RELATED IDEAS
Automation for Letter of Engagement not signed
Be great for automated chases on Letter of Engagement not signed.
sometimes clients sign the T&Cs and not the LoE or portal sign in
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Thanks for raising this, let me discuss this with the team and come back to you all.
I'm at the point where a lot of clients are being asked to re-sign and it's time consuming checking and chasing those that haven't