Working a file.

One record

Everything about an application sits on one file: the facts, the documents, the messages, the checks and the trail of who changed what. There's no second place to look.

What needs you

Anything drawn out of a document arrives as a proposal, not a fact. You accept it or you correct it, and the file records which.

Your checklist shows what's still missing. Items that need evidence can only be closed by evidence.

Talking to the client

Messages you send from a file thread back into it, and so do the client's replies, along with anything they attach. You never have to go looking in your own inbox for the last thing that was said.