Definitions
Clear definitions for 'Lead', 'Qualified Lead', 'Conversion', and other measureable terms to avoid disputes over deliverables and payments.
A written agreement reduces disputes over payment, lead quality, and permissible outreach while ensuring consumer consent and data handling meet legal standards such as the ESIGN Act (15 U.S.C. ch. 96) and state electronic transaction laws.
Lead-in: Who commonly signs and manages these agreements before distribution.
Ensure each party’s role is defined and an authorized signer is named to avoid later disputes.
General counsel, managing partner, or an authorized officer should sign. Their signature confirms the firm accepts regulatory risks, authorizes payments, and binds the firm to data-handling and fee-splitting provisions.
An owner, CEO, or authorized business development officer signs for the lead generator; this confirms representations about lead sourcing methods, consent obtained, and responsibility for marketing compliance.
Clear definitions for 'Lead', 'Qualified Lead', 'Conversion', and other measureable terms to avoid disputes over deliverables and payments.
Detailed description of lead sources, qualification criteria, frequency of delivery, and permitted outreach channels.
Fee per lead, payment schedule, audit rights, dispute resolution for chargebacks, and withholding conditions.
Representations that consumer consent was obtained as required by TCPA/state law, and how opt-outs are handled.
NDA terms for lead lists, campaign analytics, and methods to segregate and protect PII.
Termination triggers, cure periods, post-termination obligations, and remedies for breaches or fraudulent leads.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing as required |
| Authentication | Email + optional SMS KBA or ID check |
| Audit Trail | Enable IP, timestamp, and action logs |
| File Storage | Set secure retention and export settings |
Ensure your eSignature platform supports audit trails, secure storage, and required authentication methods for your use case.
Confirm platform certifications and the ability to export signed records to your case management system; integrate for automated ingestion and reconciliation.
Specify delivery frequency and time zone
Time allowed to dispute lead quality
Net 30 or Net 45 typical
Usually 10–30 days for breaches
Advance notice required for termination
Agreement signed and countersigned.
Data formats, delivery method, and credentials shared.
Short-term test batch to validate quality.
Ongoing delivery begins after pilot acceptance.
| Criteria | Lead Gen Agreement | Referral Agreement |
|---|---|---|
| Payment Model | per-lead pay | per-referral fee |
| Deliverable Type | qualified leads | introductions only |
| Compliance Focus | consent records | bar disclosure rules |
| Operational Controls | quality controls | minimal controls |
| 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 credit card | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |
Optica used electronic signing to manage lead agreements at scale
Martin Properties processed client intake and agreement workflow online