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

A possible distinction: Scattered across messages and people’s memories.

Possible first output: A summary of agreements, confirmation status and questions needing approval.

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]