Email template
Engagement letter follow-up email
An unsigned engagement letter blocks the work. The follow-up should be short, give the signing link again and explain what happens after the client signs. It should not repeat the whole engagement letter or imply that the work has already started.
When to use it
Send this three to five business days after the engagement letter was sent, if it is still unsigned.
Following up on your engagement letter
Hi {{client_name}},
We are ready to start on {{service_name}}, but we need the signed engagement letter before we can begin.
You can review and sign it here: {{signing_link}}
Once it is signed, we will send the document checklist and confirm the first close date. If you have a question about the scope or the fee, reply and we will go through it.
Thank you, {{firm_name}}
Replace the placeholders in braces with the client's details. Keep the client's tax ID or account number out of the email.
Notes before you send
- Send it three to five business days after the original letter.
- Give the signing link again, not a new copy of the letter.
- Name the first step after signing, such as the document checklist.
- Do not start the work before the letter is signed unless the firm has a written policy that allows it.
Questions about this template
Why does a firm need a signed engagement letter?
The letter sets the scope, the fee and each side's responsibilities. It protects the client and the firm, and it is the record of what the firm agreed to do.
How long should a firm wait before following up?
Three to five business days is a reasonable first follow-up. If the client is still deciding, ask what would help and when they expect to sign.
Can the client sign electronically?
Yes, if the firm uses an e-signature process that keeps a record of who signed, when and the exact text. The client should receive a copy of the signed letter.
What if the client questions the fee?
Reply with the scope and the assumptions behind the fee. If the scope changed, send a revised letter rather than starting the work on an old agreement.