Built for consultants, agencies, bookkeepers and fractional CFOs who start every engagement a little differently and pay for it later. Three engagement letters cover the ways firms sell: a fixed-fee project with milestones and an out-of-scope rate, a monthly retainer with the hours it includes, the overage rate and whether unused hours roll over, and hourly advisory with rates and an estimate rule. Each states what is not included and that changed work needs a signed change order first. The intake, kickoff, access and communication documents follow, then an offboarding letter and a handover checklist both sides sign.

The Client Onboarding Tracker gives each engagement one row and the seven onboarding steps the same names as the checklist: letter sent, letter signed, deposit or first invoice paid, intake returned, kickoff held, access granted, communication plan agreed. The Dashboard shows engagements by stage, days from signing to kickoff, missing items by client, offboarding status with open final invoices, and monthly document requests due or overdue. No state rule is written into the letters: late fees, interest and notice periods are fields your reviewer confirms, and every legal-weight document carries a jurisdiction line and a review table.