Socket Engage enables you to manage your T&Cs and Privacy Policy with flexibility. Create these documents using Socket Engage’s built-in templates and decide how these documents are hosted.

Alternatively, bring in your existing T&Cs and Privacy Policy documents and have Socket host them for you.

Hosted by Socket

Socket Engage provides a permanent link to your T&Cs or Privacy Policy.

This link can be embedded directly into your engagement letters or other documents, ensuring easy access for your clients.

Hosted Elsewhere

If your documents are hosted on an external platform (e.g., your website), you can provide the URL.

Socket Engage will use this link where needed, ensuring your clients always access the correct version.

Both options ensure that your engagement letters remain current by referencing these documents via links, rather than embedding the full content within the letter itself.

With Socket Engage, you can create new versions of your T&Cs and Privacy Policy, using Socket Engage’s built-in templates.

Click on 'Socket Engage' to generate a new template and get started.

Edit the document to customise it for your practice. - see our help guide on Editing your Document Templates.

Once the document is complete, a unique, permanent link is generated. This link always points to the latest version of your T&Cs, meaning you can embed this link in engagement letters or share it on your website to ensure your clients have easy access to the most up-to-date document.