Engagement Letter Generator
Intake form to signed engagement letter in 5 min. Replaces PandaDoc $59/seat.
The problem
PandaDoc ($59/seat x 5 = $295/mo) and Clio Draft ($109/seat) handle templates but attorneys still spend 30-45 min per letter picking clauses, confirming fee structure, and routing for signature. Solo firms do 15-40 letters/month.
What changes
Intake data + matter type → agent assembles the right engagement letter from the firm's clause library (fee structure, scope, retainer terms, conflict disclosures), routes to DocuSign, tracks signature, files to matter on completion.
A day in the life
What this agent actually does.
- 1
New client intake submitted at 2:14pm
- 2
2:17pm: agent drafts engagement letter from matter-type template + fee schedule
- 3
2:20pm: attorney reviews 2 edits, sent via DocuSign, signed by 4:40pm, auto-filed to Clio matter
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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