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Generate a letter on the file.

Generate an engagement letter and keep it with the matter in Remora Dockets.

Real app recording · example data · no audioDownload video ↓

Recordings use the local demo edition. The hosted trial lasts 60 days. Use the player’s CC button for English or French captions. Every step is also written below.

Follow along in your office

  1. 01

    Open the documents

    Open Work, then Files and select the matter. Open Documents. Press Generate a letter.

  2. 02

    Choose the letter type

    Choose the appropriate letter type, such as an engagement letter. For other types, complete the recipient and any required wording.

  3. 03

    Generate the letter

    Press Generate a letter. Wait for the confirmation that the document is ready.

  4. 04

    Keep it with the matter

    Close the confirmation and find the letter in Documents. Download it for review; it remains attached to the file.

Good to know

Review the wording, names and legal details before sending the letter. Your office can adapt its document templates to its own work.

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