What is a engagement letter?

A signed agreement between a firm and a new client that sets out the scope of work, fees and responsibilities before work begins. Accounting, consulting and advisory firms often use engagement letters in place of a longer contract, and onboarding tools with e-signature let the client sign it online.

Who uses one?

Agencies, accounting firms and consulting practices onboarding new clients with forms, documents, e-sign, checklists and portal handoff

What does it cost?

Pricing varies. The cheapest provider in our Top 11 starts around $29/mo. See the cheapest providers ranked.

How do I pick one?

Read the full methodology for our 9.4-point scoring framework, then look at the canonical HoneyBook vs Dubsado vs Content Snare: 11 Best Client Onboarding Software Tools 2026. If you want a slice of the ranking by price, fit, or compliance, jump to: cheapest · highest-rated · fastest onboarding.

Source: Top 11 HoneyBook vs Dubsado vs Content Snare: 11 Best Client Onboarding Software Tools 2026, verified October 11, 2026.