Typical scenario: a fictional company, inspired by needs met in this industry.
Industry use casesAccounting
How an accounting firm standardizes its engagement letters and gets them signed
A multi-office firm generates its engagement letters from shared templates, gets them signed online with automatic reminders and sees their renewals coming.
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Customer scenarioAccountingMulti-office firm
The context
Accounting firm with several partners and offices. A portfolio of several hundred clients. Recurring engagements.
The contracts at stake
- Engagement letters and amendments
- Service agreements: bookkeeping, payroll, advisory
- Mandates
- Non-disclosure agreements
The challenges
- A high volume of recurring engagement letters.
- Time-consuming signature follow-ups.
- Renewals that legal cannot see.
- Sensitive data and approvals between partners.
How Docform is used
- Shared templates and clause library.
- Variables to generate an engagement letter.
- Approval workflows between partners.
- Built-in electronic signature, with automatic reminders to signers.
- Renewal tracking.
- Access rights and an audit trail of actions.
What changes
- Every engagement letter starts from the same template.
- Signers are reminded without manual follow-up.
- Renewals are visible before their date.
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