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Create signed agreement items in your client tracker

Create signed agreement items in your client tracker

Your completed engagement letters often sit in email, leaving client files incomplete and billing stalled. Link the signed PDF to the client record so onboarding and invoicing proceed same day.

Create signed agreement items in your client tracker

Overview

Stop manual filing of signed engagement letters and give partners a single, authoritative client agreement record. This creates the record and attaches the signed PDF so intake and billing can begin same day, reducing processing lag.

Create signed agreement items in your client tracker