Engagement Letter & Contract Automation

Pick the engagement, name the client — a tailored letter drafts, signs, and files itself.

An automation that turns a new engagement into a finished contract: pick the engagement type and client, and AI drafts a tailored letter — scope, fees, terms, and the compliance boilerplate — then sends it for e-signature and files the signed copy automatically.

Accounting firmsProfessional servicesAny client contract

Try it — draft an engagement letter

1Selected

2Drafting

3E-sign

4Filed

Sample engagements. The live build pulls client details from your CRM and your firm's own clause library.

Pick an engagement type to watch a tailored letter draft, get signed, and file itself.

The problem

Engagement letters are copy-paste roulette. Someone hunts down last year's template, swaps the names, hopes the scope and fees are right, and forgets which compliance clauses are required this time. It's slow, it's inconsistent, and a vague scope is the thing that comes back to bite you when the work grows.

What we build

Pick an engagement type and client — the draft starts from your own clause library, not a blank page.
AI-tailored scope, fees, and terms written for that specific client and engagement.
Required compliance and boilerplate clauses inserted automatically for the engagement type.
One-click send for e-signature, with the status tracked end to end.
The signed letter filed to the client's folder automatically — nothing sits in an inbox.

The outcome

Minutes

to a sent letter

100%

with the right clauses

letters lost in a draft folder

The build

ClaudeE-signSupabaseNext.js

Every build is designed around your firm. We start with the one process worth automating, prove it on your real numbers, and expand from there.

P. 10

Epilogue

Let's write the
next chapter together.

Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.