Illustrative hub — not an actual Notion implementation
Operations Hub (concept)
How Tracy and staff could find SOPs, owners and routine handoffs in one place. Scope would be bounded to agreed workflows — not an open-ended helpdesk.
Accountability — source review & reconciliation
Controller
Cash, close & reconciliation
Reviews: Bank & QuickBooks reconciliation
Lien Coordinator
Lien work queue
Reviews: Case status vs firm updates
Billing Lead
Collections & remittances
Reviews: Payments received vs settled
Operations Lead
Dashboard accuracy
Reviews: Source freshness & KPI definitions