Engagement letters, sent and signed in one place
Scope agreed, signed, and findable a year later.
Agree the scope before the work starts, without printing, scanning or chasing a signature by email. The letter goes out, comes back signed, and waits with the client for the day someone asks what was agreed.
Solo Pro: $0 for 6 months, then $39.99/month
Included in: Professional plans
What it does
Send, sign and store the engagement letter against the client it belongs to.
Scope, agreed in writing
The letter that prevents the argument in March.
Signed in the same place
Built-in e-signature, so there is no second tool in the chain.
Filed against the client
Findable a year later without searching an inbox.
How it works
How engagement letters works
- 1
Start from a template
Your standard terms, reused per engagement type.
- 2
Send for signature
The client signs without printing anything.
- 3
It files itself
The executed letter is stored with the client it belongs to.
The details
Engagement letters, in detail
Templates with your terms
Write your agreement once with placeholders for the client’s name and company, your details and the date, and every letter fills them in. Or upload the agreement document you already use.
Three fee structures
Each template carries its fee: an hourly rate, a flat fee or a monthly retainer. The amount you set appears in the letter itself, so the price is in writing from the first day.
Every letter’s status
See each letter as awaiting signature, completed or declined, with the date it was created and when it expires. Letters expiring in the next 7 days are called out before they lapse.
Found when it matters
Search letters by client, email or subject, rather than digging through an inbox for last year’s PDF when a scope question comes up. The signed copy is stored with the client it belongs to.
Pro Workspace
One workspace for the whole practice
Clients, documents, research, time and your own books in one place, so the season runs on fewer tabs and fewer late nights. Everything below comes with the professional plans.
For your practice
Engagement letters comes with the pro plans
Professional plans. Solo Pro: $0 for 6 months, then $39.99/month. Firm Plan: $99.95/month for 12 months, then $150/month.
Solo Pro
$0
For 6 months, then $39.99/month
Firm Plan
$99.95
For 12 months, then $150/month
Related features
Works well with
FAQ
Engagement letters questions
Run your practice. Live your life.
Solo Pro: $0 for 6 months, then $39.99/month. Bring your clients and your firm into one workspace.