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Draft engagement letters and client checklists

Personalize engagement letters and document checklists for each client.

Estimated time saved

Estimated: 10–20 minutes per client. (Estimate; results vary.)

Tools
  • Microsoft Copilot in Word
  • ChatGPT
  • Claude

The problem

Every season the firm rewrites engagement letters and request lists client by client.

Step by step

  1. 1Start from your firm's approved engagement letter template.
  2. 2Give AI the client type and services (no SSNs or account numbers).
  3. 3Have it fill in services, fees placeholders and a tailored document checklist.
  4. 4Partner reviews before sending.

Copy-paste prompt

Prompt
Using our engagement letter template, fill in the services for a [client type] engaging us for [services]. Then create a tailored document request checklist. Leave fees as [FEE] placeholders and do not change legal language.

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

Get this built for your business

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