Definition:
An engagement letter is a simple but important document that sets the tone for your working relationship with a client. It outlines what services you'll provide, how things will work, what the fees are, and any important responsibilities on both sides. It’s about making sure everyone’s on the same page before you get started.
Why Use Engagement Letters?
Engagement letters are useful for both your practice and your clients. They:
- Set clear boundaries – no guesswork about what's included or what’s not.
- Help prevent misunderstandings – everything’s written down from the start.
- Protect you and your client – if issues arise later, the agreement is already in writing.
- Look professional – clients feel more confident when you have clear, consistent onboarding.
What Should an Engagement Letter Include?
A good engagement letter should cover:
- The services you’ll be delivering
- Start dates, timelines, and deadlines
- How and when you’ll invoice
- Client responsibilities (e.g. deadlines for submitting documents)
- Confidentiality, limitations, and legal disclaimers
- How to end the engagement if needed
You can start with a basic template and adjust it depending on the client or type of work.
How Tidyflow Supports the Process
While you’ll create the engagement letter content yourself, Tidyflow helps make the whole process smooth:
- Send for e-signature: No printing or scanning—your client signs right inside their portal.
- Track status: You’ll always know whether something’s signed or still pending.
- Keep everything organised: Signed letters are automatically saved under the correct client and easy to find later.
- Tie into workflows: Add the letter request as a task or include it in your onboarding checklist.
Simple, Professional, and Secure
Engagement letters don’t need to be complicated. With Tidyflow, you can send them out quickly, collect secure signatures, and get on with the work knowing everything’s been clearly agreed upfront.