The Client Engager alternative for the work after onboarding
Engager is a UK tool priced per client that shines at proposals, engagement letters and onboarding. ZenWorkflow runs the engagement afterwards: workflows, time, invoicing, leave and AML/KYC, from €39 per user per month.
Choose ZenWorkflow if you want
- Deep workflow, time and billing once the client is signed
- PEP and sanctions screening and risk assessments included
- Staff leave, capacity and several entities in one place
- A firm outside the UK
Client Engager is the better fit if
- Proposals, pricing calculators and engagement letters are the main need
- A large team with a small client list, where per-client pricing wins
- A UK start-up practice on the £9 a month entry plan
- Onboarding automation matters more than practice operations
ZenWorkflow vs Client Engager at a glance
Engager is built around winning and onboarding clients. ZenWorkflow is built around serving them.
| ZenWorkflow | Client Engager | |
|---|---|---|
| Pricing | From €39/user/month | Per client from £9/month, unlimited users |
| Free plan | Free plan for one user and 10 clients | |
| Workflow and job management | Templates, checklists, owners, budgets and approvals | Jobs and phases with client updates |
| Client records and ownership | Contacts, directors, shareholders, ownership and history | Client records |
| Time tracking and timesheets | Weekly timesheets with submit-and-approve | Limited |
| Invoicing, estimates and credit notes | Invoices, estimates, credit notes and receipts | Fees from proposals; limited invoicing |
| AML/KYC screening and risk assessment | PEP and sanctions screening, risk assessments, document expiry | Onboarding checks; no screening or risk assessment |
| Staff leave and capacity | Requests, balances and a team leave calendar | |
| Multiple firms or entities | Several firms or entities from one login, fully isolated | One firm per account |
| Client portal | Secure magic-link sharing, no full client portal | Client onboarding portal |
| Integrated email inbox | Automated client emails | |
| Document storage | Per-client files, Google Drive sync | Engagement letters and documents |
| AI assistant | In-app assistant plus Claude and ChatGPT connection | Limited |
| Reporting | Capacity, profitability, compliance and billing reports | Limited |
| Contract | Monthly or yearly, no minimum seats | Monthly, by client count |
Client Engager details from its public pricing and feature pages and independent reviews, checked October 2026. Plans change: confirm on their site before deciding.
From €39/user/month (Practice) or €58/user/month with AML/KYC, billed monthly or yearly.
Everything is included at each tier: workflows, clients, time, billing, leave, reporting and the AI assistant, with AML/KYC on the Practice + AML plan. There are no per-module fees and no minimum number of users, and the free plan covers one user and ten clients.
Priced per client with unlimited users, from £9 + VAT a month for up to 10 clients.
Published tiers run from £19 for up to 50 clients and £49 for up to 250 to £199 a month for up to 1,000 clients. Onboarding, proposals, engagement letters and workflows are the core. It is a younger product centred on the UK, and PEP and sanctions screening, staff leave and multi-entity support are not part of it.
Why firms move from Client Engager
Engager gets clients signed. Firms add ZenWorkflow when the signed clients need running.
Thin on time and billing
Timesheets, budgets and invoicing are not its focus. ZenWorkflow does them on every plan.
Onboarding is not screening
Engager collects information; ZenWorkflow runs the PEP and sanctions check and the risk assessment.
No team planning
Leave and capacity are out of scope. ZenWorkflow includes them.
Price grows with clients
Per-client tiers climb with the book. ZenWorkflow charges per user and never counts clients.
Run the engagement, not just win it
Each service becomes a structured workflow with owners, dates, budgets and approvals, so the promise in the engagement letter is delivered the same way every cycle.
From fee to paid invoice
Fixed fees and tracked time roll onto invoices, estimates convert when accepted, and credit notes and receipts keep the ledger right.
Screening and risk assessment, included
PEP and sanctions checks on clients and owners, structured risk assessments and document expiry tracking, recorded on the client with the full history.
Switching from Client Engager in three steps
Guided onboarding imports your data and validates it with you before go-live. Most firms are running within a few weeks.
Export clients
Export your client and contact list from Engager to CSV; keep your signed engagement letters as files.
Import into ZenWorkflow
Import clients and contacts, attach engagement documents to the client record and set the services each receives.
Templates and go live
Turn each service into a template and launch the next cycle from ZenWorkflow.
ZenWorkflow vs Client Engager: questions firms ask
Straight answers on pricing, migration and where each tool wins.
Yes for firms that need deep workflow, time, billing and AML screening once clients are on board. Some practices keep Engager for proposals and run the delivery in ZenWorkflow.
It is priced per client with unlimited users: from £9 + VAT a month for up to 10 clients, £19 for up to 50, £49 for up to 250 and £199 for up to 1,000.
Proposals, pricing calculators and automated engagement letters tied to onboarding. ZenWorkflow has estimates but no proposal builder.
Yes. Export clients and contacts to CSV and import them with guided onboarding.
The Practice plan is €39 per user per month, or €390 per user per year. Practice + AML, which adds PEP and sanctions screening, risk assessments and KYC document tracking, is €58 per user per month or €580 per year. A free plan covers one user and ten clients, and every paid plan starts with a 14-day free trial. There are no module fees or minimum seat counts.
Yes. ZenWorkflow is built in the EU and is used by accounting, audit, tax, legal and corporate-services firms across Europe and beyond. It bills in EUR or USD, supports multiple entities from one login and includes the AML/KYC due-diligence that EU and UK regulated firms need, without a US-tax or Companies-House-only focus.
Yes. Start a free trial with no credit card, import a handful of clients and run one real engagement end to end. Book a demo if you would rather see your own workflows set up first.
See how ZenWorkflow compares with other tools.
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See ZenWorkflow next to Client Engager on your own work
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