Parties
Full legal names and entity types for each party, with employer identification or registration numbers when relevant; ensures accurate identification and matches public filings or billing accounts.
A completed Legal Selection Form reduces ambiguity about who may act on legal matters, clarifies which laws and courts govern disputes, and ensures administrative tasks like service of process and billing are routed correctly. It also supports consistent internal approvals, audit trails, and accurate retention for compliance purposes.
The Legal Selection Form is used by in-house legal teams, procurement and contract administrators, HR and compliance officers, and external counsel intake teams when representation, governing law, or dispute resolution choices must be recorded.
Use the form to create a consistent record across departments and to reduce downstream disputes about who may accept service or negotiate settlements.
Full legal names and entity types for each party, with employer identification or registration numbers when relevant; ensures accurate identification and matches public filings or billing accounts.
Name, title, and contact details of the person authorized to select counsel or bind the organization; include scope limits and internal approval reference numbers if required.
Designate retained law firm or counsel, billing contact, engagement code, and role (lead counsel, local counsel, co-counsel); clarify whether selection is exclusive or permissive.
Specify governing state law and preferred jurisdiction for disputes, plus alternative forum options; note that ESIGN and UETA influence electronic acceptance for interstate matters.
Record arbitration or litigation preferences, discovery cooperation terms, and agreed notice procedures so parties know how disputes will be handled operationally.
Include signature, date, notarization or witness fields, and eSignature method options (guest sign, two-factor authentication, or digital certificate) appropriate for the transaction.
| Field | Configuration |
|---|---|
| Signer Order | Set role-based sequential signing when authorization must follow approvals. |
| Authentication Level | Choose email link, SMS code, or KBA depending on risk and jurisdiction. |
| Conditional Fields | Show notarization or witness fields only when jurisdiction or selection requires them. |
| Retention Tagging | Apply metadata for archival policy and automated retention schedules. |
Select an eSignature platform that meets authentication, audit trail, and integration needs for legal records.
Ensure the platform supports ESIGN/UETA compliance, retains an audit trail, and provides exportable signed copies for legal and records teams.
5–10 business days for signatory review.
2–5 business days to accept engagement.
Schedule within 30 days of sign date when required.
Within 7 calendar days after execution.
Apply retention metadata immediately upon archiving.
All fields filled and initial checks completed.
Authorized signers and notary/witness steps done.
Designated counsel accepts representation.
Signed copy stored with retention tag.
| 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 | Varies | Varies |