Review and send the engagement letter

Content in this topic requires OnPoint PCR.

The draft version of your Engagement Letter is automatically generated based on your responses in the Engagement set up, as well as your firm's Cloud profile.

Notes and guidance information are available in the letter at the section marked with a lightbulb icon (). This section is visible by default but will not be displayed when you print the letter. You can hide this section by selecting More Actions () | Guidance | Off or More Actions () | Guidance | Collapsed.

Once you're satisfied with the contents of the engagement letter, select Sign Off to perform the appropriate sign off. Once the content is reviewed, you can send a copy to your client.

Note that you can change the signoff workflow for the document and create custom signoff roles if needed. To learn more, see Define signoff roles and Set up signoff schemes.

Best Practice: We recommend that you replace all placeholders before sending the letter. You can replace placeholders by selecting the Placeholders prompt underneath the document title.

Review engagement letter.

To learn more about how to edit the engagement letter, see Edit the OnPoint PCR engagement letter.

Client collaboration — sending queries:

To reduce the complexity of managing data, OnPoint PCR is equipped with the Query functionality to securely handle your client collaboration.

To obtain the client signature, you can send your draft directly to clients using query documents in OnPoint PCR. Use the Query documents for client collaborations to do the following:

  • Request information - send questions to the client.

  • Request documents - ask the client to upload one or more files.

  • Send deliverables - send documents to the client to sign and return.

Once client contacts sign in to Cloud, they can directly respond to queries. The client’s response and supplied documentation flow directly into the engagement file. Status of all requests are also contained within the engagement file, ensuring that the engagement team and client always know what is completed or outstanding.

To send the engagement letter to your clients:

  1. Open the 1-250 Engagement Letter - Query document.

  2. In the top-right corner of the document, select SEND.

  3. The Open Query dialog opens.

  4. Select a due date for the client response in the Query Due Date field.

  5. Select a client contact from the Assignees drop-down list.

    You can select more than one contact or select the Assign to all contacts checkbox to send the request to all client contacts.

  6. Add a message in the Email body text box to be included in the notification email.

  7. Select OK to send the client request.

Once you send the Query to a client, the status of each Entity changes to Awaiting Response.

Contacts receive an email with your message and a link to the engagement, where they can download a PDF version of the letter, sign and upload the signed copy.

As the client responds to the query, you have the opportunity to review their responses before adding them into your engagement file. If the provided information in a response is valid, you can accept the response. To accept the response, mark the query as COMPLETE.

You can also return a response to the client if the information or documents provided are insufficient, incorrect or need clarification. A history log is created for each query to track query progress with a client.

To reopen the query and send it back to the client:

  1. Select REOPEN (located at the top right of the screen).

  2. Enter comments or notes if required.

Note: Marking a query as complete will permanently lock the document and the query will no longer be able to reopen.

To learn more about the staff-contact collaboration workflow, see Staff-contact collaboration (Queries).