Client Identity
Full legal name, date of birth, and government ID reference. Accurate identity details prevent later disputes about who actually authorized counsel and aid record matching.
A written consent establishes who authorized counsel, the scope of representation, and any limits on information sharing, reducing later disputes. It supports compliance with ethical duties and evidence rules while creating a reproducible record for courts, opposing parties, and third‑party administrators.
Full legal name, date of birth, and government ID reference. Accurate identity details prevent later disputes about who actually authorized counsel and aid record matching.
Attorney name, law firm, bar number, contact information, and representative role. Clearly identifying counsel supports ethical compliance and lets third parties verify authorization.
Explicitly state the matters, dates, and limits of representation (e.g., only settlement negotiations, administrative appeal). Narrow scopes avoid unintended authority.
Clear language where the client affirms understanding of rights, possible conflicts, and any fee or confidentiality terms. This builds a record of informed consent.
Signed and dated client and attorney signature lines, printed names, and witness or notary fields if required. Signatures and dates anchor the form's effective moment.
Place for notarization or eSignature metadata (method, signer IP, timestamps, audit trail). These details support enforceability and auditability.
| Field | Configuration |
|---|---|
| Authentication Method | Email plus SMS code or KBA for higher assurance |
| Signing Order | Sequential signing: client then attorney |
| Notifications | Email and optional Microsoft Teams alerts |
| Retention Policy | Encrypted storage, retention per records schedule |
Choose a platform that supports secure audit trails, required authentication, and the file formats your office uses.
Identifying the appropriate signer and any required witness or notary at the outset prevents processing delays and legal challenges.
The person who is the subject of representation must sign unless a valid power of attorney or guardian is documented. When a representative signs, include the representative's authority and a copy of the governing instrument.
A duly appointed agent, guardian, or attorney‑in‑fact may sign if authority is clear. Attach the durable power of attorney, guardianship order, or corporate authorization used to grant signing power.
They moved execution online to close matters faster
BIS standardized forms for external counsel authorization
| 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 (higher tiers) | Yes (plan‑dependent) | Yes (plan‑dependent) | Yes (plan‑dependent) | No |
| 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 |