Legal Services Offshore blog
Matter-status source boards for offshore support
Give attorneys a current view of approved status fields, open tasks, and unresolved sources.
Defined workflowAttorney review gatesPractical escalation
Name the source date
Show which system supplied each status, when it was checked, and who owns the field.
Separate facts and gaps
List completed work, open tasks, missing inputs, and conflicting statuses separately.
Avoid invented progress
Do not infer a legal result or promise a next step; route the question to the matter owner.