Is the signature legally captured?

Each signature records consent, signer name, timestamp and IP.

What happens when the letter is signed?

The signed copy is stored against the client and the workflow continues.

Feature · Engagement Letters

Templated engagement letters with one-click sending, typed e-signature and a full audit trail — without a separate signing tool.

Reusable engagement letter templates per service type.

Send to a client from their record without leaving the platform.

Typed signatures with consent, timestamp and IP captured.

Track annual renewals and send the updated letter when due.

Standard letter with the engagement scope and fee.

Issue an updated letter when scope or fee changes mid-engagement.

Renew engagement letters at the start of each financial year.

FAQ

Yes. Upload or paste your firm's engagement letter and reuse it across clients.

Set up your firm in minutes. No credit card required.