Tax Consultancy — Workflow Setup

⚠️ This is a reference configuration stub.

Statuses to create

statusId	Internal Name	External Name	Initial	Final	Manually Settable
intake	Intake	Documents Required	✅		✅
document-review	Document Review	Under Review			✅
preparation	Preparation	Being Prepared			✅
client-approval	Awaiting Client Approval	Please Review & Approve			✅
submitted	Submitted	Submitted
completed	Completed	Completed		✅

Transitions to create

From	To	Type
intake	document-review	USER
document-review	intake	USER
document-review	preparation	USER
preparation	client-approval	USER
client-approval	submitted	SYSTEM
submitted	completed	USER

The client-approval → submitted transition uses type SYSTEM — triggered by the client-approval-check handler when the client sets clientApprovalConfirmedAt.