Client-state records
Keep threshold notes, physical-presence details, marketplace activity, and review dates together.
Client nexus tracking
Keep each client's state exposure and next action visible.
Track where clients operate, why a state is being reviewed, and whether registration or filing work needs to enter the calendar.
Review workflow
Assign owners and move states from monitoring to review, registration, or active filing.
Documented decisions
Preserve the reason a state was activated, deferred, or closed for future reviewers.
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