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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.

20 mars 20267 min de lecture

Why Your Engagement Letters Need Tracking

Nouveautés

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.

11 mars 20264 min de lecture