Applicant Identity
Full legal name, entity type, TIN, contact information, and evidence such as ID or formation documents to verify authority.
A complete Legal Solicitation Application reduces processing delays, supports lawful consent, and helps establish enforceable commitments. Electronic completion and signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and UETA (as adopted), provided intent, consent, attribution, and reliable record retention are present.
The form is used by individuals, law firms, corporate legal departments, and government offices when soliciting or granting legal services or representation.
Tailor the application fields to match the submitting party: individual applicants need ID and contact details; firms should include firm credentials and authorized signatory information.
| Field | Configuration |
|---|---|
| Required fields | Mark name, TIN, effective date, and signature as required. |
| Attachments | Allow PDF/DOCX uploads and enforce file size limits. |
| Authentication | Enable email verification and optional SMS code. |
| Routing | Auto-route completed applications to reviewers. |
Ensure your signing platform supports secure authentication, an audit trail, and reliable record retention for legal defensibility.
Verify the platform meets applicable compliance needs (ESIGN, UETA) and retains a tamper-evident audit trail with timestamps and signer attribution.
24–72 hours after submission for intake confirmation.
5–10 business days for completeness and conflict checks.
10–30 business days depending on complexity.
Sent within 30–60 days of submission in many programs.
Window typically 10–15 business days if requested.
Optica used an online solicitation form to collect firm credentials and conflict checks quickly.
Xerox integrates solicitation applications into NetSuite for consistent recordkeeping.
Full legal name, entity type, TIN, contact information, and evidence such as ID or formation documents to verify authority.
A clear, itemized description of requested legal services, jurisdictional limits, deliverables, and estimated timelines.
A concise statement of potential conflicts, prior engagements, and measures to mitigate identified conflicts.
Specify fee structure, billing rates, retainer amounts, and any contingency or capped-fee arrangements.
Attestations regarding licensure, insurance, compliance with procurement rules, and other required representations.
Designated signature block for the authorized signer, date, and an attachment for proof of signing authority if needed.
| 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 | Varies | Varies | Varies |
| 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 |