03
Records in view
Start with what the firm owns. Add client work only when the client and the service agreement both allow it.
- 01
The firm's own templates and review trails
How a deck is checked, who signs off, and what an exception looks like in the firm's own words.
- 02
JIB, revenue, and suspense workflows
The sequence from a charge or a payment to the question, the hold, and the release.
- 03
Lease-administration files the firm owns
Internal procedures for obligations, rentals, and ownership maintenance.
- 04
Client work, only with permission
A client file is in scope only when the client has agreed and the engagement allows that use. Otherwise it stays out.
Permission is specific
- A service agreement that lets you process a client's revenue doesn't, by itself, let you license that client's records.
- Ask which categories are the firm's and which are the client's before any description is treated as available.
- Vendor tools and hosted systems may have their own restrictions. Those get read too.
Who the work belongs to
Accountants, land administrators, division-order staff, and the people who supervise the desks. This isn't a field-crew count.
Also in view