06 · Professional Services
Legatio locks scope, automates fee authorisations and closes engagements formally — so client relationships end as cleanly as they begin.
Three things that go wrong on paper, and what replaces each of them.
An engagement letter with loosely worded scope isn't a safeguard — it's an invitation. Work performed beyond what was written becomes work the firm did for nothing, discovered only when the invoice is questioned.
Retainer agreements are built with parameters the client cannot alter without triggering formal review — scope stays what it was agreed to be.
A retainer that sits unsigned doesn't just delay revenue recognition — it delays the engagement itself, while the client's need for the work hasn't gone anywhere.
Custom notification rules keep pending fee approvals, tax sign-offs and annual renewals moving without manual follow-up.
Offboarding a client without a formal, mutual, documented termination leaves the firm exposed the moment either party remembers the relationship differently than the other does.
Mutual engagement terminations are executed cleanly, with dual-party verification and a documented trail — an ending both parties can point to.
Retainer agreements carry fixed parameters the client cannot alter. Any scope creep requires a formal, re-executed amendment, closing the door on informally agreed unpaid work.
Custom notification rules keep pending fee approvals, tax sign-offs and annual renewals moving, removing manual follow-up by partners.
Offboarding runs through a mutual termination request requiring dual-OTP verification, generating a documented trail both parties can point to.
Legatio executes and locks terms built on templates drafted by practising Bombay High Court lawyers, structured to sit alongside requirements such as ICAI's SA 210.
Every executed document is kept for eight years from the date it was signed, at no extra charge and without you asking.
Illustrative: the document types named on this page, not a list of customer deployments.
DSC, Aadhaar eSign, or both — applied to your organisation and to every counterparty.
Execution runs with automated real-time identity checks, and completes in under five minutes.
Send to one party or to thousands through a CSV upload.
Every executed document is kept for eight years, at no extra charge.
Professional Services questions
The short answers. If yours is not here, the team replies within one working day.
Ask us directlyNo. Legatio executes and locks the terms your firm has already drafted and approved. It does not draft engagement scope or replace a partner's review.
Legatio structures execution to align with SA 210's requirement to agree engagement terms formally. The specific clause language should be confirmed with a practising CA or your firm's own compliance function before you rely on it.
Field-locking is designed to prevent exactly this gap. Any scope change requires a formal, re-executed amendment, closing the door on informally agreed changes that later become disputed.
