Automation App Template

Engagement Letter Generator

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
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
Access App Template

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 customize your clients experience

    Design an automated onboarding experience for your clients, customized 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.

See It Live Now

Access our App Template or request a free personalized demo today
Access Template
Request Demo
checkbox

Checkbox is a multi award-winning platform that enables users to build their own solutions using only drag and drop. Solutions built on Checkbox are used to streamline manual expert processes or create business-facing, self-service applications. These applications can be used to automate advice, digitise approval workflows, conduct weighted risk assessments, facilitate intake and triage, and generate documents and notifications.

Facebook
Linkedin
Twitter

Platform

Solutions

Company

Resources

Checkbox Copyright © 2021 Checkbox All Rights Reserved