Recipient
Name and role of the person or entity receiving the notice, and any file or matter number.
A clear availability letter reduces confusion about representation, documents the start of contact, and creates a record that the attorney offered or reserved services. It can shorten intake cycles and support conflict-of-interest screening while preserving the sender’s ability to define scope and timing.
Use this letter early in the intake or referral process to establish expectations and preserve records for conflict checks or administrative deadlines.
Name and role of the person or entity receiving the notice, and any file or matter number.
Clear description of services offered or limited, e.g., limited consultation, representation scope, or declined services.
The date when availability begins and, if applicable, when it ends or requires renewal.
Attorney name, firm, email, phone, office address for follow-up and service of process.
Any conditions to engagement such as conflict clearance, retainer required, or document submission.
Attorney name, title, and signature block including date and any witness or notary details.
| Field | Configuration |
|---|---|
| Recipient Field | Map to client/contact record for merge automation |
| Effective Date Field | Require MM/DD/YYYY format with validation |
| Signature Field | Add signer role and required authentication |
| Storage Rule | Auto-save signed PDF to matter folder |
Ensure the selected platform supports ESIGN/UETA-compliant audit trails, storage for the required retention period, and any jurisdictional notarization or witness workflows that apply.
Ask recipient to acknowledge within 7–14 days to confirm receipt.
Allow 1–3 business days for internal conflict checks.
Specify the date by which a retainer is required, if applicable.
Align any availability with scheduled court dates or filing deadlines.
Retention begins on the effective date of the letter.
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |