# Example, filled in

Fictional agency, "Larkspur Media." Not a real company. This shows how the split and the checklist work on one recurring process: monthly client invoicing.

## Step 1-2: every step, marked

| Step | Rule or judgment |
|---|---|
| Pull this month's numbers from each client's workbook | Rule |
| Draft the invoice from those numbers | Rule |
| Check the draft against last month's invoice for the same client | Rule |
| Flag anything that doesn't match a source record | Rule |
| Decide what the client actually gets charged | Judgment |

## Step 3-4: the split

Four rule steps went to the system: pulling numbers, drafting, checking against sources, flagging mismatches. One judgment call stayed with a person: the finance lead, who decides what's actually billed before anything goes out.

## Step 5: the sign-off, run on this month's draft

Draft for "Fernbank Dental," five lines, one flagged by the system as not matching the source record.

```checklist
1. Does every line have a clear reason it's there? FAIL. Line 4, "Video edit," has no note saying it was approved this month.
2. Does anything not match the source record? YES. Line 2's rate is $650, the source workbook shows $750 since last month's rate update. Not explained anywhere.
3. Is anything missing that should be on here? PASS. Nothing missing.
4. Has a rate, quantity, or name changed since last time, without you knowing why? FAIL, same as item 2. The rate change has no note attached to it.
5. Would you send this out exactly as it is, with nobody else checking it after you? NO.
```

**Result:** two fails. The finance lead holds the invoice, checks the rate update with whoever manages that account, gets a note on the video edit line, then reruns the checklist before it goes out. That back-and-forth is the judgment call. The system did the rest.