Scope
Define the exact services covered by the courtesy, such as document review, limited advice, or representation for a discrete matter; include page or hour caps if appropriate.
Putting the courtesy arrangement in writing preserves clarity about scope, duration, and compensation, reduces ethical and malpractice risk, and documents the consent of all parties. A clear agreement protects attorney-client boundaries and supports compliance with professional responsibility rules.
Written agreements help with conflict checks, fee accounting, ethical compliance, and serve as evidence if scope or payment disputes arise.
| Field | Configuration |
|---|---|
| Upload Template | Save master agreement as PDF or DOCX |
| Add Signature Fields | Place signer, date, and initials fields |
| Authentication | Use email link or SMS code for signer verification |
| Retention | Save signed copy to secure repository |
Maintain access control logs and ensure the platform permits export of signed records and audit evidence for compliance or audits.
Define the exact services covered by the courtesy, such as document review, limited advice, or representation for a discrete matter; include page or hour caps if appropriate.
State an explicit start and end date or define the terminating event (for example, filing, hearing, or written notice) so the parties know when the courtesy ends.
Specify any fee discounts, fee waivers, who pays court or filing costs, and whether time beyond the courtesy is billed at standard rates.
Address client confidentiality and any limited disclosures; when healthcare information is involved specify HIPAA safeguards and BAA requirements.
Affirm that conflict checks were completed and describe procedures if a conflict emerges during the courtesy period.
Provide blocks for printed name, title, signature, and date for each party and an acknowledgement that the signer has authority to bind the named party.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |