Every firm has a good version of the engagement letter and four worse ones in circulation. One library, shared, on your branding — covering letters, emails, workpapers, binder indexes and the folder structure a new client arrives with.
Engagement letters, invoices, signature sets, workpaper templates, letters, emails — all in one place. Most firms have a good version of the engagement letter and four worse ones circulating.
A workpaper or task template carries its subtasks and which of them have to be done before the work can advance. Applying it produces a checklist with teeth.
The index template fixes the reference scheme, the sections, and which document types belong on each row. A reviewer moving between clients is not relearning somebody else’s filing habits at eleven at night.
A folder template is the whole filing policy for a kind of client: which folders exist, what files itself into each, what the portal shows, how long things are kept. Apply it once when the client is created.
Letterhead, logo, accent color, the portal welcome — set once and applied to letters, engagement letters, invoices, mailed organizers and the portal itself.
Next: Automations — The chasing, the reminders and the status changes — done without you.
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