Create engagement letters from client records for billing
Create engagement letters from client records for billing
You get client intake records missing engagement letters, causing billing holds and manual drafting delays. Auto-generate tailored engagement PDFs for review so billing and onboarding proceed same day.
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Overview
Incomplete intake records often stall billing and require time-consuming manual letter drafting. This workflow produces the correct engagement PDF and flags missing data so senior admins and billing can invoice and onboard same day.