Skip to content

Legal Document Flow

Legal tracks matters, documents, contracts, and time entries with explicit enums. There is no MudMenu Actions list and no ETA Decline Rejection / Decline Cancellation.

Hub: Target Document Flow. Overview: Legal Services.

  • Draft / Intake
  • InReview / Submitted / Active
  • Approved / Executed
  • Closed / Terminated / Expired / Superseded
Legal document & contract

DraftInReviewApprovedExecutedSuperseded

Control (UI) Gate Behavior
Submit for approval Status == Draft (0) SubmitDocumentApprovalInReview
Approve / Reject Pending-approval table DecideApprovalApproved (or reject path)

Draft, InReview, Approved, Executed, Expired, Terminated

Contract detail edits status via MudSelect (0–5) — not workflow Action buttons.

Legal document & contract — review through execution

flowchart TB
  Start((Create)) --> Draft[Draft]
  Draft -->|Submit| InReview[InReview]
  InReview -->|Approve| Approved[Approved]
  Approved -->|Execute| Executed[Executed]
  Executed -->|Supersede| Superseded[Superseded]

  class Start egkStart
  class Draft egkDraft
  class InReview egkActive
  class Approved,Executed egkSuccess
  class Superseded egkTerminal

Legal contract — terminal states from Executed

flowchart TB
  Executed[Executed] -->|Expire| Expired[Expired]
  Executed -->|Terminate| Terminated[Terminated]

  class Executed egkSuccess
  class Expired,Terminated egkTerminal
Matters, requests, tasks
Type Enum Statuses
Matter LegalMatterStatus Intake, Active, OnHold, Closed, Registered, Billing, Archived
Request LegalRequestStatus New, Triaged, Assigned, InProgress, Converted, Closed, Cancelled
Task LegalTaskStatus Open, InProgress, Completed, Cancelled
Billing run LegalBillingRunStatus Draft, Processing, Completed, Failed

Matter list/detail UI currently exposes Intake / Active / OnHold / Closed for editing; Registered, Billing, and Archived exist on the enum.

Time entry (`LegalTimeEntryStatus`)

DraftSubmittedApprovedBilled

Time entry — submit, approve, and bill

flowchart TB
  Start((Create)) --> Draft[Draft]
  Draft -->|Submit| Submitted[Submitted]
  Submitted -->|Approve| Approved[Approved]
  Approved -->|Bill| Billed[Billed]

  class Start egkStart
  class Draft egkDraft
  class Submitted egkActive
  class Approved,Billed egkSuccess
Control Gate Behavior
Submit Status == Draft (0) Submitted
Approve Status == Submitted (1) Approved (API also allows Draft→Approved in some paths)

Surfaces: Time Billing and Matter Detail.

#Post-action sync

After Submit / Approve / Reject, lists and matter panes reload so badges and buttons match the new status.

#Scenarios

Scenario Result
Submit document for review InReview
Approve pending document Approved
Submit & approve time Submitted then Approved
Expect ETA Decline Rejection Not available

Reconnecting to the server…

Please wait, or reload the page.