Parties
Identify each party by full legal name and entity type, and specify whether the TA is an employee, contractor, or volunteer to clarify tax and liability consequences.
A focused agreement clarifies roles, limits liability, preserves client confidentiality, and creates an evidentiary record for performance and payment. Properly executed agreements help avoid misunderstandings and support legal enforceability under ESIGN and applicable state laws.
Common users include law firms, legal clinics, contract attorneys, paralegals, and academic programs supervising legal assistants.
Use this agreement when assigning legal research, drafting, filing, or client-facing tasks that require confidentiality, IP clarity, or precise deliverables.
Identify each party by full legal name and entity type, and specify whether the TA is an employee, contractor, or volunteer to clarify tax and liability consequences.
Describe tasks, deliverables, milestones, and any prohibited activities. Attach exhibits listing specific projects or client matters where applicable.
Define supervising attorney(s), approval processes, review cycles, and who is authorized to communicate with clients on behalf of the team.
Include nondisclosure obligations, handling of privileged material, and specific procedures for electronic and physical file access and transfer.
State payment terms, invoicing cadence, expense reimbursement, and whether work counts toward billable hours or academic credit.
Set notice periods, wind-down responsibilities, return of materials, and survival of confidentiality and indemnity clauses after termination.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature with audit trail |
| Authentication | Email link plus optional SMS code |
| Notarization | Optional RON session when required |
| Storage | Encrypted cloud retention with export |
Choose a platform that supports strong authentication, tamper-evident records, and secure storage for sensitive legal documents.
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A mid-sized legal services firm needed a standard TA contract for multiple matters to reduce review time.
A small firm used the agreement to onboard contract paralegals on property matters.