Engagement letter, doc collection, welcome sequence — all in your firm's voice.
Built with Claude
Beginner
New client time-to-billable drops from 3 weeks to 1. Engagement letter ready same-day. Doc collection runs itself.
The idea
Client onboarding is the friction point that kills referrals. AI handles the document-collection prompts, the welcome sequence, the first-month checklist, even the engagement letter draft — leaving you the parts that need your judgment.
The win: new client time-to-billable drops from 3 weeks to 1.
No surprises — here is every tool this training uses, including the MCP connectors, and what it actually costs per month.
| Tool | Monthly cost | What it's for |
|---|---|---|
Claude Pro |
$20/mo | Drafts engagement + welcome |
Karbon / TaxDome / Liscio (existing) |
$30-79/mo | Doc collection w/ AI nudging |
Typical spend: from $50/month — most owners start on the free tiers and upgrade only the one tool they use daily.
A one-time setup, done at your own pace. After that it runs in minutes a day.
Every email, every doc, every approval should be mapped.
"AI can do" vs "I must do" (engagement letter approval, opening balance review).
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AI assistants can make mistakes — always review what they produce before it reaches a customer, a client or your books. WhiteBridge Academy trainings are educational; tool prices are estimates set by each vendor. Last reviewed May 2026.
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