The three-inbox problem
Partner inbox: "signed engagement attached". Practice inbox: "please confirm scope". Client inbox: "what am I signing?". Nobody is sure which version is current. That is a professional indemnity footnote waiting to happen.
Single-system engagement flow
Pull client details from onboarding. Generate letter from approved template with service scope and fee basis. Send for acceptance via portal or tracked email. Signed copy lands in document vault on the client record with timestamp and signer.
Staff should see engagement status before they open the job — green means go, grey means chase, red means stop.
Templates with discipline
Version templates centrally. Ban local Word copies. Review annually and when services change — MTD scope, payroll bureau, advisory lines. One source of truth, always.
Run your practice from one command centre
Clients, Companies House onboarding, deadlines, document vault and client portal — full platform on every plan.
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