Scope of Work
Define campaign objectives, channels, ad formats, targeting parameters, creative responsibilities and acceptance criteria so each deliverable and milestone is measurable and auditable by both parties.
A clear agreement reduces disputes by aligning expectations on scope, budget, reporting, and compliance; it preserves IP rights and documents consent for data processing and ad targeting under platform rules and applicable privacy laws.
Choose the version and level of legal detail that matches the engagement size, regulatory exposure, and whether third-party platforms or sensitive data will be used.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code | stronger KBA if required |
| Template | Save as reusable template | lock non-editable clauses |
| Conditional Fields | Show fields by role or budget thresholds |
| Notifications | Email reminders | completion alerts to finance |
Verify the platform meets legal and industry requirements (e.g., ESIGN/UETA compliance, HIPAA BAA if handling PHI) and integrates with systems like Salesforce, NetSuite, Google Workspace or cloud storage.
Define campaign objectives, channels, ad formats, targeting parameters, creative responsibilities and acceptance criteria so each deliverable and milestone is measurable and auditable by both parties.
List each deliverable, due dates, approval turnaround times and any milestones tied to payments; include revision caps and process for scope changes.
Separate media spend from management fees, specify invoicing cadence, late payment interest, and who is responsible for third-party vendor charges or platform spend misallocations.
State KPIs, attribution model, reporting cadence, access to raw campaign data and procedures for reconciling discrepancies between platform and agency reports.
Clarify ownership of creative assets, work-for-hire status, license scope, and post-termination rights to use or archive campaign materials.
Address handling of client data, compliance with privacy laws, data retention, permitted sub-processors, and obligations in case of a data breach.
Specify exact MM/DD/YYYY kickoff and any soft-launch period
State payment terms explicitly, for example Net 30 from invoice date
Define weekly or monthly reports and delivery format
Require written notice and lead time for scope changes
Specify advance notice period and wind-down obligations
| 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 |
| HIPAA Compliant | Yes | Yes | Yes | No | No |