Engagement letter
Scope and agreed services in one place.
Your client pack
Three documents, ready for your review.
Use your firm's approved wording. Review the pack before it goes to the client.
Intake arrives pre-filled
From the enquiry email and the CRM record, checked before anything is generated.
Enquiry email, read by the model, fields proposed
From: renee@bluestonelandscapes.com.au, Tue 2:14 pm
Hi Michael, we are a landscaping company with 6 staff, registered for GST, on Xero. Looking for someone to take on BAS, payroll and the annual return from October. Renee Castellano, Director.
Proposed, for the manager to confirm
ClientBluestone Landscapes Pty Ltd
EntityCompanyABN to confirm
ServicesActivity statements, Payroll and STP, Annual return
SoftwareXero
Start1 October 2026
Where the three documents go
Engagement letterThe firm's approved template, per entity typePDF to the client folder
Checklist13 tasks with owners and due datesPractice management system
Welcome emailGmail draft, attachments onNever sent by the tool
The sprint delivers personal software: durable, shaped around the client's own files and vocabulary, with visible errors and a manual fallback to Step 1. Built in their accounts.
What it grows into
Two booked days a month, decided each quarter on the numbers.
| Week of | Event | Handled |
|---|---|---|
| Mon | New enquiry, sole trader, MYOB | Pack out the same day |
| Tue | Engagement letter renewals due 1 July, 42 clients | 42 drafts queued for review |
| Wed | Ethical letter to the previous accountant of a new trust client | Drafted from the pack |
| Fri | ASIC annual review dates, next 60 days | 11 tasks created |
- Annual engagement letter renewals generated from the client list, reviewed in a batch.
- Ethical letters and ASIC review dates driven off the same client record.
- An onboarding pack per service line as the firm adds services.
- A client-facing intake page the client fills in themselves is production software, scoped and priced as its own step.
Illustrative week. The renewals batch and the ASIC dates are the retainer work. The retainer is booked days, not a support arrangement.
