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- Document Automation
- Process
- Review and reconcile an action
Review and reconcile an action
Resolve returned decisions and uncertain guarded outcomes.
Step by step
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Revision preparation Matter Coordinator
Matter Coordinator submits a matter revision and relevant supporting attachment.
- Supply the revision and evidence
- Updates Matters, Record attachments
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Independent decision Supervising Attorney
Supervising Attorney approves, rejects or returns the source revision with a reason.
- Retain reviewer, outcome and reason
- Updates Review decisions, Matters
ApprovalA person approves before the work moves on. -
Guarded action Matter Coordinator
An eligible action retains its operation key, expected revision and result state.
- Record keyed result and expected revision
- Updates Operation receipts, Matters
-
Reconciliation Supervising Attorney
Supervising Attorney inspects any failure or review-needed result and its external reference before the team acts again.
- Explain the observed result
- Updates Operation receipts, Review decisions
Who does what
Roles and permissions- Matter Coordinator
- Prepares corrections; Supervising Attorney decides and reconciles; Auditor inspects the decision and operation trail.
Set up Document Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.