Accounting IT admins: flag missing engagement letter fields

Senior admins detect missing entity or fee fields that create incomplete engagement letters. Comment alerts notify Admin to fix records before letters generate, keeping client documents correct.

Overview

Incomplete engagement letters create client confusion and risk delayed starts. This workflow posts record comments and alerts the Admin group so missing entity or fee fields are corrected before letters are generated, preventing incorrect client documents and cutting down on rework.

Notable Features

Flag records with missing fields
Add contextual comment to record
Notify Admin group for corrections