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.