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WebFeb 10, 2024 · To find an existing client, use the Client List area located on the main Dashboard. It allows you to search for clients by Name, Lead, or Engagement Number. A list of recently viewed clients is also available in this area along with a … WebJan 17, 2024 · Engagement letters define the business contract between a professional firm and its clients. It outlines the fee structure, responsibilities and obligations of the firm and the client. Without it, each party can be in legal limbo. While verbal contracts are legally binding, they are notoriously difficult to enforce. subs south bend
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