Engagement follow-through
Estate plan consult quote · 10 days stale
Estate plan consult quote · 10 days stale. The engagement letter was recorded 10 days ago with no response. An attorney-review draft is prepared.
Review follow-up draft
View evidence and controls
- Source
- Illustrative solo / small law firm source
- Why now
- The source is the engagement-letter date and recorded response status. No conversion is assumed.
- Audience
- One owner-selected customer or task
- Channel
- Owner-selected delivery path
- Decision window
- Review before the signal loses urgency
- Release rule
- Owner approval is required before customer contact.