Submission 00000009 · Converted

New Matter Intake

Submitted by User One on Tuesday, June 16, 2026 10:01 AM

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Workflow status Converted 00000009
Open queue
Standard Intake Review Completed Started 6/16/2026 10:01 AM
Client 00000004 - Arcadia Sample Holdings
Matter 96061502 - Reuse Match Smoke Test

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Workflow Tasks

Step Assigned to Status Outcome Completed
Intake Review Client name matches an existing client record. Intake Team Completed Mark reviewed 6/16/2026 10:03 AM
Final Approval Approved for conversion testing. User One Completed Approve 6/16/2026 10:04 AM

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Workflow History

When Event Actor
6/16/2026 10:04 AM Completed Standard Intake Review completed User One
6/16/2026 10:04 AM Step Completed Final Approval: Approve User One
6/16/2026 10:03 AM Step Completed Intake Review: Mark reviewed User One
6/16/2026 10:01 AM Started Started workflow: Standard Intake Review System
Client name
Arcadia Sample Holdings
Matter name
Reuse Match Smoke Test
Practice area
Corporate
Estimated fees
12345
Assigned user
Gabe Williams
Matter summary
Testing automatic client reuse on conversion.