Never chase a client for their records again

Today, the request list for an engagement is a spreadsheet. It goes out once, then again, then a third time, and the answers come back to three different inboxes.

I struggled for YEARS trying to find a process for gathering project documentation from my clients.

Engrama keeps one list per engagement, sends each item to the client it belongs to, and marks off what has landed. It asks again for the rest, and files every answer against the engagement it was asked for.

Your client answers from a link that shows only what you asked for. No account, nothing to install.

Today, the engagement opens, the list goes out, and the statements that come back are last year’s. Nobody notices until the work is underway and the dates do not line up.

With Engrama, you write down what has to be true when you send the request. The check runs on the client’s side before the record reaches you, so the wrong period is raised with the client while the file is still open in front of them.

The client hears about the wrong year from Engrama, not from you.

Engrama shows you the line it read and where in the record it found it. You decide whether the client’s answer is good enough.

A client, a peer reviewer, your insurer, the person you answer to: whoever asks, the engagement file is already in Engrama. It shows what was checked when each record arrived, and who has opened it since.

Right First Time (RFT) is the share of requested records that arrive complete, pass every check you asked for, and need no human follow-up.

Engrama’s own reminders do not count as follow-up.

Every engagement already runs on whether the list came back complete. This is the same thing, counted.

Every new engagement opens a request list. An annual audit, a quarterly filing, a yearly review: each one opens the same list again with a new period.

An engagement ends. The request list does not.

Engagement letters, independence checks, practice inspections and professional body reviews are the register you already work inside. The list that opens each engagement is the part your delivery date depends on.