Digital Engagement Letters
Create and send engagement letters in a few clicks. Clients can review and sign online.
→Make Client Onboarding Easier
Reuse your engagement letter templates and send agreements for e-signature, while keeping client documents and communication together in a secure Australian-hosted hub.
From Enquiry To Onboarding
Keep client onboarding moving from the first enquiry to signed engagement letters. Send documents, collect sign offs and keep client information together without the usual back and forth.
35%
Faster engagement letter turnaround
6+
Clients touchpoints automated per job
Secure Client Portal
Give clients one secure place to view documents and sign letters. Keep everything in secure cloud storage hosted in Australia.
→Easy Follow Ups
Send reminders when letters still need to be signed. See what’s done and what still needs your attention.
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Streamline your client onboarding today
Start your journey to a more profitable firm today.