Meeting notes filed and letter drafted before the client leaves.
Log the key points during a client meeting. Your AI assistant drafts the follow-up letter, action points and any compliance paperwork. You review and issue.
engagement letter
A formal letter setting out the terms of engagement for a new client: services to be provided, fees, responsibilities, and the professional obligations of both parties. Regulatory requirement.
Without Forge
Previous engagement letter opened, edited for the new client, checked for accuracy, and reissued. Each one takes 15-30 minutes even with a template. Easy to miss firm-specific terms for the new client's circumstances.
With Forge
New client details entered into Forge. AI assistant drafts the engagement letter using your firm's template, applying the correct fee terms and service scope for this client. You review, adjust anything, and issue.
The problem
Where the time actually goes.
Accountants and bookkeepers spend significant unbillable time on client administration: engagement letters rewritten for each new client, meeting notes typed from memory, annual compliance paperwork assembled from multiple sources. Smaller practices in particular carry this admin load without dedicated admin support.
Without Forge
- Engagement letters edited by hand for each new client
- Meeting notes typed from memory after client calls
- Compliance paperwork assembled from email chains and filing
- Annual accounts prep scattered across emails and spreadsheets
- Client queries answered from memory with no record of the reply
With Forge
- Engagement letter drafted from the client details. Issued in minutes.
- Meeting notes structured from what you logged during the call.
- Compliance paperwork per-client in one place. Always current.
- Annual prep checklist auto-populated from last year's records.
- Every client communication in one searchable history.
How it works
Five things. All of them save you time.
Capture
Log client details, meeting points and queries as they happen.
Keep
Full client history: letters, meeting notes, tax records, correspondence.
See
Outstanding items, upcoming deadlines, and incomplete records across your whole client book.
Produce
Engagement letters, meeting notes and compliance paperwork drafted from the record. You review and issue.
Automate
Deadline reminders. Annual prep triggered automatically. Nothing falls through.
Get started
14 days free. No card needed.
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Forge is an agent workspace: a place your AI assistant can read your jobs, draft the paperwork, and keep everything in order. You bring your own AI (Claude or ChatGPT). Forge is the brain they plug into.