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Engagements

Creating an engagement

Section titled “Creating an engagement”
  1. Click Create Engagement in the top navigation bar.
  2. Enter the client name — select from existing contacts or create a new one.
  3. Give the engagement a descriptive title (e.g., “Acme Corp — Salesforce CRM Implementation”).
  4. Set the engagement type and expected timeline.
  5. Click Create to open the engagement workspace.

The engagement workspace

Section titled “The engagement workspace”

Each engagement has tabs for different aspects of the project:

TabPurpose
InfoClient details, engagement metadata, key dates
SimilarsPast engagements that match this one — for reference pricing and scope
NotesMeeting notes, client conversations, AI-extracted context
QuotesStructured pricing with groups, line items, and markup
DocumentsGenerated SOWs, proposals, and other deliverables
Resource PlansTeam assignments and capacity allocation

Using Similar Engagements

Section titled “Using Similar Engagements”

When you create a new engagement, Servantium searches your history for similar past work using semantic matching. This surfaces:

  • How you priced similar engagements
  • What resources were assigned
  • Where estimates were accurate (or not)
  • Delivery lessons from comparable projects

Engagement statuses

Section titled “Engagement statuses”
StatusMeaning
DraftWork in progress, not yet sent to client
ActiveWon and in delivery
On HoldPaused, will resume
CompletedDelivered and closed out
LostDid not win the engagement

What’s next?

Section titled “What’s next?”