customer path closure
Customer Completion Checkpoint
A plain-English gate for customers and staff to confirm what has been saved, named, uploaded, generated, downloaded, and routed for optional review.
1Start and accountCustomer has an account, state, matter, and paid/free lane.2Drafts and uploadsDrafts are named and uploaded copies are labeled.3OutputsPDF/DOCX/DOC/RTF/TXT/HTML/JSON/Google Docs workflow options are shown honestly.4Review choiceSelf-guided, staff, paralegal, or attorney review choice is recorded.5WarningsNo safe-to-sign or attorney-approved claim appears too early.6Next actionCustomer sees the next step and support path.