In just a few clicks, you can easily select recipients, customize letters, and send them in bulk. Once sent, effortlessly track each letter's status from one convenient location. Clients will receive automatic reminders to complete their tasks on time, and you'll receive immediate notifications once letters are signed.
To upload custom templates for engagement letters, please contact Liscio Support.
Once letters are signed:
They automatically move from the Open Tasks tab to the Pending Review tab.
The Task Owner will receive a notification.
Signed documents are automatically stored in each client's Files section for quick and easy access.
To Bulk Send Engagement Letters:
Click Bulk Actions from the left navigation.
Select Get Signature.
Filter contacts by Entity, Relationship, Account Owner, or search by Account Name.
You'll see the date and title of the most recent signature request.
Check the boxes next to each contact who should receive an engagement letter.
You can select up to 100 contacts at a time, with 25 contacts per page.
To select additional contacts, click the arrow at the bottom right or enter a page number to move through pages.
Once all contacts are selected (up to 100), click Next Step.
Complete the following fields:
Due Date: Determines automated reminder dates.
Task Owner: Defaults to you; responsible for notifications and reviewing signed letters.
Document Type: Choose Engagement Letter.
Select Document: Choose your custom template.
Select Partner: Add firm signature (or select an employee if not applicable).
Fees: Enter the fee or type '0'.
Subject Line: Customize or use the default provided.
Description: Optional additional notes.
Click Preview Document.
To edit the letter for all contacts, click Edit (top-right corner).
Changes affect only this instance, not your saved template.
Once edits are complete, click Save Document.
Click Create Document.
Review the recipient list:
To remove a recipient, click the trashcan icon.
To edit the letter individually (e.g., adjust fees), click the eye icon, then Edit.
Once reviewed, click Send Document.
Track the status of your letters from the Tasks Page.
To Send A Single Engagement Letter:
Click +Add New at the upper-left corner.
Select Task.
Choose Get a Signature.
Select the Account and Contact.
Choose the Document Type and the specific Document.
If selecting an Engagement Letter, also select the Partner and enter a Fee (or type '0').
Select the Task Owner (this person receives notifications once the task is completed).
Set the Due Date (you can also set it to recur if needed).
Customize the Subject Line and Description, or click into the subject line to use a default option.
Click Preview Task.
To edit the document for your recipient, click Edit.
After editing, click Save Document (or Update and Save).
Click Create Task.
Track the status of your letters from the Tasks Page.
How Clients Sign Engagement Letters:
From their mobile device, tablet, iPad, or desktop,
Open the letter under My To-Do List or Tasks page.
Click Review & Sign.
Review the document preview.
Check Agreed to the Above Document.