Reports

Reports: Review workflow. This area of Harold exists to keep transaction work structured, attributable, and aligned to the deal record — so client-ready outputs stay consistent with what your desk actually knows.

Use it as part of a weekly operating rhythm: short updates in reviews, clear owners, and explicit links to artefacts rather than long narrative drift in chat.

Most mistakes come from context fragmentation: the same fact living in email, a spreadsheet, and a slide deck with no authoritative home. Harold surfaces are designed so the deal record, documents, and communications reinforce each other.

When you change a habit here, check Pipeline, Tasks, and Documents together — otherwise you optimise one surface while risk migrates to another.

Prefer least privilege, conservative client language, and named reviewers for material outputs. Speed matters, but not at the expense of defensible decisions.

If a workflow feels like it bypasses controls, pause and route through your firm’s policy rather than improvising inside the tool.

Failure modes include unclear ownership, unlinked context, and “done” that means different things to different people. Fix those early — they compound near deadlines.

Dependencies should be explicit: who you are waiting on, what file version is authoritative, and what happens if the dependency slips.

Return to Overview for the full picture of Reports, then cross-check Deals, Pipeline, and Documents for how this topic shows up in reviews and client materials.

When in doubt, capture a short note in the deal record and open a task with a single owner — progress with evidence beats perfect taxonomy.