You can manage all the engagement letter templates and can view the list of permissible actions which can be performed on each engagement letter template by clicking the Operations Menu located at the extreme right of each engagement letter template.

Editing an engagement letter template

To make any changes to an existing engagement letter template, please follow the below steps.

  1. Once logged in, click Main Menu (≡) on the header, click Proposals and then Engagement Letter.
  2. Click Templates.
  3. Select an engagement letter template you want to edit and click Operations Menu.
  4. Click Edit.
  5. Once your editings are done click Save.

Deleting an engagement letter template

You can delete an engagement letter template by following the below steps:

  1. Once logged in, click Main Menu (≡) on the header, click Proposals and then Engagement Letter.
  2. Click Templates.
  3. Select an engagement letter template you want to delete and click Operations Menu.
  4. Click Delete.

While deleting an engagement letter template you will be asked to confirm or reject the action by clicking “OK” or “Cancel” in the dialogue box appeared.

NOTE: To safeguard accidental deletes, we restrict deleting engagement letter template which was already generated. You need to delete all the associated engagement letters generated manually before deleting a specific engagement letter template. Any record once deleted, cannot be recovered, so please exercise precaution before deleting.


Related Articles:

Engagement letters overview
Create an engagement letter template
Generate express engagement letters from template
Manage engagement letters


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LawGro is a virtual law office management software - it enables lawyers to increase client happiness and grow law firm business.

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