Engagement Letters
Win, onboard & retain clients using engagement letter | Professional, ready to use
Fresh Proposals help you write an engagement letter in a matter of minutes using pre-made, professionally-designed letter templates. Every engagement letter template is professionally designed which will surely create a positive impression on your clients. All templates are ready-to-use, easily customizable, and contain eSign to close the deal quickly using Fresh Proposals software
Employment Labor Law Services Proposal
Proposal template for law firms with expertise in Employment Labor Laws
Legal Service Retainer Agreement
Client agreement template for law firms to offer legal retainer services ..
Lawyer Services Proposal
Law firms with expert attorney services ..
Intellectual Property Legal Services Proposal
Legal firms with specialized services about intellectual properties ..
Bankruptcy Chapter 11 Engagement Letter
Client engagement letter template for Law firms with expertise in bankruptcy services.
Frequently Asked Questions
Definition of an engagement letter
An engagement letter is a document that outlines the terms and conditions of a professional relationship between a client and a service provider. It sets out the scope of work, responsibilities, timelines, fees, and expectations for both parties in order to avoid misunderstandings or disagreements later on. Here is more about engagement letter basics.
Why engagement letter is so important?
The engagement letter is pivotal in any professional relationship as it serves as a binding agreement with terms and condition agreed upon by both parties. It outlines the scope of work, services to be provided, fees charged, and responsibilities of both the service provider and client. This helps avoid any misunderstandings or disputes that may arise in the future. Here is more about why an engagement letter is so important.
What should I include in an engagement letter?
Your engagement letter should include the purpose of the agreement, what services will be provided, timelines for completion, payment terms and conditions, confidentiality agreements, termination clauses if either party is unhappy with how things are going, and any expectations around deadlines or response times. Here is more about the essential elements of an engagement letter.
Do I need a Fresh Proposals account to use this engagement letter template?
Yes, you will need Fresh Proposals account with Business tier subscription to opt for this engagement letter template. Once you purchase this premium template, you can use it, customize it.
5 Reasons to Use Engagement Letters with Fresh Proposals
Engagement letter examples for acconting practices
Ready to use scope / schedule of services
Interactive fees, 3-tiered pricing included (i)
Customizable templates, flexible design options
Easy for clients: Review, eSigning, payment simplified
Explore Fresh Proposals Platform for Engagement Letters
Be Efficient, Be Effective
Save time : Send engagement letters in minutes
Embrace the efficient way to manage your accounting, tax, payroll, virtual CFO, bookkeeping, auditing practice.
Use engagement letter templates, customize and send it to your clients in a matter of minutes. Don’t worry about replacing names or client names, Fresh Proposals does that automatically.
Engagement Letter Examples
There are standard as well as premium pre-made examples of engagement letters for accounting firms for practice areas like
- Accounting
- Bookkeeping
- Tax Preparation
- Payroll
- Virtual CFO
- Audit, Forensic Accounting
Quick start with scope of services, terms, fees, responsibilities,, etc.
Modern Way to Sell: 3-Options Services Pricing
3-Options tiered pricing is a modern way to sell your services like products. Tiered pricing allows you to bundle your services as distinct tiers each has its own name, price and features.
Upselling was never so much natural and easy.
Your clients compare your own services packages instead of comparing your commoditized services with competitors services. With tiered pricing, you can make it interactive, engaging and far more engaging. Letting clients make their own choices (the way you desire): turn auto-pilot mode ON.
Convert Faster : Use Buyer Interaction Insights
The way normally goes: you spend days to draft engagement letter, save it as a PDF and send it via email. You wait for clients to reply.
Crickets!
In a times like today, you can not leave sales/ engagement opportunity to luck. You just can not. Because if you can not, others are waiting to jump in. Use buyer-interaction insights to know exactly how clients are receiving/ reviewing your proposal, engagement letter. You can convert prospects as a client once know the opportune time, best possible message to communicate.
eSign – Quickly get engagement letters signed
No more sending paper copies of your proposals and engagement letters; no more printing, stamping, courier, unending wait
Say good bye to all these frustrations.
Use technology to your benefits. Use eSignature that complies with ESIGN act in US and similar laws all over the world. Electronically signed document are legally binding and admissible in courts.
Get Paid! Aim for Zero AR & Maximize Cashflow
Professional services company as successful as much cashflow it generates. Service clients require you to have talented resources, Retaining talent means you need a steady cashflow.
Crickets!
In a times like today, you can not leave sales/ engagement opportunity to luck. You just can not. Because if you can not, others are waiting to jump in. Use buyer-interaction insights to know exactly how clients are receiving/ reviewing your proposal, engagement letter. You can convert prospects as a client once know the opportune time, best possible message to communicate.
