Create engagement letter and email stakeholders from form entry
Create engagement letter and email stakeholders from form entry
Your new client form requires manual document prep, which delays onboarding and billing. It produces finalized engagement letters and emails them so onboarding can complete setup same day.
Overview
Manual engagement letter creation ties up onboarding and delays when clients become billable. This flow generates finalized engagement letters and emails both client and internal stakeholders automatically, so onboarding can complete setup and billing can begin the same day.