Parties & Case ID
Identify each party by full legal name and include a case or matter identifier. Use the exact corporate or individual name that appears on government records to avoid later identity disputes or payment holds.
A focused agreement clarifies deliverables, fee arrangements, and liability for one matter, reducing ambiguity and disputes while keeping obligations limited to a specific case.
The Legal Single Case Agreement is used by small firms, in-house counsel, independent practitioners, and service providers when a one-off engagement requires bespoke terms.
Parties named in the agreement must review and approve the scope, fees, and signature blocks before execution.
Identify each party by full legal name and include a case or matter identifier. Use the exact corporate or individual name that appears on government records to avoid later identity disputes or payment holds.
Describe the specific services or deliverables limited to this case. Include start and end points, excluded services, and acceptance criteria so expectations are objective and enforceable.
State fee type (flat, hourly, contingency), billing frequency, due dates, and late fee calculations. Define who pays expenses and whether retainers are refundable.
Specify effective date, expiration, and termination for cause or convenience. Include notice requirements and obligations that survive termination such as confidentiality or indemnity.
Include nondisclosure language where client or case information is sensitive. For health-related matters add HIPAA-compliant clauses and reference required authorizations.
Select the governing state and forum for disputes. For interstate matters ESIGN or UETA will govern electronic execution; identify the state law that interprets contract terms.
| Field | Configuration |
|---|---|
| Authentication | Email + SMS code for moderate risk; KBA for higher assurance |
| Routing Order | Set sequential signers when approvals must follow a specific order |
| Notifications | Enable reminders and final completion emails to all parties |
| Storage | Archive signed PDF and audit trail in an encrypted repository |
Maintain documented policies for consent, retention, and access controls to align with legal and industry obligations.
Date when rights and duties begin
Date by which all parties must sign to preserve terms
Milestones or final delivery deadlines with acceptance criteria
Payment terms expressed in calendar days (e.g., net 30)
Timeframes for termination or remedy notifications
Document prepared and initial edits finished
Legal or finance approvals obtained before external sending
All signatories sign and dates are captured
Final PDF and audit trail stored in secure archive
| 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 | No | No |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |