Every disclosure in ArcPrime moves through a series of stages that represent your organization's review workflow. Stages give counsel, inventors, and committee members a clear view of where each disclosure stands and what action is needed next.
📷 The disclosure list view with stage groupings visible, showing disclosures sorted under different stage headers
Key Capabilities
Configurable stages -- Your organization defines the stages that match your internal process. Common stages include Submitted, Under Review, Committee Review, Approved, and Sent to Outside Counsel.
Visual indicators -- Each stage has a colored icon so you can identify a disclosure's status at a glance. A red indicator means the disclosure requires your action. A gray indicator means someone else is responsible for the next step.
Stage transitions -- Counsel can move disclosures between stages manually. Some transitions happen automatically based on actions like approval or rejection.
Filtered views -- Filter the disclosure list by one or more stages to focus on the disclosures that need your attention.
How It Works
When a disclosure is first submitted, ArcPrime places it in the initial stage of your workflow. From the disclosure list, counsel can change a disclosure's stage by clicking the stage indicator next to the disclosure and selecting a new stage from the dropdown. Each stage transition is logged so you have a complete audit trail of the disclosure's progress.
Certain actions trigger automatic stage transitions. For example, approving a disclosure through the approval workflow moves it to the approved stage. Similarly, a committee vote may advance or reject a disclosure depending on the outcome.
📷 The stage dropdown open on a disclosure row, showing available stages with counts
Common Use Cases
Use Case | How ArcPrime Helps |
Track new submissions | Filter by the initial stage to see all newly submitted disclosures |
Monitor committee pipeline | Filter by the committee review stage to see disclosures awaiting votes |
Identify stalled disclosures | Use stage reminders to get alerts when disclosures stay in a stage too long |
Audit stage history | Open a disclosure's detail page to see a timeline of all stage transitions |
Getting Started
Stages are configured in your workspace settings. To customize your stages and their order, see Disclosure General Settings. To filter disclosures by stage, see How to Search and Filter Disclosures.
Related Articles
Invention Disclosures Overview -- The full disclosure lifecycle
How to Approve or Reject a Disclosure -- Actions that trigger stage transitions
Stage Reminders -- Automated alerts for stale disclosures