Scope of Work
Describe the review tasks, document types, specific questions to answer, number of review rounds, and any acceptance tests or quality metrics reviewers must meet.
A clear contract reduces disputes, sets measurable expectations for deliverables and schedules, and protects confidential material and intellectual property. It also documents payment terms and remedies if the review services fall short.
Organizations and individuals who need reliable, documented reviews use this contract to set expectations and protect rights before work begins.
Use the contract whenever substantive review work is commissioned, when confidential material is exchanged, or when IP ownership or payment milestones need formal protection.
Senior Editor or Project Lead: signs on behalf of the client to approve scope, accept deliverables, and authorize payment. Responsible for reviewing acceptance criteria and ensuring reviewers have necessary materials.
Reviewer or Review Firm: signs to confirm acceptance of the scope, confidentiality obligations, deliverable schedule, and fee arrangement. Responsible for timely, professional performance as defined by the contract.
Describe the review tasks, document types, specific questions to answer, number of review rounds, and any acceptance tests or quality metrics reviewers must meet.
List deliverable types, file formats, delivery method, and due dates; specify review reports, annotated documents, or scorecards expected at each milestone.
State fixed fees or hourly rates, invoicing schedule, expense reimbursement rules, and payment terms including late-payment interest or withholding obligations.
Specify nondisclosure terms, permitted use of confidential information, and duration of confidentiality obligations after termination.
Clarify whether review notes remain reviewer property or are assigned; include any license grants, moral rights waivers, or work-for-hire language if needed.
Explain termination rights for convenience and for cause, required notices, cure periods, and payment or return-of-materials obligations on termination.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing based on approvals. |
| Authentication | Email link, SMS code, or higher assurance methods. |
| Reminders | Automatic reminders at set intervals until signing. |
| Document Expiry | Set link expiration after a fixed number of days. |
Ensure your chosen platform supports required file types, audit trails, and any compliance needs before sending the contract.
Confirm platform compliance for regulated data (for example, HIPAA for health-related reviews) and set retention policies before archiving executed agreements.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| 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/year | Varies by plan | Varies by plan | Varies by plan |
Specify number of calendar days for each review round, commonly 7–14 days.
Standard terms are Net 30; note late-payment interest or remedies.
Tie payments to labeled milestones and acceptance sign-off.
Set an expiration for signing links, commonly 30–60 days.
Retention per contract plus regulatory minimums and audit access windows.
Contract assembled with scope and exhibits, ready for internal review.
Legal and procurement sign off before external distribution.
Reviewer and client execute using agreed e-signature or wet signature method.
Client completes acceptance testing and processes final payment.
Tim Martin, Founder, Martin Properties
John Butler, Founder, Fertility Centers of Illinois