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Create client engagement PDFs and draft outreach emails

Create client engagement PDFs and draft outreach emails

Your engagement letters and cost agreements are built manually, which slows probate intake. They become PDFs and attach to a client-ready email draft within minutes.

Create client engagement PDFs and draft outreach emails

Overview

Manual assembly of engagement letters and cost agreements ties up probate coordinators and delays client onboarding. This flow produces client-ready PDFs and an email draft in minutes so your client services team can review and send before the next outreach cycle.

Create client engagement PDFs and draft outreach emails