Auto-fill an engagement letter in Word

What an engagement letter involves

An engagement letter opens a professional relationship: a law firm, accountancy or consultancy confirming the client, the matter, the scope and the fee basis. Professional rules often require one before work starts, so every new client means one more letter.

The letter's terms are firm policy and rarely change. The client's identity, the matter description and the agreed fee are per-engagement, pulled from the intake documents and the first conversation.

The data that gets filled in

• Client: full name or company, address, registration number
• Description of the matter or engagement
• Fee basis: hourly rate, fixed fee or retainer
• Responsible partner or engagement lead
• Engagement start date

The values usually arrive in:

• The client's ID or company registration extract
• The intake notes or email describing the matter
• The fee arrangement note or email

How to fill an engagement letter with Run Done

• Upload your engagement letter template. The Word document your office already uses, opened without changing how it looks.
• Add the materials. Photos, scans, PDFs or text with the details in them.
• The data is entered for you. Each value lands in the right place; fonts, headers and layout stay unchanged. Anything that cannot be found stays empty rather than guessed.
• Review and download. Confirm or correct every value, then download the finished Word file. Save the document to fill the next one with one click, or do it inside Word itself with the Word add-in.

Common questions