When your practitioner sends you an Engagement, you can review, sign, and submit it directly from your Client Portal or via the secure link sent to your email.
Why it matters
Engagements set clear expectations for services, billing, and terms. Reviewing and signing digitally makes the process fast, transparent, and secure.
Table of Contents
Open the Engagement
Login to your Client Portal, or open the email from your practitioner and click the secure link.
In the portal, go to your To-do list.
Click on the proposal or engagement to begin.
Review the Introduction
On the Introduction page, read the introductory message from your practitioner.
There may also be embedded media such as documents or videos to review.
Click Get started to continue.
Review Services
On the Services page, you’ll either see a list of included services or a set of service packages—depending on what your practitioner has provided.
If no packages are offered:
Review the listed services and their prices.
When ready, click View service terms to continue.If packages are offered:
You’ll see multiple package options displayed in this section. Continue to the next step to choose one.
Choose a Service Package (If Offered)
If your practitioner included tiered service packages, each package will display its included services and pricing.
In the Services page, click any package to review its details.
Select the package you want to move forward with.
After selecting a package, proceed to the Terms page.
Tip: The Terms page will reflect the package you chose, so make sure to review those terms before signing.
Review Terms
In the Terms tab:
Review the general terms of service and any package-specific or service-specific terms.
Check the box confirming “I have read and agree to the terms of service.”
Click Continue to eSign.
Sign and Authorize Payment
In the Sign tab, review the processing fee disclosure (if applicable).
Select a payment method or add a new one (credit/debit card or bank account).
Check the box to authorize the payment method.
Type your name into the Signee name field.
Review the Total due now (if applicable).
Click Continue to finalize.
Download PDF
On the confirmation page, click Download PDF to save a copy of the signed proposal for your records
Summary
To complete an Engagement, review each section—Introduction, Services, Terms, and Sign. Once you agree to the terms, authorize your payment method (if required), and sign, the engagement is officially accepted.
Need Help?
Contact your practitioner directly, or reach out to Support if you have issues accessing or signing your Engagement.