Keeping lead notes source-linked

Context

A small team was bringing together approved records before a first client conversation. The same context was being collected differently by each adviser.

Approach

The team drafted a compact note with a link beside each source statement and a space for the adviser to correct it before use.

What worked

• The note made source checks part of the review.
• The adviser could edit the draft before speaking with a lead.
• The requested access stayed limited to the records needed for the note.

What failed

• The draft was not connected to the source systems.
• Some sentences still need a clear source before they can be kept.

Lessons

• A short note is safer when every claim has a visible source.
• Permission choices should be reviewed before a workflow is connected.

Limitations

• The note format was still being checked, not used as a live qualification decision.
• It did not measure whether advisers saved time.

Still done by hand

• An adviser checks each source link.
• An adviser decides what the lead note should say.
• A reviewer confirms the access scope before connection.

Evidence

A source-linked note format has been drafted, but it has not been connected to the source systems. Source checks and the qualification decision still depend on a person, and no live outcome has been shown.