Add-on · +$3,500
Engagement letters
Drafts ready for review.
When an intake meets your firm's criteria, it can prepare an engagement-letter draft from approved fields and queue it for attorney review.
What it does
✓
Drafts the engagement letter from the intake facts.
✓
Uses your templates and clauses.
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Queues the draft for attorney review before delivery.
✓
Pairs with e-signature to close on the spot.
How it works
1
Case qualifies
Intake clears your bar and triggers the draft.
2
Letter drafts
Your retainer populates with the client's facts.
3
You send
Review, approve, and send through the firm's chosen workflow.
Why it matters
No blank page
Approved intake fields prefill the draft before review.
Consistent
Every letter follows your approved template.
Faster signing
Draft and signature stay in one reviewable workflow.
See Engagement letters in your firm's workflow.
See a sample intake become an engagement-letter draft for attorney review.
Book the 20-minute demo →