From Services Catalogue to Signed Letter: Engagement Letters in SpidNums
- Published
- Reading time
- 5 min
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- SpidNums
In SpidNums, an engagement letter starts from the firm's services catalogue: pricing lines load from the client's assigned services or from history, the letter renders on the firm's own letterhead, and the client signs by typing, drawing or uploading — on a branded, no-login page — with the signed PDF kept on the client record.
Why letters stall in most firms
Three reasons, in order: the letter has to be written from scratch, the pricing has to be reconstructed, and the client has to print it. Each is a delay, and together they are why so many active engagements have no signed scope behind them.
Building the letter from services and history
Pricing lines load from the services already assigned to the client, or from what was charged last year. The letter and the work stay in sync because they come from the same source — and repricing is an edit rather than a rewrite.
Branded letterhead and the no-login signing page
The letter renders on the firm's own letterhead and the signing page carries the firm's name, logo and colours. The client clicks a link and signs. No account, no password, no reset email at eleven at night.
Type, draw or upload
Three signature methods, because clients differ. The one that matters most is typing — it is the only one that works reliably on a phone, which is where most of these links get opened.
What lands on the client record
The signed PDF, dated, on the client file — not in an email folder. That is what a practice inspection asks for and what a scope conversation points at.
Renewals and scope changes
Reissue annually from the current services list. The new scope and the new fee arrive together in one document, which is the least confrontational way to reprice that anyone has found.
Where this fits in onboarding
Between intake and the first project. Gating work-opening on a signed letter is a one-line policy that removes the worst conversation in practice: pricing work that has already been delivered.
Frequently asked questions
Does SpidNums include engagement letters?
Yes. Letters are built from the firm's services catalogue with pricing lines loaded from the client's assigned services or prior-year history, rendered on the firm's own letterhead, and signed by the client on a branded page that requires no login.
How do clients sign an engagement letter in SpidNums?
By typing, drawing or uploading a signature on a public, branded signing page reached from a link. No account is required. The signed PDF is stored on the client record and can be downloaded by both the firm and the client.
Can the letter carry my firm's branding?
Yes. The letterhead, the signing page and the notification emails all resolve to the firm's own name, logo and colours. That is standard on every plan rather than a top-tier feature.
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