Sub-workflow
Engagement letter / retainer
Part of the Client & Matter Lifecycle workflow
Client intake & conflict checkEngagement letter / retainerMatter opening & setupMatter management (ongoing)Matter close & archival
Who works on this
All personas on the Client & Matter Lifecycle page →
Pain points (2)
What practitioners actually struggle with in client & matter lifecycle. Each pain point links to the vendors that address it.
3 vendors pp-0120 Small firm sends 50 engagement letters a month and each one requires manually creating the PDF, emailing it, waiting for the client to print-sign-scan-return, then following up twice — the whole process takes 3 days per client when it should take 3 minutes solosmall-firmparalegalsmall 3 vendors pp-0124 General counsel needs outside counsel for a niche matter — employment dispute in Singapore, regulatory filing in Brazil, or patent prosecution in Germany — but their existing panel doesn't cover it, and cold-calling firms from a directory is a crapshoot in-house-counsellegal-opssmall-firm-partnerinhouse-smb
Vendors by rank (0)
Ranked by the rlegaltech500 popularity score within this workflow.
727 additional vendors outside the rlegaltech500 are tracked in this workflow. See all on the workflow page.