Your engagement letter, signed before the work starts

Every firm's engagement letter is different, and that's why clients sign them in the wrong place. SignLucid works with your own letter, in your own format.

How SignLucid handles it

• Upload your letter. SignLucid finds lines such as "Client signature", "Taxpayer signature" and "Spouse signature" and places signature and date fields.
• Adjust once. SignLucid remembers the layout for your whole firm, so next year's letter is ready when you upload it. It keeps the printed words and positions, never client names.
• Send it together with the 8879 or a 2848 as one envelope, in the order you choose.
• On Pro and Firm, AI guidance explains the letter to clients in plain English or Chinese, if your firm turns it on.

Questions

• Do you provide engagement letter wording? No. Use your own letter, reviewed by your attorney or your professional liability carrier. SignLucid places the fields and handles the signing.
• Both spouses need to sign. Each gets their own link and color.

Try it free for 7 days

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