A five-minute workflow pressure test

Where is your team acting like the integration?

Mark the repeated work. The goal is not a dramatic score. It is one useful place to start.

Client onboardingNew client data is entered more than onceEngagement letters need manual follow-upPortal setup or invites are rebuilt by handWelcome messages depend on someone remembering

Document collectionRequest emails are recreated repeatedlyReminder timing lives in someone’s headDocuments must be renamed or reorganized manuallyMissing items are tracked in a separate list

Client communicationRoutine status emails are written from scratchScheduling creates avoidable back-and-forthDeadline reminders are sent one client at a timeReview-ready notifications are easy to miss

Workflow and pipelineAccepted proposals do not create the next job cleanlyTasks are assigned through chat or memoryStatus must be copied between toolsWeekly reporting requires manual assembly

Billing and paymentsInvoices are created from information held elsewherePayment reminders are handled individuallyReconciliation needs repeated matchingRecurring billing still creates manual checks

repeated handoffs marked

Check anything your team chases, copies, re-enters, or rebuilds.

Do not automate the entire list.

Pick one frequent handoff with a clear owner and a safe human review point. That is enough for a first conversation.

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