Once you've completed the OverSuite wizard and added in your key people, sending an Engagement Letter to a client is easy. OverSuite will dynamically and automatically assemble the correct Engagement Letter content for your client, based on the services you are providing and the client type you are working with.
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Here's how to issue an Engagement Letter through OverSuite.

Click the ‘Create your first Letter of Engagement’ option in the Getting Started section and then click ‘Get started’
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This will load the ‘Create Letter of Engagement’ page for you to begin customising your first engagement letter.
From here, you then need to select what template and letter of engagement you want to use, along with entering the start date and financial year end.

You then want to start selecting services. To do this, simply click the tick box on the left hand side and you will see the service highlight.

The service schedules for the selected services will be automatically assigned to default to services in Oversuite, therefore they will be actually pulled through to the Engagement Letter when selected.
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​Please note: The services you see are the default services provided by OverSuite, if you need to add in a new service please this help article for Add a new service to OverSuite.

Once you have selected all the services required, you can click the ‘Complete Letter of Engagement’ button to move onto the next section.
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STEP 2: Sending your engagement letter

Before you are able to send the Engagement Letter, we need to capture details such as the nominated individual. For expert guidance on the importance of the nominated individual, you can use our help article here.

You can also include any additional signatories, this is a key area to ensure any additional directors or key people are requested to sign the Engagement Letter and/or the privacy notice. For guidance on who needs to sign an engagement letter, you can use our help article here.

Once you have entered all the clients details, you can preview your Engagement Letter before sending, to ensure you’re happy with the document.
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You can then look to send this out to your client. You can also save this as a draft too if you need to come back to it later.

Once you click send, the client will then receive an email with a copy of their Engagement Letter, which they can review and sign.
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Below is an example of the email that the client will receive.
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Once the client has signed, the status of the Engagement Letter will show as ‘Won’ on your dashboard.

Click this link here to see how to manage your Engagement Letters.

If you have any questions, please reach out to us! 😃