Scene 01Caption
Status and next action.
Start with status, then next action.
← Demo LibraryExample data only
Portal Guide · 60s
Read status and next actions.
After I submit a matter, how do I know what is happening, what is missing, and whether a deliverable is ready?
Storyboard ready · video pending
60 secondsWhat this shows
Status and delivery, not internal workpapers.
- The Portal is a status and delivery surface, not an internal workpaper room.
- Current matter status, timeline, Quality Gate, missing facts and deliverable readiness are all visible from one place.
- Source status and Review status are not decoration — they tell a customer whether an output can be relied on.
- Quality Gate distinguishes pending, under review and customer-ready before any release.
- Customer-facing copy never exposes private workpapers or internal review notes.
What you provide
Customer actions surfaced inside the Portal.
- Missing facts requested by the Portal — provided through the Portal, not over email.
- Any additional materials or clarifications surfaced as Next actions.
- Confirmation when a deliverable preview is acceptable for finalisation.
- A response to any Human review required prompt before relying on an output.
What you will see
Status, timeline, Quality Gate, missing facts and deliverable readiness.
- Current matter status (intake, in review, drafting, ready for release).
- A timeline showing how the matter moves from intake through review to delivery.
- Quality Gate state for source checks, privacy checks and human review.
- Missing facts presented as actionable Next actions, not as a punch list.
- Deliverable status that separates draft, under review and ready-to-release.
- An Example data only badge while a matter preview is in review.
When human review is required
Wait states and pending review markers.
- When status carries a Human review required flag for the matter.
- When a deliverable preview is still in under-review state.
- When pending source status would otherwise be mistaken for verified authority.
- When the matter route was Expert Review at intake.
- Whenever the Portal explicitly asks the customer to wait for a reviewer.
Storyboard preview
Six scenes, each tied to a Portal element.
Scene 02Caption
Follow the matter timeline.
The workflow has visible stages.
Scene 03Caption
Quality Gate explains readiness.
Readiness is visible before release.
Scene 04Caption
Missing facts become action items.
The customer knows what to provide.
Scene 05Caption
Know what is ready and what is pending.
Draft and ready states are different.
Scene 06Caption
Informed customers, protected workpapers.
Customers see what they need without seeing internal materials.
Example case
Employment termination checklist and status page
A company needs a controlled review of termination-related facts, missing documents, deliverable status and Next actions for an HR-sensitive matter. The Portal shows status, Quality Gate and customer actions while internal workpapers stay on the workspace side. Example data only — no real customer files.
No real customer files · synthetic facts only
Open the Portal to check status and next actions.