Parties
Identify full legal names, entity types, addresses, and the specific role each party plays in the engagement.
A clear Professional Non-Pro Agreement reduces ambiguity about duties, protects both parties from unintended professional liability, and defines compensation and confidentiality terms in a single document.
Professionals, hiring organizations, and independent contractors use this agreement when professional status could create legal obligations or conflicts that parties want to limit or clarify.
Selecting the appropriate signatory and including the right exhibits ensures enforceability and reduces downstream regulatory or contractual disputes.
Identify full legal names, entity types, addresses, and the specific role each party plays in the engagement.
Define services, deliverables, milestones, and any excluded services to avoid implied duties or expanded regulatory obligations.
State clearly that the professional is acting in a limited or non-professional capacity for this engagement and identify any duties retained or waived.
Detail amounts, payment timing, invoicing procedure, taxes, and whether expenses are reimbursable or included in fees.
Include confidentiality scope, permitted disclosures (e.g., legal compulsion), and data handling requirements, especially for regulated information.
Specify the state law that governs interpretation and dispute resolution, and include venue and any arbitration provisions if planned.
| Field | Configuration |
|---|---|
| Signature Authentication | Email link plus optional SMS OTP |
| Required Fields | Make name, date, and scope mandatory |
| Conditional Logic | Show payment fields only if compensation selected |
| Audit Trail | Capture IP, timestamps, and action history |
| Criteria | signNow | DocuSign |
|---|---|---|
| Envelope Cap | no cap | 100 envelopes/user/year |
| Bulk Send | yes (premiums available) | yes (plan dependent) |
| API Access | available (tiered) | available (tiered) |
| HIPAA BAA | yes with baa | yes with baa |
| 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 | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |