engagement-management - Manage the full client engagement lifecycle
Supports engagement letters, client screening and onboarding, pricing, billing, client communications, scope changes, profitability analysis, collections, and disengagement.
Tags
Updated: 2026-10-03Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Draft engagement letters
- Screen new clients
- Evaluate annual continuance
- Onboard new clients
- Set up accounting systems
- Select pricing models
- Calculate realization rates
- Analyze write-downs
- Manage scope changes
- Escalate overdue collections
- Prepare client communications
- Execute client disengagement
Inputs
- Client identity details
- Entity information
- Prior-year tax returns
- Financial records
- Banking information
- Payroll information
- Tax compliance records
- Engagement scope
- Pricing preferences
- Billing terms
- Client communications
- Accounting system access
Outputs
- Engagement letters
- Client screening decisions
- Onboarding checklists
- Welcome packages
- Accounting system configurations
- Financial statements
- Open items lists
- Pricing recommendations
- Billing and collection communications
- Scope change amendments
- Profitability analyses
- Disengagement letters