Engagement letters

Set up your wording

1. 1Go to Settings, then Engagement letter.
2. 2Fill in Firm details and choose Save firm details.
3. 3Under Engagement letter wording, edit the Standard sections and Service sections to match your own terms. Service sections are added only when a client takes that service.
4. 4Use tokens such as {client_name}, {firm_name}, {firm_address}, {dd_day} and {fees_schedule}, which are filled in for each client. Reset to default restores our standard wording.
5. 5Choose Save letter wording.

Send a letter to a client

• Open the client and go to the Engagement tab. The letter is built from the client's ticked services and stays in step with them until it's signed.
• Choose Send to client. The client reads and signs it in their portal by typing their full name.
• Edit wording changes the letter for this client only. Reset to services rebuilds it from their services.
• Download PDF gives you a copy, and Download signed PDF the signed version. Older letters are under Previous versions.

Signing (together with a complete AML check) moves the client from prospective to active. If their services change after they've signed, the letter updates and you'll see Resend updated letter so they can sign the new version.

The standard wording is a starting point. Check it against your professional body's guidance before you use it.