Steps
- 1
Start from your dashboard queue and open the matter with the most urgent next action.
- 2
Check blockers first: missing evidence, high-risk review items, deadlines and owner assignment.
- 3
Record evidence requests, chases, snoozes or escalations against the matter.
- 4
Route high-risk points to the reviewer with a clear reason and source reference.
- 5
Generate or update the relevant output pack once blockers and review locks are clear.
Checks
Every blocker has an owner and next action.
High-risk rows cannot be exported while unresolved.
The matter history explains what changed and why.