Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
File one combined case packet and add its link to the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
Check authority files and request missing power of attorney forms.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
Keep client follow-up files with the pending matter review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.