All active clientsEvery active client (entity-scope filtered)
By tagClients carrying a tag
By entity typeIndividual or business
By officeClients assigned to an office
If a client already has one this year
Skip themOnly send to clients who don't have it yet
ResendRe-email + restart reminders for existing ones
Send a new copyCreate another even if one exists
Due date
03/15/2027
Auto-remind every 3 days, up to 5 times
Engagement letter (optional — rides with this send)
2026 Individual Engagement Letter
Every signer on the letter gets their own emailed link and can sign from it — no portal login needed. The letter is also available to sign in the portal.
Start work when…
Organizer submittedSpawn as soon as the organizer comes back
Letter signedSpawn as soon as the engagement letter is signed
Both completeWait for organizer and signed letter before spawning
Invite clients who have no portal login — they'll need the portal to fill out the organizer. (The letter can be signed from the email link either way.)
Preview
See recipients →
Matched (active)168
Will create151
Will skip (existing)17
Excluded (scope)44
44 client(s) excluded — they don't match this template's entity scope.
6 client(s) have no email on file — the organizer is created but they can't be notified or sign in. Add a contact to reach them.