Prepare cost seg engagement letters ready to sign
When a KBKG study reaches the proposal stage, WebRun reads the property, scope, and quoted fee, builds a matching engagement letter as a DocuSign envelope addressed to the client, and posts a partner in Slack that it is queued for review before sending.
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How do I prepare a cost segregation engagement letter for e-signature?
When a KBKG study reaches proposal, WebRun reads the property, scope, and quoted fee, builds a matching engagement letter as a DocuSign envelope addressed to the client, and posts a partner in Slack. The envelope stays in Drafts, unsent, so a partner reviews the terms and sends it for signature.
- Engagement letters are drafted the moment a study hits proposal
- Scope and fee are copied from KBKG, not retyped
- A partner still reviews and sends every letter, so terms are never sent unchecked
Built for cost segregation firms · CPA firms · tax advisory partners · real estate tax practices
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
kbkg.comin a real browser with your saved login - no setup, no API keys. -
1
KBKG - read the study scope and fee
kbkg.com How to Automate KBKG
WebRun opens KBKG to read the study scope and fee. - Open KBKG and find studies that have reached the proposal stage
- Read the property address, study scope, and the quoted fee
- Note the client contact name and email for the engagement letter
Done when The scope, fee, and client contact are captured for each proposal-stage study.
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2
DocuSign - build the engagement envelope
docusign.com How to Automate DocuSign
WebRun opens DocuSign to build the engagement envelope. - Open DocuSign and start an envelope from your cost segregation engagement template
- Fill in the client name, property, scope, and fee from KBKG
- Add the client as the signer but leave the envelope in Drafts, unsent, for a partner to review
Done when A drafted engagement envelope is ready in DocuSign for each proposal.
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3
Slack - queue it for a partner to send
slack.com How to Automate Slack
WebRun opens Slack to queue the letter for a partner to send. - Post a note to the partner channel that an engagement letter is drafted and queued
- Include the client, property, and fee so the partner can sanity-check the terms
- Link the DocuSign draft so the partner can review and send it for signature
Done when A partner has a Slack note linking each queued engagement draft.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the engagement letter to the client on its own?
No. WebRun builds the DocuSign envelope and leaves it in Drafts, unsent. A partner reviews the scope, fee, and terms and clicks send, so nothing goes to a client for signature without a human.
Where do the letter details come from?
The details come from the KBKG study at proposal stage. WebRun reads the property, scope, quoted fee, and client contact, then fills your engagement template with exactly those values.
Can it match our standard engagement wording?
Yes. WebRun starts from your own DocuSign engagement template, so the language, clauses, and formatting are yours. It only fills in the client, property, scope, and fee fields.
Related templates
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