From the Socket home screen, locate the sidebar and click on “Document Templates” to open the section where you manage your engagement letters.

Watch our video below which will run you through the process.

Create a New Template

Check if there are any pre-existing engagement letters, if none exist or you need a new one then click on “New.”

Choose between starting from scratch with your own content or using Socket’s general-purpose engagement letter template.

Give your new template a title, such as “Limited Companies,” or “Sole Traders” etc. so it’s easily recognisable.

Add Sections to Your Template

Add the introductory content your client will see first. Use the provided formatting options and dynamic tags to personalise the content.

Directly add your terms of business or link to a webpage if the terms are hosted online. For example you could include your privacy policy or link to the policy hosted on your website.

Mark any sections requiring an e-signature so the system knows where to place this for the client to sign.

Remember to add the “Schedule of Services” section to your Engagement Letter, as this will be populated with any “Service Themes” that you create and then select in the “Services & Pricing” configuration (see next step). Drag and drop sections to arrange them in the desired order.

Once all sections are added, save your template. To make the template available for proposals don’t forget to select it from the main list and then click “Publish.”

Once published, your engagement letter template will be available to assign to new proposals.

Link Schedule of Services

Navigate to the “Services & Pricing” section and select your relevant service such as “General Bookkeeping” or “Reconciling Bank Feeds.”

Head down to “Letter of Engagement Linking” and then on the Service Theme tab, here you can select your pre created “Service Theme” or paste in your service schedule on the “Custom” tab.

Set Default Engagement Letter

Lastly, go to “Practice Settings” and set your latest engagement letter as the default for new proposals. Remember to save the changes to ensure the new default is applied.