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.
G2 reviews
Google reviews
Verified reviews
Trustpilot reviews
- LetterGenerated from the accepted proposal
- SentTuesday 14:06 · one of 42 that morning
- Signed onA phone · no account created
- EvidenceCertificate · timestamps · IP record
- Filed toClient record and your SharePoint
nothing exported, nothing re-uploaded
Trusted by the best
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. This is what it looks like to e-sign engagement letters without ever leaving the letter — no narration about transformation, just the thing happening.
Want the wider picture? The full platform tour →
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!"
SPOT-02 · a crooked photograph of a signed page, corner folded, taken at an angle. Warm amber on ink — the only warm mark on the page.
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.
IMG-02 · 1400 × 600, 7:3 — 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.
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.
IMG-03 · 960 × 640, 3:2 — real phone screenshot, portrait, mid-signature. Not a rendered device mock-up.
Every letter personalised with its own fee, scope and signatories — one template, four hundred letters.
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.
Confirm bulk send exists at the volume claimed. If there is a limit, state the real limit here — a buyer who discovers it on day three is a refund, not a customer.
IMG-04 · 960 × 640, 3:2 — a bulk send in progress, showing all three states.
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.
IMG-05 · 960 × 640, 3:2 — the reminder schedule with the chase history beneath it.
IMG-06 · 960 × 640, 3:2 — signed letter with its certificate and audit trail. Anonymise everything.
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.
Your actual certifications only. If FigsFlow holds none of these yet, show none — an unearned badge is the fastest way to lose a firm that checks.
Bring a letter you are waiting on.
Book a demoA 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 · 200 × 72 — left: a document lifted out of a stack, signed, and set down somewhere else. Right: the same document signed where it already sat.
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.
Letters go out from three different people, from three different templates, and land in three different places. One sender identity, one template, one destination for the signed copy — that is the switch, and it is a fortnight's work at most.
The question stops being whether a letter got signed and becomes whether you can see, across four hundred clients, which engagements are unsigned right now. That is a list you can act on, not a feeling you have on a Sunday.
Who may send a letter, who must countersign, what order multiple signatories sign in, and whether the evidence holds up when somebody asks two years later. At this size the signature is a control, not a convenience.
Different 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 tenancy. Notifications go out through your Microsoft 365 or your own sending domain, so the client sees your firm, not ours.
SPOT-04 · 180 × 48 — six plugs sharing one rail. Shared mark. No puzzle pieces.
Built inside working firms
FigsFlow was built in practice by people who had chased their own unsigned letters.
“AML has always been the step that tends to get missed in a busy practice. With this update, it’s now linked directly to the engagement letter signature, so I don’t have to worry about handing it off manually.”
We chose the TrustID path, and it has worked well.
“The client signs, the link is sent, and the report returns quickly. Our team hardly needs to get involved. Setting it up took just two minutes, which was a pleasant surprise.”
Signed to verified without the gap
“Before, there were too many steps between when a client signed and when their AML check started. Now, it happens right away. The client signs, we send the link, documents come in, and the check is done.”
This is a solid platform for a tax advisory practice
“I found the ad hoc LOE templates especially helpful, since most software only covers standard engagements. … Once it’s set up, it pretty much runs on its own.”
Reliable AML process
“The client signs, we send the link, documents arrive, and the check is done. Our team doesn’t have to remember extra steps or go looking for anything.”
Proposals are now sent out on the same day
“Proposals are now sent out on the same day instead of staying in a draft folder for a week.”
A great experience with FigsFlow
“Creating professional proposals and engagement contracts takes only a few minutes, which has saved me a lot of time.”
Reviews and figures as shown on Trustindex on 06/10/2026. Read every review on Trustindex
What it costs
Signatures are not metered. E-signature is unlimited on every plan — no credits, no per-signer limits, no envelope counting, and nothing to expire. It is included on the free Letters plan, on Onboarding from £24 a month, in Practice Management and on every seat of the Practice Suite. The only plan it is not in is CRM on its own.
Practice Suite — every module, one price per person. The whole firm on one system, from the first proposal to the last deadline, with unlimited e-signatures on every seat. Billed annually, two months free. See every plan.
£390/month
10 × £39 per user, per month
- Proposals, pricing engine and engagement letters, uncapped
- Jobs, tasks, timesheets and capacity
- Compliance Programme included, checks at the programme rate
- CRM Core on every seat, Growth available per seat
- Client portal on your own subdomain
- Unlimited e-signatures and documents
- Entra ID sign-on, SharePoint storage, Outlook sync
- 20 AI actions per person a month, from January 2027
At 10 people, the whole platform is £390 a month — every module, £39 a person for your first 10 people, then £59. Billed annually, no minimum.
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.
Engagement letters
Where the document comes from.
See the letters moduleProposals
Where the fee and scope were agreed.
See the proposals moduleOnboarding
What happens the moment it is signed.
See the onboarding suiteAudit trail
Where the evidence lives afterwards.
See the evidence moduleWhat 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 · chartered sign-off required before publication
ANSWER-AES pending · do not guess
Establish what FigsFlow actually offers — simple, advanced or qualified — 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.
No. E-signature is unlimited on every plan: no credits, no per-signer limits, no envelope counting, and nothing to expire. It is included on the free Letters plan, on Onboarding from £24 a month, in Practice Management and on every seat of the Practice Suite. The only plan it is not in is CRM on its own.
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 — the letter, the signing page and the reminder emails carry your firm.