With simple, known inputs, you will build out your library of engagement letters in under 10 minutes that meet the highest possible standards of risk and compliance in your firm.
KEY FEATURES
Discover how OverSuite will give you the system and confidence knowing you meet the highest levels of compliance
KEY FEATURES
Smart Engagement Letters
KEY FEATURES
Create engagement
letters effortlessly
OverSuite gives you the power to consistently produce, send and receive signatures in under 10 minutes. Providing you and your team with the tools to engage with clients quicker and more effectively.
KEY FEATURES
Communicate key dates
Effectively communicate start dates and information deadlines within your letters to outline responsibilities and ensure full transparency with your client.
KEY FEATURES
Manage client records all in one place
Manage all your client records within the contact hub and automatically receive notifications when upcoming engagement letter renewals are due.
KEY FEATURES
Auto-updated in line with legislation changes
OverSuite is constantly monitored by our team of experts to provide complete confidence in your compliance processes.
INTEGRATIONS
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meet the highest level of compliance?
GoProposal & OverSuite could be the better option for you
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