Client Details
Primary contact, legal entity name, billing contact, and jurisdiction for governing law.
A consistent Legal Contract Advice Form creates a clear record of client instructions, scope, and effective dates and helps meet evidentiary and retention requirements under ESIGN (15 U.S.C. §7001) and UETA. It improves efficiency by reducing back-and-forth, aids conflict checks, and clarifies fee and authority boundaries.
The completed form serves as the intake record, a scope-limiting document for billing, and the starting point for any written advice or amended agreement.
Primary contact, legal entity name, billing contact, and jurisdiction for governing law.
Full contract PDF/DOCX, related correspondence, previously signed agreements, and exhibits for review.
Concise list of legal issues, clauses of concern, and specific questions for counsel to answer.
Indicate acceptance, negotiation points, proposed redlines, or litigation referral preference.
Identify who may approve changes and sign; include title and signing thresholds for approvals.
Contract effective dates, notice periods, close dates, and any statutory timing that affects the advice.
| Field | Configuration |
|---|---|
| Routing | Auto-assign by matter type or risk level |
| Authentication | Email + optional SMS or KBA for high-risk matters |
| Attachments | Require PDF or DOCX; max file size enforced |
| Notifications | Email alerts to intake team and assigned counsel |
Use a compliant provider that supports ESIGN/UETA evidence capture, audit trails, and secure retention to protect attorney-client records.
Date contract terms begin or are scheduled to begin
Dates to provide cure or termination notices
Cutoff for executing the agreement
Time limits that affect remedies or filing claims
Internal deadline for client approvals or decisions
| Criteria | Legal Contract Advice Form | Retainer Agreement |
|---|---|---|
| Purpose | request review | define representation |
| Binding | no (advice) | yes (engagement) |
| Typical Signers | client contact | client + firm partner |
| eSignature Friendly |
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica used the form to consolidate contract versions and questions for counsel, reducing back-and-forth by one week
A healthcare provider attached contracts and PHI-limited summaries through the form to request HIPAA-focused advice