Fee Structure
Specify contingency percentage(s) for settlement vs. trial, how costs are advanced or deducted, and whether multipliers or hourly rates apply in mixed-fee matters.
A clear contract reduces disputes about fees, scope, and authority; it documents client consent, fee splits, and case milestones while helping meet ethical and regulatory obligations under state bar rules.
Ensure the signer has capacity and authority; where a minor or incapacitated person is involved, follow state rules for guardianship or court approval.
The individual claiming injury or their legally authorized representative. Must confirm identity, capacity, and consent; signs fee agreement and medical authorization provisions.
The law firm or attorney accepting representation. Signs to accept terms, outlines contingency percentage, and confirms duties such as investigating claims and negotiating settlements.
Specify contingency percentage(s) for settlement vs. trial, how costs are advanced or deducted, and whether multipliers or hourly rates apply in mixed-fee matters.
Define the claims, parties, and stages covered (investigation, negotiation, litigation, appeals), plus any exclusions such as unrelated claims or discrete contract work.
Include medical record releases, liens authorization, settlement disbursement instructions, and permission to obtain expert opinions and records.
Describe how litigation costs (filing fees, expert fees, depositions) are advanced, reimbursed, and whether costs are contingent or payable regardless of outcome.
State whether the attorney may settle within a specified amount or must obtain client approval for all settlement offers; include notice procedures.
Address client termination rights, attorney withdrawal conditions, outstanding fees, file transfer, and post-termination accounting.
| Field | Configuration |
|---|---|
| Signer Order | Client signs before attorney or simultaneously, as required |
| Authentication | Email link or SMS code; consider ID verification for high-risk cases |
| Conditional Fields | Use conditional fields for minors, guardians, or multiple claimants |
| Retention Policy | Enable audit trail retention and export signed PDF for the file |
Confirm the platform's compliance posture for HIPAA, ESIGN, UETA, and 21 CFR Part 11 where relevant, and retain signed copies in the client file with a clear audit record.
Typically 1–6 years depending on state; verify state statute
Vary by state and lien type; file promptly after settlement
Process after lien resolution and fee accounting
Usually 30 days after judgment; check state rules
Effective date triggers retention and limitation periods
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |