E-sign engagement letters, from inside the letter
FigsFlow lets Canadian firms e-sign engagement letters without leaving the letter. Generate it from the accepted proposal, send one or four hundred, let the client sign on a phone with no account to create, and file the signed copy, the certificate and the full audit trail straight to the client record.
nothing exported, nothing re-uploaded
Watch one letter get signed
Under two minutes, start to finish. Generate the letter from the accepted proposal, send it, sign it on a phone, and watch it land back on the client record.
The problem
The letter goes out, and then nothing happens
You attach the engagement letter to an email and wait. One client prints it, signs it, photographs it at an angle and sends back something you cannot file. Two forget entirely. You chase, politely, twice.
Three weeks on, the work has already started and the letter is still unsigned — which nobody mentions until the day it matters.
Sorry — hope this is OK, phone camera!A. Whitfield · page 4 of 6 · taken at an angle
It is a photograph of a page, and you still cannot prove when it was signed.
Where it sits
Between the letter and the first job
Signing is the moment the engagement letter stops being a draft and the work becomes billable. Before it: the proposal and the letter. After it: client verification, the first records request and the opening job.
- Proposal acceptedFee and scope agreed
- Letter generatedFrom your clause library
- Sent for signatureOne, or four hundred
- SignedThe letter stops being a draft
- Client verifiedID and due diligence run on
- First job opensWork becomes billable
And what else it signs
The engagement letter matters most, but every document a firm needs signed runs the same way.
Capability
Can they sign on a phone?
Yes, and most will. The letter opens in a browser with no app to install and no account to create. It works one-handed on the bus, which is where a surprising number of engagement letters actually get signed.
- No app to install — a browser link, opened once.
- No account to create — no password, no reset email, no support call.
- One-handed, on the move — signed before you have chased once.
● figsflow.com · secure link
Every letter personalized with its own fee, scope and signatories.
Capability
Can we send four hundred at once?
Yes. Select the clients, pick the template, and every letter goes out personalized with its own fee, scope and signatories. You watch them come back on one board rather than in four hundred email threads.
- One template, every client's own terms.
- Signed, opened and not-opened on one board.
- Ideal for annual re-engagement before busy season.
Capability
Does it chase for us?
On a schedule you set, in your firm's name, until it is signed or you stop it. The reminders are polite, they stop the moment the signature arrives, and every one of them is on the record so nobody chases twice.
Chased twice already — the history is on the letter, so nobody sends a fourth by accident.
Filed On the client record and in your own SharePoint
Capability
What evidence do we get, and is it secure?
The signed document, a signing certificate, timestamps for every action and the IP record, stored together on the client record and in your own SharePoint — the form you will want it in if anyone asks you to evidence the engagement.
Category contrast
A separate signing tool, or the letter itself
Sign from a general signing tool and you sign a file. The tool does not know what the letter said, what the fee was, or that a job should now open. That gap is where the re-keying lives.
A standalone signing tool
Five steps, and the last one is something somebody has to remember.
- Export the letter to PDF
- Upload it
- Drag signature boxes onto the page
- Download the signed file
- Save it somewhere
And then remember to start the work.
Signing inside the letter
The document is already the record, so there is nothing to move.
- The letter is already the document
- Signatories are already known
- The signed copy files itself
And the next step opens on its own.
Who uses it
Whose problem this actually is
Low volume, high consequence
Six letters a month, each costing two polite chases and ten days of not quite knowing.
Ten days to an afternoonSigned before you have chased onceWording agreed once
One template the firm agreed, and the signed copy always lands in the same place.
A fortnight at mostNot a migration projectUnsigned, right now
A list, not a recollection — and bulk re-engagement for the whole book in one send.
Acted on, not feltWork does not start on an unsigned letterA control, not a convenience
Countersignature named and in order, with a trail still readable two years later.
Evidence on demandFor practice inspection or a disputeDifferent sizes, same letter. The signature does not care how big you are — the controls around it do.
Works with what you already run
Signed documents land in your own SharePoint. Notifications go out through your Microsoft 365 or your own sending domain, so the client sees your firm, not ours.
Signatures are not metered
No credits, no per-signer limits and no envelope counting. E-signature is included in the FigsFlow plans that carry engagement letters — see Canadian pricing for the current plans.
Related modules
What sits either side of this
A signature is the hinge between the document and the work. These are what the letter comes from and what it sets off.
Bring a letter you are waiting on.
Screen-shared, using your own engagement letter. Send it to your own phone on the call and watch it come back signed, certified and filed — about four minutes.