Scope Summary
One- or two-paragraph plain-language summary stating the precise matters covered, the objectives, and any excluded issues so both parties have a shared reference.
Defining the scope limits disputes about what services were promised, aligns expectations on fees and timelines, and helps meet ethical obligations for written engagement terms. It also supports recordkeeping, billing accuracy, and later review if questions about authority, conflicts, or malpractice arise.
The document supports clear roles and provides evidence of informed consent to the representation and its limits.
One- or two-paragraph plain-language summary stating the precise matters covered, the objectives, and any excluded issues so both parties have a shared reference.
A detailed list of services to be provided (e.g., pleadings, negotiations, filings, discovery) with task-level clarity to avoid ambiguity about deliverables.
Specify what is not included (e.g., appeals, tax advice, real estate closings) and whether separate engagement is required for additional work.
Describe fee structure (hourly, flat, contingency), retainers, billing cycles, and who pays costs such as filing fees, expert fees, and travel.
State who can give instructions, settle claims, or accept service on behalf of the client and how conflicts between parties are resolved.
Define when representation begins and ends, conditions for early termination, and steps for orderly transition or document transfer.
| Field | Configuration |
|---|---|
| Client Name Field | Required; enforce exact-match validation against intake data |
| Effective Date Field | Date picker; MM/DD/YYYY format enforced |
| Signature Field | Signature + printed name + date required |
| Auth Method | Email link + optional SMS or ID verification for higher assurance |
Ensure the chosen system meets your firm’s security policies and supports retention and export of signed records.
Establishes start for obligations and billing
Monthly or as defined in fee section
Termination or withdrawal notice times, if specified
Client should note relevant limitation periods for claims
Follow firm retention schedule after matter closure
A small firm used a concise engagement scope to limit services to funding documents and negotiation only
A healthcare client required a HIPAA-focused addendum to the engagement scope
| Criteria | Scope of Representation | Power of Attorney |
|---|---|---|
| Primary Purpose | defines legal services | grants decision-making authority |
| Typical Notarization | usually not required | often required (varies) |
| Revocability | generally revocable | often revocable but may have special rules |
| Use Case | attorney-client engagement | agency for financial or health matters |
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| 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 by plan | Varies by plan | Varies by plan |