OverSuite will generate a compliant set of Engagement Letters for your firm, written by experts in compliance and auto-updated every quarter as legislation evolves. By providing us with simple known inputs via a quick set up wizard, your firms library of Engagement Letters will be set up within minutes.
Once you're set up, you're ready to start engaging clients straight away.
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​What does OverSuite include?
Smart Engagement Letters, Terms and Conditions, Privacy Notices, Service Schedules, Disengagement Letters and much more.
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​How do I learn more?
If you'd like to learn more you can watch a demo here. Alternatively you can sign up to a free 7 day trial and try it out for yourself.

Filling in the wizard will allow us to build your Engagement Letters.
You will need to click the ‘Get started’ button on the ‘Configure your engagement letter suite’ section to get started.

From here, a window will open which will ask you a variety of questions to help tailor your OverSuite documents.
Once finished, click ‘Submit’ to save your answers.

It's important that directors, partners, principals and auditors are included in your Engagement Letters. OverSuite will automatically include these in the right place for you for each engagement, we just need you to tell us who these people are.
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You will need to click the ‘Get Started’ button on the ‘Add key people’ section to begin.
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For steps on how to create your first Engagement Letter, please click here.
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If you have any questions, please reach out to us! 😃