Staff-client interaction workflow

This topic applies to Caseware PBC Requests.

Learn more about Caseware PBC Requests

The following diagram describes the workflow for staff-client interaction in PBC Requests.

Staff-Contact collaboration

To learn more, see:

  1. Send the query to clients

  2. Clients respond to the query

  3. Review progress and responses

  4. Collaborate with clients

  5. Reopen the query

  6. Complete the query