Map service lines first
Start with the services offered, client categories, recurrence rules, due dates, document requirements, and review levels.
Turn memory into workflow
Recurring tasks should be generated from rules, not recreated from memory. Each task needs an owner, status, due date, document state, and review state.
Give partners a control view
Partner dashboards should show deadlines, blocked work, client document gaps, review pending items, and overdue escalations.