Every email Aiwyn sends for an engagement, who receives it, and what triggers it.
| Sent to | Trigger | Notes | |
|---|---|---|---|
| Engagement letter request | Primary contact, billing contact (if payment is prompted), additional signatories | The letter is sent | Sender is the engagement manager. The letter is authored by the engagement partner. |
| Magic sign-in link | The contact who requested it | Contact selects Request a magic sign-in link | One-time use. |
| Reminder | Primary and billing contact (if payment is prompted) | Every 3 days until the engagement executes | Default cadence. Adjustable at implementation or after go-live. |
| Payment method required | Billing contact | Payment prompt changed to Required on an already-sent letter | — |
| Executed — client copy | All signatories | The engagement executes | Signed PDF attached, plus a link to the client portal. |
| Executed — firm copy | Engagement partner, engagement manager, collaborators | The engagement executes | Signed PDF attached, plus a link to the firm portal. |
| Renewal reminder | Engagement partners and managers | First day of each month | Counts engagements due for renewal within 90 days or already overdue, based on the renewal date field. Can be switched off in Settings. |
Manual engagements
A manual engagement sends no client email at any point — not on send, not as a reminder, not on execution. The firm copy on execution is still sent.
Reminder cadence
Three days is the default and the interval most firms use. It can be changed during implementation or after your firm is live.
Related
- Contact roles: who signs, pays, and receives
- Payment prompt options
- What executed means, and what gates it