Reprice annual engagements from history
Annual repricing usually means finding last year's letter in a folder, retyping the services table, and hoping the prices still match what the firm actually charges. Each retype is a chance to drop a service or carry a stale price. The letters drift away from the catalogue they were meant to reflect.
Firms reprice annual engagements in SpidNums by loading last year's letter from history, so the services, line items, and terms arrive pre-filled instead of retyped. Prices come from the Services catalogue with per-client overrides, so a firm-wide rate change and a client-specific adjustment are both one edit. The firm signs, sends the branded email, and the client e-signs on a no-login page.
How firms run it, step by step
Load last year's letter
Open a new engagement letter and load the previous one from history. Services, custom line items, and terms carry over as the starting point.
Engagement Letters
Review catalogue prices
Each typed service carries a default price in the Services catalogue. If the whole book is moving, update the default once.
Services catalogue
Apply per-client overrides
Adjust individual services or line items where this client's scope changed — an added payroll cadence, a dropped filing.
Engagement Letters
Update the terms if needed
Terms are rich text on the letter, so a renewal-year clause change is an edit, not a new template.
Engagement Letters
Sign, send, and store
Apply the firm e-signature and send the branded email. The client signs on the public letter page, and the accepted letter joins the history for next year.
Engagement Letters
Engagement Letters
Services catalogue
Email integration
Related use cases
Features used
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Frequently asked questions
Can SpidNums reuse last year's engagement letter?
Yes. Load-from-history starts a new letter from a previous one, carrying over services, custom line items, and terms so renewal is an edit rather than a rebuild. You adjust what changed, re-sign, and send.
Where do engagement letter prices come from?
From the Services catalogue. Each typed service has a default price, and per-client assignments can override it. The letter pulls those figures, and custom line items cover anything outside the catalogue.
What does the client see when a repriced letter arrives?
A branded email from the firm linking to a public letter page. The client reviews the updated services and prices and e-signs on accept — no login or account required.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.