Create engagement letters for extra client entities quickly
Create engagement letters for extra client entities quickly
You get webhooks missing service selections for additional entities, forcing manual engagement letter creation. Generate and attach tailored letters so onboarding and billing finish same day.
Overview
Manual creation of engagement letters ties up senior admins and delays billing. This flow creates service-specific letters and attaches them to client records automatically, so onboarding and billing staff can complete setup same day and begin invoicing.