E-sign engagement letters online
Updated
An engagement letter should take a minute to send, not a week of follow-ups. With KamiSign you can send an engagement letter for e-signature, track who has opened and signed it, and file the signed copy in a private vault. Your clients don't pay and don't need an account.
What to include in an engagement letter
Requirements differ by profession and country, so check your own professional body's guidance. Most engagement letters cover the same ground:
- The services you will and won't provide (scope of work)
- Fees, billing frequency and payment terms
- What you need from the client, and by when
- The client's responsibilities and your responsibilities
- Confidentiality and how records are handled
- The term of the engagement and how either side can end it
- Signature and date lines for both parties
How to get an engagement letter signed electronically
- Upload your letter as a PDF. Place the signature, date and any text fields where you want them.
- Save it as a template. Next time, launch the same letter for a new client in one click instead of rebuilding it.
- Collect client details first, if you need them. Send a secure intake form so names, addresses and contact details land in your Contacts, not in a long email thread.
- Send the signing link. Share it by email, SMS or WhatsApp, whichever your client answers fastest.
- Turn on email verification when it matters. Ask a signer to confirm their email with a one-time code before they sign.
- Download the signed copy. It is saved to your private vault together with its Certificate of Completion.
Renewals and repeat clients
Most practices re-issue engagement letters every year or whenever the scope changes. Keep one template per service type, update the fee and date, and send. You can see which letters are still waiting for a signature without searching your inbox.
The record you keep
Every fully signed engagement letter comes with a Certificate of Completion. It shows who signed, when each person agreed, whether their email was verified, and a SHA-256 fingerprint of the document, so you can show later that the file has not changed.
Pricing
The Free plan lets you sign any PDF, send 7 documents a month and keep up to 10 templates, which is enough to try your engagement letter with real clients. Pro starts at $6 per person per month on the 12-month term, with unlimited documents, a team workspace and a 14-day free trial. Pro has a 7-day money-back guarantee. Prices are in USD.
Frequently asked questions
Is an electronically signed engagement letter valid?
Electronic signatures are recognized in many countries, but the rules vary by country, document type and professional body. Check what applies to you and your clients. This is not legal advice.
Do my clients need an account to sign?
No. They open the link, sign and submit.
How do I reuse the same engagement letter for every client?
Save it as a template. Place the signature, date and text fields once, then launch the same letter for each new client in one click.
Can I see who signed an engagement letter and when?
Yes. You can follow each signer's progress live, and every fully signed document comes with a Certificate of Completion that lists who signed, when, whether their email was verified, and a SHA-256 fingerprint of the document.
How much does it cost?
The Free plan lets you sign any PDF, send 7 documents a month and keep up to 10 templates. Pro starts at $6 per person per month on the 12-month term, with unlimited documents, a team workspace and a 14-day free trial. Prices are in USD.