Proposals and engagement letters
Proposals are built by copying the last one and editing it, which is slow and carries over mistakes from previous clients.
Proposals are built by copying the last one and editing it, which is slow and carries over mistakes from previous clients.
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.
Document builder, templates, tokens
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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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