AI Engagement Letter Analysis
AI Engagement Letter Analysis
Onboard clients faster and with less risk
Onboard clients faster and with less risk
V7 Go's agent automates the review of Letters of Engagement, extracting key scope, fee, and liability terms to ensure every new engagement aligns with your firm's standards.
What is it
What is it
Streamlining Client Onboarding
A Letter of Engagement is a contract defining the scope terms and fees for work performed by a professional services firm.



How is it solved today?
Partners or associates manually draft and review each engagement letter a repetitive process that slows down client intake and introduces inconsistencies.
How is it solved today?
Partners or associates manually draft and review each engagement letter a repetitive process that slows down client intake and introduces inconsistencies.
How is it solved today?
Partners or associates manually draft and review each engagement letter a repetitive process that slows down client intake and introduces inconsistencies.
Why V7 Go
V7 Go automates the drafting and review of engagement letters ensuring they are always generated from compliant templates and that any non-standard terms are flagged instantly.
Why V7 Go
V7 Go automates the drafting and review of engagement letters ensuring they are always generated from compliant templates and that any non-standard terms are flagged instantly.
Why V7 Go
V7 Go automates the drafting and review of engagement letters ensuring they are always generated from compliant templates and that any non-standard terms are flagged instantly.
Time comparison
Time comparison
Time comparison
Traditional way
1-2 hours
1-2 hours
With V7 Go agents
5 minutes
5 minutes
Average time saved
95%
95%
Why V7 Go
Review letters of engagement, SOWs, and retainer agreements.
Extract scope of services, fee structures, and liability terms.
Workflow
Workflow
Import your files
Clio
,
PracticePanther
,
Salesforce
Letters of Engagement
Letters of Engagement
Letters of Engagement
Statements of Work (SOWs)
Statements of Work (SOWs)
Statements of Work (SOWs)
Retainer Agreements
Retainer Agreements
Retainer Agreements
Professional Services Agreements
Professional Services Agreements
Professional Services Agreements
Client Intake Forms
Client Intake Forms
Client Intake Forms
Conflict of Interest Waivers
Conflict of Interest Waivers
Conflict of Interest Waivers
Client and Firm Information
Client and Firm Information
Client and Firm Information
Scope of Services
Scope of Services
Scope of Services
Fee Structure and Payment Terms
Fee Structure and Payment Terms
Fee Structure and Payment Terms
Term and Termination Provisions
Term and Termination Provisions
Term and Termination Provisions
Limitation of Liability
Limitation of Liability
Limitation of Liability
Confidentiality Obligations
Confidentiality Obligations
Confidentiality Obligations
Governing Law
Governing Law
Governing Law
Client Responsibilities
Client Responsibilities
Client Responsibilities
Third-Party Reliance Provisions
Third-Party Reliance Provisions
Third-Party Reliance Provisions
Document Retention Policy
Document Retention Policy
Document Retention Policy
Why V7 Go
Why V7 Go
Automated Scope Extraction
Accurately extract the defined scope of services from any engagement letter to ensure clarity and prevent scope creep.
Automated Scope Extraction
Accurately extract the defined scope of services from any engagement letter to ensure clarity and prevent scope creep.
Automated Scope Extraction
Accurately extract the defined scope of services from any engagement letter to ensure clarity and prevent scope creep.
Fee Structure Analysis
Capture detailed fee structures, whether hourly, fixed-fee, or retainer-based, including billing and payment terms.
Fee Structure Analysis
Capture detailed fee structures, whether hourly, fixed-fee, or retainer-based, including billing and payment terms.
Fee Structure Analysis
Capture detailed fee structures, whether hourly, fixed-fee, or retainer-based, including billing and payment terms.
Compliance & Risk Review
Automatically compare the letter's terms against your firm's standard engagement template, flagging deviations in liability or confidentiality.
Compliance & Risk Review
Automatically compare the letter's terms against your firm's standard engagement template, flagging deviations in liability or confidentiality.
Compliance & Risk Review
Automatically compare the letter's terms against your firm's standard engagement template, flagging deviations in liability or confidentiality.
Centralized Term Database
Reduce the time it takes for partner or legal review, allowing you to onboard new clients and start billable work faster.
Centralized Term Database
Reduce the time it takes for partner or legal review, allowing you to onboard new clients and start billable work faster.
Centralized Term Database
Reduce the time it takes for partner or legal review, allowing you to onboard new clients and start billable work faster.
Centralized Term Database
Create a searchable database of terms from all your executed engagement letters for business analysis and future planning.
Centralized Term Database
Create a searchable database of terms from all your executed engagement letters for business analysis and future planning.
Centralized Term Database
Create a searchable database of terms from all your executed engagement letters for business analysis and future planning.
Consistent Terms
Ensure every engagement letter sent by your firm uses the most current, approved language for key legal provisions.
Consistent Terms
Ensure every engagement letter sent by your firm uses the most current, approved language for key legal provisions.
Consistent Terms
Ensure every engagement letter sent by your firm uses the most current, approved language for key legal provisions.
V7 Go
V7 Go
V7 Go
AI-powered client onboarding
AI-powered client onboarding
for professional services firms
For professional services firms, the process of drafting and reviewing Letters of Engagement is a repetitive administrative bottleneck. Each letter must be tailored, reviewed for compliance with firm policies, and checked for consistency, slowing down the start of new client work. This manual process risks errors in scope definition and the use of non-standard terms.



Law & Accounting Firms
Accelerate new client intake and ensure all engagement letters comply with firm policies and risk management standards.
Law & Accounting Firms
Accelerate new client intake and ensure all engagement letters comply with firm policies and risk management standards.
Law & Accounting Firms
Accelerate new client intake and ensure all engagement letters comply with firm policies and risk management standards.
Consulting Firms
Standardize statements of work and engagement terms across all practices to improve operational efficiency and manage liability.
Consulting Firms
Standardize statements of work and engagement terms across all practices to improve operational efficiency and manage liability.
Consulting Firms
Standardize statements of work and engagement terms across all practices to improve operational efficiency and manage liability.
Delegate engagement letter review
Delegate engagement letter review
to a professional services AI agent
to a professional services AI agent
Automated Scope Extraction
Accurately extract the defined scope of services from any engagement letter to ensure clarity and prevent scope creep.
Compliance & Risk Review
Automatically compare the letter's terms against your firm's standard template flagging deviations in liability or confidentiality.
More agents
Next steps
Stop the administrative drag on new business.
Let's talk
You’ll hear back in less than 24 hours


Next steps
Stop the administrative drag on new business.
Let's talk


Next steps
Stop the administrative drag on new business.
Let's talk
You’ll hear back in less than 24 hours


FAQ
FAQ
FAQ
Have questions?
Find answers.
What is a Letter of Engagement?
It's a type of contract used by professional services firms (like law, accounting, or consulting firms) to define the terms and scope of work for a client.
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What is a Letter of Engagement?
It's a type of contract used by professional services firms (like law, accounting, or consulting firms) to define the terms and scope of work for a client.
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What is a Letter of Engagement?
It's a type of contract used by professional services firms (like law, accounting, or consulting firms) to define the terms and scope of work for a client.
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How can AI help with drafting these letters?
Using the AI Contract Drafting Agent, you can generate a new engagement letter in minutes by selecting a template and specifying the client and scope. The agent populates the letter with your firm's pre-approved clauses.
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How can AI help with drafting these letters?
Using the AI Contract Drafting Agent, you can generate a new engagement letter in minutes by selecting a template and specifying the client and scope. The agent populates the letter with your firm's pre-approved clauses.
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How can AI help with drafting these letters?
Using the AI Contract Drafting Agent, you can generate a new engagement letter in minutes by selecting a template and specifying the client and scope. The agent populates the letter with your firm's pre-approved clauses.
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What about reviewing letters from clients or partners?
The AI Contract Review Agent can analyze incoming engagement letters, comparing them to your standard terms and highlighting any risky or non-standard language.
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What about reviewing letters from clients or partners?
The AI Contract Review Agent can analyze incoming engagement letters, comparing them to your standard terms and highlighting any risky or non-standard language.
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What about reviewing letters from clients or partners?
The AI Contract Review Agent can analyze incoming engagement letters, comparing them to your standard terms and highlighting any risky or non-standard language.
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Can it handle letters for different practice areas?
Yes, you can create different templates and review playbooks for different practice areas (e.g., tax advisory vs. litigation) to ensure the terms are appropriate for the service.
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Can it handle letters for different practice areas?
Yes, you can create different templates and review playbooks for different practice areas (e.g., tax advisory vs. litigation) to ensure the terms are appropriate for the service.
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Can it handle letters for different practice areas?
Yes, you can create different templates and review playbooks for different practice areas (e.g., tax advisory vs. litigation) to ensure the terms are appropriate for the service.
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How are fee arrangements handled?
The agent is trained to identify and extract various fee structures, including hourly rates, project-based fees, success fees, and retainer arrangements.
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How are fee arrangements handled?
The agent is trained to identify and extract various fee structures, including hourly rates, project-based fees, success fees, and retainer arrangements.
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How are fee arrangements handled?
The agent is trained to identify and extract various fee structures, including hourly rates, project-based fees, success fees, and retainer arrangements.
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Does this replace the need for partner review?
No, it streamlines it. The agent handles the initial draft or review, allowing the partner to focus their valuable time on verifying the key commercial and strategic terms.
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Does this replace the need for partner review?
No, it streamlines it. The agent handles the initial draft or review, allowing the partner to focus their valuable time on verifying the key commercial and strategic terms.
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Does this replace the need for partner review?
No, it streamlines it. The agent handles the initial draft or review, allowing the partner to focus their valuable time on verifying the key commercial and strategic terms.
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