Agree who prepares work, approves deliverables and records collections.
| Role | Clients and engagements | Team capacity | Service delivery | Time and expenses | Filing deliverables | Collections and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | View | View | View |
| Partner | Edit | Edit | View | View | View | View |
| Engagement Manager | Edit | View | Edit | Approve | Approve | Edit |
| Staff Accountant | Edit | View | Edit | Edit | Edit | Edit |
| Billing Specialist | Edit | — | View | Edit | Edit | Edit |
Configures access and practice records, with business approval authority assigned separately.
Owns client relationships and reviews engagement economics across the agreed practice scope.
Starts on: Filing Deliverable Billing Exceptions
Owns engagement delivery and approves filing deliverables, staff time and expenses within the agreed scope.
Starts on: Expenses Awaiting Approval
Records assigned client work and prepares delivery evidence for review.
Starts on: Rejected Service Entries
Runs approved filing deliverable billing and records collections with supporting references.
Starts on: Filing Deliverable Billing Exceptions
Start free, then use Proto to change fields, steps and approvals before your team goes live.