Signed Client Workspace

Harbor Legal Group Automation Workspace

Provisioned browser automation workspace for launching approved workflows, tracking credit burn, reviewing run evidence, and releasing human checkpoints when trust policy requires it.

Run detail

Qualified two intake submissions and paused before outbound client confirmation.

awaiting approval96 estimated credits71 actual credits

Execution timeline

Pull intake queue

done

Three new submissions loaded from the intake portal.

Validate required fields

done

Two qualified. One missing incident date.

Create matter draft

done

Drafts written into Clio with evidence captured.

Send client confirmation

blocked

Waiting for attorney approval before outbound email.

Finalize CRM sync

queued

Will execute immediately after approval.

Billing record

Estimated

96 credits

Actual

71 credits

Vendor cost

$12.84

Approvals triggered