Open an engagement without the list stalling it
Send the whole request list as one thing, with what each document has to contain written into it. Engrama chases what has not arrived, so the engagement starts on time rather than on the third reminder.
Keep your drive, your practice system and your email. The client answers from a link and joins nothing.
How an engagement’s request list is sent, chased, checked and closed
The list every engagement opens with
Today it is a spreadsheet or an email thread, re-sent three times, answered into three inboxes, and nobody can say what is outstanding without reading all of it.
In Engrama the list is one request with a date on it, and what is outstanding is a state on the list rather than a reconstruction.
The list can be finished, and finishing it is the point: the engagement cannot start until it is.
- Signed statements and returns for the period
- Registers, ledgers and supporting schedules
- Agreements and contracts the work depends on
- Prior-period deliverables and what backed them
- Confirmations from third parties
- And whatever else this engagement turns on
Start with the engagement that is waiting on a client
Bring the list you are chasing right now. We will build it as one request on the call.