Intake that closes the loop without a follow-up email.
Engagement letter generation, partner routing, client delivery, and countersignature tracking — handled automatically from the moment conflicts clear. The matter doesn't go active until the letter is signed.
Template and routing
The right letter, to the right partner, without a lookup
Docketwright selects the appropriate engagement letter template automatically based on matter type, practice group, and client category. It assigns the responsible partner and queues the letter for delivery — no manual template selection, no partner chasing required.
Client delivery and tracking
Countersignature tracked. Matter gated until complete.
Once the partner signs, the letter is delivered to the client through the firm's preferred channel — email, secure portal, or document delivery integration. Docketwright tracks whether the client has opened, reviewed, and countersigned. If the countersignature doesn't arrive within your defined window, automatic reminders go out.
Record and handoff
The engagement letter is the opening of the matter record
When the letter is countersigned, the matter moves automatically to Active status. The signed letter, all delivery timestamps, and the countersignature confirmation are logged permanently to the matter record. The assigned attorney receives handoff notification with full context: client, matter type, billing structure, and any prior notes from intake.