ProductWorkflows & Review
Route case-manager work to enrolled-agent review.
Case managers complete the work and request sign-off. Enrolled agents review the source material, edit when needed, approve, or return the work with notes.
- Review source documents beside the prepared form
- Edit values and approve completed work
- Return work to the case manager with specific notes
Prepare the work and resolve flagged items
- Review files in Run
- Resolve extraction and form-review flags
- Request EA approval when ready
Send the work to the right reviewer
- Choose approving colleague
- Add reviewer context
- Notify with direct Run link
Keep pending approvals in one queue
Review the prepared form against its sources
- Compare prepared form with sources
- Edit values without leaving review workspace
- Resolve flags and finalize
Every decision remains attached to the Run
- Track review task creation
- Record resolved flags and approvals
- Preserve completed Run history
Run Start
Final Approval
See the review handoff in context.
Walk through how a case manager requests sign-off and how an enrolled agent reviews the work.