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Engagements

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  • Use Client Surveys
  • Create an Engagement
  • Create an Engagement Letter
  • Create a Letter Template
  • Update Your Letter Templates
  • Add Forms to an Engagement
  • View a Completed Survey
  • Grant Clients Access to a Completed Survey
  • Engagement and Collections Analytics
  • Create Custom Service Templates
  • Create Service Items
  • Use the Service Assistant
  • Create Boilerplate Text for Templates
  • Delete and Archive Engagements
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