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Engagement Letters
Updated 2026-03-15
How Engagement Letters Work
Learn how MatterFlow Legal generates, sends, tracks, and stores engagement letters.
Engagement Letters
Updated 2026-03-15
Sending an Engagement Letter
Generate the engagement PDF, email it to the client, and track delivery through the pipeline.
Engagement Letters
Updated 2026-03-15
Using a Custom Engagement Template
Upload your firm’s own engagement letter format and use it inside MatterFlow Legal.
Engagement Letters
Updated 2026-03-15
What Happens When the Client Signs
See what changes automatically after a client completes an engagement signature.