Control outsourced CAM review quality
Use one control sheet for each CAM file.
The maker builds the work. The checker tests it. The signer sees every open limit before client delivery.
This work plan does not certify accuracy. It makes review work visible.
Gate the source file
Do not start analysis with a loose document folder.
| Source gate | Maker record | Checker test |
|---|---|---|
| Client authority | Named client approver | Approval covers this work |
| Lease chain | Base lease and signed changes | Versions form one clear chain |
| CAM statement | Period, pages, and billed lines | Period matches the scope |
| Allocation basis | Source and stated share | Source can be traced |
| Prior messages | Requests and landlord replies | Missing reply is marked |
| File source | Sender and receipt date | Custody is clear |
Accruent lists dates, clauses, terms, and repeat costs as lease fields. Those fields can support the source gate. They do not set CAM rules.
If one hard source is missing, mark the file blocked. Do not hide the gap inside a note.
Split maker and checker work
The maker and checker need different jobs.
| Work area | Maker action | Checker action |
|---|---|---|
| Source | Link each fact to a page | Open each cited page |
| Class | Name the proposed charge class | Test it against lease words |
| Math | Record inputs and fixed rule | Repeat the math |
| Gap | Name missing proof | Decide if work must stop |
| Finding | Draft a plain client statement | Remove weak or broad claims |
| Report | Build the client file | Check scope and brand |
Deloitte notes file review and status logs in lease work. Use those as check groups. This proves no result.
The maker should not approve their own conclusion. The checker should not change a source without recording why.
Keep an open-issue log
Each exception needs one row.
| Field | What to record |
|---|---|
| Issue | One missing or disputed item |
| Level | Low, medium, or high firm label |
| Owner | Person who can move it |
| Opened | Date the issue began |
| Needed proof | Exact file or answer |
| Next gate | Review, client, or counsel |
| Next date | Firm-set check date |
| Client limit | What the client cannot rely on yet |
Do not copy one aging target. Your BPO should set one. The client date may need a faster route.
A CAM process guide groups work around records and checks. Use that order only. Its outcome claims do not set your rules.
Run the signer gate
The signer should answer six questions.
- Does the file match the client scope?
- Can the checker trace each fact?
- Can the checker repeat each math step?
- Can the signer see all open limits?
- Does the client note avoid legal advice?
- Is the next owner clear?
The signer can approve, return, hold, or route counsel. Record that choice on the same control sheet.
Where CAMAudit fits
CAMAudit supports branded CAM audits. It works behind the lease admin BPO. It does not replace the checker.
The tool can flag review items and cite their sources. Fixed rules run the math. The maker checks those inputs.
CAMAudit builds a branded report. The checker tests it against the sheet. The BPO reviews and signs before delivery.
The tool can make a dispute letter draft when needed.
It is a draft for your review. It is not legal advice.
Have counsel review before sending.
See the full Practice Growth path. The lease admin BPO pillar joins the checks. Keep the normal link on the lease resource hub.
Use service handoff before opening work. Pair it with the deadline SLA. Use the backup matrix for missing proof.
Keep signer ownership clear on the lease admin page. Add the sheet to the offer. Use the service line guide.