Engage AI Solutions was founded by a legal technology implementation leader and a professional services firm strategy consultant who have spent their careers inside intake, conflicts and client engagement at the world's top firms.
One place for the language, data and approvals behind every letter.
Engage is the legal letter management platform from Engage AI Solutions. It solves the problems firms face across engagement letters, conflict waivers and addenda.
Centralized template management
Keep every letter template in one governed library, with check-out, check-in and approval before a new version goes live.
Clause management that reaches active letters
Maintain approved language once. When a clause changes, push the update to letters already in progress.
Streamlined connections to firm systems
Pull client, matter and billing data from the firms technology stack. Signed letters sync back automatically.
Quick template build-out
Combine tokens from external systems, reusable clauses and conditional rules that select the right clauses and templates for each matter.
Smart Selection
Conditional logic automatically selects the correct clause and template for each scenario. Dynamic letter content means fewer templates to maintain.
Governed review, editing and sending
Every letter moves through a configurable approval pathway before it goes out for signature.
Build templates, compose with clauses, track every letter.
The Engage template editor, with tokens from Intapp and approved clauses placed in the document, and the letters list showing where every letter sits in its approval pathway.
Easily find and track where letters sit
The Letters list shows each letter's current status, moving status tracking out of email into a centralized location. Filter to what needs your approval, or follow a letter from review to signature.
Let clients redline without touching your letter.
Send a letter out for external review and the client works in their own copy. They can make redline edits directly, while the firm's internal letter stays exactly as approved.
The Correspondence Roadmap: catch drift before your client does.
Every client relationship has a history of what was agreed, what was asked for, and what the client frequently changes. Client Profiles assemble that history into a Correspondence Roadmap. When a new letter drifts from the roadmap, Engage flags it and suggests alignment before the client ever sees the draft, so letters are accepted faster.
A retainer appears for a client who has never been asked for one.
Engage compares the new letter with every signed engagement for the client and flags the change, so the partner can confirm it is intentional before the letter goes out.
The client strikes Net 30 and changes it to Net 60
Tracked-change analytics compiles historical edits the client makes. Engages Agent uses that data to suggest alignment up front, removing a revision round and accelerating acceptance.
How the roadmap works
From start to value in no time
Setting up Engage is a quick process. We work with you to set up your templates, integrate with existing systems, and embed within your client opening process. You can be generating letters in weeks, not months.
