Engagement Letter E-Sign Automation
Automatically generates and sends customized engagement letters for e-signature after consultation, tracks signing statu
What This Automation Does
How It Works
Consultation Complete
CPA marks outcome as 'Proceed'
Generate Letter
Template populated with client name, service type, fees, scope, terms
E-Sign Request
Professional email with e-sign link
Pipeline Update
'Awaiting Signature'
Wait 24 Hours
Review time
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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