Engagement letters
Send a prospect a priced proposal from your practice's price list, then the engagement letter built from your own template. The client signs online, the signed letter is kept with the client, and Fyling shows which letters are waiting and which are due for renewal.
What it does for your practice
- Your own wording, with the client's details and services filled in.
- Priced proposals from your practice's price list; the prospect accepts by link.
- The client signs online, and the exact signed document is kept.
- One list shows which letters are sent, signed, waiting or due for renewal.
How it works
- 1
Write your letter template and set your price list once.
- 2
Send the prospect a proposal. When they accept, they become a client.
- 3
Pick the client, the services and the fee basis, and send the engagement letter.
- 4
The client signs online. The signed letter is filed with the client.
Who it is for
Practices that want every client on a current, signed engagement letter without chasing paper.
Your practice stays the filer. Fyling is the software your team uses to prepare, check and send the work.
Questions
Can I use my existing letter?
Yes. Paste your wording into the template. The letter is yours; Fyling fills it in and sends it.
How does the client sign?
Online, from a link. Fyling records the signature against a fingerprint of the exact document they saw.
Does a sent letter change if I edit the template?
No. A sent letter is frozen. Template changes apply to the next letter.
Works with
Practice invoicing
Invoices, monthly fees, statements and payment reminders for your own clients.
AML and client due diligence
Risk assessments, due diligence, sanctions screening and the MLRO's records.
Client portal
Clients share documents, answer requests and approve filings in their own portal.
Step by step: Engagement letters and signing · Everything Fyling does