Practice management & economics
In short: The written agreement setting out the services, responsibilities, fees and terms between firm and client.
Professional bodies expect a signed engagement letter before work starts, covering scope, respective responsibilities, fees, complaints and termination. Separate schedules usually cover each service.
Letters should be refreshed when scope, fees or the client's circumstances change, not left for years.
Nearly every fee dispute and scope argument comes back to what the engagement letter did or did not say.
General information for UK practices, not legal, tax or regulatory advice. Rules change — check current GOV.UK guidance and your professional body before acting.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
E-signed engagement letters confirm scope and responsibilities before work begins.
Converting a won lead into a client keeps the details you already collected.
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
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