Charge your worth with ease and transparency.
Managing new client onboarding just got simpler. With Engager’s Catch-up Fees feature, you can charge for the work completed during the period before a client officially came onboard. Without the hassle of manual calculations.
Automatically calculate and manage catch-up fees for all your client services. Here’s how it works:
Automatic Calculations: Engager calculates the fees based on the period elapsed and the services the client requires.
Flexible Payment Options: Choose whether to charge the fee in instalments or as a one-off payment.
Seamless Integration: Automatically populate the catch-up fees into the client’s Letter of Engagement, ready for approval.
Full Control: Manually adjust fees when needed, ensuring you’re always in control.
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Easily incorporate catch-up fees into your Letters of Engagement. Engager automatically calculates the fees for the elapsed period and seamlessly adds them to your client agreement. This ensures complete transparency with your clients and guarantees you’re capturing the value of prior work. Save time and maintain professionalism with automated precision.
Once your catch-up fees are included in the Letter of Engagement, use Engager’s eSignature functionality to make the process effortless. Clients can review, approve, and sign digitally, streamlining the onboarding process and ensuring faster agreement completion. No delays, no paper, just efficiency.
Take advantage of the client portal to securely share Letters of Engagement with catch-up fees included. Clients can access, review, and approve documents at their convenience, all while maintaining a professional and organised client experience. The portal also ensures that all communication is documented for future reference.
The Pricing Tool in Engager takes the guesswork out of calculating fees. Automatically determine the appropriate fees for each service based on pricing drivers such as turnover or quantity of transactions. Need to make adjustments? Override the calculation manually to align with your specific agreements. Accurate and flexible, the Pricing Tool keeps your billing consistent and fair.
We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.
Still not sure? Email support@engager.app any time, we’re always happy to help.
Our subscriptions are scalable for any size practice, starting at £9+VAT per month.
Check out our pricing matrix to see how affordable our plans can be for your firm.
Catch-up fees are calculated based on the period elapsed and the services the client requires. These calculations are automated for accuracy and efficiency.
Yes, you have full control. Manually override the calculated fees to ensure they align with your agreements.
Yes, catch-up fees are automatically added to the client’s Letter of Engagement, ready for approval and eSignature.
Absolutely! Placeholders like client name, service details, deadlines, and more can be added to personalise every email.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration.
Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail