Scope of Work
Describe precise survey type, limits of area, reference datum, and any excluded items; avoid vague phrases that invite differing interpretations.
A clear engagement letter sets expectations for scope, timeline, costs, and standards of care, reduces disputes, and provides documentation needed for permitting, title work, and dispute resolution.
Typical parties who prepare or receive the engagement letter include property owners, developers, lenders, title companies, and public agencies.
The letter clarifies who pays, who provides site access, and which deliverables are required before downstream filing or recording.
Describe precise survey type, limits of area, reference datum, and any excluded items; avoid vague phrases that invite differing interpretations.
List formats (PDF, CAD, sealed hard copy), number of copies, certification language, and required signatures or stamps for recording.
State field work window, draft review dates, and final delivery target; include contingencies for weather or access delays.
Specify retainer, billing schedule, accepted payment methods, reimbursable expenses, and late-payment terms.
Document who provides access, required utility locates, owner contact, and any safety or insurance requirements for site entry.
Include limitation of liability, governing professional standards, dispute resolution process, and applicable jurisdiction.
| Field | Configuration |
|---|---|
| Template | Prepopulate scope, fee schedule, and standard clauses |
| Authentication | Use email or SMS code for signer validation |
| Notifications | Enable signer reminders and completion alerts |
| Storage | Save PDFs to secure cloud with audit trail |
Ensure the chosen platform supports required file types, signer authentication, and secure archival before sending documents electronically.
Confirm the recipient can open and print signed seals; ensure audit trails and secure storage are enabled for compliance and dispute readiness.
1–14 days depending on scope and site access
3–10 business days after fieldwork for review
Within 7 business days after client approvals
Allow county processing times when scheduling closings
Specify expiry if not accepted within a set period
Client hires a surveyor to resolve a boundary dispute and obtain a sealed plat for closing
Developer orders ALTA/NSPS survey for a lot subdivision prior to sale
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |