The Engagement Letter Bottleneck

Every hour your firm spends drafting, customizing, and sending engagement letters is an hour not spent building client relationships or growing revenue. Manual processes introduce risk, slow deals, and frustrate clients waiting for next steps.

Hours Lost to Admin

Paralegals and junior associates spend 2-4 hours per client on engagement letter customization when that time could close deals or build relationships.

Compliance Risk

Manual edits introduce scope mismatches, missing required disclosures, and state-specific rule violations that create liability or require rework.

Lost Momentum

Every day of delay between intake and letter delivery is a day prospects shop your competitors. Fast turnaround is a competitive edge.

State-Compliant Letters in Seconds

How It Works

Your voice intake system captures the details: practice area, retainer amount, scope of services, estimated timeline, and special terms. Our system auto-generates a fully customized, state-compliant engagement letter that's ready to send immediately.

No typing. No errors. No legal review delays.

Letters auto-populate with your firm's branding, match your state's bar rules and ethics requirements, and integrate with e-signature platforms. Clients sign once. The deal is binding.

Your team never touches the keyboard. Engagement letters go from voice intake to signed contract in under 10 minutes.

Built for Modern Law Firms

All 50 States

Engagement letters conform to state bar association rules, ethics requirements, and disclosure mandates. Auto-updates when rules change.

Voice Intake Ready

Direct integration with voice intake platforms. Client data flows straight into the letter template. No manual re-entry.

Instant Customization

Retainer amounts, scope of work, timeline, and attorney names pre-fill automatically. Boilerplate and terms stay under your control.

Your Branding

Your letterhead, logo, and firm name. Clients never see our platform or branding. It's 100% your letter.

E-Signature Ready

Integrates with DocuSign, Rocket eSign, and other platforms. Send, track signatures, and get binding agreements automatically.

Audit Trail

Every generated letter is logged with timestamps and client details. Meet bar association and compliance requirements automatically.

Fits Into Your Workflow

No rip-and-replace. No retraining. Our platform connects to your existing practice management software, CRM, and document tools.

Integrations: Integrately with Clio, Rocket Matter, Legito, practice management software, CRM platforms, e-signature tools (DocuSign, Adobe Sign, RocketSign), and Stripe for billing.

Pricing That Scales

Pay for the letters you generate. No per-seat licensing. No setup fees. No hidden costs.

Starter

$99/mo

Up to 50 letters per month. Solo practitioners and small firms.

Growth

$299/mo

Up to 200 letters per month. Growing firms with multiple practice areas.

Enterprise

Custom

Unlimited letters, API access, custom compliance rules, dedicated success team.

Questions Answered

Is this compliant with my state bar?

Yes. Our engagement letters are built to conform with 50-state bar association rules and ethics requirements. We monitor rule changes and auto-update templates quarterly or when requirements change.

Can we customize the language?

Absolutely. You control the boilerplate language, terms, and legal voice. We handle the data population (retainer, scope, timeline). Your firm sets the legal baseline and we auto-fill the variables.

What about e-signatures?

Built-in integration with DocuSign, Rocket eSign, and Adobe Sign. One-click send for e-signature. Track signatures in real-time. Binding agreement the moment the client signs.

Can we see analytics?

Full dashboard with reporting. See every generated letter, signature status, turnaround time per client, and metrics on where deals are speeding up or slowing down.

How long is setup?

30 minutes. Upload your letterhead and default terms, connect your intake system and CRM, and you're generating letters immediately.

What if a client wants to change something?

Letters are fully editable before sending. Your team can make adjustments on the fly, or send as-is if everything is standard. The system learns your patterns and makes smarter suggestions over time.

Want Legal Intake-to-Engagement Letter Auto-Generator built out, or handed over?

This is not a purchase and there is no card field. It puts your address, this product, and whatever you write below in front of a person, and you get a written answer about what finishing it, or handing it over for you to run yourself, would actually take.

A person reads these. Expect a reply in days, not minutes.
Your address is used to answer you. No sequence, no list, no sharing.
Ask to be removed and you are removed.

Engagement Letters in Seconds, Not Hours