Scope
Define services, session types, deliverables, and excluded activities to limit ambiguity and set expectations for recordings and transcripts.
A clear agreement documents consent to recording, allocates risk, protects confidential information, and establishes chain-of-custody for audio evidence while aligning expectations between provider and client.
Common users include law firms, independent attorneys, court-reporting services, and legal transcription providers who rely on recorded interviews, client statements, and depositions.
The agreement is also used by insurers, regulatory counsel, and agencies that need auditable consent and clear handling instructions for recorded legal interactions.
Define services, session types, deliverables, and excluded activities to limit ambiguity and set expectations for recordings and transcripts.
Record explicit consent language for audio capture, specify who will be recorded, and state whether third parties will access recordings.
Specify encryption, access controls, retention, and breach notification procedures to protect recorded PHI or confidential data.
Clarify whether recordings, transcripts, and derivative works are assigned, licensed, or retain joint ownership, plus permitted reuse.
State pricing, billing cadence, extra charges for expedited transcription, redaction, or expert testimony preparation.
Outline termination rights, obligations on data return or destruction, and legal hold procedures for ongoing litigation.
Ensure your eSignature platform supports required security, authentication, and file types for recorded evidence and contracts.
Verify retention, export, and audit-trail features; choose a platform that meets regulatory requirements for your industry and preserves evidentiary metadata.
| Field | Configuration |
|---|---|
| Authentication Level | Email | SMS | KBA | SSO selection |
| Signer Order | Sequential or parallel routing |
| Attachments | Attach audio, transcript, exhibits |
| Notifications | Email reminders and completion alerts |
No federal deadline — provide on payer request.
Recipient and IRS due January 31 each year.
Paper filings by February 28; electronic by March 31.
Form 1040 due April 15 (extension to October 15 with Form 4868).
FinCEN 114 due April 15 with automatic extension to October 15.
Finalize terms and internal approvals before issuing for signature.
Send to signers with attached audio and clear consent prompts.
Collect signatures, record audit trail, and confirm consent entries.
Store signed agreement and recording with retention metadata.
| Characteristic | Electronic signature | Digital signature |
|---|---|---|
| Definition | any electronic mark | cryptographic pki-based signature |
| Technology | simple methods (click, image) | x.509 certificate, pki |
| Legal Status | accepted under esign/ueta | accepted and stronger cryptographic evidence |
| Non-repudiation | audit trail based | certificate-backed non-repudiation |
| 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 | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
airSlate SignNow team was responsive and the API worked well for our integrations.