Engagement Letter Generator
Automate the process of capturing all relevant information, assess the services required, calculate fees involved, and automatically generate ready-to-sign engagement letters with options for e-signature.
Key Features
1. Captures all required information from business users via a smart for questionnaire.
2. Calculates fees involved in an engagement using the calculation engine.
3. Generates an engagement letter automatically.
4. Enables the engagement letter to be e-signed by the other party via a DocuSign Integration.
Benefits
✔ Tailor and customise your clients experience: Design an automated onboarding experience for your clients, customised to your business templates and processes, including the complexity of Know-Your-Customer (KYC).
✔ Reduce inefficiencies and delay due to revenue: Eliminate back and forth intake and hours spent writing documents so you can not only save time, but bring the engagement forward which allows clients to have their problems solved faster, and you to generate revenue faster.
✔ Provide superior user experiences: Provide your clients with a smooth end-to-end digital experience, whilst dramatically enhancing the experience for your back office function in getting to a signed engagement letter and storing it.
Engagement Letter Generator
Automate the process of capturing all relevant information, assess the services required, calculate fees involved, and automatically generate ready-to-sign engagement letters with options for e-signature.
Key Features
1. Captures all required information from business users via a smart for questionnaire.
2. Calculates fees involved in an engagement using the calculation engine.
3. Generates an engagement letter automatically.
4. Enables the engagement letter to be e-signed by the other party via a DocuSign Integration.
Benefits
✔ Tailor and customise your clients experience: Design an automated onboarding experience for your clients, customised to your business templates and processes, including the complexity of Know-Your-Customer (KYC).
✔ Reduce inefficiencies and delay due to revenue: Eliminate back and forth intake and hours spent writing documents so you can not only save time, but bring the engagement forward which allows clients to have their problems solved faster, and you to generate revenue faster.
✔ Provide superior user experiences: Provide your clients with a smooth end-to-end digital experience, whilst dramatically enhancing the experience for your back office function in getting to a signed engagement letter and storing it.
