Parties
Identify each legal entity by full legal name and business form; include contact information and a designated operational contact for submission and follow-up.
A Legal Processing Contract reduces ambiguity about who will prepare, submit, or store documents, which lowers the chance of missed deadlines, incorrect filings, and compliance breaches. It creates an auditable workflow and assigns liability for necessary notifications, notarizations, and retention obligations.
Organizations and individuals responsible for filings, notary coordination, and recordkeeping use this agreement to set roles, timelines, and quality expectations.
Tailor the contract’s clauses to the organization’s size, the document types handled, and any applicable state or industry rules before execution.
A non-lawyer operations or compliance lead who coordinates submission logistics, maintains the document checklist, and verifies signatures and notarizations before final delivery.
In-house or external counsel who reviews legal terms, confirms jurisdictional compliance, and signs when the contract creates legal obligations or involves privileged communications.
Identify each legal entity by full legal name and business form; include contact information and a designated operational contact for submission and follow-up.
State the contract start date explicitly in MM/DD/YYYY format and note whether services cover filings submitted before or after that date.
List specific tasks (preparing forms, notarization, courier, filing with agencies) and any exclusions to prevent scope creep and billing disputes.
Specify fixed fees, hourly rates, or per-filing charges, expense reimbursement terms, payment timing, and consequences for late payment.
Declare permitted signature methods (electronic under ESIGN/UETA, RON, in-person notarization) and required identity verification levels for signers.
State how long originals and electronic copies will be retained, who receives final copies, and the format for delivery (PDF/A, DOCX, physical mail).
Choose a platform that supports the document formats and authentication levels your process requires.
Provide upon payer request; no IRS filing deadline
Recipient and IRS due Jan 31
Paper to IRS due Feb 28
Electronic to IRS due Mar 31
Form 1040 due Apr 15 (extension options available)
| 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 |