Parties
Identify the client and the attorney by full legal name and business entity to ensure binding authority and accurate billing and records.
A concise written agreement protects both client and attorney by documenting scope, fees, and confidentiality, and by clarifying whether an ongoing attorney-client relationship is created.
These agreements are used by solo practitioners, law firms, and clients across industries when a discrete consultation or limited-scope engagement is requested.
They also help in-house counsel and corporate legal teams document short-term advice or one-off vendor reviews without full engagement letters.
Identify the client and the attorney by full legal name and business entity to ensure binding authority and accurate billing and records.
Describe the precise topics, documents, or tasks covered by the consultation and state what is expressly excluded from the engagement.
Specify hourly rate, flat fee, retainer, billing increments, and payment timing to avoid disputes and support trust accounting.
Affirm attorney-client privilege and detail any limits to confidentiality; identify who may receive communications or attend sessions.
Confirm that no known conflicts impede representation or specify conditions for referral if a conflict exists.
State how either party may end the consultation, any fees due on termination, and post-termination obligations such as return of documents.
| Field | Configuration |
|---|---|
| Signer Order | Set sequential or parallel signing depending on who must sign first |
| Authentication | Use email link or SMS code; require stronger ID checks for high-risk matters |
| Attachments | Require attachments or exhibits to be uploaded before signing |
| Completion Copy | Automatically send signed PDF and audit trail to parties |
Ensure the platform you use supports secure storage, audit trails, and industry integrations required for your workflows.
| 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 | Yes, 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 |