SMITH INNOVATION STUDIO / PRACTICE TOOLKITHandoff and review checklist
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Use one recurring job. No client names or confidential details are needed. This is a worksheet, not a firm-specific recommendation.
1. Draw the stages for one recurring job and name the owner of each.
2. Write what must be complete before work can enter the next stage.
3. Record blockers separately from progress, with an owner and next action.
4. Test a short review handover: work done, open questions, evidence and decision needed.
Your small trial
Before you build: Configure stages, owners and required fields in the current workflow tool first.
Review point: A status change must not bypass technical review, approval or filing controls.