057. Is Your Engagement Agreement Scaring Your Clients?

As attorneys, we often forget that our engagement letters occupy a unique space - they're not just contracts, but also the final step in our marketing cycle. So why do so many of these crucial documents end up feeling dense, overwhelming, and even off-putting to clients?

Tune in this week to learn how to create engagement letters that not only protect your firm but also set the stage for a positive, productive attorney-client relationship. I share some simple, actionable ways to make your engagement letter a seamless, welcoming transition into the legal services you provide.

Get full show notes, transcript, and more information here: https://www.agileattorney.com/57

Mentioned in this episode:

Greenline.legal is Officially in Beta

To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

GreenlineLegal Demo

New Workshop: Adaptive Kanban for Legal Teams

This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients.

Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

Kanban Workshop Sept 2025