Workflow
Approval Queue
Review open intake tasks and move submissions through their workflow steps.
Current user: Ima UserSaved queue views
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| Submission | Workflow | Step | Assigned to | Status | Risk score | Started | Action |
|---|---|---|---|---|---|---|---|
Beacon Family Office - Portfolio Company Acquisition Intake
S-00000002
Ima User
|
Standard Intake Review | Final Approval Approve the intake so it can be converted into client and matter records. | Ima User | Open | Not scored | 7/19/2026 9:12 PM |
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Showing 1-1 of 1 workflow tasks
Recent Workflow Events
| When | Submission | Event | Actor |
|---|---|---|---|
| 7/19/2026 9:12 PM | Meridian Health Partners - Employment Transition Review S-00000003 · New Matter Intake · In Review | Started Started workflow: Standard Intake Review | System |
| 7/19/2026 9:12 PM | Beacon Family Office - Portfolio Company Acquisition Intake S-00000002 · New Matter Intake · In Review | Step Completed Intake Review: Mark reviewed | Ima User |
| 7/19/2026 9:12 PM | Beacon Family Office - Portfolio Company Acquisition Intake S-00000002 · New Matter Intake · In Review | Started Started workflow: Standard Intake Review | System |
| 7/19/2026 9:12 PM | Northstar Renewable Logistics - Wind Farm Supply Agreement Review S-00000001 · New Matter Intake · In Review | Started Started workflow: Standard Intake Review | System |