Where to find it: Engagements

Engagement letters and scopes of work — draft, send for e-signature, and keep a signed record per client.

Engagements is where you formalise what you'll do for a client and get it signed.

Where to find it

Sidebar → Clients → Engagements.

What you can do here

Draft an engagement letter from a template.
Send for e-signature and track its status.
Keep the signed copy stamped and audited against the client.

See Engagement letters and e-signing.