Annual workflow

Run each CAM season as one system

Plan the work from first file to final follow-up. Give each step one owner.

Do not use one date for every lease. Start with statement receipt. Then read the lease language.

Seven stages

Keep every file moving

01
Preseason planning
Set owners, queue limits, and review slots before files arrive.
02
Statement intake
Log each statement, lease, amendment, and support file.
03
Deadline and document triage
Start with statement receipt and the lease language.
04
Audit production
Run checks and keep each source tied to each finding.
05
Partner review and sign-off
Review the math, clause, bill line, and finding status.
06
Dispute letter draft review
Edit the draft. Have counsel review before sending.
07
Follow-up and next-year planning
Track replies, open items, and next-year file dates.

Role-based guides

Plan CAM capacity before Q1

Owns pre-season reviewer and signer capacity planning.

Reconciliation season demand plan

Owns demand stages, file readiness, and queue caps.

CAM audit pipeline calendar

Owns quarterly outreach and engagement-delivery cadence.

CPA reconciliation season CAM calendar

Owns the CPA outreach, intake, review, and follow-up calendar.

Year-end CAM calendar for lease operations

Owns lease-operations deadline and handoff controls.

Audit rights deadline brief

Owns counsel-facing deadline handoff.

Set up your branded workspace. Keep audit work, review, and delivery together.