Offer Approvals
Review settlement offers that require approval before proceeding.
Open offer approvals
- Click Approvals in the sidebar.
- Switch to the Offers section tab.
- Or navigate directly to
/approvals/offers.
View modes
Similar to client approvals:
| View | Description |
|---|---|
| My offers | Offers assigned to you for review |
| Offer pool | Unassigned offers available to claim |
| All offers | Full queue (org_admin only) |
Review an offer approval
- Click a row to open detail (
/approvals/offers/[id]). - Review offer terms, linked case, and client context.
- Read any existing notes from negotiators.
- Approve or Reject with optional rejection reason.
- Confirm the decision.
Link to offer detail
From approval detail, navigate to the full Offer record for additional context and note history.
See Settlement Offers.
Bulk decisions
Select multiple pending approvals and use bulk approve/reject when the bulk toolbar is available.
After decision
- Approved offers proceed in the settlement workflow.
- Rejected offers return with reason visible to assigned staff.
- Check Recent approvals for audit history.
See Client Approvals for shared approval UI patterns.