Reimagine Engagement Letters with Praxis Pro
Automate. Standardize. Secure. Empower your practice with our AI-powered
engagement letter tool—crafted for speed, precision, and peace of mind.
From Manual Hassel to Seamless Automation with Praxis Pro
Inconsistent templates across departments?
Manual drafting with no version control?
Scattered storage and security risks?
Missed renewal dates and poor visibility?
No insights or data dashboards?
Standardize formats for consistency every time
Automate contracts and track every version effortlessly
Centralize data with built-in enterprise-grade security
Stay on top of deadlines with smart tracking and alerts
Unlock real-time visibility with actionable dashboards Simplify. Secure. Scale—all with Praxis Pro.
Introducing Praxis Pro’s Engagement Letter Automation
Designed by practitioners. Powered by Generative AI. Built for modern firms.
| With Praxis Pro, every engagement letter is consistent, secure, and ready in minutes.
Your Engagement Letter Process, Made Simple
- Uniform, Customizable Templates - Standardized templates across verticals maintain brand consistency and reduce legal risks.
- 5-Step Smart letter Generator - Configure client details, define the scope, finalize billing, and create escalation workflows—seamlessly.
- Real-Time Order Book & Repository - Track every engagement—active, completed, or in review—with complete transparency.
- Secure & Compliant - Granular access controls, audit trails, and integration with DocuSign & OneDrive ensure data protection and traceability.
- Built-In Chatbot Support - Ask your questions on the go—our GenAI chatbot is always available to assist.
- Insights at a Glance - Leverage interactive dashboards for MIS reports, renewal alerts, and operational insights.
How It Works- The 5-Step Flow
Designed by practitioners. Powered by Generative AI. Built for modern firms.
| With Praxis Pro, every engagement letter is consistent, secure, and ready in minutes.
- Client Configuration - Select or add clients with guided fields—no repetitive data entry.
- Contracting & Billing Entity - Define your practice entity and match the service offering seamlessly.
- Engagement Details - Customize scope, team, timelines, and background—all in one structured flow.
- Billing Structure - Configure billing logic with recurring, milestone, or fixed models—OPE, taxes, and all.
- Escalation Workflow - Set up escalation hierarchies with role-based alerts and notifications.
Why Praxis Pro?
- Save hours of manual drafting
- Ensure consistent language and formatting
- Protect client data with built-in security
- Integrate effortlessly with your existing tools
- Scale across engagements of any size
