Connect your firm, client organization, and project team in a single workspace built around a specific period of work.

Engagements

Connect your firm, client organization, and project team in a single workspace built around a specific period of work.

[!NOTE] Engagements inherit your firm’s branding and security defaults while scoping access to the auditors and client contacts you invite.

Overview

An engagement combines everything needed for an audit or advisory project: the client you’re serving, the time period you’re covering, and the people who will collaborate. Each engagement stores its own status, due dates, and short identifier so it’s easy to find in lists and share links with teammates or clients.

Lifecycle

Use engagement states to keep your pipeline organized:

State	When to use
Backlog	Planned work that hasn’t started yet.
To do / In progress	Fieldwork underway and evidence gathering active.
In review	Senior review or quality control is happening.
Done / Archived	Completed work kept for reference.

Update the state whenever the project advances so dashboards and boards stay accurate.

Participants

Each engagement has two rosters—auditors and client contacts.

Auditors

Invite auditors from your firm or add guests from partner firms when you need extra help.
Assign a lead auditor to make ownership clear on requests and communications.
Auditors can see every internal board and workpaper tied to the engagement.

Clients

Add client contacts when you’re ready to share requests or deliverables.
Control what clients see by adjusting board visibility and publishing specific sections.
Designate a lead client contact to streamline follow-ups.

Access modes

Agentive automatically shows the right experience:

Auditor view – Full access to internal boards, matching, and review tools.
Client view – Streamlined access focused on requests, uploads, and shared documents.

Switching someone between views is as simple as updating their roster or role.

Board visibility

Each engagement includes a visibility setting (All, Client, or Internal) that controls which requests appear on the shared board. Use it to keep internal tasks private while still keeping clients informed about the work that matters to them.

Firms – Configure firm-wide defaults before inviting auditors.
Client organizations – Structure client records so engagements inherit the right context.

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Engagement Overview