Engagement Letter Automation
Generate engagement letters with correct terms automatically
The problem
Client intake, document preparation, and reporting follow repetitive patterns that your experienced professionals shouldn't need to handle manually every time. For businesses dealing with billable hour leakage, this pain is especially acute.
Billable professionals spend a third of their time on non-billable admin work
Automated intake, billing, and reporting maximize billable hours
The solution
We build a custom engagement letter automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Map your client lifecycle from intake to ongoing service
- Design automations for time tracking, billing, and client communication
- Build integrations with your practice management tools
- Deploy with team training and utilization dashboards
Expected results
Faster response times without adding headcount
Consistent execution regardless of team workload
Clear ROI within 30 days of implementation
How we'd approach this
This is typically a Automate a Task engagement (1-2 weeks).
Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.
Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.
What's included
- Working automation deployed in your environment
- Documentation and training
- 30 days of support
FAQ
1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.
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