Manifestly: A Checklist App for Teams

Client Engagement Onboarding Checklist

Pre-Engagement Compliance Checks

Run the conflict-of-interest screen

Escalate flagged conflicts to the engagement partner

Confirm independence for audit-adjacent work

Capture the executed MSA and SOW

Scope and Deliverables Definition

Document the engagement type and commercial model

Define deliverables and acceptance criteria

Lock the engagement timeline and milestones

Carve out background IP and pre-existing methodology

Identify the client's regulatory profile

Financial Setup and Billing

Open project codes for time tracking

Configure billing structure and invoice cadence

Confirm payment terms and late-fee provisions

Lock the rate card and approved budget

Team and Stakeholder Mapping

Assign the engagement partner and engagement manager

Stand up the workstream leads and team roster

Build the client stakeholder map

Onboard subcontractors with COI and insurance

Communication Cadence and Tooling

Provision the shared workspace and channels

Set the weekly status report cadence

Document escalation paths and scope-change protocol

Legal and Data Handling Controls

Execute the mutual NDA with the client

Walk the team through the client-data handling protocol

Verify professional liability and E&O coverage

Execute the BAA before any PHI access

Free Checklist Templates for Consulting