Engagement Letters

Make a professional impression from day one with a
modern and efficient client onboarding process.

Templatize and automate your client engagement process.

Upload your own engagement letter then make it a template to use for future use with other clients. Create as many templates as you’d like to help save countless non-billable hours. Simply enter the relevant client, case and billing info then email to your client with a few simple clicks.

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Contemporaneously request a trust deposit or retainer request.

Request an online trust deposit or retainer from the client contemporaneously with the engagement letter for maximum efficiency. Accept retainer and trust payments online with 100% guaranteed compliance with IOLTA guidelines and the ABA’s Rules of Professional Conduct regarding the separation of unearned fees, even during the online transmission process.

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Give clients the most professional impression and modern experience.

Start every new case or client relationship on the right foot by offering a modern and branded experience starting with your engagement letter. Use your own engagement letter content, add your firm’s logo, then email to the client for e-signature. Your clients can complete their entire engagement process in one step without paper, printers, checks, stamps or scanners.

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Automated, real-time tracking of all letters and trust deposit requests.

Get notified as soon as the client opens, views, signs or pays the engagement letter or retainer request and see the real-time status on your Headnote dashboard. You specify the terms and due dates, and Headnote will politely automate the follow up process on your behalf until the client completes the engagement process.

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When you're ready to get paid in hours instead of months, you're ready for Headnote.

Headnote is an excellent, easy-to-use billing tool - it
gives my firm an intuitive, streamlined process that
clients love.

Law Offices of Christopher Glenn Beckom


No credit card required.