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Accounts

An Account is a client company. It sits between Prospects (the pipeline) and Engagements (the work): each account holds one or more engagements.

Who can access​

All firm users have org-wide visibility into accounts; ownership and engagement membership control who acts on the work underneath.

How it works​

The Accounts area shows your client companies with their owners and live engagement stats. An account is the durable record of a client relationship — engagements come and go beneath it while the account persists.

Accounts

Step by step​

  1. Open Accounts from the firm sidebar.
  2. Create an account directly, or convert a Prospect.
  3. Create engagements under the account for each distinct piece of work.
  4. Review engagement stats — each account shows the live status of its engagements.

Best practices​

  • One account per client company. Keep all of a client's engagements under a single account so history and reusable knowledge stay connected.
  • Use engagements for scope. Don't overload one engagement — create a new engagement per distinct piece of work so lifecycles and deliverables stay clean.