Consulting firm
Each client engagement must exist in the CRM, as a repository and as a SharePoint site, with matching names and owners. AuditLint validates the parallel structure on a schedule.
AuditLint checks your CRM, file shares, project tools and invoices against the rules your team already follows. Every night, it reports what drifted, so your experts stop doing format checks by hand.
| Status | Location | Rule | Expected | Actual |
|---|---|---|---|---|
| ✕ | /Clients/Fabricam Inc | R-031 | Folder named after CRM account “Fabrikam” | Fabricam Inc |
| ✕ | crm://deals/48211 | R-014 | Client folder for “Datum Corporation” | Missing in file share |
| ✕ | /margies-contract-20230920.pdf | R-002 | No files in top-level folder | 1 file |
| ✕ | invoice 2023-0381 / line 4 | R-112 | Line linked to a signed contract | No contract |
Picture a studio of eight architects. Leads live in the CRM, plans and drawings live on a file share. The naming convention is in a document somewhere. Six months later, the two systems disagree in hundreds of small ways, and keeping everyone in line has become a manager's full-time worry.
The same client is written three ways across three tools, so search and reporting quietly break.
A deal is won in the CRM, but nobody created the project folder. Or the folder exists for a deal that was lost.
Contracts saved to the root, drafts next to finals, documents nobody can find when the auditor asks.
We write your conventions down as precise, testable rules and run them against your real systems. The first report is usually sobering. After the clean-up, AuditLint stays on and catches new drift the morning it appears.
Connect your tools read-only and run your rules across everything. You see every inconsistency on day one, counted and listed.
Findings come as row-level lists your team can work through. Known exceptions are recorded once and stop showing up.
Scheduled runs keep checking. When something slips, the person who made the change hears about it while it's still fresh.
Most of the value is felt by the people who used to do the checking.
The rules are checked for you, every night, across every record. You look at a short list instead of keeping the whole picture in your head.
A colleague hears about a misnamed folder from a report, not from their manager. The tone stays neutral and nobody takes it personally.
Conventions are learned by doing. A new employee's first mistakes show up the next morning with the rule that explains them.
Every deployment starts from the client's own rulebook. Three examples from different industries.
Each client engagement must exist in the CRM, as a repository and as a SharePoint site, with matching names and owners. AuditLint validates the parallel structure on a schedule.
Project folders must match project names in Smartsheet, and project status must agree in both. The first run surfaced a decade of accumulated drift.
Invoice lines are matched to client contracts to flag which files have everything needed for the annual report, by contract type, with exceptions tracked and audited.
Each client gets a dedicated deployment, built around their tools and their rulebook. No generic checklist, and no data leaving the environment you chose.
CRMs like HubSpot and Close, SharePoint and network file shares, Smartsheet, GitHub, ERP and accounting exports.
We turn your conventions into precise, versioned rules, review them with your team, and adjust as your processes change.
Legacy cases can be grandfathered with a reason, so the report only shows what needs action today.
Findings by rule, by owner and over time, plus access logs for the people who need to prove it was checked.
AuditLint is an independent company based in Belgium. Each deployment is designed, built and supported by its founder.
Founder
Send a short description of your tools and the conventions you care about. We'll reply with what a first measurement would look like.