How to Bulk Send Engagement Letters:
Select Bulk Actions from the left navigation.
Select Get Signature.
Filter contacts by Entity, Relationship, Account Owner, or search by Account Name.
Check the boxes next to contacts to receive an engagement letter.
You can select up to 100 contacts at a time (25 contacts per page).
Select Next Step.
Complete the Fields:
Due Date: Sets automated reminders.
Task Owner: Defaults to you.
Document Type: Select Engagement Letter.
Select Document: Choose your custom template.
Select Partner: Add a firm signature (or select an employee).
Fees: Enter a fee amount or type "0."
Subject Line: Customize or use the default.
Description: (Optional) Add additional notes.
6. Select Preview Document.
7. Select Edit (top-right) to update the letter for all recipients if needed.
Edits apply only to this instance, not the saved template.
8. Select Save Document.
9. Select Create Document.
Review the Recipient List:
Remove a recipient: Select the trashcan icon.
Edit individual letters: Select the eye icon → Edit.
10. Select Send Document.
What Happens Next:
You can track the progress of each letter from the Tasks Page.
You'll receive a notification as soon as a client signs their engagement letter.
Engagement letters cannot be printed until after they are signed. Once signed, a downloadable PDF will become available.
The signed engagement letter is also automatically saved to the client’s Files section, ensuring easy access at any time.
How to Send a Single Engagement Letter:
Select +Add New → Task → Get a Signature.
Select the Account and Contact.
Choose the Document Type and specific Document.
If Engagement Letter, select a Partner and enter a Fee (or type "0").
Select the Task Owner.
Set the Due Date (or make it recurring if needed).
Customize the Subject Line and Description, or select a default option.
Select Preview Task.
Edit the document if needed → Save Document (or Update and Save).
Select Create Task.
What Happens Next:
You can track the letter’s progress from the Tasks Page.
You’ll be notified when the client has completed and signed the engagement letter.
Engagement letters cannot be printed until after they are signed. A signed PDF will be available for download once completed.
The signed engagement letter is also automatically saved to the client’s Files section, ensuring easy access at any time.
If you need a new engagement letter in Liscio, please attach a Word Doc of your engagement letter and send it to our support team.
How Clients Sign Engagement Letters:
To Sign:
The client selects Review & Sign to open the document.
They review the engagement letter in full.
To agree, they check the box labeled "Agreed to the Above Document."
Once submitted, the document is marked as signed, and:
The task owner is automatically notified.
The signed engagement letter becomes available for download as a PDF.
The signed engagement letter is automatically added to the client’s Files section for future reference.
To Reject:
Instead of signing, clients may choose to reject the document.
They will be prompted to enter a reason for the rejection.
When a rejection occurs:
The task owner is immediately notified.
The rejection reason is added as a comment on the related task for internal tracking and follow-up.