Establish the client relationship and open an engagement with clear delivery ownership.
Admin maintains the practice organization and active staff records. Partner checks the responsible people, rates and weekly capacity. Confirm which individual will own the client relationship and which manager will direct delivery before entering the engagement.
Partner records the client name, primary contact and billing terms, with the owning practice and account owner. Move the client from Prospect to Active when the relationship starts. Check for an existing client record before introducing another spelling of the same account.
Engagement Manager records the engagement type, agreed fee, budget hours and delivery dates. Attach the engagement letter to the correct record. Keep separate assignments for the same client distinguishable by name and commercial scope.
Engagement Manager moves the engagement from Proposed to Active when work starts and confirms the staff recording procedure. Staff Accountant locates the correct client and engagement before entering time or service evidence. Review the engagement schedule with the manager responsible for the first deliverable.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.