Canopy Classroom: Engagements That Move Your Work Forward

Build engagements that get signed faster and set up everything that follows. Plus a first look at how Coworker helps you build them.

Many firms rebuild engagements from last year’s copy, and scope, services, and rates drift without anyone noticing. Work starts before the signature, and hours go unbilled while you chase approvals. A rushed setup shows up months later as wrong rates, missing terms, and confusing billing.

In this session, we build an engagement step by step, from services and terms to rates and signatures, then follow it after the client signs so your team never has to start over. You will see what’s new in Engagements, pick up simple practices that keep scope clear all year, and get a first look at Coworker handling the repetitive parts. This is session one of four in a series that follows your work from engagement through delivery.

By the end of this session, you’ll be able to:

• Build an engagement that captures services, terms, rates, and signatures in one flow.
• Track signature status and follow up on unsigned engagements without chasing people.
• Connect a signed engagement to the work ahead, so nothing gets missed.
• Spot where Coworker can take over the repetitive parts of building and following up on engagements.