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To review

Custodio Legal

Video tutorials in Spanish

These walkthroughs show the complete flow in the Spanish interface.

What Custodio noticed in your matters and is waiting on your decision: a possible term, something odd, a missing document, a follow-up. Nothing runs on its own — you decide.

Before you start

  • Be signed in to your practice.
  • Your plan needs to include the review inbox.

Step by step

  1. Open To review from the menu, or from the link in the morning email.

  2. Filter by kind if you only want to see one class: something to check, something odd, a computed term, a possible term, a missing document, or a follow-up.

    To review, with the list of pending items and one item’s detail open

  3. Pick an item to see its detail: what Custodio noticed, and what it’s based on — the document, the proceeding, or the exact fact it drew on.

  4. Read what happens if you approve before deciding.

  5. Click Approve or Dismiss, and confirm in the message that appears. The decision is logged and can’t be undone from there.

How you know it worked

The item disappears from the list, and your dashboard’s counter drops by one.

If something goes wrong

What you see What happened What to do
“Still reading” Custodio is still processing documents for your practice This list may not be complete yet; check back later
“Someone else already decided this item” Someone else at the practice resolved it before you Reload the list to see how it ended up
“Nothing waiting for you” You don’t have anything pending a decision right now Nothing to do
You don’t see this screen in the menu Your plan doesn’t include the review inbox Check your plan’s options from my practice and my plan