Engagements / Closeout

Engagement Closeout

Closeout captures final review, client delivery status, completion notes, and the next recommended client action.

Reyes Dental Clinic

Closeout readiness

Closeout will be available after the intake file, service scope, and delivery checklist are reviewed.

Delivery

Draft

Final action

Finalize engagement scope

Archive rule

Review approval required

Completion Note

What closeout records

Closeout should record final reviewer approval, client delivery confirmation, retained working papers, and next-period recommendation.