limitation clauses, and client signature that establish the attorney–client relationship and fee terms.
A consistent Legal Client Packet reduces intake errors, clarifies scope and fees, documents client consent, and preserves a reproducible record that supports enforceability under ESIGN and state e‑signature laws like UETA or New York’s ESRA.
Law firms, in-house legal teams, and solo practitioners use packets to standardize intake and meet regulatory requirements.
Packets also serve clients who prefer digital completion and authenticated e-signatures for convenience and timely matter opening.
Clear scope, legal fees, billing schedule, termination and limitation clauses, and client signature that establish the attorney–client relationship and fee terms.
Client identifiers and matter description used to screen for conflicts and document consent or waivers when permitted by professional rules.
Government ID, date of birth, and contact details to verify identity and support notarization or identity-proofing steps if required.
Retainer amount, payment method, billing authorization, and any escrow instructions to avoid later disputes about fees and collections.
HIPAA or otherwise required privacy notices, electronic records disclosure where consumer-facing, and records-retention guidance for the client.
Scope-specific releases, third-party authorization forms, or limited powers required to act on the client’s behalf during the matter.
| Field | Type, required, conditional |
|---|---|
| Signer Order | Sequential or parallel signing as needed |
| Authentication Method | Email, SMS, knowledge-based, or ID check |
| Auto Reminders | Frequency and timeout for pending signers |
| Document Retention | Automatic archival and export settings |
Choose delivery methods and integrations that match your case management and storage systems.
Verify connector settings, retention exports, and audit-trail capture so completed packets move automatically into matter folders without manual handling.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica simplified intake with a single packet for each investor
A small real estate firm consolidated leases and disclosures into one packet
Provide upon request; no fixed IRS filing deadline
Complete within three business days of hire
File and furnish by January 31 to avoid penalties
Use MM/DD/YYYY; aligns rights and retention
Retention clocks often start from filing or creation date
Client completes packet and uploads IDs and payment details
Staff confirms identity, conflict checks, and TIN accuracy
Obtain e-signature, notarization, or RON as required
Store completed packet with audit trail in matter management