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Socket Engage

Boost your workflow with a streamlined way of issuing and maintaining Letters of Engagement that provide peace of mind via a robust set of agreements.

FEATURE

Best In Class Template Library

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We’ve teamed up with [Ian Waters], an expert in the regulation and compliance space, to compile a library of engagement letter templates that are robust, best in class, and detailed enough to allow you to clearly define the client relationship. And we’ll actively maintain these so that you’re always up to date.

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FEATURE

Dynamic Terms & Conditions

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Host a live view of your current Terms of Business and Privacy Policy in the Socket cloud so they’re always accessible to you and your clients. By linking to these policies instead of baking them into your engagement letters, updates to your policies can be made without reissuing engagement letters to every single client!

FEATURE

Flexible Engagement Letter Workflow

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Socket Engage provides the freedom to issue engagement letters in the way that best suits your needs and timing - either alongside proposals or separately with a fully independent review, approve and sign process for the client. This allows for a multi-step onboarding process - first agree on the proposal, then agree on the engagement letter once you’ve gone deeper.

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FEATURE

Tailored Schedule of Services

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Avoid overwhelming clients with a full list of all your service schedules. Let Socket build a tailored schedule of services automatically based on the services in the client’s proposals, or quickly select what to include as you build out the letter independently. Use Socket's “dynamic tags” system to quickly tailor the schedule to what has been agreed in terms of timeframes and responsibilities.

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