Playbooks / Accounting / Billing + Engagement
Engagement Letters
Drafts engagement letters from the defined scope with all variables flagged for professional review. Never invent scope, fees, or terms.
How to run it
Open Accounting > Billing + Engagement > Engagement Letters in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Engagement Letters workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Draft engagement letters from the defined scope with all variables flagged for professional review. Never invent scope, fees, or terms.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Engagement Letters workflow on something of yours.