Conflict and engagement

Step by step

1. Record intake Intake Coordinator

   The Intake Coordinator records the proposed scope, practice area and fee against a matter. The intake moves from Draft to Submitted when it is ready for a decision.

   • Submitted scope and client context
   • Updates Matter intakes, Matters, Clients

2. Review conflict Supervising Attorney

   The Supervising Attorney checks the parties and records Clear, Conflict or a request for more information with dated evidence. Only Clear permits an engagement decision.

   • Dated outcome, receipt and decision event
   • Updates Conflict reviews, Operation receipts, Matter events
   ApprovalA person approves before the work moves on.

3. Approve engagement Operations Reviewer

   The Operations Reviewer independently records Approve, Reject or Return with a reason and source revision. Accepted scope completes the intake and moves the matter to Engaged with an engagement reference.

   • Independent decision and engagement evidence
   • Updates Review decisions, Matter intakes, Matters
   ApprovalA person approves before the work moves on.

4. Assign active work Matter Owner

   The Matter Owner confirms ownership and takes the engaged matter into Active work.

   • Named owner and active status
   • Updates Matters, Team members

Intake Coordinator

, Supervising Attorney, Operations Reviewer, Matter Owner