Help Center
How LetterScript works, one task at a time. Search, or browse by topic.
Getting started
Sign in, look around, and run your first transaction.
Sign in, find your way around, and run your first transaction in a few minutes.
Password and Microsoft accounts confirm their email with a 6-digit code. Why we ask, what waits until you do, and what to do if the code doesn't arrive.
Start a transaction from a property address and keep your whole pipeline in one place.
How LetterScript protects the documents you upload — encrypted storage, AI that never trains on your data, and full control over your own files.
How to permanently delete your LetterScript account and all associated data — from the mobile app, on the web, or by email — and exactly what's removed and retained.
Transactions & documents
Uploads, extraction, the disclosure checklist, and the transaction assistant.
Add contracts and disclosures — one file or a whole set — organize them into subfolders, and let LetterScript read and extract them.
The forms LetterScript finds for this address, matched automatically to the documents on the transaction.
How the Overview tab fills itself in from your documents — and how to spot auto-derived dates worth a second look.
Chat with the whole transaction, one folder, or a single document: ask what's outstanding, what's required to close, or where a term is buried — with citations.
Every transaction has its own email address and inbox: write or AI-draft messages, Cc or Bcc anyone, attach documents and reviewed sheets from the transaction, and replies — attachments included — file back into the transaction automatically.
The Send menu gathers everything you hand to someone else: a new email, the dates sheet, the letters, the forms list, every document as one ZIP, and the read-only link. Each sheet and letter is reviewed, and can be corrected, before it's downloaded, emailed or attached.
Two ways to let someone in: invite up to 25 collaborators to work the transaction with you, at no extra cost, or send a read-only link — no account, no sign-in — with a subscribable feed of the deadlines.
Which forms the transaction needs, where it sits on a typical California purchase timeline, and its dates and document history, one section at a time.
Answer a short questionnaire about the deal and get the forms it likely needs — the C.A.R. forms, the government forms that ride along, the escrow and title papers to keep a copy of, and the county, city and district forms the property's address calls for — each with the reason it's on the list.
Let an assistant you already use read your transactions, deadlines, and point-of-sale disclosures — read-only, only the transactions you pick, and disconnectable in one click.
Deadlines & dates
The dates derived from your contract, where they land, the phone alerts before them, and how to share them.
Contingency and closing dates derived from your contract: on each transaction's Milestones, across every transaction on the Calendar, on a dates sheet you can review and send, and as deadline alerts on your phone.
Push every active transaction's dates into a dedicated calendar in your own Google or Outlook account — automatic and one-way.
Connect Calendly, schedule meetings from inside LetterScript, see them on your Calendar, and auto-email reminders before each one — the one email LetterScript sends automatically.
Requirements & lookup
Point-of-sale requirements by address — with or without a transaction.
Plans & billing
What each plan includes and how usage is metered.
How pricing works — pay as you go per transaction, or an optional Starter or Pro monthly plan — what a transaction includes, and where to see your balance.
Buy transactions; start, switch, cancel, or resume a monthly plan; update your card; and download invoices — all from Billing & transactions.
Troubleshooting
When something didn't fill in, upload, or show up where you expected.
The transaction record, checklist, or deadlines stayed empty after an upload — here's the diagnosis order.
Files refused, stuck, failed, held, or only partly read at a free-transaction limit — what each upload state means and what to do.
One search box for transactions, documents, conversations, settings, and help.
In the app, click the ? icon in the top bar and choose Contact support — or reach us here. We respond to your account email.