Scope of Representation
Describe the claims, stages of representation, limits, and whether appeals are included as part of the engagement.
A properly drafted retainer clarifies fees, preserves attorney‑client rights, documents client consent for electronic communications and records, and helps establish compliance with HIPAA and applicable state rules governing legal practice.
The agreement is typically prepared by plaintiff-side counsel and reviewed with the prospective client before work begins.
All signers should confirm identity and authority; mis-signed agreements can create enforceability or ethical compliance issues.
An attorney of record who accepts the case, files appearances, and signs to bind the law firm to the fee, scope, and settlement authority provisions in the retainer.
The injured person or an authorized agent (guardian, power of attorney). That person signs to consent to representation and to authorize release of medical records consistent with HIPAA.
Describe the claims, stages of representation, limits, and whether appeals are included as part of the engagement.
State contingency or hourly rates, percentage splits, responsibility for court costs, expert fees, and how expenses are advanced or recovered.
Describe cooperation obligations such as timely provision of medical records, authorizations, and truthful disclosures.
Specify whether counsel can settle and any thresholds requiring client approval for offers or structured settlements.
Include consent language for release of PHI, mention of a HIPAA-compliant BAA if applicable, and how electronic records will be protected.
Identify governing law, jurisdiction, fee disputes mechanisms, and whether arbitration or mediation is required.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | KBA available |
| Signer Order | Sequential or parallel signing supported |
| Document Retention | Encrypted storage with audit trail |
| Access Controls | Role-based permissions and download limits |
Confirm the platform you use supports required security, integrations, and file formats before sending a retainer for signature.
Ensure audit trails, role-based access, and secure storage meet HIPAA and state bar technology requirements when handling protected health information.
Date the retainer takes effect; use for tolling and authority determinations
Specify invoice timing for expenses and fee statements
Request records promptly to preserve evidence and expert deadlines
State bar complaint windows vary; preserve file and communications
Check state malpractice SOLs, typically 1–6 years depending on jurisdiction
Collect authorizations, identity, and initial retainer agreement signed
Obtain medical records and expert review
File suit or notice as required by state law
Negotiate settlement or proceed to trial
Optica used online signing to distribute agreements quickly and reduce friction at intake.
A healthcare provider streamlined consent and retainer execution across multiple clinics.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| 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 | Varies | Varies |