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Professional Engagement Letter Templates

Engaging with professionals

Connectworks isn't just for your firm to engage with clients, it can also be used to collaborate with other professionals for mutual clients. Below are sample letters through which you can invite other professional firms to use sign documents using Connectworks, or collaborate in a client's profile with higher levels of access. The letters outline why you would like your firms to collaborate in Connectworks and how this can be done.

Draft letter inviting other professionals to sign documents using Connectworks

Dear <First name>,

Signing through Connectworks

[Your firm] has been using an NZ software product, Connectworks, for managing all its <trusts and/or trustee companies and/or companies> since late last year.

As well as the ability to use it for [your firm] internally, there is also the scope to connect other parties involved in each <trust and/or trustee company and/or company> through the software. This is either by them being able to (1) sign-only, or (2) by having full access to all the <trusts and/or trustee companies and/or companies>’ information........

Draft letter inviting other professionals to sign documents using Connectworks

Draft letter inviting other professionals to use Connectworks (with collaborative access)

Dear <first name>,

Full access to Connectworks

[Your firm] has been using an NZ software product, Connectworks, for managing all its <trusts and/or trustee companies and/or companies> since <time>.

As well as the ability to use it for [your firm] internally, there is also the scope to connect other parties involved in each <trust and/or trustee company and/or company> through the software. This is either by them being able to (1) sign-only, or (2) by having full access to all the trusts’ information.

We would like to upgrade a number of Connectworks subscriptions to option, (2) in order to invite (other firm name) to have full access to the trust, which includes the ability to sign. Trustee clients will also be able to access it and sign........

Draft letter inviting other professionals to use Connectworks (with collaborative access)