# Fee Agreement & Engagement Letter Distribution — Professional Services AI agent | Mihu AI

Professional Services · Intake

# Fee Agreement & Engagement Letter Distribution

Get signed engagement letters/fee agreements completed before substantive work begins.

Set up this outcome

## Apps this needs

E-signature Platform Engagement letters, waivers and closing documents sent, tracked and confirmed. Connect during setup

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

## How it works

Generates and sends the appropriate engagement letter/fee agreement template based on the practice area and fee structure discussed, via the e-signature platform.

Tracks signature completion and sends reminders if not signed within the expected timeframe.

Confirms the matter officially opened only once the agreement is signed, written to the PMS.

Notifies the assigned professional once complete so substantive work can begin.

## Data sources

E-signature platform status Engagement letter template library

## What it targets

Engagement letters signed before substantive work begins Target 98%

Signature turnaround time Target 3d