Once an engagement letter template has been created, you can generate it. To generate an engagement letter, please follow the below steps:
1.Once logged in, click Main Menu (≡) on the header, click Proposals and then Engagement Letter.
2. Click + New Letter.
3. Select the template that you wish to generate an engagement letter from the dropdown provided and click Next.
4. Select Contact, Matter if you have used tokens while creating an engagement letter template.
5. Enter the Field value if you have created fields while creating an engagement letter template.
6. Enter Title for engagement letter to be generated.
7. Click Generate Document.
Once you click on generate document, LawGro automatically populates field values and the information related to contact, matter, firm, custom fields based on the tokens you have used.