Matter workflows

Review, approve and prepare output packs

How partners and reviewers clear risks before completion notes, evidence requests or audit packs leave the workspace.

Partner6 min

Steps

1
Open the review queue and filter by high risk, ageing, owner or workflow.
2
Open the matter context before approving or rejecting a point.
3
Record a decision reason and source reference for every approval or rejection.
4
Keep export locked when evidence is missing or the issue is not sufficiently supported.
5
Open the output workspace, review the saved version and download only when the matter is ready.

Approvals have a reason, reviewer and timestamp.

Rejected or unresolved high-risk items block export.

Output versions are saved in matter history.