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Use case

Agreements that run out,and get noticed in time.

Engagements that were signed once and quietly lapsed are the most expensive documents a firm owns: the work carries on, the fee does not move, and nobody can say what the current terms are. This is the part of the job that happens after the signature.

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Live engagement24
Ending within 30d3
Out of contract2
With the client5
The top of the clients list: who is in contract, whose term ends within the month, who has lapsed and who is holding a proposal. Worked out from signed agreements, never typed in. Shown with counts from a test account.

How a renewal actually happens here

Your firm is told, 30 days before a fixed term ends, with the client and the engagement named. You agree the new fees, build the replacement from the template you already have, and send it. The client signs it the same way they signed the last one.

Both the deciding and the sending stay with you, which is where they belong: whether to re-engage a client, and on what fee, is a judgement rather than a date arriving. What the product takes off you is remembering, chasing an agreement that has gone quiet, and rebuilding the document from scratch.

The three documents

Only two of them get written. The third is what the first two produce between them.

The agreement with a term on it

Twelve months, twenty-four, or ongoing until somebody ends it. The term is recorded on the document itself and printed on what the client signs, rather than living in a note beside it that nobody reads again.

The replacement

What you send when the fee moves, the services change or the term runs out. A separate document with its own date and its own signature. The one already signed is never edited, because a document that can be edited afterwards is not evidence of anything.

The record of which was in force

Two signed agreements with different figures and different dates, and no ambiguity about which one covered the work you did in March. That is the document this job exists to produce, and it is the one nobody thinks about until they need it.

How it works

Lapsed engagements are rarely a decision. A twelve-month letter is signed in February, the work carries on into the following year on the old fee, and the fact that it is out of date surfaces during a dispute, a sale, or an inspection. Nothing in a request path can notice a date arriving, which is why the only place this can be caught is a job that looks every night.

Put the term on the agreement

When the engagement starts, and whether it runs for a fixed number of months or until somebody ends it. It is part of what the client agrees to, so the end date is a fact about the document rather than a diary entry somebody made afterwards.

You get told, 30 days out

One email to your firm before a fixed term ends. Not to the client, and nothing is created or sent on your behalf. A month is enough to agree fees, write the new letter and get it signed without the client noticing that anybody was cutting it fine.

Build the replacement from the same template

The wording is already yours and the services are already in your list, so the new agreement is an afternoon rather than a project. It goes out as a new document and is signed like any other.

Both versions stay exactly as they were

The old agreement keeps its own date, its own figures and its own certificate. Nothing is overwritten and nothing is marked stale, so a question about last year is answered with last year’s document.

Which version was in force, and when

A firm that has re-engaged the same client four times owns four signed agreements with four sets of figures. The question that arrives later is never whether they signed something. It is which one covered the work in dispute, and whether the copy you are holding is the one they actually agreed to.

Each completed agreement carries its own certificate: the signatures with their times, the people who made them and their IP addresses, plus a fingerprint of every file in the pack. None of them can be edited after completion, and each step is written into an append-only record whose head is anchored to independent timestamping authorities each night. So the answer is a date and a document rather than a reconstruction.

Derived, never stored

Whether a client is in contract is worked out from the agreements they actually signed, not from a status field somebody has to remember to change. There is no second record that can disagree with the letter that created it.

Checkable without you

A client, their auditor or their solicitor can verify a completed agreement themselves, with no account and no login. It confirms the document, the signers and that the record is intact; it does not disclose what the document said.

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CecurSign

Certificate of Completion

Completed

Envelope information

Envelope ID
9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58
Subject
Letter of engagement 2026/27
Created
04/06/2026 09:12 UTC
Sent
04/06/2026 09:14 UTC
Completed
05/06/2026 16:41 UTC

Documents

Engagement letter and schedules.pdf (7 pages)

SHA-256: a4f1c9e0b7d3

Signers and recipients

  • R. Hartley (Signer)Signed 04/06/2026 11:02 UTC
  • J. Okafor (Signer)Signed 05/06/2026 16:41 UTC

Scan to verify

Envelope ID

9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58

The certificate a completed agreement produces. Shown with details from a test document.

What firms ask before they move

The first one is the question this whole page is built to answer honestly.

Does an agreement renew itself?
No. Nothing in this product reissues an agreement, re-sends one on a date, or signs anything on anybody’s behalf, and there is no scheduler that could. We are being blunt because the category is not: it is easy to write a sentence about renewals that lets a reader assume a scheduler exists, and we would rather lose a comparison than have that discovered in month thirteen. What happens is that you are told in time, and you send the new one.
So what actually happens 30 days before a term ends?
Your firm gets one email, naming the client and the engagement and saying when it ends. That is the whole mechanism. The client is not contacted, no draft is created, and nothing is queued to go out afterwards. It is sent once rather than repeatedly, and an engagement whose end date has already passed is deliberately not chased, because "your engagement ended last week" is a report of a failure rather than a reminder.
Do you chase the client on something we have already sent?
Yes, and this is the one place the product does act on its own. A proposal that has been sent and not yet agreed is chased on day 3, 7 and 14 after it went out, and once more 2 days before the deadline if you set one. Nothing goes twice inside 48 hours, so a milestone and a deadline landing together produce one email rather than two, and after the last one the chasing stops. There is a button for nudging by hand whenever you want, and the automatic side can be switched off for your firm. Documents sent for signature have their own reminders in the last days before an expiry date, on the same principle.
Can we just edit the agreement when the fee changes?
No, and refusing to is the point rather than a limitation. Once a document has gone to the client its content and its figures are fixed. If they could be changed afterwards there would be no way to tell, later, which version was agreed, and the whole record would be worth nothing. A fee change is a new document. It takes minutes, because the wording is a template and the fees come from your service list.
Does the new agreement get linked to the one it replaces?
Not automatically, no. They are two signed documents against the same client, each with its own date, figures and certificate, and nothing records that the second was meant to succeed the first. Firms handle this the way they always have, by naming them so a human can tell, and in practice the dates do most of the work. We would rather describe it accurately than call it a supersede feature.
Can we see everything that is about to run out?
By client, yes. Your client list shows who is in contract, who has an engagement ending in about the next month, and who has fallen out of contract entirely, all worked out from the agreements that were actually signed rather than from a status somebody remembered to update. It is a view of your clients rather than a renewals queue, and the reminder that arrives by email is what stops a specific one being missed.
What about price rises across every client at once?
The fees live in your own service list, so changing one there changes it for every document you build afterwards. What it does not do, and must not, is touch anything already signed: an agreed fee is agreed until a new agreement says otherwise. So a rate rise reaches your clients as each one is re-engaged, which is the same order it would have reached them on paper.

See the document itself

The whole thing, section by section, with the priced schedule attached. Free to read, and nothing to sign up for.

These show structure rather than wording, and where your professional body publishes model wording you should use theirs. Every one we publish is in the specimen gallery.

The same job, in your own vocabulary

Each of these names the documents, the rules and the objections as that industry writes them.

Financial advisers

Initial advice and ongoing service on one agreement, each line carrying its own VAT treatment.

For financial advisers

IT managed service providers

The master agreement signed once, the per-seat schedule reissued when the seat count moves.

For managed service providers

Bookkeepers

Forty clients, forty current letters, and no administrator to chase any of them.

For bookkeepers

Marketing and creative agencies

What was in scope, settled by a dated document rather than by a search through an email thread.

For agencies

What to read next

The parts of the help centre this page assumes, in the order you would meet them.

Everything else is in the help centre.

Put a term on your next engagement letter

Send one with an end date on it and see what arrives a month before it runs out.

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