Scope
Describe specific actions the representative may perform, such as negotiating settlements, executing releases, or filing administrative forms; avoid broad, undefined language.
A clear written agreement reduces ambiguity about authority, protects both parties from unauthorized acts, and documents fee and scope boundaries. It supports enforcement when disputes arise and helps meet professional conduct obligations for attorneys. For consumer-facing arrangements, electronic execution is generally acceptable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted.
Common users include private clients, businesses, in-house counsel, outside counsel, and non-lawyer agents who need formal authority to act off‑record or outside litigation.
Identifying the right user and role at the start prevents later disputes over authority and helps select necessary authentication, notarization, or witness steps.
An attorney designated to negotiate and sign agreements on the client's behalf. The agreement should state limits on settlement authority, fee arrangement, and any reporting duties to the client.
The individual or corporate officer granting authority. Include full legal name, title, and confirm corporate authority if signing for an entity to avoid future challenges to validity.
Describe specific actions the representative may perform, such as negotiating settlements, executing releases, or filing administrative forms; avoid broad, undefined language.
State dollar caps, material thresholds, or types of agreements requiring client approval; include whether counter-signing is allowed for final instruments.
Define flat fees, hourly rates, contingency percentages, expense reimbursement, invoicing cadence, and conditions for fee modification or termination.
Specify protected information, permitted disclosures, duration of confidentiality, and carve-outs for legal or regulatory obligations.
Set effective and expiry dates, renewal terms, and conditions triggering early termination, including required notice periods.
Include governing law, venue, and whether mediation or arbitration is required before litigation; consider specifying attorney fee recovery rules.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | ID verification as needed |
| Signature Order | Sequential or parallel signing order |
| Notifications | Email reminders and completion alerts |
| Record Retention | Export signed PDF/A and save audit trail |
Confirm the eSignature platform supports required authentication, audit trails, and retention before sending for signature.
Enter MM/DD/YYYY; authority begins on this date
Specify required notice period for revocation, e.g., 10–30 days
Define deadlines for negotiations or acceptance of offers
State monthly, milestone, or final billing dates
Date from which retention periods are measured
Finalized text and exhibits approved by parties
Period during which parties must sign and return
Send executed copies and audit logs to stakeholders
Store signed records according to retention rules
| 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 | Varies | Varies | Varies | Varies |
| 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 | Varies | Varies |
The team needed remote signatures for frequent deal negotiations to close faster.
A property manager required delegated authority to negotiate tenant settlements.