Evidence and operation reconciliation

Step by step

1. Collect evidence Matter Coordinator

   The Matter Coordinator adds a titled attachment to the matter with the right visibility, evidence type and uploading team member.

   • Keeps file context and visibility
   • Updates Record attachments, Matters, Team members

2. Identify the action Matter Coordinator

   The coordinator records the operation key, action and expected revision with the matter before a guarded effect is accepted.

   • Keeps original operation identity
   • Updates Operation receipts, Matters

3. Examine the result Supervising Attorney

   The supervising attorney compares completed, pending, failed or needs review states with any external reference and effect references.

   • Compares result with the source decision
   • Updates Operation receipts, Board resolutions, Review decisions

4. Resolve uncertainty Supervising Attorney

   The original operation and source decision are checked before another attempt is made. The supervising attorney decides the appropriate reconciliation action.

   • Records reviewed outcome or reason
   • Updates Operation receipts, Board resolutions
   ApprovalA person approves before the work moves on.

5. Retain the trail Auditor

   The auditor can follow the decision, attachment and receipt together after the matter moves on.

   • Preserves authorized history
   • Updates Record attachments, Operation receipts, Matters

Matter Coordinator

Prepares evidence and actions; Supervising Attorney reconciles outcomes; Auditor reads authorized trails; App Administrator manages access.