Engagement letters are one of those processes no one quite owns, and manual handling creates pain across the firm:
- Associates spend hours adapting templates instead of client work.
- IT struggles with tool sprawl and support requests.
- Compliance and PSL/KM teams chase approvals and manage inconsistent templates.
- Inconsistent drafting risks client experience and delays matter opening.
- Lack of audit trails and tracking creates regulatory exposure.
- Heavy solutions often fail to gain adoption.
This webinar recording (ran by document automation platform Avvoka in conjunction with NodeMasters) demonstrates how peer firms such as A&O Shearman and Cleary Gottlieb automate their engagement letter process in days, not months - without creating an IT burden.
Who is it for?
- Partners & Associates – See how peers are speeding up engagement letter drafting, reducing manual work, and improving client experience.
- Knowledge Lawyers & PSLs – Discover how to standardise templates, manage precedents, and ensure compliance without slowing down deal work.
- Transformation & Innovation Specialists – Explore practical ways to streamline processes, reduce friction, and drive adoption without heavy IT projects.
- IT & Legal Ops Professionals – Learn how light-touch automation can integrate safely, reduce support burden, and scale across the firm.
What to expect:
An engaging session featuring:
- Honest dialogue about common pain points - and proven ways to address them
- Practical examples of how teams are using no code smart tools to gain an edge
- Insights into accelerating matter opening, improving auditability, and delivering consistent client experience
