Independent review and matter closure

Step by step

1. Prepare the revision Matter Coordinator

   The Matter Coordinator brings the current matter, linked documents, deadlines and events together for a supervising attorney to inspect.

   • Presents the current record and evidence
   • Updates Matters, Legal documents, Record attachments

2. Review revision Supervising Attorney

   The Supervising Attorney records the source revision, decision, reason, date and reviewer. Approval, rejection or return is a distinct decision on the version examined.

   • Stores the decision on a source revision
   • Updates Review decisions, Matters, Team members
   ApprovalA person approves before the work moves on.

3. Resolve a return Matter Coordinator

   The coordinator addresses the stated reason and presents the updated matter revision for another independent review.

   • Shows the change requiring another review
   • Updates Matters, Review decisions

4. Check open work Supervising Attorney

   The supervising attorney examines outstanding deadlines, productions and operation receipts before accepting the close request.

   • Exposes work that needs reconciliation
   • Updates Matter deadlines, Document productions, Operation receipts

5. Close matter Matter Coordinator

   The coordinator records the closure date and final state with the decision history intact.

   • Keeps the closure date and chronology
   • Updates Matters, Matter events

Matter Coordinator

Prepares and closes; Supervising Attorney makes the independent review decision; Auditor reads the history; App Administrator governs access.