Scope of Work
Describe specific documents to be drafted, number of revisions included, and any excluded tasks to prevent scope creep.
A drafting agreement reduces ambiguity about scope, deadlines, and fees, and documents intellectual property and confidentiality terms. It safeguards client expectations and creates an enforceable record of the parties’ obligations while allowing you to allocate risk, set review cycles, and establish retention and signature procedures.
Identifying the right signatory (authorized counsel or corporate officer) is essential to ensure enforceability and to bind the entity receiving services.
Describe specific documents to be drafted, number of revisions included, and any excluded tasks to prevent scope creep.
List formats (PDF, DOCX), delivery milestones, acceptance criteria, and any required exhibits or templates to be delivered.
State fee model (hourly, fixed, retainer), invoicing intervals, late payment interest, and responsibility for filing or court fees.
Specify ownership or license of drafted materials, assignment clauses for work-for-hire, and any retained templates.
Include nondisclosure terms, exceptions for privileged communications, and required handling of client materials.
Identify authorized signers, whether electronic signatures are acceptable, notarization/witness requirements, and effective date rules.
| Field | Configuration |
|---|---|
| Signer order | Sequential or parallel routing depending on approval needs |
| Authentication | Email, SMS, or advanced authentication for sensitive matters |
| Required fields | Make party names, signature, and effective date mandatory |
| Audit trail | Record timestamps, IPs, and actions for each signer |
Ensure the selected provider supports any required compliance frameworks (for example HIPAA BAA for healthcare matters) and provides a tamper-evident signed copy for retention.
MM/DD/YYYY when obligations begin
Date or milestone for first draft delivery
Number of days allocated for client review
Date by which signatures must be returned
Period to retain executed copies
A boutique firm drafts company formation documents for a startup
Corporate legal hires a freelance drafter for contract templates
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |