Practice Ignition allows you to create multiple terms or engagement letter templates. You no longer have to manually edit your engagement letter each time you create a proposal for client information. Practice Ignition takes care of updating the client and service specific details for each engagement.

Getting Started

The terms template is where you will setup your contract terms and conditions. To customize this template we suggest you have a copy of your existing Letter of Engagement or Terms and Conditions with you in a digital format.

If you don't have a set of terms already, we recommend reaching out to a lawyer, your professional association, or your professional indemnity insurance provider.

Head to Library, then click on Terms. You will see your current Terms templates listed here - if you are just starting, you will have one Template "Sample Engagement Letter".

If you wish to use this "Sample Engagement Letter" Template, you are welcome to but you should review it first and edit any company specific information.

Please note you are accepting responsibility (and any associated risks) for using this template in your account. Practice Ignition accepts no responsibility or liability for your use. We strongly recommend you double check with your lawyer, professional association or indemnity insurance provider prior to engaging your clients with this template. 

Creating a Template

To add a new template, click on New Terms Template on the left of the page.

You will be taken to the Template editor.

The first step is to name your engagement letter. The name will not be visible to your clients

Next, copy and paste your existing engagement letter in the template content field.

Next, input placeholders. Placeholders act as merge fields, completely automating your engagement letter with all the important information you need to include No more find and replace!

Click on Placeholders and click on the placeholder you wish to use to copy it.

Paste it into your template in the position you need it.

The ##{{proposal_service.summary}} and ##{{proposal_price.summary}} are the two most important placeholders to include. This is your scope of work and payment schedule.

Your scope of work is made up of your services you include in a proposal. It will automatically drop your proposal directly into the engagement letter, for your clients' future reference.

Tip: We recommend you view our sample template first as it has the important and usual placeholders that are needed. There are a number of important tokens that we recommend you include in your letter to make sure that it has all the necessary information. These can change the way your service pricing is displayed. For help on how to use placeholders, and for more formatting tips, please view this article.

To tidy up your template, read through a detailed guide of formatting options here. When you're done, or just want to make sure your changes aren't lost, click Save Service, or use the drop down and choose Save and add another to immediately start creating your next template.

Set or Change the Default Terms Template

If you have several engagement letter templates, you can elect to make one your default from the dropdown at the right of the Terms page. This will the the terms template selected by default on your proposals, but you can change this when you create a proposal on the Terms Tab of a new proposal.

Please note, you cannot archive/delete the default terms template. You will have to select a different template as your default before archiving this.

And that's it! You're a few steps away from launching your practice. Click on Next to move to the next step!

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