Smarter Engagement Letters, Faster
Give your partners and engagement teams the experience of pressing one button to get a client-ready letter, without removing judgment from the process. Tellen connects to your existing CRM and engagement platforms, selects the right template from your library, auto-drafts the letter, and surfaces only the decisions that require a human call. Run a single letter or generate thousands in one batch. When it's ready, a built-in review, collaboration, and signing workflow takes it across the finish line.
Workflow Engine
Engagement Letter Run
Source HubSpot CRM and SharePoint before drafting Engagement Letter.
Template Selection
Template Auto-Selected: Audit & Tax Advisory
Human Decision
Human Review Required
Question Prompt
Conditional Question Prompted
Conditional question examples
Human call requiredThe Engagement Letter, Reimagined
Intelligent automation handles the heavy lifting. Your team stays in control of every decision that matters.
Your Data Does the Heavy Lifting
Tellen pulls entity details, service lines, signer information, risk profiles, billing terms, and deadlines directly from your existing CRM or engagement platform, with no manual data entry required.
Always the Right Template, Always Up to Date
Tellen connects to SharePoint, OneDrive, or your document management system to pull the current approved template and clause library so every letter starts from the right foundation, not last year's version.
Smart Enough to Know What to Ask
Tellen compares the client profile against your firm's methodology, determines which template, sections, clauses, and questions apply, and surfaces only the decisions that require a human call.
Always a Human in the Loop
Before anything is sent, your team reviews every answer, edit, exception, and recipient. Once approved, Tellen routes the letter directly to the client for review and signature.
Humans stay in control before the client sees it.
Tellen can prepare the letter in one click, but delivery is gated by your team. Reviewers see what the agent used, what it inferred, where it needs judgment, and exactly what will be sent.
Approval queue
Partner review checklist
Send is disabled until approval is complete.
The final click belongs to your reviewer, not the agent.
From draft to delivery, then signature.
Start with the workflow firms need today, and see where the signature experience is heading next.
Generate and send after human approval
Create the draft, review the trace, approve the final, and send through your existing email or document workflow.
DocuSign certification workflow
Planned DocuSign certification functionality will let approved letters move into a certified e-signature package with the same human gate before release.
Show your team what one click can feel like.
Engagement letters become a repeatable workflow: source, decide, ask, draft, review, approve, and send.
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