Engagement Letters From Creation to Signature

A recent trend in the evolution from workflow to business process management is the spin-off of a specific task from the original project, specifically engagement letter generation.

Engagement letters might be considered low risk in certain circumstances, but the fact remains that an engagement letter is a contract. They are how the firm manages client expectations, controls liability, and establishes pricing and scope of work.

Firms are realizing that the engagement letter really deserves more effort and attention than they’re putting into it….that’s where Amelio comes in!

After a user answers a few questions within Amelio’s business process management platform, a formatted engagement letter is generated. This letter can be attached as a Word document or PDF and sent to the client for signature using DocuSign (or other e-signature platforms).

To find out more please reach out directly to me at randispatz@hkmp.com