Service Scope
Describe services in detail, exclusions, response times, and any per-event limits so members know what is and is not included.
A concise, well-drafted Membership Agreement reduces disputes, clarifies service scope and fees, and establishes measurable obligations for both parties under U.S. contract and e-signature law (ESIGN 15 U.S.C. ch. 96; UETA).
Organizations and individuals use this agreement when selling subscription-based concierge or personal assistance services to consumers, businesses, or VIP clients.
Select the signing representative based on authority to bind the provider or the member; verify identity and retention requirements before finalizing.
Chief operating officers, general managers, or authorized account managers sign on behalf of the concierge company. They must have documented corporate authority and should be listed by name and title for clarity.
The individual subscribing to services or their authorized agent signs for membership acceptance. If an agent signs, attach written proof of authorization such as a power of attorney or corporate resolution.
Describe services in detail, exclusions, response times, and any per-event limits so members know what is and is not included.
Specify membership fees, billing frequency, late fees, prorations, taxes, accepted payment methods, and authorization to process recurring charges.
State initial term, renewal mechanics (automatic or manual), notice periods for nonrenewal, and early-termination consequences including refunds or penalties.
Explain how personal data is collected, used, shared, and protected; include HIPAA addenda when health information is processed.
Limitations of liability, disclaimers, and indemnity obligations should be calibrated to state law and the nature of concierge activities.
Include governing law, venue, arbitration or mediation clauses, and contact details for notices and cure periods for breaches.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel depending on approval needs |
| Authentication | Email link or SMS code; use stronger KBA for high-risk accounts |
| Reminders | Automatic reminders at configurable intervals (e.g., 3, 7 days) |
| Retention | Set document retention policy and export rights for backups |
Ensure the platform supports secure file formats, signer authentication, and audit trails before e-signing the agreement.
Confirm platform preserves a tamper-evident audit trail, supports conditional fields, and can export completed records for long-term storage.
Date when membership obligations begin
Specify notice period for nonrenewal (e.g., 30 days)
Provider refund/cancellation policy timeline
Expect 24–72 hours for administrative setup
Monthly or annual billing dates
Finalize terms and supporting exhibits before routing
Legal and finance confirm pricing and risk clauses
Authorized signers complete signatures and dates
Onboarding tasks and billing setup complete
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Tim Martin, Founder, used online agreements to process membership services for residents quickly.
John Butler, Founder, used digital signing to collect consents and administrative memberships.
| Document Type | Membership Agreement | Service Contract |
|---|---|---|
| Term Structure | recurring membership | task-based or project |
| Billing Model | recurring fees | milestone or lump-sum |
| Service Scope | ongoing access and support | defined deliverables |
| Termination | renewal and notice periods | completion or breach |