Parties
Identify the client and attorney with full legal names, addresses, and contact details; if representing an entity include the signer's position and authority to bind the entity.
Use a Legal Representation Request to document authority, set the representation scope, and record fee and communication expectations. A clear request reduces misunderstandings, speeds intake, and establishes the record needed for billing, conflicts checks, and professional responsibility compliance.
Typical users include individuals, corporations, insurers, and government agencies that need to formalize attorney representation before legal or administrative actions.
Accurate completion at intake minimizes delays, supports compliance checks, and provides a defensible record for billing and dispute resolution.
Individuals, corporate officers, or authorized representatives who grant authority to an attorney. Include entity title and contact details, confirm the signer has authority to bind the client, and indicate whether representation includes related affiliates or subsidiaries.
The lawyer or law firm accepting representation; list firm name, primary attorney, bar jurisdiction, and contact information. State any conditions of acceptance, limitations on scope, fee structure, and whether the firm will appear pro hac vice or as local counsel.
Identify the client and attorney with full legal names, addresses, and contact details; if representing an entity include the signer's position and authority to bind the entity.
Describe the precise matters covered, including case numbers, claims, proceedings, or transactional work, and list specific exclusions or actions outside the representation scope and related matters.
State whether the attorney may settle, engage experts, or delegate work; clarify limits on litigation decisions, settlement authority, and obligations to consult the client before resolution.
Specify fee structure, billing rates, retainer amount, billing cycle, and expense reimbursement; include payment terms and whether fees are subject to court approval or contingency splits.
Include attorney-client privilege notice, any limits to confidentiality, consent for disclosures, and procedures for handling privileged or protected information under HIPAA or other privacy laws.
Set conditions for withdrawal, termination, notice periods, obligations on file transfer, final accounting, and steps the attorney must take to protect the client's interests adequately.
| Field | Configuration |
|---|---|
| Signing Order | Client then Attorney |
| Auth Method | Email link or SMS code |
| Retention | Audit trail plus PDF in secure storage |
| Notary | Enable RON or in-person as required |
| Notifications | Send executed copies to listed contacts |
Choose a platform that supports secure eSignature, audit trails, and required authentication for legal documents.
Date indicated in document begins representation obligations.
Attorney acceptance or declination should be communicated promptly.
Payment terms and due dates for retainer must be stated.
Complete conflicts review before counsel undertakes substantive work.
Notify counsel immediately of imminent court or agency filing dates.
Client completes request and supplies supporting documents and ID.
Attorney assesses scope, conflicts, and fee terms within firm timelines.
Signatures executed, retainer paid, and matter opened in case management.
Counsel files necessary pleadings or initiates administrative steps before set deadlines.
| 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, no credit card required | Varies by plan and vendor | Varies by plan and vendor | Varies by plan and vendor | Varies by plan and vendor |
| Bulk Send | Yes, available on paid plans | Yes, available on paid plans | Yes, available on paid plans | Yes, available on paid plans | Yes, available on paid plans |
| Audit Trail | Yes, comprehensive audit trail included | Yes, comprehensive audit trail included | Yes, comprehensive audit trail included | Yes, comprehensive audit trail included | Yes, comprehensive audit trail included |
| HIPAA Compliant | Yes (BAA available with plan) | Yes (BAA available with plan) | Yes (BAA available with plan) | No (not typically HIPAA compliant) | No (not typically HIPAA compliant) |
| Envelope Cap | No envelope cap; unlimited usage per plan | Limited to 100 envelopes per user per year | Varies by plan; check vendor limits | Varies by plan; check vendor limits | Varies by plan; check vendor limits |