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Engagement letter template.

Staff fill in the client, scope and fees. OneFormAI drafts a complete engagement letter for review and signature.

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What it produces

Engagement letter ready to sign (internal)

12 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.

  1. 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
  2. 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
  3. 03Review and sendOneForm drafts the engagement letter ready to sign (internal). You approve it and it's emailed as a branded PDF.
Questions included12
  1. 1Client's legal name
  2. 2Who will sign for the client?
  3. 3Signer's title
  4. 4Services in scope
  5. 5Tax years / periods covered
  6. 6How will you charge?
  7. 7Fixed fee (USD)
  8. 8Hourly rate (USD)
  9. 9Monthly retainer (USD)
  10. 10Engagement start date
  11. 11Payment terms
  12. 12Anything out of scope or special terms?

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