Engagement letters, completely governed, from intake to signature.
Replace informal sign-offs with a standards-driven approval workflow.
Schedule a conversation with an expert
Frame risk as something that's already loose before the letter goes out: outdated language pulled from prior years, scope decided in a hallway conversation, inconsistent terms across offices, no audit trail of who approved what. This mirrors the language already on the existing page but should be tightened to two or three sentences.
The goal is recognition, not a list.
What Makes Amelio Different
Govern Approvals
Logic-driven routing — partner-only when it can be, escalated reviews when the risk profile demands it.
Standardize Intake
Standardize intake
One acceptance process across partners, offices, and service lines.
Produce the Letter as an Output.
The document is the artifact of a governed workflow, not the starting point.
How It Works
Client and service details captured through a smart intake form
Risk logic applied (entity type, service line, prior-year flags, new-client status)
Required reviews and approvals routed automatically
Engagement letter generated with current language, scope, and terms — sent for e-signature
Built Around Your Firm
Your templates, your language
Firm-approved letter language, schedules, and disclosures — versioned and centrally controlled.
Your acceptance rules
Define when partner-only approval is enough and when concurring or risk-management review is required.
Your service lines
Different logic for tax, audit, advisory, EBP — without forcing them into one rigid path.
Measurable operational impact
Trusted by firms of all sizes, from growing to large, to multi-office practices managing engagements at scale.
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25–50% reduction in time from intake to signed letter
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Fewer scope-driven write-downs from misaligned expectations
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Complete, inspection-ready acceptance record on every engagement
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Visibility for managing partners across offices and service lines
FAQs
Most firms are running a first service line within 6–8 weeks. Implementation tracks your firm's existing risk policy and templates; the heavy lifting is decision-making, not configuration.
Yes — your firm's letter language, schedules, and disclosures are imported and centrally versioned. Changes are governed by the same people who govern them today.
Amelio can integrate with Salesforce, HubSpot, and most practice CRMs to initiate acceptance, and with Docusign and other signature applications. Approved scope and terms then carry forward into your downstream tax, audit, or advisory workflow.
Your firm. Template ownership stays with the people you designate, typically risk management or a managing partner. All changes are versioned with full attribution.
All service lines: audit, tax, advisory, CAS. Each gets its own logic, templates, and approval rules without being forced into a single rigid path.
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