Module 04 of 14
Engagements
Recurring service work with deliverables, scope, and scheduled processes.
Projects ship and end. Engagements run on a cadence — monthly bookkeeping, quarterly compliance, ongoing retainers. ANTE separates the two because they're different shapes of work.
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What it does
Capabilities — code-confirmed, not aspirational.
Contract-based recurring work
Deliverables and scope items defined up front; instances spin up on the schedule you set.
Deliverable approval workflows
Approve, reject, or revise — with comment threads attached to each deliverable.
Scope change tracking
Every scope adjustment captures cost and timeline impact. Easy to surface in QBRs.
Scheduled process triggers
Engagement schedule fires the recurring Process (e.g., monthly close, quarterly filing).
Interaction logs
Every client touchpoint — meeting, email summary, decision — logged on the engagement.
Issue & risk registers
Per-engagement issue tracking with owner, severity, and status.
Ad-hoc tasks
Out-of-scope work captured as tasks, visible alongside the recurring deliverables.
Client pending items
Track outstanding asks of the client — the thing that always slows a retainer down.
Most ERPs treat recurring work as “a project that keeps reopening.” ANTE doesn’t. Engagements are first-class because retainers, audits, and monthly bookkeeping behave differently from fixed-scope projects — they need recurrence, scope-change capture, and process scheduling.
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