Reviewable outcomes
How an approved connection can tell whether a handoff succeeded, needs attention, or should be reconciled by a person.
On this page
Before you start
- A named owner for successful and failed handoffs.
Typical workflow
- 1
Define what a recognizable success looks like.
- 2
Define what should require human review.
- 3
Reconcile exceptions against both systems.
- 4
Escalate persistent or unclear failures.
Confirmed results
A successful workflow can return enough context for the source system and responsible team to recognize the PlaintiffDesk result.
Actionable exceptions
Rejected or incomplete work can be surfaced with useful context instead of being treated as a silent success.
Human reconciliation
The firm can designate an owner to review exceptions, compare source and destination records, and decide whether the work should be corrected or resubmitted.
Keep in mind
- A source system should not treat an ambiguous result as confirmed work.
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