Disclosure Statement
A concise opening sentence that identifies the person as a nonlawyer and states they are not providing legal advice, ensuring the recipient understands the role immediately.
A clear Legal Nonlawyer Disclosure reduces confusion about the provider’s role, lowers risk of unauthorized-practice claims, and documents informed consent where needed. It protects both parties by setting expectations, limiting liability, and improving transparency in transactions involving legal processes.
Typical users include document preparers, paralegals, mediators, notaries giving procedural help, and company employees who assist with forms but are not licensed attorneys.
Use this disclosure whenever a nonlawyer provides legal-form assistance, explains legal options, or prepares documents that could be mistaken for legal advice.
A concise opening sentence that identifies the person as a nonlawyer and states they are not providing legal advice, ensuring the recipient understands the role immediately.
A detailed list of actions the nonlawyer will perform (form completion, filing assistance, translation), and any actions explicitly excluded to avoid ambiguity.
Plain-language explanation of legal limits, potential risks of not consulting an attorney, and any liabilities the provider disclaims under applicable law.
A short clause where the recipient confirms they understand the nonlawyer status and consents to proceed without legal representation.
Dedicated signature lines for the nonlawyer and recipient including printed name, electronic or wet signature, and the execution date for recordkeeping.
Provider contact, address, and a note on where executed copies will be stored and how long they will be retained.
Attach IDs, authorizations, or related forms that substantiate identity and authority; these help verify intent and are useful if questions arise later.
Store final executed copies as PDF/A for archival integrity; keep an editable DOCX copy for template reuse and audit purposes.
Record version, revision date, and who made edits; maintain an audit trail to show the evolution of the disclosure document.
Retain metadata such as signer IP, timestamps, and delivery method to support attribution in disputes or compliance reviews.
| Setting | Recommended Value |
|---|---|
| Authentication | Email plus optional SMS OTP |
| Field Types | Signature, date, text, checkbox |
| Templates | Save as reusable template |
| Retention | Export PDF/A and archive |
Choose platforms that support common file formats, authentication methods, and audit trails to preserve legal validity.
Provide disclosure before assistance begins.
Keep executed copy per applicable retention rules.
Meet agency-specific deadlines when filings are required.
Provide access copies upon reasonable request.
Update recipients promptly if disclosure terms change.
Create initial disclosure and supporting exhibits.
Confirm accuracy and scope alignment with services.
Obtain signatures and record execution metadata.
Store executed copy with audit trail and export.
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |