Workflow

Approval Queue

Review open intake tasks and move submissions through their workflow steps.

Current user: Ima User

Manage workflows

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Submission	Workflow	Step	Assigned to	Status	Risk score	Started	Action
Northstar Renewable Logistics - Wind Farm Supply Agreement Review `S-00000001` Ima User	Standard Intake Review	Intake Review Review submitted intake details for completeness before approval.	Intake Team Team queue	Open	Not scored	7/19/2026 9:12 PM	Check out this action before choosing an outcome; transfer is available from Actions. Transfer task Transfer to Transfer note Mark reviewed Note Return Note
Meridian Health Partners - Employment Transition Review `S-00000003` Ima User	Standard Intake Review	Intake Review Review submitted intake details for completeness before approval.	Intake Team Team queue	Open	Not scored	7/19/2026 9:12 PM	Check out this action before choosing an outcome; transfer is available from Actions. Transfer task Transfer to Transfer note Mark reviewed Note Return Note

Showing 1-2 of 2 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