I would like to discuss a task similar to “Hand over the agreements, not just the client.”

The source of the difficulty still needs clarifying.

Possible first output: A client handover plan with materials, owners and open decisions.

I would like to check whether this first step fits our task and discuss terms for further work.

Our situation: [add details]
What we want to change: [add details]
What we have tried: [add details]