Are electronic signatures legally valid?

Yes. Electronic signatures are generally legally valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes (adopted in 49 states). Exceptions exist for wills, certain court filings, and other statutorily excluded categories; confirm applicability before relying solely on e-signatures.

When is notarization required?

Notarization is required when a state statute or the agreement’s subject demands a notarized acknowledgment or for recordable instruments. Commonly required for real estate conveyances and some powers of attorney. For remote notarization, follow state RON identity-proofing and recording rules.

What makes a signature attributable?

Attribution depends on demonstrating intent to sign, consent to electronic records, evidence linking the action to the signer (email, IP address, authentication), and retained reproducible records. Follow the ESIGN four-part test: intent, consent, attribution, and retention for enforceability.

How should HIPAA-covered data be handled?

If the agreement involves protected health information, include a Business Associate Agreement, specify PHI handling and breach notification timelines, require safeguards and subcontractor obligations, and retain records consistent with 45 CFR §164.530(j).

Can an executed agreement be amended?

Yes. Amendments require mutual written consent and should be documented in a signed amendment or replacement agreement. Use clear change-order procedures, specify effective dates, and preserve original versions and audit trails for dispute resolution.

How can a signed agreement be revoked or canceled?

Revocation depends on contract terms: exercise termination rights per the notice and cure provisions. If unilateral revocation is not permitted, negotiate a termination agreement or rely on statutory remedies; keep written evidence of consent for any agreed termination.

Electronic Signature
Templates
Legal
Professional Multi-service Agreement

Professional Multi-service Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROFESSIONAL MULTI-SERVICE AGREEMENT

This Professional Multi-Service Agreement (the "Agreement") is entered into as of by and between Service Provider: (an entity type: Corporation LLC Individual) and Client: (an entity type: Corporation LLC Individual).

RECITALS

WHEREAS, Service Provider is engaged in the business of providing professional services including but not limited to consulting, technical services, and project management; and

WHEREAS, Client desires to retain Service Provider to perform certain services described herein and Service Provider is willing to perform such services pursuant to the terms and conditions of this Agreement; and

WHEREAS, the parties intend for this Agreement to govern the provision of multiple discrete services over the Term and to set forth allocation of responsibilities, compensation, intellectual property rights and risk allocation between the parties.

NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties agree as follows:

1. DEFINITIONS

Capitalized terms used in this Agreement shall have the meanings set forth in this section. "Services" means the work described in Section 2 and any Schedules or Statements of Work executed hereunder. "Deliverables" means tangible and intangible materials, reports, documentation, software, or other items delivered to Client under this Agreement.

2. SCOPE OF SERVICES; STATEMENTS OF WORK

2.1 Services. Service Provider shall perform the Services described in one or more Statements of Work ("SOW") that reference this Agreement. Each SOW shall specify: description of Services, deliverables, schedule, acceptance criteria, and compensation.

Primary Services Description: Additional Service Line Item (if applicable):

3. TERM; TERMINATION

3.1 Term. The initial term of this Agreement shall commence on and continue until unless earlier terminated in accordance with this Agreement.

3.2 Termination for Convenience. Either party may terminate this Agreement or any SOW for convenience upon delivery of written notice to the other party at least days prior to the effective date of termination.

3.3 Termination for Cause. Either party may terminate this Agreement if the other party materially breaches any obligation hereunder and fails to cure such breach within thirty (30) days after receipt of written notice specifying the breach.

4. COMPENSATION; INVOICING; EXPENSES

4.1 Fees. Client shall pay Service Provider the fees set forth in each SOW. Unless otherwise stated in an SOW, fees shall be calculated on the basis described in the applicable SOW (e.g., fixed fee, hourly rate).

Standard Hourly Rate (if applicable): Payment Terms: Expense Reimbursement:

5. ACCEPTANCE; CHANGE ORDERS

Deliverables shall be subject to Client acceptance testing when set forth in the SOW. If Deliverables materially fail to conform to the acceptance criteria, Client shall provide written notice and Service Provider shall, at its expense, correct the nonconformance. Any change to scope, schedule, or fees shall be documented in a written change order signed by authorized representatives of both parties.

6. CONFIDENTIALITY

6.1 Definition. "Confidential Information" means information disclosed by a party that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information.

6.2 Obligations. Each recipient shall: (a) hold Confidential Information in confidence using at least the same degree of care it uses to protect its own confidential information but no less than reasonable care; (b) not disclose such information to third parties except as permitted; and (c) use Confidential Information only to perform its obligations under this Agreement. Confidentiality obligations survive termination for a period of years.

7. INTELLECTUAL PROPERTY

7.1 Ownership. Except as expressly set forth in an SOW, Service Provider retains all right, title and interest in and to Service Provider's pre-existing intellectual property, know-how, tools, methodologies and trade secrets ("Provider IP"). Client shall own Deliverables specifically developed for Client under an SOW, subject to Service Provider's ownership of Provider IP and pre-existing materials.

7.2 License. Service Provider grants Client a perpetual, non-exclusive, worldwide license to use Provider IP incorporated in the Deliverables solely for Client's internal business purposes, unless otherwise agreed in writing.

8. REPRESENTATIONS; WARRANTIES; DISCLAIMER

Each party represents and warrants that it has the full power and authority to enter into this Agreement. Service Provider warrants that the Services will be performed in a professional and workmanlike manner in accordance with generally accepted industry standards. EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH IN THIS SECTION, SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

9. INDEMNIFICATION; LIMITATION OF LIABILITY

9.1 Indemnity by Service Provider. Service Provider shall defend, indemnify and hold Client harmless from and against any third-party claims arising out of Service Provider's gross negligence or willful misconduct in performing the Services.

9.2 Limitation of Liability. Except for liability arising from willful misconduct or infringement of third-party intellectual property rights, each party's aggregate liability for any and all claims arising out of this Agreement shall not exceed the amount of fees paid by Client to Service Provider under the applicable SOW in the twelve (12) months preceding the claim or , whichever is greater.

10. INSURANCE

Service Provider shall maintain commercial general liability and professional liability insurance with limits customary for the industry and shall provide certificates evidencing such coverage upon Client's request.

11. INDEPENDENT CONTRACTOR

Service Provider is an independent contractor and not an employee, agent, joint venturer or partner of Client. Service Provider shall be solely responsible for all taxes and withholdings with respect to Service Provider's personnel.

12. NON-SOLICITATION

During the Term and for a period of twelve (12) months following termination, neither party shall knowingly solicit for employment or engagement any employee or subcontractor of the other party who was materially involved in the performance of this Agreement, without the prior written consent of the other party.

13. COMPLIANCE; DATA PROTECTION

Each party shall comply with all applicable laws in connection with its performance under this Agreement. If Personal Data is processed in connection with the Services, the parties shall implement appropriate technical and organizational measures to protect such data in accordance with applicable law.

14. NOTICES

All notices required or permitted under this Agreement must be in writing and delivered to the addresses below by hand, certified mail, or nationally recognized courier, and shall be effective upon receipt.

Service Provider Notice Address: Service Provider Contact (Name & Email): Client Notice Address: Client Contact (Name & Email):

15. AMENDMENTS; WAIVER; COUNTERPARTS

No amendment or modification of this Agreement shall be binding unless in writing and executed by authorized representatives of both parties. Failure or delay to enforce any provision shall not constitute a waiver of that provision. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument.

16. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Agreement shall be governed by and construed in accordance with the laws of the state specified in the SOW or, if none is specified, the state in which Client is domiciled. This Agreement, together with all executed SOWs and exhibits, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior understandings. If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

17. MISCELLANEOUS

17.1 Subcontracting. Service Provider may engage subcontractors to perform portions of the Services provided that Service Provider remains responsible for performance and compliance with this Agreement.

17.2 Assignment. Neither party may assign this Agreement without the prior written consent of the other party, except that either party may assign to an affiliate or in connection with a sale of all or substantially all of its assets or equity.

Service Provider:

By:

Date:

Client:

By:

Date:

What a Professional Multi-service Agreement Is

A Professional Multi-service Agreement is a written contract that consolidates multiple professional services, deliverables, and payment terms between a service provider and a client into a single, modular agreement. It typically defines scope of services, fees, timelines, change-order procedures, intellectual property allocation, confidentiality obligations, insurance and indemnity provisions, and termination rights. When used consistently, it reduces administrative overhead by avoiding separate contracts for each engagement while retaining discrete exhibits for project-specific details and pricing. This template is designed for use in U.S. commercial transactions and can be adapted to state-specific requirements.

Why centralize services under one agreement

Use a Professional Multi-service Agreement to centralize terms across recurring or bundled engagements, reduce negotiation cycles, and create consistent risk allocation. It simplifies procurement and invoicing, enables scalable change-order handling, and supports compliance with regulatory and industry-specific requirements.

Who typically completes or signs this agreement

Common users and roles that routinely complete, review, or approve a Professional Multi-service Agreement in practice.

Real Estate brokers and property managers using bundled services for leasing, property management, and maintenance.
Healthcare administrators and clinics requiring HIPAA-compliant service arrangements and patient-care support contracts.
Financial services teams and CPA firms consolidating advisory, bookkeeping, and recurring reporting services.

Select the profile that best matches your organization to apply tailored clauses for compliance, billing, and scope management.

Core sections to include in the agreement

Primary sections of a Professional Multi-service Agreement ensure clarity on scope, payment, term, risk allocation, privacy, and deliverable specifications across multiple services.

Scope of Work

Define each service module, deliverables, acceptance criteria, milestones, timelines, and responsibilities, and reference exhibits for project-specific schedules, SLAs, and measurable performance metrics to avoid disputes and support invoicing.

Fees & Payment

State fee structure, billing cycle, payment methods, late fees, expense reimbursement, invoicing requirements, and payment triggers tied to milestones or acceptance procedures to reduce billing disputes.

Term & Termination

Specify agreement duration, renewal terms, termination for convenience or cause, cure periods, and post-termination obligations such as final deliverables, transition assistance, outstanding payment reconciliation, and final settlement.

Intellectual Property

Allocate ownership or license rights for work product and pre-existing IP, include assignment language when needed, and define permitted uses and confidentiality protections for proprietary materials.

Liability & Insurance

Limitations of liability, indemnification obligations, insurance minimums, and requirements for certificates of insurance; tailor limits by service risk, contract value, and potential third-party claim exposure.

Privacy & Compliance

Data handling, security controls, HIPAA or FERPA addenda where applicable, breach notification procedures, subcontractor obligations for regulatory compliance, data residency requirements, encryption at rest and in transit, and audit rights.

Step-by-step: complete and sign the agreement

Follow these steps to complete and sign a Professional Multi-service Agreement accurately and compliantly online or on paper.

01

Prepare Documents: Gather exhibits, pricing schedules, and supporting attachments.
02

Identify Parties: Enter legal names and contact information exactly.
03

Set Terms: Specify scope, fees, milestones, and termination rights.
04

Sign & Archive: Execute signatures, capture audit trail, and store securely.

Typical execution flow for electronic signing

Typical routing for execution and delivery when using electronic signing and modular exhibits across multiple signers and approvers.

Upload: Upload master agreement and attach exhibits per project.
Assign Fields: Place signature, initial, and date fields for each signer.
Route: Define signer order or parallel signing as required.
Complete: Store signed copy and notify stakeholders automatically.

Configuring an electronic workflow for this agreement

Configure an electronic workflow to collect signatures, enforce signer order, automate post-execution distribution, and retention policies.

Field	Configuration
Signer Order	Sequential or parallel routing
Authentication	Email, SMS codes, or KBA
Reminders	Automated reminders and expiry notifications
Storage	Save to cloud storage with audit logs

Platform capabilities to verify before electronic execution

Check platform capabilities before eSubmission to ensure compliance, integrations, and supported file formats for the agreement and exhibits.

File Formats: PDF, DOCX, and editable forms supported
Integrations: Salesforce, NetSuite, Google Workspace, Box
Authentication: Advanced signer verification options available

Security and compliance controls to include

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Certifications: ISO 27001; SOC 2 Type II; PCI DSS

HIPAA: Compliant when BAA executed

21 CFR Part 11: Supports FDA electronic records compliance

Access Controls: Role-based permissions and SSO/SAML

Audit Trails: Detailed timestamp, IP, and action logs

eSignature pricing and feature comparison for execution

Compare typical eSignature pricing and feature availability relevant when executing Professional Multi-service Agreements at enterprise and SMB scales.

	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	Yes, 7-day trial	Varies	Varies	Varies	Varies
Bulk Send	Yes (Business Premium)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Key risks and penalties to address in the agreement

Tax Penalties: 1099 late penalties: $60–$330+ per form

I-9 Violations: $281–$2,789 per violation

HIPAA Noncompliance: Regulatory fines and corrective action

Backup Withholding: 24% withholding rate

Contract Liability: Indemnity and consequential damages risk

Invalid Signatures: Missing consent undermines enforceability

Frequently asked questions about execution and compliance

Answers to frequent questions about execution, enforceability, compliance, and electronic workflows for a Professional Multi-service Agreement.

Need help? Contact support

Are electronic signatures legally valid?
Yes. Electronic signatures are generally legally valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes (adopted in 49 states). Exceptions exist for wills, certain court filings, and other statutorily excluded categories; confirm applicability before relying solely on e-signatures.
When is notarization required?
Notarization is required when a state statute or the agreement’s subject demands a notarized acknowledgment or for recordable instruments. Commonly required for real estate conveyances and some powers of attorney. For remote notarization, follow state RON identity-proofing and recording rules.
What makes a signature attributable?
Attribution depends on demonstrating intent to sign, consent to electronic records, evidence linking the action to the signer (email, IP address, authentication), and retained reproducible records. Follow the ESIGN four-part test: intent, consent, attribution, and retention for enforceability.
How should HIPAA-covered data be handled?
If the agreement involves protected health information, include a Business Associate Agreement, specify PHI handling and breach notification timelines, require safeguards and subcontractor obligations, and retain records consistent with 45 CFR §164.530(j).
Can an executed agreement be amended?
Yes. Amendments require mutual written consent and should be documented in a signed amendment or replacement agreement. Use clear change-order procedures, specify effective dates, and preserve original versions and audit trails for dispute resolution.
How can a signed agreement be revoked or canceled?
Revocation depends on contract terms: exercise termination rights per the notice and cure provisions. If unilateral revocation is not permitted, negotiate a termination agreement or rely on statutory remedies; keep written evidence of consent for any agreed termination.

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