Casevoya

Accept a document or request changes

Every document gets a clear decision with a reason the client can act on.

For: Firm teams4 stepsUpdated 17 Oct 2026
  1. Step 1: Open the document

    Matter › Documents. It opens in split view: the file on one side, details on the other.

  2. Step 2: Accept

    If it meets the request, choose Accept. The client sees “Accepted”.

  3. Step 3: Request changes

    Pick a reason and write what to fix in plain words. The client sees “Changes needed” and your note.

  4. Step 4: Replace without losing history

    A new upload becomes version 2. Version 1 stays, so earlier packages remain reproducible.

The document review queue
The document review queue. Sample data.
The review panel for the Marriage certificate, with extracted fields to confirm
The review panel for the Marriage certificate, with extracted fields to confirm. Sample data.

Written from the Casevoya product specification (DOC-04). Screens and wording may change before launch.