A client sent the organizer. Is the file actually ready for review?
This illustrative scope example shows one intake record, a review-first document path, a missing-item request, and a named review-ready state.
Client-service coordinator · accounting and tax · repeat document intake, and a client asking whether a file is actually ready
What happens today
Today a client replies by email, uploads somewhere else, calls the office, and then asks for status. Staff re-key facts, and the partner learns about missing information late.
Why it matters
The risk is duplicate information, an ownerless missing item, and a preparer or reviewer starting without a trustworthy readiness state.
Where this starts
A client begins an organizer or request. The firm has a defined required-item list, a permitted document path, a named reviewer, and a decision about client identity and system of record.
The workflow
- 1A client or coordinator starts one agreed intake and links it to an existing client only after a deliberate match decision.
- 2The record receives a named owner, a status, a required-item list, and a next action.
- 3Documents enter a reviewable queue; if extraction is in scope, AI proposes selected fields with the source context available.
- 4A human reviewer accepts, corrects, rejects, or requests more; no proposal becomes a professional conclusion automatically.
- 5Missing items become an owned client request, and the file reaches a defined review-ready or exception state.
Where a person decides
A person owns client matching, document acceptance, professional judgment, and any client-facing request.
If it does not go to plan
An unreadable document, an uncertain client match, or no response stays in a visible human exception queue. It does not become complete.
Where this ends
One accountable work record carries current readiness, source references, review decisions, and the next action.
What you can see
A workflow map, and — only where approved — a CSS-owned demo build capture using fictional documents, labelled illustrative demo data.
Why that is useful
The next reviewer can see why a file is, or is not, ready without rebuilding the story from inboxes.
What this does not claim. This is not a tax conclusion, a filing flow, a practice-management replacement, a named integration, a promise to migrate every document, or an AI accuracy guarantee. Workflows are scoped in the Envisioning Workshop, and named integrations require discovery.
Workflow reviewed 2026-08-13