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Legal Proposal Agreement

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Legal Proposal Agreement

This Legal Proposal Agreement (the "Agreement") is made and entered into as of by and between Proposer Name: , Entity Type: , Principal Place of Business: (hereinafter "Proposer"), and Client Name: , Entity Type: , Principal Place of Business: (hereinafter "Client"). Proposer and Client are sometimes referred to collectively as the "Parties" and individually as a "Party."

Recitals

WHEREAS, Proposer has prepared a written proposal describing services, deliverables and fees (the "Proposal") dated , which is incorporated by reference; and

WHEREAS, Client desires to retain Proposer to perform the services and deliver the deliverables described in the Proposal, and Proposer is willing to provide such services on the terms and conditions set forth in this Agreement; and

WHEREAS, the Parties desire to document their agreement as to the scope, schedule, fees and legal terms applicable to the Proposal.

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the Parties agree as follows:

1. Definitions

1.1 "Services" means the professional services and consulting tasks described in the Proposal and in Section 2 below. 1.2 "Deliverables" means the tangible work product to be delivered to Client in the form set forth in the Proposal. 1.3 "Acceptance" means the written acknowledgement by Client that a Deliverable conforms to the acceptance criteria set forth in the Proposal or, if no criteria are set, acceptance by Client within days of delivery.

2. Scope of Services

2.1 Proposer shall perform the Services and deliver the Deliverables as described in the Proposal and in the scope description below. Proposer shall perform the Services in a professional and workmanlike manner in accordance with industry standards.

3. Fees and Payment

3.1 In consideration for the performance of the Services and delivery of the Deliverables, Client shall pay Proposer the fees set forth below. All amounts are stated in United States dollars unless otherwise specified.

3.2 Late payments shall bear interest at the lesser of 1.5% per month or the maximum rate permitted by applicable law. Client shall also be responsible for collection costs, including reasonable attorneys' fees, incurred by Proposer to collect overdue amounts.

4. Term and Termination

4.1 This Agreement commences on the Effective Date and shall continue until completion of the Services or termination in accordance with this Section. Term start: ; Term end (if applicable): .

4.2 Either Party may terminate this Agreement for convenience upon days' prior written notice to the other Party. Either Party may terminate for cause if the other Party materially breaches this Agreement and fails to cure such breach within 30 days after receipt of written notice.

5. Confidentiality

5.1 Each Party will hold in confidence and not disclose any Confidential Information of the other Party, and will not use such Confidential Information except as necessary to perform its obligations under this Agreement. "Confidential Information" includes non-public business information, technical data, trade secrets, pricing, and the terms of this Agreement.

5.2 Confidentiality obligations do not apply to information that (a) is or becomes publicly available through no fault of the receiving Party; (b) is rightfully received from a third party without restriction; (c) is independently developed by the receiving Party; or (d) is required to be disclosed by law or judicial process, provided the disclosing Party gives prompt notice to the other Party to permit a protective order or other remedy.

6. Intellectual Property

6.1 Proposer retains all right, title and interest in and to its pre-existing intellectual property and tools ("Background IP"). To the extent any Background IP is incorporated into the Deliverables, Proposer grants Client a non-exclusive, non-transferable license to use such Background IP solely as incorporated in the Deliverables.

6.2 Upon full and final payment of all fees due under this Agreement, Proposer assigns to Client all right, title and interest in and to the Deliverables specifically designated in the Proposal as work-for-hire. Notwithstanding the foregoing, Proposer may retain copies and the right to use non-confidential, aggregated learnings for business purposes.

7. Representations and Warranties

7.1 Each Party represents and warrants that it has the authority to enter into this Agreement and to perform its obligations hereunder. Proposer warrants that the Services will be performed in a professional manner consistent with applicable industry standards for a period of 30 days after delivery. EXCEPT FOR THE FOREGOING, PROPOSER DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

8. Indemnification

8.1 Proposer shall indemnify, defend and hold harmless Client from and against any third party claim arising out of Proposer's gross negligence, willful misconduct, or material breach of this Agreement. Client shall indemnify, defend and hold harmless Proposer from and against any third party claim arising out of Client's breach of representations, unlawful use of Deliverables, or failure to pay fees when due.

9. Limitation of Liability

9.1 EXCEPT FOR LIABILITY ARISING FROM A PARTY'S GROSS NEGLIGENCE, WILLFUL MISCONDUCT, OR INDEMNIFICATION OBLIGATIONS, NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR PUNITIVE DAMAGES. 9.2 THE AGGREGATE LIABILITY OF EACH PARTY ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID OR PAYABLE BY CLIENT TO PROPOSER UNDER THIS AGREEMENT DURING THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

10. Insurance

10.1 During the term of this Agreement, Proposer shall maintain commercially reasonable insurance coverage appropriate to the Services, including general liability and professional liability insurance, and shall provide evidence of such coverage upon Client's written request.

11. Notices

11.1 All notices under this Agreement shall be in writing and delivered to the addresses set forth below or such other address as a Party shall designate by written notice in accordance with this Section. Notices shall be deemed given when delivered personally, on the date of confirmed receipt if sent by certified mail, or on the date of transmission if sent by email with confirmation and followed by a mailed copy.

12. Amendments; Waiver

12.1 No amendment or modification of this Agreement is effective unless in writing and signed by authorized representatives of both Parties. 12.2 The failure of either Party to insist on strict performance of any provision shall not be deemed a waiver of that provision or any other provision.

13. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws rules.

14. Entire Agreement

This Agreement, together with the Proposal incorporated herein, constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, oral or written.

15. Severability

If any provision of this Agreement is held to be invalid, illegal or unenforceable, the remaining provisions shall remain in full force and effect and the Parties shall attempt in good faith to replace the invalid provision with a valid provision that achieves, to the extent possible, the original parties' intent.

16. Counterparts

This Agreement may be executed in counterparts, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument. Signatures delivered by electronic means or facsimile shall be binding for all purposes.

Proposer Printed Name:

By:

Date:

Client Printed Name:

By:

Date:

Enter text✕

What a Legal Proposal Agreement Is

A Legal Proposal Agreement is a written offer that sets out specific terms, pricing, scope of work, timelines, and conditions for proposed legal services or transactions. When signed by authorized parties it becomes a binding contract reflecting the parties' mutual assent, subject to applicable state contract law and statutory requirements.

Why a Clear Proposal Agreement Matters

A well-drafted Legal Proposal Agreement reduces misunderstanding, fixes deliverables and pricing, and creates an evidentiary record usable in enforcement. Electronic execution generally meets ESIGN (15 U.S.C. §7001) and UETA standards, provided intent, consent, attribution, and retention are satisfied.

Why a Clear Proposal Agreement Matters

Who Typically Prepares or Signs These Agreements

Legal Proposal Agreements are prepared by providers and reviewed by client representatives across procurement, legal, and operations teams.

  • Procurement managers and purchasing agents who compare and authorize external services and vendor terms.
  • In-house counsel and outside attorneys who review risk allocation, indemnities, and governing-law provisions before acceptance.
  • Project managers and contract administrators who bind operational teams to start dates and deliverables once accepted.

Use this agreement when you need a concise, enforceable record of an offered scope, price, and terms that both parties can accept and sign.

Representative Roles and Perspectives

General Counsel

General counsel reviews the Legal Proposal Agreement to confirm indemnities, limitation of liability, confidentiality, and governing law language are acceptable and to verify signing authority for contractual commitments.

Procurement Manager

Procurement managers validate pricing, milestone schedules, acceptance criteria, and payment terms, ensuring the proposal aligns with purchase orders and internal approval workflows before execution.

Essential Elements to Include

A professional Legal Proposal Agreement organizes key terms so parties can quickly confirm scope, price, timing, and acceptance mechanics before signing.

Parties

Full legal names and entity types for each party, including state of formation and contact details for notices and service.

Scope of Work

Clear description of services or deliverables, acceptance criteria, and any excluded tasks to avoid scope creep and disputes.

Consideration

Specific fees, payment schedule, invoicing rules, and late-payment consequences; reference currency and any reimbursable expenses.

Timeline

Start date, milestones, delivery deadlines, and conditions for extensions or delays with measurable milestones for acceptance.

Terms & Conditions

Warranties, liability caps, confidentiality, IP ownership or license, termination rights, and dispute resolution mechanisms.

Acceptance

How the client accepts (signed signature block, electronic acceptance step), signature order, and effective date conventions.

Step-by-Step: Completing a Legal Proposal Agreement

Follow a consistent sequence to reduce errors and ensure quick, enforceable execution.

  • 01
    Prepare Document: Populate parties, scope, price, and timelines; attach exhibits and SOWs.
  • 02
    Review Terms: Have legal review warranties, liability, and IP clauses before sending.
  • 03
    Set Signing Roles: Define signer order, authentication level, and any witness needs.
  • 04
    Execute: Obtain signatures, capture audit trail, and distribute copies to parties.

Configure an Electronic Workflow for This Agreement

Typical e-signature workflows require field placement, signer order, and authentication to match your internal approval process.

Field Configuration
Signer Authentication Email link, SMS code, or stronger KBA as needed
Routing Order Sequential or parallel signer order depending on approvals
Conditional Fields Show payment or exhibit fields only if checked
Notifications Enable reminders and completion emails for recipients

Where to Send and How Signatures Flow

Decide routing rules and final delivery destinations before sending so recipients receive the correct versions and audit records.

  • Upload: Place fields on the agreement and save the template.
  • Add Signers: Assign roles and define the order of execution.
  • Send: Distribute via secure email link or in-person signing.
  • Archive: Store the signed PDF and audit trail in your repository.

Digital Signing and Submission Considerations

Choose an eSignature platform that supports your required signer authentication, audit logs, and export formats for legal evidence.

  • Integrations: Salesforce, NetSuite, Google Workspace
  • Formats: PDF, DOCX, HTML
  • Authentication: Email, SMS, KBA, SSO

Key Dates to Specify and Track

Include explicit dates and deadlines to avoid ambiguity about proposal validity, acceptance windows, and performance start.

Proposal Validity Period:

Specify how long the offer remains open, e.g., 30 days from issuance.

Acceptance Deadline:

Date by which counterparty must sign for the offer to remain effective.

Execution Date:

The date the last required signature is applied; defines effective date if not earlier.

Performance Start:

When services or deliveries must begin under the agreement.

Payment Due Dates:

Net terms, milestone payment schedules, and late fee trigger dates.

Typical Processing Milestones

Track the main stages from proposal creation through post-execution obligations to manage timelines and accountability.

01

Draft and Internal Review

Legal and procurement assess terms and suggest edits.

02

Send to Counterparty

Issue proposal with clear signature order and attachments.

03

Execution and Notice

All parties sign; executed copies distributed and stored.

04

Onboarding / Kickoff

Project starts per the agreed schedule and milestones.

Common Mistakes to Avoid

  • Leaving scope vague leads to disputes about deliverables, acceptance criteria, and change orders that slow project start.
  • Failing to name the contracting legal entity (using trade name instead) can make the agreement hard to enforce.
  • Missing signer capacity or title fields produces ambiguity about who had authority to bind the organization.
  • Not defining payment milestones or inspection criteria triggers late payments and disagreements over acceptance.

Consequences of Errors or Incomplete Execution

Enforceability Risk: Ambiguous terms may void or limit remedies.
Authority Disputes: Wrong signer capacity can invalidate obligations.
Tax Penalties: Incorrect reporting triggers IRS penalties (IRC §6721).
I‑9 Violations: Employment-paperwork errors can lead to fines (8 CFR §274a.2).
Confidentiality Breach: Improper clauses can expose sensitive data to risk.
Late Performance: Missed deadlines can lead to liquidated damages or termination.

eSignature Pricing and Feature Comparison for Proposal Workflows

Compare entry pricing and core features when selecting an eSignature provider; signNow appears first for reference as configured plans vary by feature needs.

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 (Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Security and Compliance Checklist

In‑transit Encryption: TLS 1.2/1.3
At‑rest Encryption: AES-256
SOC 2: SOC 2 Type II certified
ISO 27001: ISO 27001 certified
HIPAA: BAA required for PHI
21 CFR: 21 CFR Part 11 compliant

Real-World Examples of Proposal Execution

Sample customer scenarios show common ways organizations use signed proposals to start projects and maintain compliance.

Optica Ventures — COO

Optica used electronic proposals to speed client acceptance and reduce paperwork delays.

  • Interface simplicity reduced signer friction across stakeholders.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Martin Properties — Founder

A property services firm digitized proposals to enable remote closings and faster vendor onboarding.

  • Mobile signing supported field teams and clients.
  • "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Frequently Asked Questions and Troubleshooting

Answers to common questions about execution, eSign legality, notarization, and post-signature handling for Legal Proposal Agreements.


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