"Without Aiwyn Engagements, my job would be a LOT harder."
Brown Edwards
Built for firms managing hundreds of engagements at once, not just one letter at a time.
Firms are ready for change
Your team’s time should be spent on client work. Aiwyn Engagements automates the entire process, from creation, delivery, signing, and renewal, and triggers downstream workflow and payment setup automatically, so your firm starts every engagement faster and gets paid sooner.
Build once, deploy at scale. Create engagement letters from customizable templates with dynamic variables that auto-populate client, contact, project, and fee data, so every letter is accurate, on-brand, and ready to send.
Send letters clients can sign in seconds, right inside the client portal. Clients receive a one-click access link — no login, no friction.
Get firm-wide visibility into every engagement, by client, partner, or status, and let Aiwyn handle what happens next. When a letter is signed, executed documents upload to your DMS, workflows trigger automatically, and next year’s renewal is already scheduled.
Engagement letters are your firm’s first line of legal and compliance defense. Aiwyn makes sure they go out on time, say the right things, and never fall through the cracks, protecting your firm at every stage of the client lifecycle.
Aiwyn Engagement Letters connects to your existing practice management system so client, contact, project, and fee data flows in automatically — no double entry, no reconciliation.
Aiwyn Engagement Letters is a purpose-built solution for automating how accounting firms create, send, track, and renew engagement letters, from a single letter to a batch of 5,000. It’s part of Aiwyn Experience and connects directly with Aiwyn Payments & Collections to streamline the entire work-to-cash cycle.
Yes. Aiwyn integrates with the practice management systems your firm already runs, including CCH Axcess, Thomson Reuters, Practice Engine, Sage Intacct, and others, so client, contact, project, and fee data flows in automatically. There’s no rekeying data and no ripping out existing systems.
Standalone eSignature tools collect a signature. Aiwyn automates everything around it, such as template creation, dynamic content population, automated reminders, payment setup at signature, renewal scheduling, DMS upload, and downstream workflow triggers. It’s the difference between a tool and a process.
Yes. Aiwyn can require clients to add a payment method or complete a prepayment as part of the signing flow, so by the time the letter is executed, your firm is already set up to get paid.
Your team can create up to 5,000 engagement letters in a single batch, which is ideal for annual renewal cycles across a large client base. Templates with dynamic variables ensure each letter is accurate and personalized at scale.
Once executed, the signed letter is automatically uploaded to your document management system (including SharePoint), and a webhook triggers any downstream workflow updates. Your team sees real-time status in the firm portal dashboard — no manual follow-up required.
Legal sections and T&Cs can be locked at the template level so staff can’t inadvertently edit protected language. The system maintains a full audit trail from draft through execution, supports 7216 consent document management, and is built on SOC 2 Type 2 compliant infrastructure.
Aiwyn’s Engagement Letters solution is part of Aiwyn Experience, which also includes a unified client portal and request lists. It integrates directly with Aiwyn Payments & Collections for firms that want a complete work-to-cash solution, but your Aiwyn team can walk you through the right configuration for your firm’s needs.
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