Carry the intake work into the next stage.
After your firm decides to proceed, use the information already gathered to support the engagement process you approve.
Start with your firm’s decision.
Define the review and conflict-clearance steps that must happen before a prospect receives engagement documents, payment requests or further instructions.
Use your approved systems.
Scope the handover to your document, signature, secure-upload or payment provider. Your firm supplies and approves the terms, requested documents and links used in the workflow.
Keep status clear.
Distinguish a link sent from a document signed, and a payment request from a payment confirmed. Any status automation depends on the events available from the connected system.
This workflow is designed around your existing engagement process. The decision to represent the client remains with your firm.