Engagement Letter Generation video
The firm's standard clause, the client's guideline and the drafted clause side by side, with risk counsel deciding only the terms that need a lawyer. 1:18
What the film shows
Drafts the engagement letter from intake, fee terms and the client's own guidelines
Agents pick the template, read the client's guidelines into obligations cited to their pages, fill fees and staffing from intake, and compare every clause with the guideline, drafting the clause that reconciles them. Terms outside the firm's authority go to risk counsel; the partner signs; the package goes out and is followed up until the client signs.
Transcript
- Engagement Letter Generation drafts the letter from intake, fees and client guidelines.
- Forty-five percent of large firms call client guidelines a top billing challenge.
- Tidewell's thirty-four pages become sixty-one obligations, each one cited.
- Rates and staffing come from intake, inside Tidewell's cap.
- Twenty-seven clauses compared: nineteen match, and six are reconciled.
- The AI row stops: Tidewell bans it without consent; our template is silent.
- Risk counsel approves the consent clause, and the letter assembles underneath.
- The liability cap is approved too, and every consent is checked.
- Josephine signs, and the package goes out with reminders.
- Tidewell signs two days after intake, not eight.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.