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E-signature and approvals Β· United Kingdom

E-sign engagement letters, from inside the letter

FigsFlow lets you 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.

Send a letter to your own phone and watch it come back. About four minutes.

281 reviews from G2G2 reviews GoogleGoogle reviews Verified reviews

Built inside working firms, not a lab Microsoft 365 native β€” your data stays in your tenant Founding-customer programme open now
app.figsflow.com/letters SAMPLE DATA
Ashcombe Joinery Ltd Signed
  • LetterGenerated from the accepted proposal
  • SentTuesday 14:06 Β· one of 42 that morning
  • Signed onA phone Β· no account created
  • EvidenceCertificate Β· timestamps Β· IP record
  • Filed toClient record and your SharePoint

nothing exported, nothing re-uploaded

Illustrative example β€” the company, the times and the signatory are fictional.

Trusted by the best

  • Taxule
  • Ledgian
  • Sterling Wells
  • UK Property Accountants
  • Property SPV
Product tour

Watch one letter get signed

Ninety seconds, 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. This is what it looks like to e-sign engagement letters without ever leaving the letter β€” no narration about transformation, just the thing happening.

VID-01 Β· 16:9 Β· 1920 Γ— 1080 Β· under 120s Β· poster frame required β€” record it on a real phone, held in a hand

Want the wider picture? The full platform tour β†’

●PROBLEM Β· THE WAIT

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 β€” which nobody mentions until the day it matters.

RECEIVED Β· 11:42

"Sorry β€” hope this is OK, phone camera!"

A. Whitfield
Page 4 of 6 Β· corner folded Β· taken at an angle
What you can do with it
Not much. It is a photograph of a page, and you still cannot prove when it was signed.

SPOT-02 Β· a crooked photograph of a signed page, corner folded, taken at an angle. Warm amber on ink β€” the only warm mark on the page.

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 chargeable. Everything before it is the proposal and the letter. Everything after it is the AML check, the first data request and the opening job.

01Proposal acceptedFee and scope agreed
02Letter generatedFrom your clause library
03Sent for signatureOne, or four hundred
04SignedThe letter stops being a draft
05AML checkDue diligence runs on
06First job opensWork becomes chargeable

IMG-02 Β· 1400 Γ— 600, 7:3 β€” the sequence with the signature step lit and the steps either side dimmed.

And what else it signs

The engagement letter is the one that matters most. It is not the only document a practice needs signed, and all of them run the same way.

Engagement letters Variation and disengagement letters Accounts approval Tax return approval AML and CDD declarations Fee and scope changes Consent and authority forms
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 a train, which is where a surprising number of engagement letters actually get signed.

βœ“
No app to installA browser link, opened once.
βœ“
No account to createNo password, no reset email, no support call.
βœ“
One-handed, on a trainWhich is where a surprising number get signed.

IMG-03 Β· 960 Γ— 640, 3:2 β€” real phone screenshot, portrait, mid-signature. Not a rendered device mock-up.

Annual re-engagement Β· 412 lettersONE BOARD
251 signed 99 opened, not signed 62 not yet opened
Ashcombe Joinery LtdΒ£2,400 Β· year end 31 Dec Β· two signatories
SIGNED
Redhill Dental PartnersΒ£3,150 Β· opened Tuesday 09:12
OPENED
Varley & SonsΒ£980 Β· reminder due tomorrow
NOT OPENED

Every letter personalised with its own fee, scope and signatories β€” one template, four hundred letters.

Capability

Can we send four hundred at once?

Yes. Select the clients, pick the template, and every letter goes out personalised with its own fee, scope and signatories. You watch them come back on one board rather than in four hundred email threads.

Verify before publishing
Confirm bulk send exists at the volume claimed. If there is a limit, state the real limit here β€” a buyer who discovers it on day three is a refund, not a customer.

IMG-04 Β· 960 Γ— 640, 3:2 β€” a bulk send in progress, showing all three states.

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.

Reminder schedule Β· engagement letter
First reminder3 days after sending Β· your firm's name
SENT
Second reminder7 days Β· same thread, same sender
SENT
Third reminder14 days Β· then stops
DUE TOMORROW
On signatureEverything outstanding is cancelled
AUTOMATIC
Chased twice already β€” the history is on the letter, so nobody sends a fourth by accident.

IMG-05 Β· 960 Γ— 640, 3:2 β€” the reminder schedule with the chase history beneath it.

Engagement letter Β· Ashcombe Joinery Ltd
Signed document
The letter as signedNot the current template
Signing certificate
Issued on completionAttached to the same record
Timestamps
Sent Β· opened Β· signedEvery action, in order
IP record
Captured per signatoryHeld with the trail
Stored on the client recordAnd in your own SharePoint tenancy
FILED

IMG-06 Β· 960 Γ— 640, 3:2 β€” signed letter with its certificate and audit trail. Anonymise everything.

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. It is the form you will want it in if anyone asks you to evidence the engagement.

CREDENTIALS-01 pending

Your actual certifications only. If FigsFlow holds none of these yet, show none β€” an unearned badge is the fastest way to lose a firm that checks.

Bring a letter you are waiting on.

Book a demo
Category contrast

A separate signing tool, or the letter itself

E-sign engagement letters 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

Six steps, and the last one is a thing somebody has to remember.

  • 01Export the letter to PDF
  • 02Upload it
  • 03Drag signature boxes onto the page
  • 04Download the signed file
  • 05Save 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.

  • 01The letter is already the document
  • 02Signatories are already known
  • 03The signed copy files itself

And the next step opens on its own.

SPOT-03 Β· 200 Γ— 72 β€” left: a document lifted out of a stack, signed, and set down somewhere else. Right: the same document signed where it already sat.

Who uses it

Whose problem this actually is

Pick the shape of your practice.

You send maybe six engagement letters a month. Each one currently costs you two polite chases and about ten days of not quite knowing. Signing on a phone turns that into an afternoon, and you stop being the person who has to remember.

Six letters a monthLow volume, high consequence
Ten days to an afternoonSigned before you have chased once
Signed on a phoneNo account for the client to create
Not your memoryThe chase runs without you

Different sizes, same letter. The signature does not care how big you are β€” the controls around it do.

Your stack

Works with what you already run

Signed documents land in your own SharePoint tenancy. Notifications go out through your Microsoft 365 or your own sending domain, so the client sees your firm, not ours.

Microsoft 365OutlookSharePoint

See every integration β†’

SPOT-04 Β· 180 Γ— 48 β€” six plugs sharing one rail. Shared mark. No puzzle pieces.

Proof

Built inside working firms

FigsFlow was built in practice by people who had chased their own unsigned letters.

QUOTE-01 Β· pending

One longer anchor quote sits here β€” 25 to 40 words, with the firm descriptor and country shown. Real, attributed and agreed in writing, or the fold runs without it.

PROOF-STAT-01One verifiable number β€” signature turnaround, from real data only
REEL-01 Β· slot 10:00
Review slot 1Real review required Β· not yet filled
REEL-01 Β· slot 20:00
Review slot 2Real review required Β· not yet filled
REEL-01 Β· slot 30:00
Review slot 3Real review required Β· not yet filled
REEL-01 Β· slot 40:00
Review slot 4Real review required Β· not yet filled
REEL-01 Β· slot 50:00
Review slot 5Real review required Β· not yet filled
REEL-01 Β· slot 60:00
Review slot 6Real review required Β· not yet filled

Nothing in this fold has been written for you. The reel needs a minimum of six real reviews to run; below that, replace it with three static cards. Named references are published once the firms concerned have agreed in writing.

Pricing

What it costs

PRICING-BLOCK-01 pending

State plainly whether signatures are included, metered, or charged per envelope, and whether unused credits expire. This is the most-asked commercial question about any e-signature feature β€” a vague answer sends a comparing buyer to a competitor to find out, and they do not come back.

AVAILABILITY-NOTE-01 pending

US availability, with a date.

See platform pricing β†’

Related modules

What sits either side of this

A signature is the hinge between the document and the work. These four are what the letter comes from and what it sets off; the rest of the platform sits around them on the same shared record.

HMRC deadlines Companies House CRM and pipeline AML and due diligence Pricing and quoting Forms and requests
Client portal Client mobile app Documents in SharePoint
Jobs and workflow Reporting Email
Timesheets and billing Practice dashboard Workflow templates Meetings and scheduling API and webhooks MTD Income Tax
Questions

What practices ask before they switch

For an ordinary engagement letter, yes. Section 7 of the Electronic Communications Act 2000 gives electronic signatures admissibility, and the Law Commission's 2019 report on the electronic execution of documents confirmed the position for simple contracts. Deeds carry extra formalities. The full position is in our article on e-signature validity.
Legal claim Β· chartered sign-off required before publication

ANSWER-AES pending Β· do not guess
Establish what FigsFlow actually offers β€” simple, advanced or qualified β€” and say exactly that. If it is simple electronic signatures only, say so; that is fine for engagement letters, and honesty here is worth more than the claim.

ANSWER-CREDITS pending
The most-asked commercial question about any e-signature feature. Answer it here in the same words used in PRICING-BLOCK-01 above.

Add every signatory and choose whether they sign in order or at once. Each gets their own link, and the letter completes only when the last signature lands, so a partly signed letter is never mistaken for a finished one.

Yes. Upload the scanned copy against the letter and it sits on the same record with the same trail.

Yes β€” the letter, the signing page and the reminder emails carry your firm.

Send one letter and see how fast it comes back

Generate a letter in FigsFlow and send it to yourself on your phone. That is the whole evaluation of what it takes to e-sign engagement letters here, and it runs to about four minutes. Free trial. Or bring a letter you are waiting on to a demo.

Wondering where the letter itself comes from? Engagement letters