Workflow Steps
Workflow steps are the ordered stages a matter passes through — for example Drafting, Client Review, Filed, National Phase and Closed. On the Steps section you define those stages, mark where matters begin and end, and control which steps are allowed to follow which. The current step of any matter is shown throughout the app and drives step-based automations. This is the configuration behind the workflow steps a fee-earner moves a matter through.
The steps list
Each row is a step. The columns show its Step Name, its Next Steps (the stages it is allowed to move to, or a dash if it has none), its Flags, and an Enabled toggle. A Start flag marks the step where new matters begin, and a Closes flag marks a step that closes the matter. Use the show-disabled toggle to reveal steps you have switched off, and + Add Step to create a new one.
Start and closing steps
Click a step to open its editor. Two flags define the ends of the workflow:
- Start Step — new matters of this type begin here. Only one step can be the start step, so setting a new one clears the old.
- Closes Matter — when a matter reaches this step it is considered closed.
Allowed transitions
The Allowed Next Steps control is where you shape the workflow. Select the steps that a matter is permitted to move to from here — those become the only options a fee-earner sees when advancing the matter. Leaving it empty means the step is a dead end with no onward transitions.
By defining transitions deliberately you keep matters on a valid path: Drafting might allow Client Review, Filed or Closed, while a later step offers only Chapter II, National Phase or Closed. This prevents a matter from skipping into a stage that does not make sense for where it currently is.
Rename the step, set its flags, choose its allowed next steps, then click Save Changes. Step names can change safely — transitions and automations continue to refer to the same underlying step.
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