Representation Scope
Describe the matter(s) covered, the identities of the joint clients, and the specific legal services to be provided so all parties understand the engagement parameters.
A written joint representation notice reduces the risk of malpractice claims, disciplinary action, and misunderstandings by documenting consent and disclosing conflicts. Under many state ethics rules and the ABA Model Rules, informed written consent is required for joint representation; electronically signed notices are enforceable when ESIGN (15 U.S.C. §7001) or state UETA rules apply.
Typical users include law firms, individual attorneys, and in-house legal teams that handle matters involving multiple clients or parties with aligned interests.
The notice should be kept in the matter file and provided to each represented party; copies may also be shared with opposing counsel if appropriate.
Describe the matter(s) covered, the identities of the joint clients, and the specific legal services to be provided so all parties understand the engagement parameters.
List known conflicts or potential adverse interests, including factual scenarios where client interests could diverge, enabling informed client evaluation.
Provide a plain-language consent clause and, if applicable, a written waiver stating that clients voluntarily accept the joint representation despite disclosed risks.
Explain that information shared among the jointly represented clients may not be kept confidential between them and clarify how confidential information is handled.
Inform clients of the right to seek independent counsel and state how the firm will proceed if a client declines or withdraws consent.
Include signature blocks, dates, and, where required, notarization or authentication fields to confirm each client’s informed written consent.
| Field | Configuration |
|---|---|
| Template Name | Use a clear name like 'Joint Representation Notice' for reuse |
| Recipient Roles | Assign roles: Primary Attorney | Client A | Client B |
| Conditional Logic | Show conflict details only when a conflict checkbox is selected |
| Signer Authentication | Require email plus SMS code or advanced auth for higher assurance |
Ensure audit trails capture signer identity, timestamps, and IP data; platforms with AES-256 at rest and TLS 1.2/1.3 for transit meet common security expectations.
Provide the notice before or at engagement acceptance.
Allow reasonable time for review and independent counsel consultation.
Effective date begins retention period calculations.
If notarized, complete before storing or filing.
Document any client withdrawal date immediately.
| Criteria | Joint Representation Notice | Separate Counsel Notice |
|---|---|---|
| Required Consent | ||
| Conflict Waiver | not applicable | |
| Confidentiality Limits | shared | individual |
| Right to Independent Counsel | explained | already retained |
| 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, no card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Available on enterprise plans | Available on enterprise plans | Available on business plans | Available on business plans |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A firm represents two related companies in an asset sale and discloses cross-client risks in writing.
An attorney advises multiple family members about an estate plan with overlapping interests.