Work card 07 / intake
A clear work card makes the first conversation faster and safer. It can be short, but it should name the outcome, users, owners, constraints, dependencies, and definition of done.
Provide the legal organisation, actual service, user groups and locations, current problem, desired result, deadline, budget range, decision owner, and acceptance owner.
List existing platforms, integrations, forms, records, sensitive data, hosting, analytics, AI use, devices, network needs, access limits, and backup status.
If transactions are involved, name currency display, provider, merchant entity, settlement expectations, receipt/refund owner, and advisers. Provide enough party context for current US screening.