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

If you prefer to follow the steps in the app, click here.

Getting Started

The engagement letter template is where you will setup your contract terms and conditions.To customize an engagement letter template in your Practice Ignition, you will need to 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 Templates. In the Engagement Letters section, you will see a 'Sample Engagement Letter' which you can view to see an example of what it can look like.

Note: This template is not ready to use. It has areas marked with '???' where more information specific to your company needs to be entered. You also cannot edit this template - it is there for you to view and use for testing, but if you wish, you can copy and paste the contents into a new template and modify it to create your own version.

Creating a Template

Let's add a new engagement letter template. Click on New Engagement Letter on the upper right hand side 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

Click on the Is Default toggle to make this template your default one. You can have as many templates as you like (we recommend the fewer, the better), however you should make your most commonly used template the default.

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.

Note: You can bring your engagement letters to the next level by customising your email templates.

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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