Engagement decision

Step by step

1. Account readiness App Administrator

   Confirm the prospective client and firm organization.

   • Confirm the prospective client and firm organization.
   • Updates Accounts, Organizations

2. Opportunity opened Relationship Owner

   Assign the prospect and record New.

   • Assign the prospect and record New.
   • Updates Opportunities, Accounts

3. Intake submitted Relationship Owner

   Move Draft to Submitted for a named conflict reviewer.

   • Move Draft to Submitted for a named conflict reviewer.
   • Updates Matter intakes, Opportunities

4. Independent review Sales Manager

   Record Approve, Reject or Return for the opportunity revision.

   • Record Approve, Reject or Return for the opportunity revision.
   • Updates Review decisions, Opportunities
   ApprovalA person approves before the work moves on.

5. Engagement decision Conflict Reviewer

   Approve or reject the intake; record the opportunity outcome separately.

   • Approve or reject the intake; record the opportunity outcome separately.
   • Updates Matter intakes, Opportunities
   ApprovalA person approves before the work moves on.

App Administrator

, Relationship Owner, Sales Manager, Conflict Reviewer.

Auditor

Can inspect the authorized history; App Administrator maintains the organization and team directory.