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Govern client acceptance from day one.

Engagement Letters & Client Onboarding

Govern client acceptance, risk decisions, and approvals before work begins.

Amelio enables firms to replace manually managed engagement letters with governed workflows that standardize intake, enforce approvals, and document risk decisions—without slowing partners down.

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Engagement risk is introduced before the engagement letter is signed.

Disconnected intake forms, outdated letter language, and informal partner decisions create exposure before the work even begins—often without visibility or documentation.

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Engagement letters produced through a governed workflow

Amelio transforms engagement letters from manually created documents into the results of structured, enforceable workflows.

Standardize client intake across partners and offices

Route risk decisions through logic driven approvals 

Ensure current language, scope, and terms are always applied 
Maintain a clear record of acceptance decisions

How It Works — Defined by Your Firm, Applied Consistently

Build engagement workflows and letter templates that reflect how your firm accepts new work.

Define rules by service line, entity type, or engagement risk to control language, schedules, and required sections within the engagement letter. Reviews are triggered only when needed, allowing partners to move quickly while acceptance decisions remain governed.

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Why governed acceptance matters

Governed acceptance sets clear expectations and approvals before work begins, creating alignment early and reducing uncertainty throughout the engagement.

Fewer scope issues that lead to downstream write-downs.

Early risk identification and approvals that prevent surprises later in the engagement

Clear accountability for client acceptance and approval decisions

Integrated with CRM to initiate client acceptance and reduce redundant data entry

Connect acceptance outputs to downstream systems so approved details carry forward consistently

Greater confidence during inspections and quality reviews

Manage Engagement Risk Before the Letter Goes Out

The right reviews, approvals, and language should be in place before the letter ever reaches the client.

Start building acceptance workflows that produce clear, consistent engagement letters without slowing partners down.

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