Handoffs that vanish between desks
A recurring finding in dispute handling audits is the silent handoff: support closes a ticket, risk waits for documents, finance waits for a decision code. Nobody is wrong in their own system — the case is simply unowned between them.
Mapping handoffs early prevents surprise losses. We ask for one shared stage list and one person accountable at each stage, even when tools differ.
If your teams argue about “whose queue” more than about evidence quality, fix the handoff map before buying another case module.