Engagement-letter template assembly for attorney review
SI fills the firm's approved engagement-letter template from intake data, highlights every field it filled, and lists blanks or mismatches.
Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.
Worth knowing: Administrative support only: this is not legal advice and does not replace attorney judgment. An attorney reviews and approves anything client-facing or substantive, and client-confidential information is used only with the firm's agreements, access controls and consent. SI assembles from the firm's approved language and never writes new legal terms, fee terms, or scope-of-representation language. The output is a draft, not a final document.
The problem
Engagement letters are assembled by copying an old one and editing, which leaves stale names, wrong fee terms, or missing clauses.
What SI does
SI fills the firm's attorney-approved template from the intake data (names, matter description, and the fee arrangement the attorney already selected), highlights every field it filled, and lists any blanks or mismatches, such as a name spelled two ways.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Solo family-law practice
The template is filled with the names and the fee arrangement the attorney already selected, and a list shows every field SI filled.
- Two-attorney estate-planning firm
The draft flags a blank where a second name was missing from the intake, and a name that appears in two spellings.
- Small commercial-litigation firm
The matter description from intake is placed only in the template's description field, and the letter stays a draft until the attorney edits it.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds client information, the firm reviews the vendor's terms, data retention and training practices, confirms access controls, and obtains any required client consent. Start with sample or de-identified material. Start from the firm's attorney-approved template and a de-identified intake that includes the fields the template expects. Setup is often a few days, mostly spent marking which fields SI may fill.
What a human still checks
- The attorney reviews and edits the full letter, chooses the terms, and sends it.
- The client signs the letter the attorney sent.
- SI never sends, files, or posts on its own.
- The firm decides what client data SI may see, and starts with non-confidential or de-identified samples when testing.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Fill this attorney-approved engagement-letter template [paste] using only these intake fields [paste sample or de-identified data], including the fee arrangement the attorney already selected: [paste]. Highlight every field you filled. List blanks and any name spelled more than one way. Do not write new terms, fee language, or scope language. Pause and show me before sending, filing, posting or changing anything. Use only the sample or de-identified information I provide; do not include client-confidential details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.