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First for professional services

Build professional-service apps around engagements, deliverables, review rounds and client acceptance.

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What you can build

From requested change to accepted milestone

A client request changes the work without a clear scope decision or approved next milestone.

  • Client deliverable acceptance
    Deliverable
    Discovery report
    Review round
    2
    Decision
    Client review pending

    Client deliverable acceptance.

    Keep the deliverable version, client comments and acceptance decision together.

  • Project management board
    Project
    Operations assessment
    Milestone
    Findings workshop
    Dependency
    Client data

    Project management board.

    Keep tasks, dependencies and milestone owners clear across a project.

  • Document approval workflow
    Document
    Statement of work v3
    Reviewer
    Engagement lead
    Approval
    Changes requested

    Document approval workflow.

    Keep each document version, review round and decision together.

Follow one engagement through the handoff.

Alder Partners · Client delivery is a fictional example. Follow Engagement PS-017 through the decisions and exception that the team needs to resolve.

Alder Partners · Client deliveryEngagement PS-017

Workstream: Service review

Workstream
Service review
Deliverable
Findings pack v2

Current stage · Engagement manager

Engagement manager records the request

Engagement manager records the request.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as client deliverable acceptance. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for client deliverable acceptance.

    Engagement PS-017
    Workstream
    Service review
    Deliverable
    Findings pack v2

    Describe the app you need.

    Start with one workflow, such as client deliverable acceptance. Describe the record and what your team needs to track.

  • Add a field for scope check.

    Engagement PS-017
    Scope check
    Original engagement
    Review owner
    Client contact

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Engagement PS-017
    Next milestone
    Revised pack
    Approval
    Pending client acceptance
    Handled by
    Engagement manager

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for professional services

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Start with a client approval or document request. Billing, signing and external communication remain separate connections until implemented.

Questions about building for professional services

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