Client setup

Step by step

1. Choose the consulting organization Admin

   Admin checks its name, code, active setting, time zone and currency. The team should know which organization is accountable for the engagement.

   • Operating context is identified
   • Updates Organizations

2. Record the client Engagement Owner

   Engagement Owner adds the client name, code, contact name, address and eligibility note under that organization.

   • Client is linked to the practice
   • Updates Clients, Organizations

3. Confirm team membership Admin

   Admin links the intended owner to a user and organization and checks that the team member is active.

   • Owner has a linked membership
   • Updates Team members, Users

4. Open the engagement Engagement Owner

   Engagement Owner selects the consulting organization, client counterparty and team owner, then records the subject, due date and agreed fee.

   • Draft work names counterparty and owner
   • Updates Engagements, Clients, Team members

5. Read back the handoff Operations Lead

   Operations Lead checks that a colleague can distinguish the client receiving work from the organization delivering it.

   • Relationships are checked
   • Updates Engagements, Clients, Organizations

Admin

Maintains Organizations, team members and Users.

Engagement Owner

Maintains Clients and drafts Engagements.

Operations Lead

Checks the cross-record handoff.