Foundation
Engagement setup path
The first version is review-first: no client delivery should proceed until scope, documents, and checkpoints are clear.
Step 1
Select client or qualified lead
Step 2
Confirm service package and scope boundary
Step 3
Attach document checklist and deadline controls
Step 4
Assign review owner and delivery milestones
Review Boundary
Before activation
Confirm that the engagement scope, client assumptions, document requirements, deadlines, and professional review owner are complete.