What happens when I start an engagement?
The signing/onboarding process is specialized workflow that has 4 interactions which are shown on the page for that engagement as soon as you start.
- The first interaction is the Welcome Interaction. In this step, ClientRock sends each client contact an email that introduces ClientRock and provides them with a magic link that will log them in to the portal to move to the next step.
- When they click to log in, they'll be asked for their payment details in the Payment Details step. They won't be charged until they actually sign the fee agreement, though.
- Once the client has provided payment details, they'll be asked to sign their fee agreement.
- And finally, once all parties have signed, the system will convert the engagement to an active engagement, charge the client and let them into their portal., and you'll get a nice notification about your brand new paying client.