Prepare the activity report
Upload the engagement, work products and handover communications. ActaFlow prepares a timeline of activities for you to verify for the client activity report.
The request
Reconstruct the activities carried out from the engagement, work products and communications. Prepare an activity report for me to verify.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the engagement and work carried outState the period for the activity report and select the available work products, communications and logs.
- Sort activities by dateActaFlow links activities, work products and communications and reports the relevant references.
- Compare activities with the engagementActaFlow sets activities alongside the agreement and flags descriptions or dates to be confirmed.
- Verify activities and descriptionsThe professional confirms services, dates and links to the engagement, and corrects any uncertain points.Manager check
- Prepare the client statementActaFlow writes the chronological report using the confirmed activities and the documents indicated.
Activities linked to deliverables
The statement shows the documented work and the communications that attest to its delivery.
Separate points to confirm
Dates or services without sufficient supporting evidence remain to be verified.
Report for discussion with the client
The draft describes the activities approved by the professional in the chosen period.
How you set up the automation
ActaFlow links activities, work products and communications and reports the relevant references. The professional confirms services, dates and links to the engagement, and corrects any uncertain points.
What you need
- Letter of engagement and written agreements
- Work products and handover communications
- Activity logs or notes provided by collaborators
Upload the engagement and work carried out
State the period for the activity report and select the available work products, communications and logs.
Sort activities by date
ActaFlow links activities, work products and communications and reports the relevant references.
Compare activities with the engagement
ActaFlow sets activities alongside the agreement and flags descriptions or dates to be confirmed.
Verify activities and descriptions
The professional confirms services, dates and links to the engagement, and corrects any uncertain points.
Prepare the client statement
ActaFlow writes the chronological report using the confirmed activities and the documents indicated.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Can ActaFlow also reconstruct the hours worked?
It reports the hours present in the logs provided. Missing hours must be indicated and confirmed by the professional; they are not inferred from the length of the deliverables.
Can the statement be used before discussing the fee?
It can prepare a verifiable description of the activities. Determining the fee and assessing the agreements remain the responsibility of the professional.
How do I define the scope of activities to include in the statement?
Indicate the client and the period and provide the materials relating to the work carried out. Ask for documented activities to be distinguished from those requiring confirmation.
Does the statement automatically calculate the fee?
The summary organises the activities based on the data provided. The professional verifies the work and the financial agreements before using the document for the client.
Prepare the statement for an engagement
Upload the agreements and documents for the work you want to reconstruct.