Engagements and periods
What you have agreed to do for a client, over what period, and how it gets approved.
An engagement is the agreement between your firm and one client, for one period. It carries the scope, the services, the fee and the tasks that deliver it.
Why the period matters
Almost everything a practice does is annual, quarterly or monthly, and the same client has a new engagement each time round. The period is what keeps last year's fee and last year's hours from being mixed with this year's.
Approval
An engagement is not live the moment somebody types it. It goes for review first.
Someone drafts it
Services, period, fee.
It waits for review
A reviewer sees it as waiting for your review.
It is approved
Once approved, the tasks that deliver it can be raised and worked.
Approval is about the commercial terms rather than the work. It is the moment your firm agrees what it is charging for.
Getting there
Engagements are reached from Clients, via the Engagements button, or from a client's own record.
Common questions
An engagement is approved but no tasks exist. Approval agrees the terms; it does not raise the work. Tasks come from the service's task templates, which are set up in Services and tasks.
Can I change a fee after approval? That is a change to what was agreed, so it goes back for review.
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