How approvals work

Anything case-specific sent to a client needs an approval from the matter's lawyer, a team member they have made an approver, or a partner.

Lawyers who can approve see "Approve and send" and their message goes straight out. Juniors and clerks see "Submit for approval", and the message waits in Approvals until a lawyer approves or returns it with a reason.

Just before sending, the system checks again that the text has not changed since approval, that the client has not opted out, and that WhatsApp's 24-hour rule is met. If a check fails, nothing is sent and you see why.