Creating Engagement Letter Templates

Seamlss sends your engagement letter for clients to sign as part of a request or a Client Link. Set the letter up once as a document template, and Seamlss fills in each client’s details when it goes out.

Create an engagement letter template #

1. 1

   Open the Documents tab

   Go to Templates, then Documents. The Templates list holds your letters, starting with Engagement Letter (Default).

2. 2

   Name the new template

   Click Add new document template, type a name and click Save new template.

3. 3

   Reload the page

   Seamlss says Template saved. Click Reload page to select (or press F5), then open the Documents tab again.

4. 4

   Choose it and write the letter

   Pick your template from the list. Type or paste your letter into Template content. The toolbar has headings, lists, tables and links.

5. 5

   Save

   Click Save Template.

Fill in client details with tokens #

A token is a placeholder in double curly brackets. When the letter goes out, Seamlss swaps it for the real detail: {{CLIENT_NAME}} becomes the client’s name and {{DATESTAMP}} the date it’s sent. The Token Help tab lists every token.

Using AI to convert your existing letter #

Already have an engagement letter in Word or PDF? You can use an AI tool like ChatGPT, Claude or Copilot to convert it into a Seamlss template. Copy the quick conversion prompt, paste it into your AI tool, then attach or paste your letter.

When the AI gives you the result, use the copy button on the code block (don’t highlight the text by hand). In Template content, click the Source code button (<>) at the end of the toolbar, paste the result in and click Save, then Save Template. Preview it with a test client before you use it.

The AI will convert your letter, not check it for compliance. You’re still responsible for the content, and we recommend having your letter reviewed by a lawyer.

I need to convert my firm's engagement letter into a template for Seamlss, our client onboarding platform. My letter is attached or pasted below.

Please convert it using these rules:

1. Keep my wording. Don't add, remove or rewrite clauses unless a rule below says to.
2. Replace client and firm details with these Seamlss tokens, exactly as written:
   - {{CLIENT_NAME}} for the client being engaged (for example after "Client:")
   - {{CONTACT_NAME}} for the first name in the greeting, for example "Dear {{CONTACT_NAME}}"
   - {{DATESTAMP}} for the date of the letter
   - {{ORGANISATION_NAME}} for our firm's name
   - {{AGENT_NUMBER}} for our tax agent number
   Don't create any other tokens.
3. Format the template as simple HTML: a <p> for each paragraph, <p><strong>Heading</strong></p> for headings, and <ul> or <ol> with <li> for lists. Use only these tags: p, strong, em, u, a, br, ul, ol, li, table, thead, tbody, tr, th and td. No markdown, # headings, styles, classes or fonts.
4. Keep any tables as simple HTML tables.
5. Remove signature blocks, signature lines and "please sign and return" instructions. Seamlss collects acceptance online and adds the accept button automatically.
6. Remove any list of entities from the body. Seamlss lists the entities at the bottom of the letter.
7. If there are letterhead or footer details (ABN, address, phone, "liability limited by a scheme approved under Professional Standards Legislation"), move them to the end of the letter body.
8. Give me the finished template as HTML in a single code block so I can copy it exactly.

After the code block, list in a few short lines anything you removed or weren't sure about.

Send the letter #

In a client request, add a Document Sign section and choose your template (Send a client request). In a Client Link, choose it under Engagement Letter (Client Links).

What your letter should cover #

Seamlss includes a sample letter, but your letter should suit how your firm works. The Tax Practitioners Board explains what to include in letters of engagement, and suggests getting legal advice on the letter you use. Your professional body may have a template or guidance:

Something not working? #