Engagement letters with e-signature
Set out scope, rate, and payment terms in an engagement letter, send it by email, and collect the client's signature online — kept with the client record.
For professionals
Run your practice from one place
Tradeify helps accountants, attorneys, consultants, designers, and health practitioners manage engagements, track billable time, send engagement letters for e-signature, and invoice against retainers — from a phone, tablet, or desktop.
Inside the app
One engagement, start to finish
Engagement letter
Scope and terms signed online before work starts
Billable time
Hours logged against the client as you work
Retainer balance
Draws down automatically as work is logged
Invoice
Tracked time becomes line items in one tap
Engagements · Time · Retainers · Reports
Time tracking built for billing
Log billable hours against each client as you work. When it's time to invoice, tracked time becomes line items — no reconstructing the week from memory.
Retainers and recurring billing
Set up a monthly retainer per client and watch the balance as work is logged against it. Invoices show exactly what was delivered.
From first enquiry to signed-off engagement
Step 1
Send the engagement letter
Draft scope and terms, send for e-signature, and start work with the agreement on record.
Step 2
Track the work
Log time against the client, keep notes and documents with the engagement record.
Step 3
Invoice and report
Turn tracked time or the retainer into an invoice, and see hours, revenue, and outstanding balances in reports.
FAQ
Is Tradeify only for tradespeople?
No. Tradeify has a professional mode built for desk- and session-based work — engagements instead of jobs, time tracking, retainers, and engagement letters — used by accountants, attorneys, consultants, designers, and health practitioners.
Can clients sign engagement letters online?
Yes. Send the letter by email and the client signs from a secure link — no account or app needed on their side.
How do retainers work?
Set a monthly retainer amount per client, log work against it, and the balance updates as you go. Invoices are generated from the retainer or from tracked time.
Related pages
Engage. Track. Bill. Report.
Run the practice, not the paperwork.
Use Tradeify to connect engagement letters, billable time, retainers, invoices, and client records in one workspace.