ReadyOps — Client work, ready.

Free preview — Client and engagement management is available. Gmail, AI analysis, email delivery, scanned uploads and evidence archive exports are not available on this deployment.

NEW WORK

Start an engagement

Create a job and its first set of requests.

Client name

This client will be saved to your Client workspace. Add the contact details you have now; you can complete the profile later.

Client email Used for follow-up drafts Contact person Contact role Phone number Business number Tax identification number (TIN)

Engagement type Custom engagement type Financial period Due date

Suggested checklistTap a suggestion to include it. Selected items stay highlighted.

Other checklist items

Save new items as suggestions for this engagement type

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