Managing director
Practice leader
Business development director
Client services director
Risk management partner
Chief operating officer
When new client relationships require acceptance review. When project engagements need resource and risk assessment. When service agreements require formal approval before commitment. When engagement terms fall outside standard parameters. Ideal for professional services, consulting firms, law firms, and any organization with client acceptance processes.
Business development presents engagement opportunities. Delivery leadership assesses capability and capacity. Finance reviews pricing and profitability. Risk management evaluates client and engagement risks. Partners or leadership provide final authorization.
Quality client portfolio through structured acceptance criteria Appropriate risk management with evaluation before commitment Resource alignment ensuring capacity matches commitments Profitable engagements with pricing validated before acceptance
Your version of this process may vary based on roles, systems, data, and approval paths. Moxo's flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.
Engagement submission
The process begins when a potential engagement is submitted for approval including client information, scope of work, proposed terms, and resource requirements. AI agents may assess engagement characteristics against historical patterns and flag potential concerns.
Client assessment
The potential client is evaluated for fit, reputation, and risk factors. Background checks, conflict searches, and credit assessments may be conducted. Any client concerns are documented for consideration.
Delivery capability review
Delivery leadership assesses whether the firm has the capability and capacity to deliver the engagement successfully. Resource availability, skill requirements, and timeline feasibility are evaluated.
Financial and risk review
Finance reviews proposed pricing, payment terms, and profitability projections. Risk management evaluates engagement-specific risks including complexity, regulatory exposure, and liability considerations.
Authorization decision
Based on assessment findings, appropriate leadership authorizes the engagement. Approval may include conditions or risk mitigation requirements. Declined engagements are documented with rationale.
This process relies on client information, engagement terms, resource data, and risk assessments. Triggers include business development submissions, RFP responses, or client requests. Integration with CRM systems, resource management tools, and risk management platforms supports engagement evaluation.
Key decision points include determining whether the client meets acceptance criteria, whether delivery capability exists, whether pricing is appropriate, and whether risks are acceptable.
Engagements accepted without adequate risk assessment. Capacity commitments made without resource validation. Pricing approved below profitability thresholds. Client issues not identified during acceptance.
Orchestrates engagement review across business development, delivery, and risk with structured assessment
AI agents assess engagement characteristics and flag potential concerns
Coordinates multi-stakeholder input before commitment
Maintains engagement records for portfolio analysis and risk management
