How to send it
Open a client record and click Generate Engagement.
MatterFlow Legal generates the PDF, emails the client, and updates the workflow to reflect that the engagement has been sent.
What to confirm before sending
Make sure the client details, matter information, branding, and template content are correct before sending.
It is always better to catch content issues before the client receives the signing link.
Tracking status
Once delivered, the client’s workflow status helps your team see whether the engagement is still pending or already completed.