Is the signature valid?

It is a simple electronic signature: it records who accepts, when and with which details, and it cannot be denied effect just because it is electronic. It is not a qualified electronic signature; if a specific procedure requires one, a digital certificate is needed.

How do I file the signed engagement?

Open the response in the dashboard and click “Print or save as PDF”: the document includes every answer and the signature.

Can I send the client a copy?

On the Pro and Business plans, respondents can get a copy of their answers by email.

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Engagement letter

For accountants, law firms and consultants: the client confirms the service and fees and signs the engagement.

Replace the document you email out and get back printed, signed and scanned: the client says who is engaging you, confirms the service and the fees, and signs on their phone screen or with the mouse.

Each response can be printed or saved as a PDF with the signature, to file with the case. Put the full terms of the engagement in the form description or link to them, and review the data protection information before publishing.

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Free. You can change every question.

Includes 10 questions

Full name or company name · Short text
Tax ID · Short text
If you act on behalf of a company, your name and position · Short text
Email · Email
Phone · Phone
Service you are engaging us for · Long text
Agreed fees · Single choice
I have read and accept the terms of the engagement and the agreed fees · Legal acceptance
Signature · Signature
I have read the basic data protection information and agree to the processing of my data · Legal acceptance

Demo: you can answer and submit, but nothing is saved or sent.

Engagement letter

Check the details of the engagement and sign it so we can start.

Fields marked with asterisk are required.

Full name or company name

Tax ID

If you act on behalf of a company, your name and position

Leave it blank if the engagement is in your own name.

Phone

Service you are engaging us for

The matter or the service, as we agreed it.

Agreed fees

Fixed priceHourlyMonthly feeAs in the quote we sent

I have read and accept the terms of the engagement and the agreed fees I accept

Signature

Sign with your finger, a stylus or the mouse inside the box.

I have read the basic data protection information and agree to the processing of my data

Basic information on data protection

Controller: [Your name or company name and tax ID]
Purpose: Managing your professional engagement, providing the service and invoicing it.
Legal basis: Your consent.
Recipients: Your data will not be shared with third parties unless required by law.
Rights: You can access, correct and delete your data, and exercise the other rights explained in the additional information.

I accept

Who it is for

Law firms formalising the engagement before starting work.
Accounting firms documenting the services a client has hired.
Consultants, architects and other professionals who work on assignment.

The data it asks for

Collect the client's identification, the service and their signature. Put the full terms in the form description or link to them, so it is clear what is being accepted. Each form deletes its responses, and their files, once the retention period you choose has passed (6 months by default). If you need to keep the engagement longer, file the PDF with the case.

Frequently asked questions

Is the signature valid?: It is a simple electronic signature: it records who accepts, when and with which details, and it cannot be denied effect just because it is electronic. It is not a qualified electronic signature; if a specific procedure requires one, a digital certificate is needed.
How do I file the signed engagement?: Open the response in the dashboard and click “Print or save as PDF”: the document includes every answer and the signature.
Can I send the client a copy?: On the Pro and Business plans, respondents can get a copy of their answers by email.