Draft the personalised welcome and what-happens-next brief
Merges signed engagement details into the firm's welcome template to produce a tailored orientation message that names both-side contacts, states the timeline, lists the client's three-to-five steps, and sets the first deadline.
In / outSigned engagement details (client name, contacts, service line, timeline) + welcome template → personalised welcome-and-what-happens-next message ready to send
You might say…
“I just signed — now I'm staring at a blank email wondering how to explain the whole process without overwhelming them on day one.”
What it does
Takes the signed engagement details (client name, contacts, timeline, service line) and the firm's welcome template, and produces the tailored orientation message — naming both-side contacts, stating the timeline, listing the three-to-five client steps, and setting the first deadline. Used immediately after signing, before the message goes out.
Trigger: Use when a deal has just closed and you need to send the client their first structured communication before any live contact happens.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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