Engagement letters, signed online
Write your letters once as templates, fill them in from the client record, and send them for signature. Your client signs from their email and the signed copy is filed for you.
Template. Save your engagement letter once. Placeholders fill in each client's details.
From template to signed copy
Letters and signatures in the same place as your clients, so there is no separate signing tool to keep up to date.
Letter Templates
Keep engagement letters, general letters, and terms and conditions as templates. Start from a sample letter of engagement or bring in your own from Word.
Placeholders
Drop in the client name, address, contact, year end, fee, and your own custom fields. Preview the letter for any client before it goes out.
Upload Your Own PDF
Send any PDF for signature. Place signature, name, and date boxes where each person signs, or let a signature page be added for you.
Up to Five Signers
Send one document to several people. Each gets their own link, and you can see who has opened and who has signed.
No Account for Clients
Clients sign from the link in their email by drawing or typing their signature. They can also decline and tell you why.
Automatic Reminders
Set how long a request stays open and how often reminders go out. Resend or cancel a request yourself at any time.
Evidence for Every Request
A signing certificate, a fingerprint of the document as sent and as signed, and a timed record of every step.
Send in Bulk
Pick clients from your client list and send each of them their own copy of a letter in one go, addressed to their main contact.
Print When You Prefer
Generate the same letters as PDFs to print and post, with address labels, and save a copy to each client's documents.
Signing that's connected to your clients
Because signing lives beside your client records, you always know which clients have signed and where the signed copy is.
Filed Automatically
The signed copy is saved to the client's documents and emailed to everyone who signed.
Engagement Letter Status
Your client list shows whose engagement letter is not sent, sent, or signed, and you can filter on it.
On the Client Record
Each client has a Signatures tab, and sends and signings are added to their communications history.
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