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Settlement offer logging & review

Use a settlement-related communication being registered to create a source-linked review task with the responsible lawyer notified. The design keeps source references, uncertain matches, and approval decisions visible to the responsible legal professional. It coordinates an administrative handoff with version checks and an exception queue. The workflow must not accept, reject, characterize authority, or negotiate an offer.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

Start with a settlement-related communication being registered. A successful handoff produces a source-linked review task with the responsible lawyer notified. Define the accountable owner before connecting systems. The workflow must not accept, reject, characterize authority, or negotiate an offer. A source event is a request to evaluate the current state; it is not permission to make an irreversible change.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Preserve the communication

Store the original in the approved matter system and record receipt time and source.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Extract candidate logistics

Identify stated dates, parties, and referenced documents with source citations and uncertainty flags.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Restrict access

Apply the matter’s approved permissions and exclude terms from shared alert channels.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Notify the responsible lawyer

Create an owned review task; a professional determines duties, timing, and client communication.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Record the reviewed next step

Link the lawyer-approved action without letting the workflow communicate acceptance.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
offer_reference	offer_reference	Resolve the stable source reference in the correct client, entity, and engagement.
received_at	received_at	Validate the date, timezone, and approved reporting or review period.
source_page	source_page	Resolve the stable source reference in the correct client, entity, and engagement.
lawyer_task_id	lawyer_task_id	Resolve the stable source reference in the correct client, entity, and engagement.

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

An extracted date requires lawyer verification.No automated reply can accept terms.A repeated source event creates only one current review task.A changed source version invalidates an earlier approval.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.