Header
Form title, version, effective date, and matter or file number to link the checklist to the transaction.
A concise Representation Checklist Form reduces disputes over authority, speeds review, and provides an auditable record of who represents whom in a transaction.
Organizations and professionals who need verified authority for transactions complete the form before signing or filing.
The completed checklist becomes part of the transaction record and should be shared with counterparties and retained per recordkeeping rules.
Form title, version, effective date, and matter or file number to link the checklist to the transaction.
Full legal names and contact details for the represented party, representative, and any alternate contacts or counsel.
Clear description of the type and limits of authority (e.g., sign contracts up to $X, negotiate terms, file documents).
Specific matters covered, excluded actions, jurisdictional limits, and any delegated sub-authorities or time limits.
List of supporting documents (power of attorney, corporate minutes, ID, resolution) and where each is stored or filed.
Printed name, title, signature, date, and witnessing or notarization fields as required by law or internal policy.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link + optional SMS code or ID verification for higher assurance |
| Conditional Fields | Show POA upload if Authority Type equals 'Power of Attorney' |
| Routing Rules | Route to legal for review, then to finance for acceptance |
| Retention Tagging | Apply retention metadata at completion for recordkeeping |
Choose a platform that supports secure eSignatures, required authentication, and export to standard formats.
Checklist supplied immediately when a counterparty requests authority documentation
Confirm authority and signatures prior to contract signing or document filing
Perform notarization during active representation unless RON is authorized
Reconfirm standing authorities at least annually for ongoing engagements
Retention period begins on execution or last effective date
Collect identity documents and confirm authority sources immediately after engagement
Legal or compliance approves scope and limits before external execution
Signatures obtained and notarizations or witness attestations completed
Store signed checklist and attachments with retention metadata
| 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, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |