Send an engagement letter for signature
Keep document templates, prepare a letter from a matter and track the signature.
Set up a template
Go to Settings, then Document templates. Select Add the starter engagement letter, or New template. Fields such as client_name, matter_name and fee_terms in double curly braces are filled in from the matter. Select Save template.
Prepare the document
On the matter page, open the Signatures tab. Choose the Template, check the Signer name and enter the Signer email, then select Prepare document.
Send it
Review the prepared document in the list, then select Send for signature. The signer gets a personal link by email. Use Send reminder or Withdraw while it is waiting.
Keep the signed copy
When it is signed, the list shows the signed copy. A signed engagement letter is recorded as the matter's engagement agreement, with a certificate page showing the signer's typed name, time and IP address.
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