Once you have customised your settings and set up third-party connections, navigate to the Engage App.
Select New Engagement located in the top right-hand corner of the screen.
Add your new client or renewal Engagement Letter and service value details.
The ChangeGPS Engagement Letter includes the following key content selection and input areas:
Client name and contact details
Customisable Background & Value Statements (optional: include or exclude)
Commencement and renewal dates
Select either Fixed Price or Hourly Rated fees
Include/Exclude Ethical Clearances - customise the content and select to auto-generate the letter in MS Word to send to the relevant party
Add your services and fees - select from the list of default or customised service items
For instructions on how to complete the relevant fields, add entities and fee values for your new Engagement Letter, and produce the final letter to send for manual or digital signing, refer to the detailed learning guide.