Send engagement letter from template and update record

Your client records flagged to send engagement letters often go unsent, slowing onboarding and delaying billing. It sends the templated request and records the send date so you get signatures same day.

Overview

When engagement letters sit unissued or unrecorded, onboarding stalls and billing gets delayed. This flow sends the template-based signature request and stamps the client record automatically, so operations and onboarding coordinators close the loop the same day.