At a glance
Work Verification recordEvidence of work performed tied to scope and phases.
Fee reconciliationAgreed totals from the billing ledger — ledger wins on conflict.
Client-facing summaryWork Product & Fee Summary PDF archived on Documents.
Firm memoryCompleted cases make the next engagement faster — not a blank file.
When the engagement ends — or gets questioned
Retention is not an afterthought. It is the governed close-out: what was done, what was billed, and what the client received — preserved when expectations shift or a chargeback lands.
What RESO preserves
- Work-completed narrative aligned to scope on the case
- Deliverables and attestations compiled into Work Verification
- Client-facing fee summary exported to Documents
- Decision Coverage and learning signals for firm intelligence
Connected to Verification
Work Verification is the deliverable; Retention is the lifecycle moment. Same record, same authority tiers — export the packet when you need it.
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