Generate engagement letters using legally vetted and industry-used terms to set the service expectations right.
Free DemoProduce accurate engagement letters encompassing all required elements unique to the business and send them for e-signing. Zero scope for errors.
Manage all the contractual documents needed to onboard new clients. Be upfront in mentioning the key dates and set the expectations clear for every service so as to limit the liability.
Attach service schedules to the engagement letter if any, add key people as signatories and send them for their authorization electronically.
You can easily put together an engagement letter just by keying in a few details. Or otherwise, you can pull up an engagement letter template available within the system, make custom changes to the terms of business, use legally vetted terms, and have it in compliance with the industry in which the business operates.
Ready-to-use engagement letters are available for select industries; Accounting, Technology, Legal and Professional Services.
Manage all the engagement letters executed for different clients. Get a bird's-eye view of the revenue generated through different business engagements, and those in the pipeline for authorization. Find out the completeness of the engagement letter viz. whether all signatories have signed the letter, letters that are ready-for-approval and those letters that haven't been acknowledged yet.
With ArcEngagementLetter, you can add any number of standardized engagement components to the letter and make it legally binding.
Add any number of reviewers to the engagement letter and seek their e-signatures as part of the legal requirement. Your clients get to e-sign the letter safely in a secured portal. In turn, you'll be notified as and when signatories e-sign the letter.