Scope of Services
A clear, itemized list of tasks (light housekeeping, errands, meal prep, transportation, companionship) with frequency and time estimates so expectations align and billing is transparent.
A written agreement reduces disputes, clarifies billing and scope, helps meet regulatory or payer documentation requirements, and provides a record for insurance, tax, or caregiving audits. It also documents consent and any privacy obligations related to protected health information where applicable.
Primary users include clients or their legal representatives, agency managers, and individual companion providers preparing or reviewing terms before service begins.
Use by the correct party ensures signing authority and that the obligations are assigned to the responsible organization or individual.
The client or their authorized representative signs to accept services, confirm billing details, and consent to any privacy disclosures. The signer must have authority to approve household charges and changes to service.
A manager or authorized officer of Light Homemaker Companion Services LLC signs to accept performance obligations, certify insurance and background checks, and designate an operational contact for scheduling and disputes.
A clear, itemized list of tasks (light housekeeping, errands, meal prep, transportation, companionship) with frequency and time estimates so expectations align and billing is transparent.
Payment rates, invoicing schedule, accepted payment methods, late-fee policy, and whether taxes, mileage, or supplies are included or billed separately.
Start date, renewal or end date, notice requirements for termination, and grounds for immediate termination such as material breach or safety concerns.
Obligations to protect personal or health information and any HIPAA-related safeguards when the provider accesses protected health information.
Limits on liability, indemnification clauses, and required insurance coverage (general liability, professional liability) for the provider.
Choice of governing law, mediation or arbitration clauses, and the venue for litigation if resolution escalates to court.
| Field | Configuration |
|---|---|
| Signature Routing | Sequential signing by client then provider |
| Authentication | Email verification plus optional SMS code |
| Reminders | Auto-reminders at 3 and 7 days |
| Retention Tagging | Apply 'contracts/active' metadata |
Confirm file formats, authentication, and integrations before sending for signature to avoid acceptance or processing errors.
Plan for archival formats and export settings so executed agreements and audit trails are preserved for audits and legal review.
Effective Date in MM/DD/YYYY; services begin on or after this date
Standard net terms (Net 15, Net 30) or per-visit billing schedule
Typical notice is 14–30 days unless for cause
Rescheduling window often requires 24–48 hours' notice
Retention clock begins on the effective date or last service date
All authorized parties sign and date the agreement
Background checks, insurance verification, and schedules confirmed
Regular visits or tasks performed per schedule
Final invoices issued and records archived
Optica standardized client agreements across multiple properties to reduce negotiation time and administrative follow-up.
A small property operator moved to eSigned service agreements to enable mobile signings during on-site visits.
| 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 | Yes (trial) | Yes (trial) | Yes (trial) | Yes (trial) |
| 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 |