When to book
A long-serving clerk is retiring. A manager moves to a branch office. A partner wants December filings handled without personal phone calls. Handover documentation captures what training manuals never record: which cabinet, which stamp, which client expects a call before noon.
What we produce
- Role-specific handover guides for one or two positions
- Contact lists with context (not just names — why this person matters)
- Exception notes: the five clients or cases that never follow standard procedure
- A shadowing schedule for the incoming person during the final week
Scope limits
This engagement covers one or two roles. Larger reorganisations require a full workflow assessment.
Next step
Contact us with the departure date and roles affected.