The moment your client signs, the submission locks — the letter and its signature are preserved exactly as submitted, and the signature can't be removed or replaced.
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Get an Engagement Letter Signed the Same Day
The engagement letter is the shortest document in the relationship and somehow the slowest: exported to PDF, attached to an email, forwarded to a spouse, printed, signed in blue ink, photographed at an angle. The Engagement Letter template makes it a two-minute exchange — you send a signable letter, your client signs it in the browser.
The Journey
You've imported the Engagement Letter template and agreed terms with your client.
- You
You create a folio from the Engagement Letter template — scope, fees, and terms — and send the request to your client.
- Your client
Your client opens the portal link and reads the letter exactly as you wrote it.
- Your client
They sign in place, right on the page, and submit — no account, no app, no printer.
- FolioReady
The submission locks with the signature captured, and the folio flags itself for your review.
- You
You accept the folio, and the signed letter is filed with the client's records.
- The result
A signed engagement letter the same day you sent it — no separate e-sign tool, no chasing.
Signed means sealed
What You're Left With
The signed letter lives in the folio, locked against edits, with the signature bound to the submission. If a client stalls, automatic reminders nudge them — you don't have to.
Send your next letter this way
Import the template, drop in your terms, and send it today. Use this template