Proposals and engagement letters
Editing a Word engagement letter for each client means copying old letters, updating names and schedules, and hoping nothing out of date survives.
Editing a Word engagement letter for each client means copying old letters, updating names and schedules, and hoping nothing out of date survives.
It is rarely a people problem. It is usually a process that grew up informally while the firm was small and never moved into a shared system.
Create, send and secure engagement
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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.
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