Engagement Letters Professional Client Onboarding
Generate, manage, and track professional engagement letters for your compliance clients, branded templates, scope of work, fee schedules, and digital signature ready, all from within the platform.
Client Onboarding Docs Scattered Across Emails and Folders
Law firms, CS practices, and compliance consultancies waste hours drafting client engagement letters from scratch, tracking signatures across email chains, and managing version history in shared drives, with no audit trail and constant risk of scope disputes.
Ad-Hoc Document Creation
Each engagement letter drafted from scratch, inconsistent scope clauses, missing fee structures, and non-standard terms create disputes and compliance risk with clients
No Signature Tracking
Knowing which clients have signed, which are outstanding, and which letters have expired is a manual process, creating gaps in client onboarding and revenue leakage
No Centralised Record
Engagement letters sit in email attachments and local drives, no version history, no client-linked document repository, and no instant retrieval for disputes or audits
Professional Engagement Letter Management
Template-Based Letter Generation
AI-assisted engagement letter builder with pre-built templates for DPDP compliance engagements, DPO services, audit retainers, and advisory, auto-populated with client details, scope, and fee schedule.
Digital Signature Ready
Export letters in e-sign-ready PDF format with signature blocks, track whether letters have been sent, viewed, and signed, with date-stamped signature records for each client.
Client-Linked Document Repository
Every engagement letter linked to its client profile, view all engagement history, active and expired letters, amendments, and related invoices from the client record at any time.
Version Control & Amendments
Track every amendment to an engagement letter, revised scope, updated fees, changed parties, with version numbering and a full change history that protects both parties in disputes.
Expiry & Renewal Reminders
Automatic reminders when engagement letters approach expiry, re-engage clients for renewal before the letter lapses to ensure continuous coverage and uninterrupted retainer income.
DPDP-Compliant Engagement Clauses
Pre-built legal clauses covering DPDP Act obligations for processors, DPA requirements, data handling responsibilities, breach notification obligations, and confidentiality, legally reviewed.
Streamlined Client Engagement from Day One
From first draft to signed engagement, every step managed in one place.
Auto-populated client details
Pull company name, registered address, CIN, and contact details directly from the client profile, no re-keying, no errors, professional output every time.
Scope of work modules
Select engagement modules. DPDP gap assessment, DPO services, consent audit, DPIA, training, and the system generates the relevant scope clauses automatically.
Fee schedule with payment milestones
Structured fee section with retainer, milestone payments, and expense reimbursement terms, directly linked to invoice generation in the billing module.
Status tracking across all clients
Dashboard view, drafted, sent, signed, active, expired, for every engagement letter across all clients with one-click filter by status, date, or practice area.
PDF export with letterhead
Professional letterhead template with logo, contact details, and signature blocks, download as audit-quality PDF ready for client delivery or regulatory review.
Audit trail for every letter
Full log of who created, modified, sent, and received each letter, timestamped activity history that protects your practice in client disputes or regulatory enquiries.
Onboard Compliance Clients Professionally
Template-based engagement letters, digital signature tracking, and client-linked document history, built for compliance practices