Engagement letters from templates with e-signature, deliverables that track themselves against real work, and a lifecycle view that flags every renewal before it slips.
Create the engagement, pick a template, and the letter is generated as a normal contract: editable, sendable and signable with the built-in e-signature and audit trail. Signature status shows on the engagement itself.
List the deliverables you promised, link each to a task or project, and delivery marks itself done when the work completes. Estimated hours burn against logged time so over-servicing is visible while it happens.
The lifecycle view places every client by what their records say: new clients in onboarding, engagements ending soon in renewal due, quiet accounts flagged at risk. Renew in one click and the scope carries forward.
An engagement is the commercial agreement behind the work: the letter your client signs, the scope you promised, and the renewal date. Vivotics keeps all three on one page and connects them to the actual projects and tasks, so delivery is measured, not guessed.
Generate the letter from a contract template in one click. It becomes a normal contract: editable, sendable and signable with the built-in multi-party e-signature and audit trail. The engagement shows live signature status.
Each engagement lists its deliverables. Link a deliverable to a task or project and it marks itself delivered when the work completes, with logged hours burned against the estimate. The engagement shows a live percent-delivered bar.
Every client placed by what their records say: onboarding, active, renewal due, at risk or churned. Stages are computed from live projects, invoices and engagements, so nothing goes stale and renewals stop slipping through.
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