Vault command
Resolve PRC ID Renewal Copy
Document work starts with the file most likely to block onboarding, renewal, delivery, or compliance review.
Flagged because the next renewal window should be visible before it creates a compliance blocker.
Owner: Founder. Last update: Expires in 18 days.
Workflow map
Practice workflow
Documents are the evidence layer between client handoff, deadline readiness, books support, and final review.
Current optimization
Prevent missing evidence from blocking deadlines, books, or review.
Handoff rule
Move only when required files are uploaded, linked, labeled, or explicitly requested.
Ready signal
Priority files have status, owner, category, and review posture.
Submission Readiness
Document controls before delivery
The vault now exposes the minimum links needed before a file can clear an engagement, deadline, or submission review.
Control
Linked client
Control
Linked engagement
Control
Linked deadline
Control
Review sign-off
Control
Required before submission
Uploaded
3
Stored and ready
Review
1
Needs human review
Missing
1
Requested or planned
Expiry
1
Renewal-sensitive
Find
Filter the vault
Search remains tucked into the side rail so the operating posture stays visible.
Priority Files
Missing, expiring, and review-sensitive records
These documents are most likely to block delivery, renewal, or client onboarding.
Expiring Soon / Licensing
PRC ID Renewal Copy
Flagged because the next renewal window should be visible before it creates a compliance blocker.
Pending Upload / Compliance
Payroll Requirements Checklist
The checklist exists in planning notes but has not been added to the vault yet.
Under Review / Client Delivery
Engagement Letter Template
Template is being refined for the first-offer and onboarding handoff flow.
Uploaded / Practice Setup
BIR Certificate of Registration
Reference copy used during registration and onboarding reviews.
Inventory
Document inventory
| Document | Status | Owner | Updated |
|---|---|---|---|
BIR Certificate of RegistrationPractice Setup | Uploaded | Practice admin | Updated today |
Engagement Letter TemplateClient Delivery | Under Review | Founder | Updated yesterday |
Payroll Requirements ChecklistCompliance | Pending Upload | Operations | Needs upload |
PRC ID Renewal CopyLicensing | Expiring Soon | Founder | Expires in 18 days |
Northline Signed Engagement LetterClient Delivery | Uploaded | Northline Retail Supply | Updated 2 days ago |
| Uploaded | Founder | Updated last week |
Vault boundary