Workflow outcome
client history becomes inspectable because uploads, messages, reviews, approvals and AI actions are recorded as work happens. This matters because regulated work is rarely just one action. It is a chain of requests, responses, reviews, approvals and evidence.
How the workflow runs
| Step | HubSecure action |
|---|---|
| 1. centralize the record | The action stays connected to the same client record, owner, permissions and audit history. |
| 2. connect files and tasks | The action stays connected to the same client record, owner, permissions and audit history. |
| 3. log approvals | The action stays connected to the same client record, owner, permissions and audit history. |
| 4. control permissions | The action stays connected to the same client record, owner, permissions and audit history. |
| 5. export evidence | The action stays connected to the same client record, owner, permissions and audit history. |
Related pages
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