Give the role a reliable starting point.
Provide the approved templates, engagement-specific instructions, authorized signers, and start-work rules. Identify who reviews scope, fees, terms, and any client-requested edits before a document is issued.
A clear record of the agreed engagement
Engagement letter administration
Coordinate approved engagement documents, signature requests, and administrative prerequisites before work proceeds under your firm’s rules.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Prepare client details within an approved engagement template
- Route documents to the designated professional for review
- Send authorized signature requests and reminders
- Record signed versions and flag missing approvals
What comes back to your team
Work you can see and review.
Engagement document register
A working record with source references, current status, and the person responsible for the next step.
Signature follow-up queue
A focused view of missing inputs, unanswered questions, and items that need your decision.
Signed-document handoff pack
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A client returns an engagement letter with a requested change to the service scope. The assistant logs the request and pauses routine completion tracking. The engagement partner reviews the change and approves the final version for signature.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check client legal names, document versions, signer details, and signature completion. Keep a sent document separate from an executed agreement, and preserve the approved version history.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
IgnitionDocuSignAdobe Acrobat SignKarbon
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for engagement letter administration?
Provide the approved templates, engagement-specific instructions, authorized signers, and start-work rules. Identify who reviews scope, fees, terms, and any client-requested edits before a document is issued.
How will we know what is complete?
Check client legal names, document versions, signer details, and signature completion. Keep a sent document separate from an executed agreement, and preserve the approved version history.
Which decisions remain with us?
Partners and authorized professionals approve engagement acceptance, scope, fees, and legal terms. The assistant does not negotiate terms, accept an engagement, or alter contractual language without approval.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as Ignition, DocuSign, Adobe Acrobat Sign. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
A controlled intake queue
Tax-season administration
Track client organizers, requested records, and administrative follow-ups during tax season.
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A visible evidence queue
Audit request tracking
Maintain the administrative record of client-provided documents and outstanding requests for your assurance team.
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The next review, clearly prepared
Review queue coordination
Keep engagement status, reviewer questions, and pending client responses visible to the responsible professional.
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Conversations with the right context
CPA client coordination
Coordinate approved client communications and meeting preparation for your CPA team.
Explore the service ↗A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.