Intake to Engagement Letter
Watch an intake become an engagement letter in thirty seconds.
What it does
This one is a working demonstration of what intake automation feels like: you fill in a prospective client intake form, and thirty seconds later there is a merged engagement letter in Word, a CRM record, and a follow-up task, with a panel showing exactly what happened behind the scenes.
Firms use it to understand what they would be buying before any sales conversation. The letter is a real merged document you can download.
What it shows
- Intake form to merged engagement letter, live
- The CRM record and follow-up task created alongside it
- A behind-the-scenes panel with the timing of each step
How it works
- 01
Fill in the sample intake form with any details.
- 02
Watch the letter, record and task get created.
- 03
Download the letter and imagine the same flow on your own intake.
Didn't like what the tool found?
That's usually a good reason to talk. Bring the result to a briefing and we'll walk through what fixing it looks like inside your firm.