Engagement Letter E-Sign Automation
Automatically generates and sends customized engagement letters for e-signature after consultation, tracks signing statu
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Automatically generates and sends customized engagement letters for e-signature after consultation, tracks signing status, sends reminders, and triggers onboarding upon completion.
How It Works
1
Consultation Complete
CPA marks outcome as 'Proceed'
2
Generate Letter
Template populated with client name, service type, fees, scope, terms
3
E-Sign Request
Professional email with e-sign link
4
Pipeline Update
'Awaiting Signature'
5
Wait 24 Hours
Review time
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.