Engagement letters
Engagement letters that draft themselves.
The hour each new matter loses to engagement-letter drafting and chasing signatures is not work. Marco Reid reads the matter, drafts the letter, includes the required client-care content, sends it for e-signature, and ties everything back to the AML, the trust account, and the file.
What the generator does.
Drafted from matter context
Marco reads the matter intake — practice area, scope, parties, jurisdiction — and drafts the engagement letter. You review and sign, you do not start from a blank document.
NZLS Rule 3.4 client-care information
Required client-care content (information about the lawyer, the relationship, fees, complaints procedure) is included automatically per NZLS Rules of Conduct and Client Care.
AML/CFT and conflict-check clauses
Standard AML/CFT verification clauses, conflict-of-interest declarations, and source-of-funds wording included where required.
Fee scope you can defend
Fixed fees, hourly with cap, contingency where permitted — the letter quantifies the scope so a Cost Revision Application has nothing to chew on.
E-signature, audit trail
Sent for signature inside the platform. Signature event tied to the matter, the AML record, and the trust account opening if relevant. One ceremony.
Templates the firm controls
Each firm's engagement-letter template lives under the firm settings. Edit it once; every new matter inherits the change. Versioned so the engagement letter sent five years ago is still reproducible.
Compliant for whom.
NZ lawyers
NZLS Rules of Conduct and Client Care 2008 (Rule 3.4) — client-care information mandatory.
AU lawyers
Costs disclosure under the Legal Profession Uniform Law (NSW + VIC) and equivalent state regimes.
Chartered accountants
CA ANZ and APES 305 engagement-letter requirements covered for assurance and non-assurance work.