Case ID
Unique identifier for tracking the matter across systems and invoices; include project code, department, and reference date to ensure reconciliation.
A consistent template reduces ambiguity, ensures required information is collected, and creates a reproducible record for audits and legal review. It clarifies roles and documents the decision rationale in a way that supports compliance with internal policies and applicable law.
Typical preparers include in-house counsel, compliance officers, HR leads, procurement managers, and operations or program managers who need to document a decision to seek or provide legal support.
The completed template serves as the single source of truth for subsequent billing, resource assignment, and any escalation or appeals process.
Unique identifier for tracking the matter across systems and invoices; include project code, department, and reference date to ensure reconciliation.
Concise factual summary of the incident or transaction, covering who, what, when, where, and immediate impact to provide context for legal analysis.
List specific legal issues or statutes implicated so reviewers can scope the research or refer to the appropriate specialist.
Specify recommended action (in-house counsel, outside counsel, no action) and include a brief justification and proposed scope of work.
Designated signatory, approval date, budget threshold, and any conditional approvals required before work begins.
Assigned owner, deadlines, required deliverables, and required supporting documents to move from decision to execution.
| Field | Configuration |
|---|---|
| Required Fields | Facts, Decision Date, Approver Signature |
| Routing | Auto-route to legal and finance when budget > threshold |
| Notifications | Email alerts on submission and on pending approval |
| Retention Tag | Apply document retention policy metadata on completion |
Choose a platform that supports required fields, secure storage, and a verifiable audit trail for signers and reviewers.
Ensure the platform you use complies with ESIGN and UETA for legal enforceability and supports retention metadata and export formats for long-term storage.
Typically 2–10 business days depending on complexity and approvals needed
Allow 5–15 business days for outside counsel admission and engagement
Often requires finance sign-off within 3–7 business days
Legal work generally begins after signed authorization and budget release
Retention period begins on the final signed decision date
| 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 | Yes, 7-day trial | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |