Freigabe und Audit

This page explains how Clapilot makes AI-prepared work reviewable: which statuses appear in the mandant timeline, and what each audit entry records. It is for Kanzlei users and admins who need to see what the AI analyzed, what waits for human review, and what was completed.

Clapilot makes legal workflow control visible in the mandant timeline. The Freigabe & Audit filter shows the chain from incoming mail analysis to prepared work items and final outcomes.

Visible statuses

• Entwurf: Clapilot documented the AI analysis, intent, context, and source message.
• Prüfung: a reply draft, task/deadline, appointment, or document action is prepared and waits for human review.
• Freigegeben: reserved for workflows that explicitly record a manual approval before execution.
• Versendet/erledigt: the workflow completed, for example because a reply was sent or no critical action was needed.

What the timeline records

Each audit item keeps the user-facing title, result summary, actor, timestamp, and source mail where available. Prepared critical actions are grouped into plain-language labels such as Antwortentwurf, Aufgabe/Frist, Termin, or Dokument so Kanzlei users can understand the control point without reading internal runtime logs.

The audit view lives next to the regular mail, task, calendar, and document timeline entries on the mandant detail page. That keeps Freigabe, sources, and completed actions visible inside the same case workflow rather than hiding them in a technical backend log.