Reviewed product guidance
Clients and engagements
How firm-side records, checklists, due dates, and workflow status fit together.
Client, engagement, and checklist tracking: available
Client records
A client record stores the organization-facing name, contact email, and workflow status needed for document collection. The Free early-access plan supports up to three active clients.
Engagements
An engagement connects a client to a checklist, engagement type, and due date. Staff can record workflow state and review what is still missing before preparing work.