# Engagement Letter Check: Signed, Paid, Ready to Start

Source: https://maito.app/workflows/check-an-engagement-is-signed-and-paid

Maito checks the e-signature record and your accounting software, flags a wrong version or an unpaid retainer in Slack, and drafts the reminder.

Before onboarding starts, Maito checks the right agreement is signed and the retainer is paid, and nudges what's missing.

[Operations](https://maito.app/workflows/team/operations) · [Law firms](https://maito.app/workflows/industry/law-firms) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [QuickBooks](https://maito.app/workflows/tool/quickbooks)
-   [Xero](https://maito.app/workflows/tool/xero)
-   Gmail
-   Microsoft 365
-   Superhuman Mail

## How do you confirm an engagement letter is signed and paid?

To confirm an engagement letter is signed and paid, tell Maito to check when a letter goes out. It reads the e-signature record, the retainer invoice and the file version, reports what is still open in Slack and drafts the reminder to the client. Onboarding stays on hold until you release it.

## How it's done today

Staff track signatures, scope and deposits in three different places.

## What Maito does

1.  Identify the current agreement version
2.  Check signatures
3.  Check the retainer invoice
4.  Hold onboarding until both are done

## Example

Loop run: Engagement accepted in principle

**Maito** (2:15 PM):

Nakamura Imports engagement status.

**Agreement:** client signed Oct 16. Firm countersignature is pending with Claire.  
**Retainer:** invoice INV-3310, $5,000, sent Oct 12, unpaid in accounting.  
**Onboarding:** on hold.

**Catch:** the signed file is v2, which includes trademark filings. The letter we sent Oct 12 was v3, with trademark work moved to a separate engagement. They signed the wrong version.

From the e-signature record and the accounting software. A reminder asking them to sign v3 is drafted for your approval.

**Claire** (2:22 PM):

Send it, and tell me when the retainer lands.

**Maito** (2:23 PM):

Sent to Mr. Nakamura with v3 attached. I'll post here when the retainer shows as paid or on Oct 26, whichever comes first.

## How to set it up

When something happens Check an engagement is signed and paid

Ask your agent

“When a client accepts in principle, check the right agreement version is signed and the retainer invoice is paid. Post status in #engagements and hold onboarding until both are done.”

Connect e-signature

-   Docusign

Connect accounting software

-   QuickBooks
-   Xero

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Use practice management software

-   Clio
-   Dentrix
-   Jane

No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It sees only what the signature and accounting records show. A payment made outside those systems will look unpaid.

## Questions

### Which tools does it check?

Docusign for signatures and QuickBooks or Xero for payment, plus email for reminders. Practice management software works through a skill.

### Can it catch a client signing the wrong version?

Yes. It compares the signed file with the letter you sent and flags any difference.

### Does it send reminders on its own?

No. It drafts them and waits for approval, then watches for the signature or payment.

## More operations workflows

-   [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs)
-   [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools)
-   [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide)
-   [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean)
-   [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy)
-   [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fcheck-an-engagement-is-signed-and-paid)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)