Parties
Full legal names and entity types for the finder and recipient, including registration details and a primary contact.
A written Legal Finder Agreement clarifies compensation triggers, reduces disputes over entitlement, and documents consent to the relationship. Use a formal agreement to preserve evidence of intent and attribution, which supports electronic signature validity under the ESIGN Act (15 U.S.C. ch. 96) and UETA (1999) where adopted.
Use a written agreement when introductions could reasonably lead to revenue, equity, or other material benefits to document entitlement and reduce later disputes.
Full legal names and entity types for the finder and recipient, including registration details and a primary contact.
Precise description of eligible introductions, excluded targets, and whether introductions require a written acceptance by the recipient.
Formula for fees or percentages, triggering events, payment schedule, and treatment of taxes and expenses.
Effective date, duration, renewal terms, and post-termination referral protection (survival period) if applicable.
Non-disclosure obligations, permitted disclosures, and duration tied to business sensitivity and trade-secret law.
Governing law, venue, arbitration or court options, and attorneys’ fee allocation.
| Field | Configuration |
|---|---|
| Order of Signers | Define signer sequence to ensure authorization comes from the correct party. |
| Required Fields | Mark names, effective date, and compensation fields as required to prevent incomplete submissions. |
| Authentication | Choose email verification, SMS code, or stronger authentication for sensitive agreements. |
| Audit Trail | Enable timestamping and IP capture for each signing event to support attribution. |
Choose an eSignature platform that supports required authentication, audit trails, and secure storage for the agreement.
Enter as MM/DD/YYYY; obligations and timing begin on this date.
Define how long an introduction remains eligible for payment (e.g., 6–24 months).
Specify days after trigger for payment (net 30, net 45, etc.).
State how long referrals after termination remain payable (commonly 6–24 months).
Preserve executed agreements and supporting docs per retention policy.
A founder engages a connector to introduce potential investors.
A property owner pays a local broker for tenant introductions.
An officer or manager with authority to enter contracts on behalf of an entity must sign. Confirm authority via corporate resolution or certificate of incumbency when appropriate to avoid disputes about binding authority.
If the finder operates as an individual, the individual signs and provides a taxpayer identification number for reporting. For finders acting through an entity, the entity signs and the executing officer confirms authority.
| 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 — verify | Varies by vendor — verify | Varies by vendor — verify | Varies by vendor — verify |
| Bulk Send | Yes (Business Premium) | 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 |