When setting up your letter of engagement, you'll see a slide at the top of the page for you to indicate that this has been approved.

This is because as part of completing your setup, you'll need to transfer your current letter of engagement into the system. However, once you've done this, all of your letters will be automated for every client and every entity you work with 👍

We cannot act as legal advisors so we ask that you make sure everything you have added is legally compliant and has been checked by a relevant person.

It's nice and easy to set your engagement letter up and we have a video and step by step article on this here.

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