ECMengagement compliance monitoring
Where the engagement manager vouches for the engagement’s folder – item by item, each answer pointing at the document that proves it.
A demonstration with invented data. No passwords: start with one of these four.
Answers the checklist, then certifies
Priya has 9 engagements; 2 need attention.
Confirms the file, or sends it back
Irene is the partner on 16 engagements; 1 is waiting for confirmation.
Prepares the file, cannot certify
Hannah is on the team of 26 engagements.
Sees the whole firm on one page
Ruth is the quality reviewer: opens any file and sees who vouched for what.