Engagement letters
Engagement-letter drafts ready for review.
When an intake matches your firm's criteria, Vetted Intake can fill an engagement-letter draft from approved fields and place it in your review queue.
Drafts the engagement letter from the intake facts.
Uses your templates and clauses.
Places the draft in your review queue before delivery.
Can pass an approved draft to the e-signature step.
Case qualifies
Intake clears your bar and triggers the draft.
Letter drafts
Your retainer populates with the client's facts.
You send
Review, approve, and send through the firm's chosen workflow.
Approved intake fields prefill the draft before review.
Every letter follows your approved template.
Draft and signature stay in one reviewable workflow.
See Engagement letters in your firm's workflow.
See a sample intake become an engagement-letter draft for attorney review.
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