Creating your Engagement Letters
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, using Socket’s general-purpose engagement letter template or pick Socket Engage.
💡 With Socket Engage, you can access our library of ready made templates with pre-generated wording. Visit this page to learn more.
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.
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
Read our help guide on linking up your Service Schedules.
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.