Engagement
—
Phase Gate
Exit criteria for the current phase — auto-derived from the record0
Open actions
0
Overdue
0
Open risks
Engagement Timeline
Alive with the record — scroll the past, see what's ahead. Click anything.Action Items
| Action | Owner | Party | Due | Priority | Status |
|---|
Risk Register
| Risk | Likelihood | Impact | Mitigation | Status |
|---|
Invoicing & Revenue
$0
Outstanding
$0
Collected (all time)
0
Drafts
| Invoice | Client | Issued | Due | Total | Status |
|---|
Documents
Registry-backed · verified to the byte against OneDriveClient Uploads
Files the client shared through the wizard| File | Size | Uploaded |
|---|
Client Activity
Server-stamped audit trail — every wizard view, doc open, form answer, and signature| When | Event | Detail | IP |
|---|
Modulus Ops · internal · data lives in your Supabase project “Modulus Ops”.