Submission 00000006 · Approved
New Matter Intake
Submitted by User One on Monday, June 15, 2026 12:48 PM
Workflow status
Approved
Open queue
00000006
Standard Intake Review
Completed
Started 6/15/2026 12:48 PM
Attachments
PDF, DOC, DOCX, XLS, XLSX up to 25 MB, or an http/https hyperlink.| Name | Type | Source | Size | Added by | Actions |
|---|---|---|---|---|---|
| https://goobtoob.com/ | Hyperlink | https://goobtoob.com/ | - | User One 6/16/2026 6:48 AM | |
| Hello | File | 2026-pioneer-school-feeding-assignment.pdf | 85.5 KB | User One 6/16/2026 6:48 AM |
Workflow Tasks
| Step | Assigned to | Status | Outcome | Completed |
|---|---|---|---|---|
| Intake Review No conflicts to worry about | Intake Team | Completed | Mark reviewed | 6/15/2026 4:42 PM |
| Final Approval I've reviewed the financials. Good to go! | User One | Completed | Approve | 6/15/2026 4:42 PM |
Conflict Searches
Run search| Number | Status | Decision | Results | AI summary |
|---|---|---|---|---|
00000003 |
Cleared | Clear | 0 | AI assist: No candidate hits were found for 4 search term(s). A human reviewer should still confirm the party list is complete. |
00000002 |
Cleared | Clear | 0 | AI assist: No candidate hits were found for 2 search term(s). A human reviewer should still confirm the party list is complete. |
Workflow History
| When | Event | Actor |
|---|---|---|
| 6/15/2026 4:42 PM | Completed Standard Intake Review completed | User One |
| 6/15/2026 4:42 PM | Step Completed Final Approval: Approve | User One |
| 6/15/2026 4:42 PM | Step Completed Intake Review: Mark reviewed | User One |
| 6/15/2026 12:48 PM | Started Started workflow: Standard Intake Review | System |
- Client name
- Workflow Attached Client
- Matter name
- Workflow Attached Matter
- Practice area
- Corporate
- Estimated fees
- 98765
- Assigned user
- Gabe Williams
- Matter summary
- Smoke test for attached workflow startup.