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Client Delivery Vault
Reusable client-delivery templates, draft engagement assets, and recurring support references.
Client Delivery
Templates
Engagement
Checklists
This folder holds client-facing templates and working delivery references that can later be copied into client-specific routes.
Folder records
Documents inside this folder
The folder view should help the operator understand which records belong together before diving into document detail.
Client Delivery
Engagement Letter Template
Template is being refined for the first-offer and onboarding handoff flow.
Compliance
Payroll Requirements Checklist
The checklist exists in planning notes but has not been added to the vault yet.
Client Delivery
Northline Signed Engagement Letter
Signed service terms for the current registration support client.
Template
Monthly Bookkeeping Summary Template
Template used to hand back cleaner monthly bookkeeping updates to recurring clients.