Online Letters of Engagement

Online Letters of Engagement

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On a recent webinar on GDPR a suggestion was made that we put our Letters of Engagement on our website thus avoiding the requirement to print out a long letter for signing each time, also making it easier to periodically update the terms.  I am struggling to see how we could do that when I always thought each letter should be tailored for each individual client, has anyone else done this successfully?

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By Southwestbeancounter
22nd May 2018 13:47

Seems a crazy idea to me as I agree with you no two Letters of Engagement are exactly the same and also that way they are not signed etc. Was it a HMRC webinar?!

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By cbp99
22nd May 2018 13:53

Sure they were not referring to t&cs?

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By Cleggy1
22nd May 2018 13:55

It is the "Privacy Statement" which should be published online.

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blue sheep
By NH
22nd May 2018 13:58

even with T&Cs you would still need to get the clients approval and consent

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Replying to NH:
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By cbp99
22nd May 2018 14:05

You get approval by referring to them in the personalised LoE

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By Matrix
22nd May 2018 14:25

We have our privacy policy, t&cs and supporting schedules on our website and include links in a bespoke 2 page engagement letter which the client signs. Previously our engagement letters were 20 pages so this is much better.

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Replying to Matrix:
blue sheep
By NH
22nd May 2018 14:36

so do your LOEs simply state "we will provide the following services x, y, z and please refer to the detail on the site"?

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Replying to NH:
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By Matrix
22nd May 2018 14:44

They are 2 pages so include the most important stuff, what work we will do, how much and payment terms and a clause about termination and limiting liability if I recall, but everything else is on the schedules and the t&cs on the website. I don't think anyone ever read my 20 page letter.

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