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Letter of Engagement

Incorporates Letter of Engagement (LOE) generation into Practice Gateway through Document Approvals.

  • Allows users to generate, edit, and send Letters of Engagement to clients.
  • Optionally supports assignment-based templates to prefill content dynamically.

This functionality is available for:

  • All users initiating a Document Approval with the "Letter of Engagement" approval type.
  • Users selecting “Use Template” to insert pre-built content blocks.
  • Dynamic content snippets are populated automatically if assignment-based templates are used.
  • Manual review and editing of LOEs before sending to clients.

When “Use Template” is set to Yes:

  • The user selects a Message Template that includes optional assignment-specific content.
  • Content Snippets are dynamically inserted based on assignment context (if applicable).
  • Snippets are centrally stored and fully customisable without editing the base template.

Once the LOE content is prepared:

  • Users can freely modify the content before finalising.
  • The approval is saved, submitted, and tracked through the Document Approval stages.
  • A copy is saved into the associated Document Approval folder.

This functionality streamlines LOE creation while maintaining flexibility and template control.