Create an internal document review workflow

Your firm can leverage Messages for a document review workflow. With Messages, you can send, review and approve documents directly from a matter.

Use this guide to help set up a best practice document review process for your firm.

Table of Contents

• The document review process

  • Send requests to review documents
  • Review documents for approval or further editing
  • Keep track of all documents to review with Task Views
• Reviewing invoices
  
  

The document review process

Send requests to review documents

As a requester, you can request another staff member to review or approve a document by right-clicking on the document and sending it as an internal message via Messages.

To be even more proactive, you can also create a task for the approver to action directly from the Messages.  Learn more about sending document review requests using Messages.

Review documents for approval or further editing

As a reviewer or approver, leave comments on documents directly from the Client Portal message to collaborate with the requester in real time.

You can also create tasks from the Client Portal messages to manage your document workflow. Using tasks allows you to mark approvals as Completed, leaving a clean audit trail when it's needed.

Tip:  If you require the approval to be documented in the matter file, export the internal matter conversation to the matter file documents. The conversation will export into an Excel file format.

Learn more about best practices in reviewing and approving documents using the Client Portal.

Keep track of all documents to review with Task Views

Set up your Task Views to show all reviewed documents, ensuring that no task is left incomplete.  Learn more about setting up Document Review task views.

Reviewing invoices

Draft invoices do not save to matter files. For an invoice review workflow, draft invoices need to be manually downloaded from the triConvey Companion Site web app and uploaded as a document to the triConvey Desktop App.

Alternatively, let the approver know via Messages to review the invoice in triConvey.