Letter templates and Forms
Engagement letter templates, and the questionnaires you collect answers with.
For firm administrators
Letter templates
The engagement letter, written once. Merge fields are filled from the engagement when a letter is produced, so the wording is consistent and only the particulars change. See Engagement letters.
Forms
Questionnaires and checklists your firm sends to collect answers. Built here, answered by the client on a link, and the answers come back onto the record.
A form is the right tool when you would otherwise send the same email with the same six questions. The answers arrive structured rather than as prose to re-read.
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