Proposal and Engagement Letter Software
Proposal and engagement letter software lets a firm scope services, price them and send the letter from the same system that will run the work. In Remindoo an accepted proposal becomes a client record with the agreed services attached, so nothing is re-keyed.
Proposal and engagement letter software lets a firm scope services, price them and send the letter from the same system that will run the work. In Remindoo an accepted proposal becomes a client record with the agreed services attached, so nothing is re-keyed.
Last updated: September 2026
What it does
Engagement letters have a habit of arriving after the work does. The client says yes on a call, the work starts because it is March, and the letter is drafted in a quiet week that never comes. That is a scope problem and a professional standards problem, and the cause is almost always friction rather than intent.
Remindoo puts the letter where the client relationship already lives. You select the services, the scope text comes from your templates, the fee is stated, and the letter goes out immediately rather than waiting for someone to open a word processor.
The part that changes operations is what happens on acceptance. The services you scoped become the services on the client record, with their schedules, so the first month's work generates from the agreement rather than from somebody's recollection of it.
Worked example: onboarding a new business client in January
Scope from the service list
Monthly bookkeeping, quarterly filings, the annual return. Each carries its own fee basis and schedule.
Send the letter the same day
The template covers the standard terms and the scope section reflects exactly what was selected.
Acceptance creates the working record
The client exists with their services attached, so the first close and the first document request generate on schedule.
Out-of-scope work becomes visible
When the client asks for something that was not in the letter, the scope is on file and the conversation is straightforward.
Related capabilities
Frequently asked questions
Are the letter templates written for US firms?
You control the wording. Engagement letter content is a professional judgment for your firm and, where relevant, your insurer, so the templates are yours to set rather than ours to assert.
Does an accepted proposal set up the client automatically?
The agreed services carry across to the client record so the work can be scheduled without re-keying the scope.
Can we reissue letters each year?
Yes, annual re-engagement can be run from the existing scope rather than drafted again from scratch.
Get letters out before the work starts
See a proposal move from scope to signed to live engagement.