AGI.do

Processes

What will AGI do for Engagement Acceptance?

AI-deliverabilitydigital

No child occupations are seeded for this process composite. Relying on the process name 'Engagement Acceptance', the work inherently involves reviewing client information, checking for conflicts of interest, assessing risk, and drafting contracts. Because this is entirely information processing and documentation, it is classified as digital at a band-center value of 0.85.

A prospective client requests professional services or accepts a preliminary proposal.

Trigger
A prospective client requests professional services or accepts a preliminary proposal.
Outcome
The firm clears all risks and executes a formal signed engagement letter with the client.

The work itself

Grounded Work Profile

Measured by

  • Acceptance Cycle TimeprocessProfile
  • Conflict Check Turnaround TimeprocessProfile
  • First-Pass Approval RateprocessProfile
  • Engagement Abandonment RateprocessProfile

Key steps

  • Receive service request or proposal acceptanceprocessProfile
  • Perform conflict of interest and independence checksprocessProfile
  • Evaluate engagement risk and firm resource capacityprocessProfile
  • Draft engagement letter detailing scope and feesprocessProfile
  • Obtain internal partner and risk management approvalsprocessProfile
  • Secure client signature on the engagement letterprocessProfile
  • Create the engagement record in practice management systemsprocessProfile

How AGI delivers it

Four ways AGI delivers for Engagement Acceptance

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Business-as-Code

    Encode how your work runs, once, as software that executes itself.

    Platform.do

Value flow

How Engagement Acceptance connects

latent gap

  • Automated Risk Scoringmodel
  • Engagement Drafting Agentmodel
  • Independence Checking Enginemodel
  • Intake as a Servicemodel
  • Scope Pricing Agentmodel

Go deeper

Explore Engagement Acceptance

Read the deeper take on agi.asView as markdown