Generating an LOE

After a successful pitch, you can generate a Letter of Engagement by following a structured process that includes setting billing terms and confirming key information.

Prerequisites
- Billing terms information
- Relevant consultant and client details

Generation Process
Step 1: Initial Setup
1. Complete all required billing terms
2. Click "Save"
3. Select "Create Letter of Engagement"

Step 2: Information Confirmation
Verify or select the following details:
1. Consultant information
2. Client information
3. Fee structure

Step 3: LOE Generation Form

1. Access the Letter of Engagement Generation form
2. Review available options
3. Select any additional items for inclusion
4. Click "Continue" to generate the document

Step 4: Document Finalization
1. Open the generated document in Word
2. Make any necessary changes or additions
3. Prepare for the signature workflow:
- Send to consultant for signature
- Following consultant signature, send to client

Best Practices
1. Double-check all billing terms before generation
2. Review all selected additional items carefully
3. Make necessary modifications in Word before initiating the signature process
4. Follow the documented signature workflow process

Next Steps
1. Refer to the signature workflow documentation for detailed guidance on obtaining signatures
2. Track the document through the consultant and client signature phases

Important Notes
- All modifications should be completed in Word before proceeding to the signature phase
- Follow the established workflow for obtaining signatures from both consultant and client