Scope Statement
A concise description of the legal question to be addressed, including jurisdiction and any excluded issues to limit scope and cost.
A properly completed Legal Opinion Request Form focuses legal analysis, sets expectations on scope and timing, and reduces follow-up queries. It clarifies facts and documents counsel must verify and helps control legal fees and delivery dates.
Clear allocation of responsibility and scope on the form helps streamline review and reduces exposure to reliance disputes.
A concise description of the legal question to be addressed, including jurisdiction and any excluded issues to limit scope and cost.
A chronological summary of undisputed facts that counsel will accept as true for the purpose of the opinion unless otherwise noted.
A numbered list of attached or referenced documents with dates and execution status so counsel can review originals or certified copies.
Explicit factual or legal assumptions the opinion will rely on, including titles, signatures, corporate authority, and nonexistence of undisclosed litigation.
Identify parties or categories who will rely on the opinion and any limits on third-party reliance or permitted use.
Specify the requested delivery date, level of formality (comfort letter vs. formal opinion), and format for the written opinion.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or SSO |
| Field Mapping | Map request fields to matter management |
| Notification Rules | Auto-notify counsel and client contacts |
| Retention Policy | Auto-archive per record retention rules |
Ensure the selected solution preserves audit logs, supports required regulatory standards, and aligns with your firm or corporate IT security policies.
| 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 | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Varies | Varies | Varies | Varies |
| HIPAA Compliant | Yes | Varies | Varies | Varies | Varies |