Scope
Concise description of tasks covered and an explicit list of excluded services to avoid scope creep and misunderstandings.
A precise Legal Support Estimate reduces billing disputes, clarifies scope, and aligns expectations between attorney and client. It aids budgeting and decision-making while documenting assumptions that affect cost.
Leading parties involved in producing and receiving estimates typically include law firm intake staff and the prospective client; the document is shared with decision-makers and finance teams.
Use the estimate as the basis for a formal engagement letter; update and reissue when scope changes occur.
Concise description of tasks covered and an explicit list of excluded services to avoid scope creep and misunderstandings.
Hourly rates by role (partner, associate, paralegal) and any flat-fee items, including travel or expedited-processing surcharges.
Itemized time and cost assumptions for each task, including anticipated hours and ranges where uncertainty exists.
Projected filing fees, courier costs, expert witness retainers, and outside counsel estimates allocated separately.
Projected start date, milestone deadlines, and dependencies that materially affect cost or duration.
Procedure for approving out-of-scope work, revised estimates, and client authorization for additional expenditures.
| Field | Configuration |
|---|---|
| Matter Name | Auto-populate from intake form. |
| Rate Table | Lookup rates by user role. |
| Conditional Fees | Show fields only when applicable. |
| Totals | Automatic sum with tax and contingency. |
Review platform capabilities and legal requirements before sending the estimate electronically.
Ensure the chosen platform complies with ESIGN and applicable state rules and that the record can be reproduced on request.
Specify how long the estimate remains valid (e.g., 30 days).
Date by which client must approve to lock rates.
Projected commencement of work after authorization.
Deadlines for filings or deliverables that affect fees.
Period after issuance when free revisions are allowed.
| 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 |