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Add new engagement letter templates to your OverSuite library

We regularly update OverSuite to reflect legislative changes and user demand. When new engagement letter templates become available, you can add them to your library and include templates you previously chose not to add.

Written by Russell Henderson

Step 1 - Go to your Engagement Letter Suite

  1. Go to Configure and select Engagement Letters.

  2. Select OverSuite from the tab menu.

Step 2 - Review and add new templates

  1. On the OverSuite page, click the option to Review available or new scopes.

  2. A list of available templates will appear.

  3. Select the templates you want to add.

  4. Click Add Letters to include them in your library.

You’ll now see the new templates in your Scope Library within the Engagement Letter Suite.

Step 3 - Download and review your OverSuite PDF (optional)

  1. Go to Configure and select Engagement Letters.

  2. Select the OverSuite tab.

  3. Click Download PDF from the right-hand side of the page.

  4. Review the content and make any necessary amendments to reflect your firm’s policies and processes.

What’s next?

  • Use the new templates when creating proposals

  • Regularly check for updates to ensure your engagement letters remain compliant

📌 TIP: We notify you in-app whenever new templates or updates are available.

See also

Edit content in your Engagement Letter Suite (OverSuite users)

Need Support?

Visit the Community Hub or contact us in the chat.

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