This update includes five improvements to Engage:
Automated Client Onboarding
Clients can now immediately start answering custom defined questions and uploading critical onboarding documents as soon as their eSignature process is complete.
Once enrolled in their selected package, they receive a guided flow to complete all required onboarding tasks including document uploads,
e-signatures, and status tracking from a single, branded onboarding dashboard.
What this means for your firm:
Shorten onboarding time by immediately and automatically allowing clients to begin your onboarding process as soon as they pick their engagement plan.
No more back-and-forth chasing clients for missing onboarding items.
Onboarding tasks are tracked in one place, visible to your whole team.
Clients get a clean, professional first impression when working with your firm.
How to use it:
✅ When a client is enrolled through a roadmap, their onboarding dashboard is automatically generated.
✅ You can monitor task completion status from the client record in Engage.
✅ You can see their answers and uploaded documents inside their client record.
Custom Document Templates
You can now upload and manage your own document templates directly within the SmartPath Engage Platform.
Custom templates can be assigned to specific packages or engagement types, giving you full control over the documents clients receive during onboarding.
You can Drag and Drop your signature fields inside your template, so clients can enroll in bulk.
What this means for your firm:
Standardize the documents sent to clients without manual preparation each time.
Use your own engagement letters, agreements, or intake forms alongside SmartPath Engage's document library.
Reduce setup time when onboarding new clients.
How to use it:
✅ Navigate to Setup → Document Templates to upload and manage your templates.
✅ Drag and Drop your signature fields (names, dates, eSignature lines, etc.)
✅ Once added, templates can be assigned when building or editing a package.
eSignature - Now live!
eSignature has been significantly enhanced and is now fully supported within Engage.
Document signing is reliable, faster, and ready for use across all client engagements.
What this means for your firm:
Clients can review and sign engagement documents digitally without leaving the onboarding flow.
Signed documents are stored and accessible from the client record.
No third-party signature tool required.
How to use it:
✅ eSignature is available when sending documents through the onboarding Dashboard.
✅ Assign a signable document to a package or engagement and clients will be prompted to sign as part of their onboarding steps.
Custom Post-Signature Redirects
After a client completes an eSignature, you can now choose where they land next.
Instead of defaulting to the standard SmartPath confirmation page, you can direct clients to a URL of your choice such as your firm's website, a scheduling page, or a custom thank-you page.
What this means for your firm:
Keep clients in your branded experience after signing (if you choose to not use the Onboarding Dashboard features)
Send them directly to the next steps in your custom workflow.
Guide clients to a clear next action after their eSignature is complete.
How to use it:
✅ Navigate to Setup → Magic Pricing Link Settings and enter your preferred redirect URL.
✅ Click “Update” to Save Your Changes.
This setting applies globally but can be updated at any time.
Apply Strategic Rates to All Packages
You can now set an hourly strategic rate in Setup and apply it across all of your packages at once.
When applied, Engage uses your hourly rate along with your estimated hours per service to calculate the cost of individual line items in your proposals.
This is a manual override of the default value-based pricing that Engage normally uses to determine service costs.
What this means for your firm:
Firms that prefer to price based on time can now do so systematically rather than adjusting each package manually.
Your hourly rate is entered once and applied consistently across all packages in a single action.
You can switch between value-based and hourly-based pricing at any time when customizing a Roadmap for any client.
How to use it:
✅ Navigate to Setup → Pricing Customization
✅ Scroll to the bottom of the page under Default → Your Price Points → Strategic Rate to enter your hourly rate.
✅ Once saved, use the apply-to-all action to update pricing calculations across your packages. Individual package estimates can still be adjusted manually after applying.
Have questions about any of these updates? Contact our support team at [email protected] or visit the SmartPath Help Center