PaperLink Blog

Why Your Engagement Letters Need Tracking

Engagement letters start every consulting relationship. Track when clients open them, which pages they read, and whether they reviewed your fee schedule before signing.

March 20, 20267 min read

Why Your Engagement Letters Need Tracking

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Transaction Description Autocomplete

PaperLink now auto-fills transaction forms from your history. Type 2 characters, pick a suggestion, and the description, account, amount, and category fill in automatically.

March 11, 20264 min read