Workflow

Track every case from intake to completion.

New Intake

1
CF-1036Medium

Nolan Ventures

"Verify required information"

Due Aug 26Jamie Lee

Onboarding

1
CF-1039Low

Wilson & Co.

"Collect required information"

Due Aug 24Jamie Lee

Preparation

2
CF-1041Medium

Taylor Group

"Complete internal quality check"

Due Aug 22Jordan Smith
CF-1035Low

Brightway Collective

"Draft working documents"

Due Aug 27Alex Morgan

Client Review

2
CF-1037High

Delgado Studio

"Escalate overdue client review"

Due Aug 19Alex Morgan
CF-1042High

Morgan & Lee

"Await client approval"

Due TodayAlex Morgan

External Review

2
CF-1040High

Carter Family

"Track revision responses"

Due Aug 23Alex Morgan
CF-1018Medium

Kestrel Holdings

"Follow up on external review"

Due Aug 24Jamie Lee

Finalization

2
CF-1029High

Ellison Group

"Confirm signature completion"

Due Aug 22Jordan Smith
CF-1038Medium

Hartley Partners

"Prepare signature package"

Due Aug 25Jordan Smith

Completed

2
CF-1008Medium

Perry & Vance

"Archived"

Due Aug 10Jordan Smith
CF-1012Low

Ainsley Partners

"Archived"

Due Aug 14Alex Morgan

Workflow Principle

"Every case should have a clear owner, current stage, next action, and due date."

Drag a card between columns to change its stage.

Stage changes are logged automatically to the case timeline.

View process map