How It Works
A defined process, visible to you at every stage
Every engagement moves through the same sequence. You can see where yours stands at any time in the client portal.
Engagement stages
- 1
Inquiry received
Internal stage: Inquiry received
- 2
Independence check
Internal stage: Conflict review
- 3
Consultation
Internal stage: Consultation
- 4
Scope and proposal
Internal stage: Scope and proposal
- 5
Agreement pending
Internal stage: Agreement pending
- 6
Deposit pending
Internal stage: Deposit or retainer pending
- 7
We need documents from you
Internal stage: Information collection
- 8
Analysis underway
Internal stage: Analysis
- 9
Draft in preparation
Internal stage: Draft preparation
- 10
Internal quality review
Internal stage: Quality review
- 11
Presentation scheduled
Internal stage: Client presentation
- 12
Final deliverables issued
Internal stage: Final deliverables
- 13
Follow-up
Internal stage: Follow-up
- 14
Closed
Internal stage: Closed
What you can expect
Independence confirmed first
No engagement begins before a documented conflict review.
Scope in writing
Inclusions, exclusions, fee basis, and timeline are agreed before work starts.
A tracked document request list
You always know what is outstanding and what has been received.
Progress without chasing
Stage, tasks, and next milestone are visible in your portal.
Required quality review
A documented checklist is completed before any report is finalized.
Permanent access
Authorized deliverables remain available to you in the portal.