Work sits in inboxes and spreadsheet tabs. To find the next action, a manager has to ask several people about each file.
Staff can see review items in one internal queue, with an owner and status. The manager can follow up on outstanding work from the same view.
A case pack is waiting for a reviewer to check a document list. The queue shows the named reviewer, due date and next step; that person records their decision through the firm’s process.
Authorised staff make every case, suitability and approval decision. The queue records operational status.
The starter configures one workflow on an agreed platform, with up to three views and two supported roles. Complex access controls and external integrations need separate scoping.
Tell us the review statuses your team uses and what staff need to see at the start of the day.