Quality Checklists
Repeatable quality control that keeps output consistent between team members.
New Case Checklist
Run at intake before a case advances to onboarding.
8 items
5 / 8 complete
Document Preparation
Quality control pass before materials leave internal review.
10 items
6 / 10 complete
Client Review
Sending materials out and tracking the response.
7 items
3 / 7 complete
Finalization
Final assembly and signature package preparation.
9 items
4 / 9 complete
Case Closure
Closing, archiving, and recording metrics.
6 items
2 / 6 complete