Nothing files itself. Every matter advances through a defined sequence of attorney-gated states, and the package locks behind your final approval — per member, per case.
your desk
Cases move through a defined status flow: draft → intake → intake review → documents → documents review → client final review → lawyer final review → invoice → complete. The package only reaches "approved" when every member of the case has been individually signed off by the attorney.
01DraftAttorney
02IntakeClient
03Intake reviewAttorney
04DocumentsClient
05Documents reviewAttorney
06Client final reviewClient
07Lawyer final reviewAttorney
08InvoiceAttorney
09Generate packetAttorney
The case never advances past a review stage without an attorney action.
Where the gates sit
✓Per-member sign-off. You approve each beneficiary on the case individually, with a clear timestamp recorded. The case itself only shows as Approved once every active member has been signed off — partial approvals don't slip through.
✓Drafts stay drafts. Form answers live in draft tables until the lawyer explicitly finalizes them. There is no auto-submit path.
✓Status is the source of truth. The lawyer-final-review stage is required before a case can advance — the dashboard reflects what's waiting on you and what's waiting on the client.
✓Reversible by design. Soft delete on cases, draft answers on every form — nothing destructive happens without an explicit attorney action.
Maria — Petitioner
✓ Approved
Jose — Beneficiary
✓ Approved
Sofia — Dependent (8)
● Waiting on review
Case rolls up to Pending — every non-deleted member must be approved.
Each member is approved individually. The case advances only when every member has been signed off.
