Your Engagement Letter Agent Catches Scope Creep Before the Renewal
The Engagement Letter Agent drafts letters from your templates, chases signatures, tracks renewals and flags scope creep, so partners stay with clients.
Your Engagement Letter Agent Catches Scope Creep Before the Renewal
The Engagement Letter Agent drafts letters from your templates, chases signatures, tracks renewals and flags scope creep, so partners stay with clients.
Deploy a Client Onboarding Agent and Catch Failed Bank Feeds Early
The Client Onboarding Agent sends engagement letters, requests prior-year files, sets up ledger access and watches bank feeds so staff can meet the client.