A complete brief and a signed engagement letter, in one visit.
The client fills in your intake form. The answers fill your engagement letter, which the client signs, and your managing partner signs after them.
Two tools and a week of emails.
Before a project starts you need the client’s details, the scope and a signed engagement letter. That usually means a questionnaire in one tool, a letter in another and several emails in between.
How to set it up in Documentas
Intake questions
Company, contacts, scope, budget and start date.
Your engagement letter
Upload it as the template and place the answers on it, so the letter states the agreed scope.
Both sides sign
The client signs, then your managing partner as company counterpart.
Send it
A personal invitation to the client contact, details filled in and locked.
An intake form you can copy
| Field | What it asks |
|---|---|
| Client | Company, registration number, address |
| Contacts | Table: name, role, email, phone |
| Engagement | Scope, budget, start date |
| Review documents | Service agreement, data-processing agreement |
| Signing | The client signs, then your managing partner |
Accountants, lawyers, agencies.
- Accounting firms: company and owner details, the service agreement and the data-processing agreement as review documents, and a signed engagement letter
- Legal practices: intake questionnaires and fee agreements, and signature validation for PDFs the other side signed
- Agencies and consultants: a statement of work with a table of deliverables, hours and rates
What makes it work
Documents from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreForms and data collection
Build forms with tables, required fields and terms to accept. Share by link or invitation and see every answer.
Read moreSignature validation
Upload any signed PDF and see whether its digital signatures are valid and the file is unchanged.
Read moreLet the AI assistant draft it
Open the template editor, switch to the Chat tab and paste this. Then review the result and adjust it by hand or by asking for changes.
Create an engagement letter between our firm and a new client, with fields for the client’s company name, address, contact person, scope of work, budget and start date, and signature blocks for the client and our managing partner.The AI assistant is in the template editor on every plan and uses your plan’s monthly credits. It can make mistakes, so review the result, and have contract wording checked before you use it.
Questions people ask
Keep reading
Agencies and professional services
Client intake, engagement letters, statements of work and client onboarding for agencies, accountants and lawyers.
Read moreOrder forms and quote acceptance
A signed order with the accepted terms and every order line, before delivery starts.
Read moreNDAs signed by both sides
NDAs generated from each person’s details, signed by them and then by your signatory.
Read moreSee it with your own documents.
Book a 15-minute walkthrough and we’ll set up your first form or signing flow with you.
A 15-minute video call. Bring the form or contract you use today.