Scope of Services
Define whether the intermediary provides referrals only, administrative intake, or additional non-legal services; clarify that legal advice remains the attorney's responsibility.
A well-drafted Legal Intermediation Agreement reduces misunderstanding about who provides legal advice, protects client confidentiality, specifies compensation, and helps ensure compliance with professional responsibility rules and consumer disclosure obligations under ESIGN and state ethics rules.
Common users include referral agencies, legal technology platforms, solo practitioners, law firms, and organizations that coordinate legal services on behalf of clients.
Select provisions and required disclosures will vary by role; the intermediary should document limits on practice of law, fee arrangements, handling of client funds, and data privacy safeguards.
An entity or individual that arranges, introduces, or coordinates legal services but does not give legal advice. The intermediary must state the scope of services, compensation method, and data handling practices to avoid unauthorized practice of law concerns.
The person or organization receiving the referral or intermediary services. The client must consent to the intermediary's role, acknowledge limits on legal advice, and agree to any fee-sharing or administrative charges disclosed in the agreement.
Define whether the intermediary provides referrals only, administrative intake, or additional non-legal services; clarify that legal advice remains the attorney's responsibility.
State the fee structure (flat fee, percentage, referral fee) and reference compliance with applicable professional conduct rules governing fee-splitting and client consent.
Specify how client information is stored, shared, and protected; include any required HIPAA or privacy addenda when handling health-related legal matters.
Include clear consumer disclosures and obtain written consent where required by law or ethics rules; for electronic transactions, follow ESIGN consent requirements.
Allocate risk between parties, disclaim unauthorized practice of law by the intermediary, and set caps or exclusions for damages where enforceable.
Define termination rights, notice periods, and responsibilities for returning or retaining client records after the relationship ends.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email link, SMS code, or KBA |
| Audit Trail | Enable IP, timestamp, and action logs |
| Retention | Set automatic export and archive options |
Choose a signing platform that supports legal e-signature standards, secure storage, and appropriate authentication for the transaction.
Confirm the platform enables ESIGN/UETA compliance, audit trails, optional two-factor signer authentication, and the ability to export signed records for counsel and regulatory needs.
| Document Type | Primary Focus | Typical Signatories | |
|---|---|---|---|
| Intermediation Agreement | facilitation of introductions | intermediary | client |
| Referral Agreement | fee-sharing between firms | referrer | law firm |
| Engagement Letter | attorney-client services terms | attorney | client |
| Administrative SLA | operational support tasks | vendor | firm |
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |