This update includes two improvements to SmartPath Engage:
New Package Scope Agreement
As part of your automated eSignature flow, clients now see an additional Scope Agreement document outlining what's included and what's not included for every service in the package they selected.
Clients eSign and date this agreement, so there's no confusion around the scope they're agreeing to.
This launch includes default scope language crafted from best practices across 2,000+ firms. Full customization of the Scope Language is coming in a future release.
This rollout is available to all SmartPath plans.
What this means for your firm:
Clients have clear, documented visibility into exactly what their engagement covers before they begin onboarding.
Fewer scope-related questions and disputes down the line, since the agreement is signed and dated.
No manual setup required to start using the default scope language.
How to use it:
✅ Navigate to Setup → Document Template Settings.
✅ Toggle the Scope Agreement on or off for your eSignature flow.
✅ Default scope language applies automatically once toggled on; no further setup needed.
Redesigned Client Roadmap PDF
The Client Roadmap PDF has been completely redesigned with a modern look and feel.
The new design aligns visually with the existing Client Roadmap Link.
This update makes the Roadmap easier to read and print.
What this means for your firm:
Clients get a cleaner, more professional document when reviewing their pricing options.
A more consistent branded experience between the Roadmap Link and the Roadmap PDF.
How to use it:
✅ No action needed. The new design is automatically applied to all Roadmap PDFs going forward.
Various Bug Fixes and Enhancements
Solved an issue with some custom package features being duplicated.
Solved an issue with the Client Onboarding Dashboard not displaying in some edge cases.
Solved an issue where firms were limited to adding two users. You can now add up to 15 users ($40/mo per additional user above the first two).
Have questions about any of these updates? Contact our support team at [email protected] or visit the SmartPath Help Center.