Clients and engagements
Who you act for, what you have agreed to do, and the letter that says so.
The client listWhat a client record holds, and how the list is organised.Adding a clientThe acceptance flow, and why Orin asks for the things it asks for.Engagements and periodsWhat you have agreed to do for a client, over what period, and how it gets approved.Engagement lettersProducing the letter from a template, and getting it signed.Onboarding evidence and confirmationsWhat a new client still owes you, and how to see what is outstanding.
More in the manual