Engagement Letter Generator
Engagement Letter Generator
assess the services required, calculate fees involved, and automatically
generate ready-to-sign engagement letters with options for e-signature
Key Features
Smart Forms
Captures all required information from business users via a smart form questionnaire.
Calculation Engine
Calculates fees involved in an engagement using the calculation engine.
Letter Generation
Generates an engagement letter automatically and enables 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.