Creating a Client Engagement

Clients Pane

Select the client

1. Locate the client on the left-hand toolbar.
2. Select the client name (e.g., Cascade Manufacturing).
3. Click View Client.

Initiating the New Engagement

Access the engagement creation tool

1. Navigate to the top right of the screen.
2. Click the blue Add Engagement button.

Configuring Engagement Settings

Define engagement details

1. Enter an Engagement Name.
2. Set a unique Identifier.
3. Specify the Audit Period by selecting the start and end dates.
4. Click Create.

Setting Up the Engagement Board

Configure board options

1. Select a Due Date for the engagement.
2. Choose the Board Type:
   • Internal Board: Restricts access to team members only, with no client interaction.
   • Client Board: Enables the client request feature and allows interaction with the client.

Assigning Team and Client Members

Add team members

1. Click the + icon in the Team section.
2. Enter the email addresses of the team members.

[!TIP] You can directly copy and paste email lists from Outlook into the email field.

3. Click Send Invites.

Add client contacts

1. Click the + icon in the Client section.
2. Enter the email addresses of the client contacts to grant them access to the engagement.

Managing Categories and Variables

Define categories

1. Click the + icon in the Categories section to set predefined categories.

[!TIP] Categories can also be created as specific tasks are generated.

Set engagement variables

1. Click the + icon in the Variables section.
2. Provide a Variable name.
3. Select the Type (e.g., Text or Number).
4. Enter the required information (e.g., Net Income or Materiality Level).

[!TIP] Variables can be referenced later in prompts by using the @ symbol followed by the variable name.