Use case 04Checked 29 October 20261 min read
Use case
Engagement letters for professional services
Accountants, consultants and other advisers can send engagement letters as their own PDF and get them back signed, initialled and filed against the client.
An engagement letter sets out the work, the fees and the terms before you start. Most firms already have one they are happy with. The trouble is getting it back: printed, signed, scanned and returned, with every page initialled.
How EasySign helps
- Your letter, unchanged. Upload your PDF. Your terms stay word for word; EasySign adds the client's answers and signature on top.
- Choices made clearly. Optional services can be a Yes or No, so the scope is recorded as the client chose it.
- Initials on each page. Ask for initials page by page, and the client cannot skip one.
- Your signature, applied with consent. Save your signature once and apply it to each letter you send, with your consent recorded.
- Filed with the client. The completed copy goes to everyone and is filed against the contact. If you run Leadgun, EasySign can sit inside it as the Agreements tab.
Before you send
Electronic signatures meet the legal requirements for a signature under New Zealand and Australian law for most business documents, but not all: wills, some powers of attorney and sworn statements such as affidavits and statutory declarations are among the exclusions. See the legal basis. This is general information, not legal advice.
Sources
Read next
- Features: send your own PDF, guided signing, completed copiesWhat EasySign does: your own PDF with sender and signer fields, guided signing on any device, saved sender signatures, reminders, and a completed copy with a certificate of completion.
- EasySign in Leadgun: agreements from the contact recordEasySign works on its own or inside Leadgun, Webgun’s CRM, as an opt-in Agreements tab: send from a contact and the signed copy is filed back against them.
- Legal basis: electronic signatures in NZ and AustraliaWhere electronic signatures stand under New Zealand and Australian law, which documents are excluded, and what EasySign records. General information, not legal advice.