Send e-signed engagement letters
Engagement letters live in Word templates, get exported to PDF, emailed as attachments, and come back — sometimes — as scanned signatures. Nobody can say which clients have a current signed letter without opening a folder tree. And repricing means retyping the whole services table from scratch.
Firms send engagement letters from SpidNums by building the letter from the client's assigned services, adding custom line items, and applying the firm's e-signature — typed, drawn, or uploaded. A branded email carries the letter to a public portal page where the client signs without creating an account. The signed letter stays on the client record, and either side can download a PDF.
How firms run it, step by step
Build the letter from services
Pull the client's assigned services into the letter with their prices from the Services catalogue, then adjust them or add custom line items for one-off work.
Engagement Letters
Write the terms once
Terms and conditions are sanitised rich text, so the letter carries real formatting without pasted-in markup problems.
Engagement Letters
Apply the firm signature
Sign as the firm before the letter goes out — type a signature, draw one, or upload an image.
Engagement Letters
Send the branded email
The client receives an email in the firm's branding with a link to a public letter page. No login, no account creation, no attachment to lose.
Email integration
Client signs on the letter page
The client reviews and e-signs on accept. The signed letter is stored against the client, and Download PDF prints a copy from the browser.
Client portal
Engagement Letters
Email integration
Client portal
Related use cases
Features used
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Frequently asked questions
Does the client need a SpidNums account to sign an engagement letter?
No. The engagement letter email links to a public, no-login page where the client reviews and e-signs the letter. Signing requires no account, password, or portal invite — the accepted letter is then stored against the client record on the firm's side.
How does the firm's e-signature work on engagement letters?
The firm signs before sending by typing a signature, drawing one, or uploading an image. The client then adds their own e-signature when they accept the letter on the public letter page, so the stored letter carries both signatures.
Can we download a signed engagement letter as a PDF?
Yes. Signed letters have a Download PDF option that uses the browser's print-to-PDF, so either side can keep a file copy. The system copy stays on the client record either way.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.