Skip to content
Send engagement letters to probate clients before next workday

Send engagement letters to probate clients before next workday

Your cost agreement requests from intake forms leave client files incomplete, causing delayed case starts and missed trust deposits. Paralegals get signed-ready engagement letters and cost disclosures so cases progress before the next workday.

Send engagement letters to probate clients before next workday

Workflow preview:

Zap details:

Send engagement letters to probate clients before next workday