Socket

Self Managed Engagement Letters

Helping you to enable, configure, and start using Socket Engage.

Socket Engage: Getting Started

Socket Engage: Reviewing your Practice Settings

Socket Engage: Terms and Conditions (T&C’s) and Privacy Policy

Socket Engage: Editing your Document Templates

Socket Engage: Engagement Letters & Service Schedules

At the moment, Socket doesn’t have a built-in feature specifically for disengagement letters. You can create one using a workaround however.

Creating a Disengagement Letter in Socket

Learn how to speed up your service schedule template setup with Engage Quickstart, our new AI powered tool to analyse and matches Socket Engage templates to services from your pricing…

Using AI Suggestions to Set Up Service Schedule Templates in Socket Engage

Learn how Service Schedule Templates ensure your practice stays compliant. This guide covers the importance of defining scope, using the AI Quickstart tool, and the final steps needed to link…

Service Schedule Templates Explained

Amy Mall

Simon Evans

Engagement Letters & Templates

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