Workflow board

Case Lifecycle

A standardized workflow for moving work from intake to completion.

01

Intake

  • Receive request
  • Verify required information
  • Create case record
02

Onboarding

  • Confirm engagement
  • Collect required information
  • Assign owner
03

Preparation

  • Prepare documents
  • Create internal tasks
  • Complete quality checks
04

Client Review

  • Send materials
  • Track feedback
  • Schedule review if required
05

External Review

  • Route revisions
  • Track responses
  • Resolve outstanding changes
06

Finalization

  • Approve final version
  • Prepare signature package
  • Confirm completion requirements
07

Completed

  • Receive final documents
  • Update records
  • Close case

Decision Points

Routing rules that keep the workflow unambiguous for every team member.

Is required information complete?

YES → Continue
NO → Request missing information

Are revisions required?

YES → Revision Workflow
NO → Finalization

Are final approvals complete?

YES → Signature
NO → Return to Review