Practice Overview — two lists

↩ dashboard⌂ office board
rendered October 5, 2026 · as of 2026-10-05

FICTITIOUS — FORGE DEMO ONLY · SPECIMEN

Two lists that should agree — and don’t

Billing treats 141 households as active, paying clients. The review calendar has a meeting booked for only 30. Two of the gaps are real problems: a closed household the billing register still bills, and a household billed every quarter that the calendar has no record of reviewing since July 2025.

The other 110 billed households with nothing on the upcoming calendar are mostly routine — a review already done earlier in the year — but nothing in the records proves it. no machine sees this No source tracks completed review dates.

Billing calls active
141
in the Q3 fee register
Calendar calls active
30
a review booked ahead
Billed, no review booked
111
most routine; 2 are findings
Closed but still billed
1

Disagreement 1 — the billing register says active; the household register says gone

Billing register
H004 — The Halloran Household
Q2 2026 billed $4,378.50; Q3 draft queued it again
from Fee True-Up · dashboard · billing-history.csv
Household register
H004 — status CLOSED
relationship ended 2026-05-15; accounts transferred out
from the office register · households.csv

A closed household is being billed on a stale basis. Fee True-Up already flags the Q3 draft as the largest single overbill — the two registers simply never agreed on whether this client exists.

Disagreement 2 — billed every quarter; last reviewed July 2025

Billing register
H009 — The Ostrander Household
Q3 fee $1,574.91 · billed every quarter
from Fee True-Up · q3-fee-expected.csv
Review calendar
No meeting scheduled · cadence semiannual
Household note: “no review meeting since 2025-07-18”
from the firm calendar · firm-calendar.csv + households.csv

No tool in the world would surface this on its own: the RMD flagger doesn’t see her (no RMD), and no source tracks when a review was last done. Only putting billing beside the calendar shows a paying client who hasn’t been reviewed in over a year. no machine sees this

The office-wide read — it reads every desk’s tool and the office registers, and changes nothing. Every row above names the tool or register it came from.

Other cuts: the dashboard · year-end at risk · two lists · obligations · blind spots.

Full audit trail: overview detail.