Peer Briefing: Engagement Letter Automation

​An invite-only session for lawyers and professionals that shows what “light-touch” automation looks like without complex integrations.

​Engagement letters are one of those processes no one quite owns, and manual handling creates pain across the firm:

• ​Associates spend hours adapting templates instead of client work.

• ​IT struggles with tool sprawl and support requests.

• ​Compliance and PSL/KM teams chase approvals and manage inconsistent templates.

• ​Inconsistent drafting risks client experience and delays matter opening.

• ​Lack of audit trails and tracking creates regulatory exposure.

• ​Heavy solutions often fail to gain adoption.

​This session (in conjunction with Nodemasters) demonstrates how peer firms such as A&O Shearman and Cleary Gottlieb automate their engagement letter process in days, not months - without creating an IT burden.

​Who should attend?

• ​Partners & Associates – See how peers are speeding up engagement letter drafting, reducing manual work, and improving client experience.

• ​Knowledge Lawyers & PSLs – Discover how to standardise templates, manage precedents, and ensure compliance without slowing down deal work.

• ​Transformation & Innovation Specialists – Explore practical ways to streamline processes, reduce friction, and drive adoption without heavy IT projects.

• ​IT & Legal Ops Professionals – Learn how light-touch automation can integrate safely, reduce support burden, and scale across the firm.

​​​What to expect:
An engaging session featuring:

• ​​​Honest dialogue about common pain points - and proven ways to address them

• ​​​Practical examples of how teams are using no code smart tools to gain an edge

• ​Insights into accelerating matter opening, improving auditability, and delivering consistent client experience

​​​Reserve your place and be part of a discussion that’s reshaping the way legal work gets done.